CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands |
Total |
Common Stock |
Additional Paid-in Capital |
Treasury Stock |
Retained Earnings |
Accumulated Other Comprehensive Loss |
| Beginning balance (in shares) at Dec. 31, 2023 |
|
75,301,424
|
|
|
|
|
| Beginning balance at Dec. 31, 2023 |
$ 1,615,765
|
$ 1
|
$ 1,347,410
|
$ (155,947)
|
$ 434,980
|
$ (10,679)
|
| Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2023 |
|
|
|
20,220,227
|
|
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
| Issuance of common stock under employee plans, net (in shares) |
|
164,747
|
|
|
|
|
| Issuance of common stock under employee plans, net |
(2,710)
|
|
(2,710)
|
|
|
|
| Stock-based compensation |
75,115
|
|
75,115
|
|
|
|
| Issuance of replacement awards in connection with acquisitions |
1,265
|
|
1,265
|
|
|
|
| Net income |
133,352
|
|
|
|
133,352
|
|
| Other comprehensive income (loss), net |
(907)
|
|
|
|
|
(907)
|
| Ending balance (in shares) at Mar. 31, 2024 |
|
75,466,171
|
|
|
|
|
| Ending balance at Mar. 31, 2024 |
1,821,880
|
$ 1
|
1,421,080
|
$ (155,947)
|
568,332
|
(11,586)
|
| Treasury stock, shares, ending balance (in shares) at Mar. 31, 2024 |
|
|
|
20,220,227
|
|
|
| Beginning balance (in shares) at Dec. 31, 2023 |
|
75,301,424
|
|
|
|
|
| Beginning balance at Dec. 31, 2023 |
1,615,765
|
$ 1
|
1,347,410
|
$ (155,947)
|
434,980
|
(10,679)
|
| Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2023 |
|
|
|
20,220,227
|
|
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
| Net income |
174,825
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2024 |
|
75,573,214
|
|
|
|
|
| Ending balance at Jun. 30, 2024 |
1,933,381
|
$ 1
|
1,493,716
|
$ (155,947)
|
609,805
|
(14,194)
|
| Treasury stock, shares, ending balance (in shares) at Jun. 30, 2024 |
|
|
|
20,220,227
|
|
|
| Beginning balance (in shares) at Mar. 31, 2024 |
|
75,466,171
|
|
|
|
|
| Beginning balance at Mar. 31, 2024 |
1,821,880
|
$ 1
|
1,421,080
|
$ (155,947)
|
568,332
|
(11,586)
|
| Treasury stock, shares, beginning balance (in shares) at Mar. 31, 2024 |
|
|
|
20,220,227
|
|
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
| Issuance of common stock (in shares) |
|
107,043
|
|
|
|
|
| Issuance of common stock |
(2,185)
|
|
(2,185)
|
|
|
|
| Stock-based compensation |
74,821
|
|
74,821
|
|
|
|
| Net income |
41,473
|
|
|
|
41,473
|
|
| Other comprehensive income (loss), net |
(2,608)
|
|
|
|
|
(2,608)
|
| Ending balance (in shares) at Jun. 30, 2024 |
|
75,573,214
|
|
|
|
|
| Ending balance at Jun. 30, 2024 |
$ 1,933,381
|
$ 1
|
1,493,716
|
$ (155,947)
|
609,805
|
(14,194)
|
| Treasury stock, shares, ending balance (in shares) at Jun. 30, 2024 |
|
|
|
20,220,227
|
|
|
| Beginning balance (in shares) at Dec. 31, 2024 |
76,619,331
|
76,619,331
|
|
|
|
|
| Beginning balance at Dec. 31, 2024 |
$ 2,327,665
|
$ 1
|
1,689,781
|
$ (155,947)
|
812,014
|
(18,184)
|
| Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2024 |
20,220,227
|
|
|
20,220,227
|
|
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
| Issuance of common stock under employee plans, net (in shares) |
|
190,558
|
|
|
|
|
| Issuance of common stock under employee plans, net |
$ (5,035)
|
|
(5,035)
|
|
|
|
| Stock-based compensation |
140,239
|
|
140,239
|
|
|
|
| Induced conversion of convertible debt (in shares) |
|
1,038,259
|
|
|
|
|
| Induced conversion of convertible debt |
20,819
|
|
20,819
|
|
|
|
| Tax effect of partial repurchase of convertible debt |
(16,049)
|
|
(16,049)
|
|
|
|
| Net income |
87,980
|
|
|
|
87,980
|
|
| Other comprehensive income (loss), net |
234
|
|
|
|
|
234
|
| Ending balance (in shares) at Mar. 31, 2025 |
|
77,848,148
|
|
|
|
|
| Ending balance at Mar. 31, 2025 |
$ 2,555,853
|
$ 1
|
1,829,755
|
$ (155,947)
|
899,994
|
(17,950)
|
| Treasury stock, shares, ending balance (in shares) at Mar. 31, 2025 |
|
|
|
20,220,227
|
|
|
| Beginning balance (in shares) at Dec. 31, 2024 |
76,619,331
|
76,619,331
|
|
|
|
|
| Beginning balance at Dec. 31, 2024 |
$ 2,327,665
|
$ 1
|
1,689,781
|
$ (155,947)
|
812,014
|
(18,184)
|
| Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2024 |
20,220,227
|
|
|
20,220,227
|
|
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
| Net income |
$ 124,097
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2025 |
78,503,041
|
78,503,041
|
|
|
|
|
| Ending balance at Jun. 30, 2025 |
$ 2,732,400
|
$ 1
|
1,964,953
|
$ (155,947)
|
936,111
|
(12,718)
|
| Treasury stock, shares, ending balance (in shares) at Jun. 30, 2025 |
20,220,227
|
|
|
20,220,227
|
|
|
| Beginning balance (in shares) at Mar. 31, 2025 |
|
77,848,148
|
|
|
|
|
| Beginning balance at Mar. 31, 2025 |
$ 2,555,853
|
$ 1
|
1,829,755
|
$ (155,947)
|
899,994
|
(17,950)
|
| Treasury stock, shares, beginning balance (in shares) at Mar. 31, 2025 |
|
|
|
20,220,227
|
|
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
| Issuance of common stock (in shares) |
|
250,000
|
|
|
|
|
| Issuance of common stock |
183,643
|
|
183,643
|
|
|
|
| Issuance of common stock under employee plans, net (in shares) |
|
404,893
|
|
|
|
|
| Issuance of common stock under employee plans, net |
(187,800)
|
|
(187,800)
|
|
|
|
| Stock-based compensation |
139,244
|
|
139,244
|
|
|
|
| Tax effect of partial repurchase of convertible debt |
111
|
|
111
|
|
|
|
| Net income |
36,117
|
|
|
|
36,117
|
|
| Other comprehensive income (loss), net |
$ 5,232
|
|
|
|
|
5,232
|
| Ending balance (in shares) at Jun. 30, 2025 |
78,503,041
|
78,503,041
|
|
|
|
|
| Ending balance at Jun. 30, 2025 |
$ 2,732,400
|
$ 1
|
$ 1,964,953
|
$ (155,947)
|
$ 936,111
|
$ (12,718)
|
| Treasury stock, shares, ending balance (in shares) at Jun. 30, 2025 |
20,220,227
|
|
|
20,220,227
|
|
|