v3.25.2
Condensed Consolidated Statements of Changes in Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Cumulative Adjustment
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Loss
Retained Earnings
Retained Earnings
Cumulative Adjustment
Beginning balance (in shares) at Dec. 31, 2023     242,048        
Beginning balance at Dec. 31, 2023 $ 6,281,649 $ 561,489 $ 2 $ 4,491,571 $ (30,270) $ 1,820,346 $ 561,489
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Common stock withheld related to net share settlement of equity awards (in shares)     (662)        
Common stock withheld for net share settlement of equity awards (117,225)     (117,225)      
Common stock issued in connection with equity awards, net of stock options repurchases (in shares)     6,951        
Common stock issued in connection with equity awards, net of stock options repurchases 80,634     80,634      
Stock-based compensation (inclusive of capitalized stock-based compensation) 465,938     465,938      
Purchases of capped calls (104,110)     (104,110)      
Other comprehensive income (loss) (10,001)       (10,001)    
Net income 1,212,395         1,212,395  
Ending balance (in shares) at Jun. 30, 2024     248,337        
Ending balance at Jun. 30, 2024 8,370,769   $ 2 4,816,808 (40,271) 3,594,230  
Beginning balance (in shares) at Mar. 31, 2024     245,371        
Beginning balance at Mar. 31, 2024 8,070,994   $ 2 4,550,408 (37,496) 3,558,080  
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Common stock issued in connection with equity awards (in shares)     2,966        
Common stock issued in connection with equity awards 36,031     36,031      
Stock-based compensation (inclusive of capitalized stock-based compensation) 230,369     230,369      
Other comprehensive income (loss) (2,775)       (2,775)    
Net income 36,150         36,150  
Ending balance (in shares) at Jun. 30, 2024     248,337        
Ending balance at Jun. 30, 2024 8,370,769   $ 2 4,816,808 (40,271) 3,594,230  
Beginning balance (in shares) at Dec. 31, 2024     253,640        
Beginning balance at Dec. 31, 2024 10,276,842   $ 2 5,365,990 (50,051) 4,960,901  
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Common stock issued in connection with equity awards (in shares)     3,564        
Common stock issued in connection with equity awards 59,455     59,455      
Common stock withheld related to net share settlement of equity awards (in shares)     (771)        
Common stock withheld for net share settlement of equity awards (201,381)     (201,381)      
Stock-based compensation (inclusive of capitalized stock-based compensation) 415,474     415,474      
Other comprehensive income (loss) 49,991       49,991    
Net income 1,494,508         1,494,508  
Ending balance (in shares) at Jun. 30, 2025     256,433        
Ending balance at Jun. 30, 2025 12,094,889   $ 2 5,639,538 (60) 6,455,409  
Beginning balance (in shares) at Mar. 31, 2025     254,590        
Beginning balance at Mar. 31, 2025 10,468,240   $ 2 5,483,821 (42,092) 5,026,509  
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Common stock issued in connection with equity awards (in shares)     2,226        
Common stock issued in connection with equity awards 48,615     48,615      
Common stock withheld related to net share settlement of equity awards (in shares)     (383)        
Common stock withheld for net share settlement of equity awards (101,078)     (101,078)      
Stock-based compensation (inclusive of capitalized stock-based compensation) 208,180     208,180      
Other comprehensive income (loss) 42,032       42,032    
Net income 1,428,900         1,428,900  
Ending balance (in shares) at Jun. 30, 2025     256,433        
Ending balance at Jun. 30, 2025 $ 12,094,889   $ 2 $ 5,639,538 $ (60) $ 6,455,409