v3.25.2
Leases - Supplemental Balance Sheet (FY) (Details) - USD ($)
$ in Thousands
6 Months Ended 12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Operating leases:          
Operating lease ROU assets $ 3,380,201   $ 2,589,547 $ 461,966  
Operating lease liabilities, current 279,080   213,104 39,789  
Operating lease liabilities, non-current 3,168,392   2,388,912 432,653  
Total operating lease liabilities 3,447,472   2,602,016 472,442  
Finance leases:          
Property and equipment     157,146 15,250  
Less: amortization     (23,544) (4,954)  
Property and equipment, net     133,602 10,296  
Finance lease liabilities, current 60,396   57,801 3,534  
Finance lease liabilities, non-current 3,112   34,120 510  
Total financing obligation     91,921 4,044  
Cash paid for amounts included in the measurement of lease liabilities:          
Operating cash flows from operating leases $ 301,288 $ 79,428 253,285 30,381 $ 456
Operating cash flows from finance leases     8,709 868 903
Financing cash flows from finance leases     $ 54,052 $ 7,606 $ 3,840
Weighted-average remaining lease term (in years):          
Operating leases 9 years   9 years 8 years 6 years
Finance leases     2 years 1 year 2 years
Weighted-average discount rate:          
Operating leases 12.00%   12.00% 12.00% 12.00%
Finance leases     11.00% 11.00% 11.00%