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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) - USD ($)
$ in Thousands
6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
CASH FLOWS FROM OPERATING ACTIVITIES:    
Net income $ 245,232 $ 204,855
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation 13,306 13,471
Amortization 310 473
Stock-based compensation expense 9,266 22,843
Noncash lease expense 11,902 11,687
Deferred income tax provision 22,824 34,856
Other 255 (520)
Changes in assets and liabilities:    
Accounts receivable and unbilled, net (39,361) (81,980)
Prepaid expenses and other current assets (15,949) (33,130)
Accounts payable (45) 12,021
Accrued expenses 43,717 12,249
Advanced billings 50,332 98,198
Lease liabilities (12,357) (12,615)
Other assets and liabilities, net (15,633) (8,046)
Net cash provided by operating activities 313,799 274,362
CASH FLOWS FROM INVESTING ACTIVITIES:    
Property and equipment expenditures (30,725) (16,107)
Other 92 100
Net cash used in investing activities (30,633) (16,007)
CASH FLOWS FROM FINANCING ACTIVITIES:    
Proceeds from stock option exercises 19,094 26,285
Repurchases of common stock (294,764) (912,815)
Net cash used in financing activities (275,670) (886,530)
EFFECT OF EXCHANGE RATES ON CASH, CASH EQUIVALENTS, AND RESTRICTED CASH (1,857) 5,069
INCREASE (DECREASE) IN CASH, CASH EQUIVALENTS, AND RESTRICTED CASH 5,639 (623,106)
CASH, CASH EQUIVALENTS, AND RESTRICTED CASH — Beginning of period 497,049 669,436
CASH, CASH EQUIVALENTS, AND RESTRICTED CASH — End of period $ 502,688 $ 46,330