v3.26.1
Condensed Consolidated Statements of Stockholders' Equity (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
Total
ESPP shares available for future issuance
Common Stock
Treasury Stock
Additional Paid-In Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss)
Balance at beginning of period (in shares) at Dec. 31, 2024     56,665        
Beginning balance at Dec. 31, 2024 $ 1,243,313   $ 57 $ (290,319) $ 1,167,882 $ 382,888 $ (17,195)
Balance at beginning of period (in shares) at Dec. 31, 2024       (10,283)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income (loss) (7,023)         (7,023)  
Other comprehensive income (loss) 3,388           3,388
Share-based compensation 11,547       11,547    
Issuance of common stock under employee stock plans (in shares)     462        
Issuance of common stock under employee stock plans 8,266       8,266    
Tax payments related to restricted stock units (2,391)       (2,391)    
Balance at end of period (in shares) at Mar. 31, 2025     57,127        
Ending balance at Mar. 31, 2025 1,257,100   $ 57 $ (290,319) 1,185,304 375,865 (13,807)
Balance at end of period (in shares) at Mar. 31, 2025       (10,283)      
Balance at beginning of period (in shares) at Dec. 31, 2024     56,665        
Beginning balance at Dec. 31, 2024 1,243,313   $ 57 $ (290,319) 1,167,882 382,888 (17,195)
Balance at beginning of period (in shares) at Dec. 31, 2024       (10,283)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income (loss) (1,384)            
Other comprehensive income (loss) 9,676            
Balance at end of period (in shares) at Jun. 30, 2025     57,238        
Ending balance at Jun. 30, 2025 1,263,619   $ 57 $ (305,971) 1,195,548 381,504 (7,519)
Balance at end of period (in shares) at Jun. 30, 2025       (10,819)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Dividend yield   0.00%          
Balance at beginning of period (in shares) at Mar. 31, 2025     57,127        
Beginning balance at Mar. 31, 2025 1,257,100   $ 57 $ (290,319) 1,185,304 375,865 (13,807)
Balance at beginning of period (in shares) at Mar. 31, 2025       (10,283)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income (loss) 5,639         5,639  
Other comprehensive income (loss) 6,288           6,288
Share-based compensation 11,205       11,205    
Issuance of common stock under employee stock plans (in shares)     111        
Tax payments related to restricted stock units (961)       (961)    
Common stock repurchases (in shares)       (536)      
Common stock repurchases (15,652)     $ (15,652)      
Balance at end of period (in shares) at Jun. 30, 2025     57,238        
Ending balance at Jun. 30, 2025 $ 1,263,619   $ 57 $ (305,971) 1,195,548 381,504 (7,519)
Balance at end of period (in shares) at Jun. 30, 2025       (10,819)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Dividend yield   0.00%          
Balance at beginning of period (in shares) at Dec. 31, 2025 45,027   57,833        
Beginning balance at Dec. 31, 2025 $ 1,231,814   $ 58 $ (368,307) 1,223,977 384,940 (8,854)
Balance at beginning of period (in shares) at Dec. 31, 2025 (12,806)     (12,806)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income (loss) $ 11,358         11,358  
Other comprehensive income (loss) (1,788)           (1,788)
Share-based compensation 10,088       10,088    
Issuance of common stock under employee stock plans (in shares)     450        
Issuance of common stock under employee stock plans 7,762       7,762    
Tax payments related to restricted stock units (2,603)       (2,603)    
Balance at end of period (in shares) at Mar. 31, 2026     58,283        
Ending balance at Mar. 31, 2026 $ 1,256,631   $ 58 $ (368,307) 1,239,224 396,298 (10,642)
Balance at end of period (in shares) at Mar. 31, 2026       (12,806)      
Balance at beginning of period (in shares) at Dec. 31, 2025 45,027   57,833        
Beginning balance at Dec. 31, 2025 $ 1,231,814   $ 58 $ (368,307) 1,223,977 384,940 (8,854)
Balance at beginning of period (in shares) at Dec. 31, 2025 (12,806)     (12,806)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income (loss) $ 35,647            
Other comprehensive income (loss) $ (2,261)            
Balance at end of period (in shares) at Jun. 30, 2026 45,613   58,419        
Ending balance at Jun. 30, 2026 $ 1,291,605   $ 58 $ (368,307) 1,250,382 420,587 (11,115)
Balance at end of period (in shares) at Jun. 30, 2026 (12,806)     (12,806)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Dividend yield   0.00%          
Balance at beginning of period (in shares) at Mar. 31, 2026     58,283        
Beginning balance at Mar. 31, 2026 $ 1,256,631   $ 58 $ (368,307) 1,239,224 396,298 (10,642)
Balance at beginning of period (in shares) at Mar. 31, 2026       (12,806)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income (loss) 24,289         24,289  
Other comprehensive income (loss) (473)           (473)
Share-based compensation 12,990       12,990    
Issuance of common stock under employee stock plans (in shares)     136        
Issuance of common stock under employee stock plans 97       97    
Tax payments related to restricted stock units $ (1,929)       (1,929)    
Balance at end of period (in shares) at Jun. 30, 2026 45,613   58,419        
Ending balance at Jun. 30, 2026 $ 1,291,605   $ 58 $ (368,307) $ 1,250,382 $ 420,587 $ (11,115)
Balance at end of period (in shares) at Jun. 30, 2026 (12,806)     (12,806)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Dividend yield   0.00%