v3.25.2
NET INCOME PER SHARE - Schedule of net income per share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Net income attributable to common stockholders, basic        
Net income $ 1,428,900 $ 36,150 $ 1,494,508 $ 1,212,395
Less: net income allocated to participating shares 0 (23) 0 (784)
Net income attributable to common stockholders, basic 1,428,900 36,127 1,494,508 1,211,611
Net income attributable to common stockholders, diluted        
Net income 1,428,900 36,150 1,494,508 1,212,395
Add: interest on convertible notes, net of tax 3,611 0 7,209 6,145
Less: net income allocated to participating shares 0 (22) 0 (711)
Net income attributable to common stockholders, diluted $ 1,432,511 $ 36,128 $ 1,501,717 $ 1,217,829
Weighted-average shares of common stock used to compute net income per share:        
WASO - basic (in shares) 255,188 246,298 254,537 244,546
Weighted-average effect of potentially dilutive shares:        
Convertible Notes (in shares) 7,229 0 7,229 5,687
WASO - diluted (in shares) 278,913 266,831 278,700 271,003
Basic (in dollars per share) $ 5.60 $ 0.15 $ 5.87 $ 4.95
Diluted (in dollars per share) $ 5.14 $ 0.14 $ 5.39 $ 4.49
Stock options        
Weighted-average effect of potentially dilutive shares:        
Share-based payment arrangements (in shares) 15,299 17,254 15,561 17,894
Restricted stock units        
Weighted-average effect of potentially dilutive shares:        
Share-based payment arrangements (in shares) 665 2,672 807 2,250
Performance restricted stock units        
Weighted-average effect of potentially dilutive shares:        
Share-based payment arrangements (in shares) 446 350 413 343
Restricted stock        
Weighted-average effect of potentially dilutive shares:        
Share-based payment arrangements (in shares) 86 257 153 283