v3.25.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Deficit
Accumulated Other Comprehensive Loss
Beginning balance (in shares) at Dec. 31, 2023   196,671      
Beginning balance at Dec. 31, 2023 $ 2,254,112 $ 1,967 $ 2,835,883 $ (576,813) $ (6,925)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 119,077     119,077  
Other comprehensive income (loss) (1,050)       (1,050)
Share-based compensation 27,216   27,216    
Stock option exercises (in shares)   1,691      
Stock option exercises 19,548 $ 17 19,531    
Issuance of common stock in connection with a registered offering, net of issuance costs (in shares)   6,000      
Issuance of common stock in connection with a registered offering, net of issuance costs 124,357 $ 60 124,297    
Issuances of common stock in connection with the vesting of restricted stock units (in shares)   701      
Issuances of common stock in connection with the vesting of restricted stock units (980) $ 6 (986)    
Issuances of common stock in connection with the employee stock purchase plan (in shares)   103      
Issuances of common stock in connection with the employee stock purchase plan 1,462 $ 1 1,461    
Settlement of accrued compensation liabilities through the issuance of common stock (in shares)   1,447      
Settlement of accrued compensation liabilities through the issuance of common stock 18,058 $ 15 18,043    
Ending balance (in shares) at Sep. 30, 2024   206,613      
Ending balance at Sep. 30, 2024 2,561,800 $ 2,066 3,025,445 (457,736) (7,975)
Beginning balance (in shares) at Jun. 30, 2024   199,052      
Beginning balance at Jun. 30, 2024 2,367,497 $ 1,990 2,873,839 (499,091) (9,241)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 41,355     41,355  
Other comprehensive income (loss) 1,266       1,266
Share-based compensation 9,265   9,265    
Stock option exercises (in shares)   1,547      
Stock option exercises 18,058 $ 16 18,042    
Issuance of common stock in connection with a registered offering, net of issuance costs (in shares)   6,000      
Issuance of common stock in connection with a registered offering, net of issuance costs 124,357 $ 60 124,297    
Issuances of common stock in connection with the vesting of restricted stock units (in shares)   14      
Issuances of common stock in connection with the vesting of restricted stock units 2   2    
Ending balance (in shares) at Sep. 30, 2024   206,613      
Ending balance at Sep. 30, 2024 $ 2,561,800 $ 2,066 3,025,445 (457,736) (7,975)
Beginning balance (in shares) at Dec. 31, 2024 207,495 207,495      
Beginning balance at Dec. 31, 2024 $ 2,610,350 $ 2,075 3,041,645 (420,573) (12,797)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 250,671     250,671  
Other comprehensive income (loss) 916       916
Share-based compensation 34,646   34,646    
Stock option exercises (in shares)   9,605      
Stock option exercises 37,616 $ 96 37,520    
Issuances of common stock in connection with the vesting of restricted stock units (in shares)   1,268      
Issuances of common stock in connection with the vesting of restricted stock units (4,211) $ 13 (4,224)    
Issuances of common stock in connection with the employee stock purchase plan (in shares)   87      
Issuances of common stock in connection with the employee stock purchase plan 1,875 $ 1 1,874    
Issuance of common stock in connection with a business acquisition (in shares)   1,355      
Issuance of common stock in connection with an asset acquisition 39,730 $ 13 39,717    
Settlement of accrued compensation liabilities through the issuance of common stock (in shares)   452      
Settlement of accrued compensation liabilities through the issuance of common stock $ 13,759 $ 5 13,754    
Ending balance (in shares) at Sep. 30, 2025 220,262 220,262      
Ending balance at Sep. 30, 2025 $ 2,985,352 $ 2,203 3,164,932 (169,902) (11,881)
Beginning balance (in shares) at Jun. 30, 2025   219,902      
Beginning balance at Jun. 30, 2025 2,869,243 $ 2,199 3,148,712 (272,329) (9,339)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 102,427     102,427  
Other comprehensive income (loss) (2,542)       (2,542)
Share-based compensation 12,474   12,474    
Stock option exercises (in shares)   293      
Stock option exercises 3,750 $ 3 3,747    
Issuances of common stock in connection with the vesting of restricted stock units (in shares)   67      
Issuances of common stock in connection with the vesting of restricted stock units $ 0 $ 1 (1)    
Ending balance (in shares) at Sep. 30, 2025 220,262 220,262      
Ending balance at Sep. 30, 2025 $ 2,985,352 $ 2,203 $ 3,164,932 $ (169,902) $ (11,881)