v3.26.1
Consolidated Statements of Changes in Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings
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 loss 49,991     49,991  
Net (loss) 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 loss 42,032     42,032  
Net (loss) 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
Beginning balance (in shares) at Dec. 31, 2025   267,836      
Beginning balance at Dec. 31, 2025 14,793,058 $ 3 8,566,854 4,973 6,221,228
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of equity instruments as consideration for business combination (in shares)   173      
Common stock issued as consideration for business combination 19,386   19,386    
Common stock issued in connection with equity awards (in shares)   4,040      
Common stock issued in connection with equity awards 32,386   32,386    
Common stock repurchased (in shares)   (7,092)      
Common stock repurchased (1,183,505)   (1,183,505)    
Common stock withheld related to net share settlement of equity awards (in shares)   (1,175)      
Common stock withheld for net share settlement of equity awards (224,319)   (224,319)    
Stock-based compensation (inclusive of capitalized stock-based compensation) 499,487   499,487    
Other comprehensive loss (103,243)     (103,243)  
Net (loss) income (753,585)       (753,585)
Ending balance (in shares) at Jun. 30, 2026   263,782      
Ending balance at Jun. 30, 2026 13,079,665 $ 3 7,710,289 (98,270) 5,467,643
Beginning balance (in shares) at Mar. 31, 2026   263,411      
Beginning balance at Mar. 31, 2026 13,480,573 $ 3 7,666,768 (13,309) 5,827,111
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Common stock issued in connection with equity awards (in shares)   1,728      
Common stock issued in connection with equity awards 23,151   23,151    
Common stock repurchased (in shares)   (814)      
Common stock repurchased (121,271)   (121,271)    
Common stock withheld related to net share settlement of equity awards (in shares)   (543)      
Common stock withheld for net share settlement of equity awards (105,394)   (105,394)    
Stock-based compensation (inclusive of capitalized stock-based compensation) 247,035   247,035    
Other comprehensive loss (84,961)     (84,961)  
Net (loss) income (359,468)       (359,468)
Ending balance (in shares) at Jun. 30, 2026   263,782      
Ending balance at Jun. 30, 2026 $ 13,079,665 $ 3 $ 7,710,289 $ (98,270) $ 5,467,643