v3.26.1
Segment and Geographic Information - Schedule of Segment Net Income (Loss) (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Segment Reporting [Line Items]        
Revenue $ 804,905 $ 499,627 $ 1,468,316 $ 891,988
Depreciation and amortization 4,258 3,934 8,468 7,897
Income tax expense (benefit) 3,987 (439) 5,734 (2,160)
Net income 252,848 89,297 456,829 115,455
Reportable Segment        
Segment Reporting [Line Items]        
Revenue     1,468,316 891,988
Adjusted cost of revenue 70,055 45,696 126,177 82,568
Adjusted gross profit 734,850 453,931 1,342,139 809,420
Adjusted operating expenses 392,040 287,182 733,359 527,400
Stock-based compensation and related taxes 106,836 95,104 185,684 202,509
Depreciation and amortization 4,258 3,934 8,468 7,897
Interest (income) expense, net (25,027) (21,056) (48,912) (41,470)
Income tax expense (benefit) 3,987 (439) 5,734 (2,160)
Other segment expenses (92) (91) 977 (211)
Net income $ 252,848 $ 89,297 $ 456,829 $ 115,455