v3.26.1
Stockholders’ Equity
6 Months Ended
Jun. 30, 2026
Share-Based Payment Arrangement [Abstract]  
Stockholders’ Equity Stockholders’ Equity
Common Stock Repurchases
Under the Company’s stock repurchase program, which authorizes the periodic repurchase of its common stock, the Board of Directors (the “Board”) approved an increase to the stock repurchase program of an additional $100 million of common stock on March 13, 2026. This increased the total authorization for repurchases under the stock repurchase program from $400 million to $500 million.
The Company repurchased and retired approximately 1.2 million shares of common stock for $37.7 million during the quarter ended June 30, 2026, and 2.4 million shares for $84.8 million during the six months ended June 30, 2026. At June 30, 2026, $179.7 million remained available for repurchases under this program.
Stock-based compensation expense
Stock-based compensation expense was as follows (in thousands):
Quarter Ended June 30,Six Months Ended June 30,
2026202520262025
Cost of revenues$3,640 $3,621 $6,877 $6,422 
Sales and marketing8,368 6,900 15,315 12,944 
Research and development5,471 4,451 10,203 7,801 
General and administrative10,002 9,685 18,827 16,064 
$27,481 $24,657 $51,222 $43,231 
For the quarters ended June 30, 2026 and 2025, stock-based compensation capitalized as an asset was $1.3 million and $1.3 million, respectively. For the quarters ended June 30, 2026 and 2025, amortization of capitalized stock-based compensation was $1.1 million and $0.9 million, respectively.
For the six months ended June 30, 2026 and 2025, stock-based compensation capitalized as an asset was $2.5 million and $2.3 million, respectively. For the six months ended June 30, 2026 and 2025, amortization of capitalized stock-based compensation was $2.1 million and $1.8 million, respectively.
Stock options - service-only vesting conditions
The following table summarizes activity for awards that contain service-only vesting conditions (in thousands):
Outstanding at December 31, 2025
746 
Exercised(35)
Forfeited/canceled(5)
Outstanding at June 30, 2026
706 
Restricted stock units - service-only vesting conditions
The following table summarizes activity for restricted stock units that contain service-only vesting conditions (in thousands):
Nonvested at December 31, 2025
3,267 
Granted2,560 
Vested(917)
Forfeited/canceled(177)
Nonvested at June 30, 2026
4,733 
Restricted stock units - performance and service conditions
The following table summarizes activity for restricted stock units with performance and service vesting conditions with grant dates established (in thousands):
Nonvested at December 31, 2025
218 
Granted244 
Performance adjustment(21)
Vested(197)
Nonvested at June 30, 2026
244
The following table summarizes activity for restricted stock units with performance and service vesting conditions with no grant dates established (in thousands):
Nonvested at December 31, 2025
235 
Granted (legal grant with no accounting grant date established)196 
Granted (accounting grant date established)(145)
Nonvested at June 30, 2026
286 
Restricted stock units - market and service conditions
The following table summarizes activity for restricted stock units with market and service-based conditions with grant dates (in thousands):
Nonvested at December 31, 2025
377 
Granted270 
Nonvested at June 30, 2026
647 
The following table summarizes activity for restricted stock units with market and service-based conditions with no grant dates established (in thousands):
Nonvested at December 31, 2025
19 
Granted (accounting grant date established)(19)
Nonvested at June 30, 2026
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