Note 7 – Goodwill, net and Intangible Assets, net

The Company’s intangible assets, net as of December 31, 2025 and December 31, 2024 consists of the following (in thousands):

Successor

December 31, 2025

  ​ ​ ​

Useful Life (years)

  ​ ​ ​

Gross Carrying Amount

  ​ ​ ​

Accumulated Amortization

  ​ ​ ​

Net Carrying Amount

IPR&D

Indefinite

$

6,969

$

$

6,969

Total

$

6,969

$

$

6,969

Successor

December 31, 2024

  ​ ​ ​

Useful Life (years)

  ​ ​ ​

Gross Carrying Amount

  ​ ​ ​

Accumulated Amortization

  ​ ​ ​

Impairment

Net Carrying Amount

IPR&D

Indefinite

$

22,100

$

$

(15,131)

$

6,969

Developed technology

5.0

4,100

(353)

 

(3,747)

Total

$

26,200

$

(353)

$

(18,878)

$

6,969

There was no amortization of intangible assets for the year ended December 31, 2025 (Successor).

For the period from January 1, 2024 to July 30, 2024 (Predecessor), the Company performed a qualitative assessment of its indefinite-lived intangible assets for impairment and determined that no indicators of impairment were present. Based on this assessment, the Company concluded that it was not more likely than not that the fair value of the indefinite-lived intangible assets was less than their carrying amounts. Accordingly, no quantitative impairment testing was required. No impairment charges related to indefinite-lived intangible assets were recorded during the period from January 1, 2024 to July 30, 2024 (Predecessor).

During the fourth quarter of 2024, the Company performed an impairment assessment on its indefinite lived intangible assets, and determined that as of December 31, 2024, the fair value of its intangible assets was less than the carrying amount. As a result, the Company recorded an $18.9 million impairment charge during the period from July 31, 2024, to December 31, 2024 (Successor). The impairment was driven by a sustained decline in the Company’s share price and market capitalization.

During the year ended December 31, 2025 (Successor), the Company performed a qualitative assessment of its indefinite-lived intangible assets for impairment and determined that no indicators of impairment were present. Based on this assessment, the Company concluded that it was not more likely than not that the fair value of the indefinite-lived intangible assets was less than their carrying amounts. Accordingly, no quantitative impairment testing was required. No impairment charges related to indefinite-lived intangible assets were recorded during the year ended December 31, 2025 (Successor).

The following table presents the changes in goodwill (in thousands):

Successor

December 31, 2025

Carrying Amount

  ​ ​ ​

Impairment

Net Carrying Amount

Goodwill

$

13,967

$

$

13,967

Successor

December 31, 2024

Carrying Amount

  ​ ​ ​

Impairment

Net Carrying Amount

Goodwill

$

44,291

$

(30,324)

$

13,967

For the period from January 1, 2024 to July 30, 2024 (Predecessor), the Company performed a qualitative assessment of goodwill for impairment and determined that no indicators of impairment were present. Based on this assessment, the Company concluded that it was not more likely than not that the fair value of the reporting unit was less than its carrying amount. Accordingly, no quantitative impairment testing was required. No impairment charges related to goodwill were recorded during the period from January 1, 2024 to July 30, 2024 (Predecessor).

During the fourth quarter of 2024, the Company conducted its annual assessment of goodwill. During its assessment, the Company determined that as of December 31, 2024, its fair value was less than the carrying amount. As a result, the Company recorded a $30.3 million goodwill impairment charge during the period from July 31, 2024, to December 31, 2024 (Successor). The impairment was driven by a sustained decline in the Company’s share price and market capitalization.

During the year ended December 31, 2025, the Company performed a qualitative assessment of goodwill for impairment and determined that no indicators of impairment were present. Based on this assessment, the Company concluded that it was not more likely than not that the fair value of the reporting unit was less than its carrying amount. Accordingly, no quantitative impairment testing was required. No impairment charges related to goodwill were recorded during the year ended December 31, 2025 (Successor).

Historical Timeline

Fiscal YearFiled
2025Mar 27, 2026Showing above
2024Mar 27, 2025

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.