v3.26.1
Net Income (Loss) Per Share Attributable to Common Stockholders - Schedule of Reconciliation of the Denominator Used in the calculation of Basic and Diluted Earnings Per Share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Mar. 31, 2026
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2026
Jun. 30, 2025
Basic net income (loss) per share:            
Net income (loss)         $ (146,860) $ 30,716
Net Income (Loss) $ 19,531 $ (166,391) $ 18,469 $ 12,247 $ (146,860) $ 30,716
Basic net income (loss) per share $ 0.31   $ 1.12   $ (2.73) $ 1.87
Diluted net income (loss) per share:            
Net income (loss) attributable to common stockholders $ 19,531 $ (166,391) $ 18,469 $ 12,247 $ (146,860) $ 30,716
Denominator:            
Weighted-average common shares outstanding 63,480   16,544   55,805 16,402
Effect of dilutive securities:            
Weighted-average diluted shares 65,645   58,794   55,805 58,778
Diluted net income (loss) per share $ 0.3   $ 0.31   $ (2.73) $ 0.52
Common Class A [Member]            
Basic net income (loss) per share:            
Net income (loss) $ 9,624       $ (70,758)  
Deemed dividend on the conversion of Series D and D-1 redeemable convertible preferred stock 0       (2,718)  
Net Income (Loss) $ 9,624       $ (73,476)  
Basic net income (loss) per share $ 0.31       $ (2.73)  
Diluted net income (loss) per share:            
Net income (loss) attributable to common stockholders $ 9,624       $ (73,476)  
Net income (loss) attributable to common stockholders $ 9,951       $ (73,476)  
Denominator:            
Weighted-average common shares outstanding [1] 31,280       26,887  
Effect of dilutive securities:            
Weighted-average diluted shares 33,445       26,887  
Diluted net income (loss) per share $ 0.3       $ (2.73)  
Common Class B [Member]            
Basic net income (loss) per share:            
Net income (loss) $ 9,907       $ (76,102)  
Deemed dividend on the conversion of Series D and D-1 redeemable convertible preferred stock 0       (2,924)  
Net Income (Loss) $ 9,907       $ (79,026)  
Basic net income (loss) per share $ 0.31       $ (2.73)  
Diluted net income (loss) per share:            
Net income (loss) attributable to common stockholders $ 9,907       $ (79,026)  
Net income (loss) attributable to common stockholders $ 9,580       $ (79,026)  
Denominator:            
Weighted-average common shares outstanding [1] 32,200       28,918  
Effect of dilutive securities:            
Weighted-average diluted shares 32,200       28,918  
Diluted net income (loss) per share $ 0.3       $ (2.73)  
Consolidated [Member]            
Basic net income (loss) per share:            
Net income (loss) $ 19,531       $ (146,860)  
Deemed dividend on the conversion of Series D and D-1 redeemable convertible preferred stock 0       (5,642)  
Net Income (Loss) $ 19,531   $ 18,469   $ (152,502)  
Basic net income (loss) per share $ 0.31       $ (2.73)  
Diluted net income (loss) per share:            
Net income (loss) attributable to common stockholders $ 19,531   18,469   $ (152,502)  
Net income (loss) attributable to common stockholders $ 19,531       $ (152,502)  
Denominator:            
Weighted-average common shares outstanding [1] 63,480       55,805  
Effect of dilutive securities:            
Weighted-average diluted shares 65,645       55,805  
Diluted net income (loss) per share $ 0.3       $ (2.73)  
Common Stock [Member]            
Basic net income (loss) per share:            
Net income (loss)     18,469     $ 30,716
Deemed dividend on the conversion of Series D and D-1 redeemable convertible preferred stock     $ 0     0
Net Income (Loss)           $ 30,716
Basic net income (loss) per share     $ 1.12     $ 1.87
Diluted net income (loss) per share:            
Net income (loss) attributable to common stockholders           $ 30,716
Net income (loss) attributable to common stockholders     $ 18,469     $ 30,716
Denominator:            
Weighted-average common shares outstanding [1]     16,544     16,402
Effect of dilutive securities:            
Weighted-average diluted shares     58,794     58,778
Diluted net income (loss) per share     $ 0.31     $ 0.52
Stock options | Common Class A [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 732       0  
Stock options | Common Class B [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 0       0  
Stock options | Consolidated [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 732       0  
Stock options | Common Stock [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares     1,117     1,183
Redeemable Convertible Preferred Stock [Member] | Common Class A [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 0       0  
Redeemable Convertible Preferred Stock [Member] | Common Class B [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 0       0  
Redeemable Convertible Preferred Stock [Member] | Consolidated [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 0       0  
Redeemable Convertible Preferred Stock [Member] | Common Stock [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares     37,296     37,296
Warrants | Common Class A [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 9       0  
Warrants | Common Class B [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 0       0  
Warrants | Consolidated [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 9       0  
Warrants | Common Stock [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares     133     147
Restricted stock units | Common Class A [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 1,424       0  
Restricted stock units | Common Class B [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 0       0  
Restricted stock units | Consolidated [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares 1,424       0  
Restricted stock units | Common Stock [Member]            
Effect of dilutive securities:            
Weighted-average diluted shares     3,704     3,750
[1] In connection with our IPO, our Series A-1, Series A-2, Series A, Series B, Series C, Series D, Series D-1 redeemable convertible preferred stock converted into 18.5 million and 19.1 million shares of the Company's Class A common stock and Class B common stock. For the six months ended June 30, 2026, these shares were weighted in the denominator of net income (loss) per share for Class A and Class B common stock for the portion of the time outstanding subsequent to our IPO.