v3.26.1
Condensed Consolidated Statements of Redeemable Non-Controlling Interests and Stockholders' Equity - USD ($)
shares in Thousands, $ in Millions
Total
Common Stock
Additional Paid-in Capital
Accumulated Deficit
Accumulated Other Comprehensive Income (Loss)
Redeemable non-controlling interests, beginning balance at Dec. 31, 2024 $ 7        
Increase (Decrease) in Temporary Equity [Roll Forward]          
Net income (loss) (1)        
Redeemable non-controlling interests, ending balance at Mar. 31, 2025 6        
Beginning balance (shares) at Dec. 31, 2024   419,677      
Beginning balance at Dec. 31, 2024 7,803 $ 0 $ 13,165 $ (5,255) $ (107)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon settlement of restricted stock units (shares)   3,199      
Issuance of common stock upon exercise of stock options (shares)   751      
Issuance of common stock upon exercise of stock options 3   3    
Stock-based compensation 276   276    
Other comprehensive income (loss) 114       114
Net income (loss) 193     193  
Ending balance (shares) at Mar. 31, 2025   423,627      
Ending balance at Mar. 31, 2025 8,389 $ 0 13,444 (5,062) 7
Redeemable non-controlling interests, beginning balance at Dec. 31, 2024 7        
Redeemable non-controlling interests, ending balance at Jun. 30, 2025 5        
Beginning balance (shares) at Dec. 31, 2024   419,677      
Beginning balance at Dec. 31, 2024 7,803 $ 0 13,165 (5,255) (107)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income (loss) 478        
Ending balance (shares) at Jun. 30, 2025   426,915      
Ending balance at Jun. 30, 2025 8,923 $ 0 13,439 (4,777) 261
Redeemable non-controlling interests, beginning balance at Mar. 31, 2025 6        
Increase (Decrease) in Temporary Equity [Roll Forward]          
Net income (loss) (1)        
Redeemable non-controlling interests, ending balance at Jun. 30, 2025 5        
Beginning balance (shares) at Mar. 31, 2025   423,627      
Beginning balance at Mar. 31, 2025 8,389 $ 0 13,444 (5,062) 7
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon settlement of restricted stock units (shares)   2,848      
Issuance of common stock upon exercise of stock options (shares)   440      
Issuance of common stock upon exercise of stock options 2   2    
Stock-based compensation 332   332    
Other comprehensive income (loss) 254       254
Issuance of warrants 341   341    
Purchase of convertible note hedges (680)   (680)    
Net income (loss) 285     285  
Ending balance (shares) at Jun. 30, 2025   426,915      
Ending balance at Jun. 30, 2025 8,923 $ 0 13,439 (4,777) 261
Redeemable non-controlling interests, beginning balance at Dec. 31, 2025 13        
Increase (Decrease) in Temporary Equity [Roll Forward]          
Net income (loss) (1)        
Redeemable non-controlling interests, ending balance at Mar. 31, 2026 12        
Beginning balance (shares) at Dec. 31, 2025   434,247      
Beginning balance at Dec. 31, 2025 10,033 $ 0 14,092 (4,320) 261
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon settlement of restricted stock units (shares)   2,583      
Issuance of common stock upon exercise of stock options (shares)   231      
Issuance of common stock upon exercise of stock options 1   1    
Stock-based compensation 286   286    
Other comprehensive income (loss) (144)       (144)
Repurchase and retirement of common stock (shares)   (1,106)      
Repurchase and retirement of common stock (162)     (162)  
Net income (loss) 184     184  
Ending balance (shares) at Mar. 31, 2026   435,955      
Ending balance at Mar. 31, 2026 10,198 $ 0 14,379 (4,298) 117
Redeemable non-controlling interests, beginning balance at Dec. 31, 2025 13        
Redeemable non-controlling interests, ending balance at Jun. 30, 2026 11        
Beginning balance (shares) at Dec. 31, 2025   434,247      
Beginning balance at Dec. 31, 2025 $ 10,033 $ 0 14,092 (4,320) 261
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (shares) 343        
Net income (loss) $ 384        
Ending balance (shares) at Jun. 30, 2026   433,256      
Ending balance at Jun. 30, 2026 9,921 $ 0 14,806 (4,986) 101
Redeemable non-controlling interests, beginning balance at Mar. 31, 2026 12        
Increase (Decrease) in Temporary Equity [Roll Forward]          
Net income (loss) (1)        
Redeemable non-controlling interests, ending balance at Jun. 30, 2026 11        
Beginning balance (shares) at Mar. 31, 2026   435,955      
Beginning balance at Mar. 31, 2026 10,198 $ 0 14,379 (4,298) 117
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon settlement of restricted stock units (shares)   2,840      
Issuance of common stock upon exercise of stock options (shares)   112      
Issuance of common stock upon exercise of stock options 1   1    
Stock-based compensation 426   426    
Other comprehensive income (loss) (16)       (16)
Repurchase and retirement of common stock (shares)   (5,651)      
Repurchase and retirement of common stock (888)     (888)  
Net income (loss) 200     200  
Ending balance (shares) at Jun. 30, 2026   433,256      
Ending balance at Jun. 30, 2026 $ 9,921 $ 0 $ 14,806 $ (4,986) $ 101