v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF REDEEMABLE NON-CONTROLLING INTERESTS AND EQUITY - USD ($)
shares in Thousands, $ in Millions
Total
Redeemable Non-Controlling Interests
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Non-Redeemable Non-Controlling Interests
Beginning balance at Dec. 31, 2024   $ 93          
Increase (Decrease) in Temporary Equity [Roll Forward]              
Re-measurement of non-controlling interests   18          
Net income (loss)   (18)          
Ending balance at Mar. 31, 2025   93          
Beginning balance (in shares) at Dec. 31, 2024     2,107,953        
Beginning balance at Dec. 31, 2024 $ 22,383   $ 0 $ 42,801 $ (517) $ (20,726) $ 825
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options (in shares)     657        
Exercise of stock options 8     8      
Stock-based compensation 448     448      
Issuance of common stock for settlement of RSUs (in shares)     10,293        
Shares withheld related to net share settlement (in shares)     (460)        
Shares withheld related to net share settlement (33)     (33)      
Repurchase of common stock (in shares)     (26,587)        
Repurchase of common stock (1,800)     (1,800)      
Re-measurement of non-controlling interests (18)     (18)      
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax 1       1    
Foreign currency translation adjustment 31       31    
Net income (loss) 1,792         1,780 12
Ending balance (in shares) at Mar. 31, 2025     2,091,856        
Ending balance at Mar. 31, 2025 22,812   $ 0 41,406 (485) (18,946) 837
Beginning balance at Dec. 31, 2024   93          
Ending balance at Jun. 30, 2025   183          
Beginning balance (in shares) at Dec. 31, 2024     2,107,953        
Beginning balance at Dec. 31, 2024 22,383   $ 0 42,801 (517) (20,726) 825
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax (1)            
Change in unrealized gain on cash flow hedges 0            
Foreign currency translation adjustment 83            
Ending balance (in shares) at Jun. 30, 2025     2,086,768        
Ending balance at Jun. 30, 2025 23,447   $ 0 40,625 (435) (17,592) 849
Beginning balance at Mar. 31, 2025   93          
Increase (Decrease) in Temporary Equity [Roll Forward]              
Re-measurement of non-controlling interests   14          
Redemption of non-controlling interest   (39)          
Recognition of non-controlling interest upon acquisition   130          
Foreign currency translation adjustment   1          
Net income (loss)   (16)          
Ending balance at Jun. 30, 2025   183          
Beginning balance (in shares) at Mar. 31, 2025     2,091,856        
Beginning balance at Mar. 31, 2025 22,812   $ 0 41,406 (485) (18,946) 837
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options (in shares)     370        
Exercise of stock options 7     7      
Stock-based compensation 489     489      
Issuance of common stock for settlement of RSUs (in shares)     8,809        
Issuance of common stock under the Employee Stock Purchase Plan (in shares)     2,151        
Issuance of common stock under the Employee Stock Purchase Plan 119     119      
Shares withheld related to net share settlement (in shares)     (58)        
Shares withheld related to net share settlement (5)     (5)      
Repurchase of common stock (in shares)     (16,360)        
Repurchase of common stock (1,377)     (1,377)      
Re-measurement of non-controlling interests (14)     (14)      
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax (2)       (2)    
Change in unrealized gain on cash flow hedges 0            
Foreign currency translation adjustment 52       52    
Net income (loss) 1,366         1,354 12
Ending balance (in shares) at Jun. 30, 2025     2,086,768        
Ending balance at Jun. 30, 2025 $ 23,447   $ 0 40,625 (435) (17,592) 849
Beginning balance at Dec. 31, 2025   165          
Increase (Decrease) in Temporary Equity [Roll Forward]              
Re-measurement of non-controlling interests   10          
Net income (loss)   (4)          
Ending balance at Mar. 31, 2026   171          
Beginning balance (in shares) at Dec. 31, 2025 2,067,905   2,067,905        
Beginning balance at Dec. 31, 2025 $ 27,918   $ 0 38,101 (432) (10,628) 877
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options (in shares)     63        
Exercise of stock options 1     1      
Stock-based compensation 484     484      
Issuance of common stock for settlement of RSUs (in shares)     8,721        
Shares withheld related to net share settlement (in shares)     (525)        
Shares withheld related to net share settlement (39)     (39)      
Repurchase of common stock (in shares)     (39,740)        
Repurchase of common stock (3,010)     (3,010)      
Re-measurement of non-controlling interests (10)     (10)      
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax (12)       (12)    
Change in unrealized gain on cash flow hedges 13       13    
Foreign currency translation adjustment 10       10    
Net income (loss) 286         273 13
Ending balance (in shares) at Mar. 31, 2026     2,036,424        
Ending balance at Mar. 31, 2026 $ 25,641   $ 0 35,527 (421) (10,355) 890
Beginning balance at Dec. 31, 2025   165          
Ending balance at Jun. 30, 2026   180          
Beginning balance (in shares) at Dec. 31, 2025 2,067,905   2,067,905        
Beginning balance at Dec. 31, 2025 $ 27,918   $ 0 38,101 (432) (10,628) 877
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options (in shares) 169            
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax $ (19)            
Change in unrealized gain on cash flow hedges 16            
Foreign currency translation adjustment $ 3            
Ending balance (in shares) at Jun. 30, 2026 2,039,994   2,039,994        
Ending balance at Jun. 30, 2026 $ 28,219   $ 0 35,698 (432) (7,950) 903
Beginning balance at Mar. 31, 2026   171          
Increase (Decrease) in Temporary Equity [Roll Forward]              
Re-measurement of non-controlling interests   11          
Net income (loss)   (2)          
Ending balance at Jun. 30, 2026   $ 180          
Beginning balance (in shares) at Mar. 31, 2026     2,036,424        
Beginning balance at Mar. 31, 2026 25,641   $ 0 35,527 (421) (10,355) 890
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options (in shares)     109        
Exercise of stock options 5     5      
Stock-based compensation 563     563      
Issuance of common stock for settlement of RSUs (in shares)     8,257        
Issuance of common stock under the Employee Stock Purchase Plan (in shares)     2,158        
Issuance of common stock under the Employee Stock Purchase Plan 136     136      
Shares withheld related to net share settlement (in shares)     (69)        
Shares withheld related to net share settlement (5)     (5)      
Repurchase of common stock (in shares)     (6,885)        
Repurchase of common stock (517)     (517)      
Re-measurement of non-controlling interests (11)     (11)      
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax (7)       (7)    
Change in unrealized gain on cash flow hedges 3       3    
Foreign currency translation adjustment (7)       (7)    
Net income (loss) $ 2,418         2,405 13
Ending balance (in shares) at Jun. 30, 2026 2,039,994   2,039,994        
Ending balance at Jun. 30, 2026 $ 28,219   $ 0 $ 35,698 $ (432) $ (7,950) $ 903