v3.26.1
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Treasury Stock
Retained Earnings
Accumulated Other Comprehensive Loss
Beginning balance (in shares) at Dec. 31, 2024   76,619,331        
Beginning balance at Dec. 31, 2024 $ 2,327,665 $ 1 $ 1,689,781 $ (155,947) $ 812,014 $ (18,184)
Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2024       20,220,227    
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock under employee plans, net (in shares)   190,558        
Issuance of common stock under employee plans, net (5,035)   (5,035)      
Stock-based compensation 140,239   140,239      
Induced conversion of convertible debt (in shares)   1,038,259        
Induced conversion of convertible debt 20,819   20,819      
Tax effect of partial repurchase of convertible debt (16,049)   (16,049)      
Net income 87,980       87,980  
Other comprehensive income (loss), net 234         234
Ending balance (in shares) at Mar. 31, 2025   77,848,148        
Ending balance at Mar. 31, 2025 2,555,853 $ 1 1,829,755 $ (155,947) 899,994 (17,950)
Treasury stock, shares, ending balance (in shares) at Mar. 31, 2025       20,220,227    
Beginning balance (in shares) at Dec. 31, 2024   76,619,331        
Beginning balance at Dec. 31, 2024 2,327,665 $ 1 1,689,781 $ (155,947) 812,014 (18,184)
Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2024       20,220,227    
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 124,097          
Ending balance (in shares) at Jun. 30, 2025   78,503,041        
Ending balance at Jun. 30, 2025 2,732,400 $ 1 1,964,953 $ (155,947) 936,111 (12,718)
Treasury stock, shares, ending balance (in shares) at Jun. 30, 2025       20,220,227    
Beginning balance (in shares) at Dec. 31, 2024   76,619,331        
Beginning balance at Dec. 31, 2024 $ 2,327,665 $ 1 1,689,781 $ (155,947) 812,014 (18,184)
Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2024       20,220,227    
Ending balance (in shares) at Dec. 31, 2025 80,211,537 80,211,537        
Ending balance at Dec. 31, 2025 $ 3,242,658 $ 1 2,475,035 $ (157,242) 936,670 (11,806)
Treasury stock, shares, ending balance (in shares) at Dec. 31, 2025 20,233,434     20,233,434    
Beginning balance (in shares) at Mar. 31, 2025   77,848,148        
Beginning balance at Mar. 31, 2025 $ 2,555,853 $ 1 1,829,755 $ (155,947) 899,994 (17,950)
Treasury stock, shares, beginning balance (in shares) at Mar. 31, 2025       20,220,227    
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock under employee plans, net (in shares)   404,893        
Issuance of common stock under employee plans, net (187,800)   (187,800)      
Stock-based compensation 139,244   139,244      
Issuance of common stock (in shares)   250,000        
Issuance of common stock 183,643   183,643      
Tax effect of partial repurchase of convertible debt 111   111      
Net income 36,117       36,117  
Other comprehensive income (loss), net 5,232         5,232
Ending balance (in shares) at Jun. 30, 2025   78,503,041        
Ending balance at Jun. 30, 2025 $ 2,732,400 $ 1 1,964,953 $ (155,947) 936,111 (12,718)
Treasury stock, shares, ending balance (in shares) at Jun. 30, 2025       20,220,227    
Beginning balance (in shares) at Dec. 31, 2025 80,211,537 80,211,537        
Beginning balance at Dec. 31, 2025 $ 3,242,658 $ 1 2,475,035 $ (157,242) 936,670 (11,806)
Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2025 20,233,434     20,233,434    
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock under employee plans, net (in shares)   189,933        
Issuance of common stock under employee plans, net $ (12,169)   (12,169)      
Stock-based compensation 134,701   134,701      
Issuance of replacement awards in connection with acquisitions 1,345   1,345      
Conversion of convertible debt and shares received from convertible note hedge, net (in shares)   170,731   41,139    
Conversion of convertible debt and shares received from convertible note hedge, net 57   22,979 $ (22,922)    
Tax effect of partial repurchase of convertible debt (2,327)   (2,327)      
Net income 169,312       169,312  
Other comprehensive income (loss), net 536         536
Ending balance (in shares) at Mar. 31, 2026   80,572,201        
Ending balance at Mar. 31, 2026 $ 3,534,113 $ 1 2,619,564 $ (180,164) 1,105,982 (11,270)
Treasury stock, shares, ending balance (in shares) at Mar. 31, 2026       20,274,573    
Beginning balance (in shares) at Dec. 31, 2025 80,211,537 80,211,537        
Beginning balance at Dec. 31, 2025 $ 3,242,658 $ 1 2,475,035 $ (157,242) 936,670 (11,806)
Treasury stock, shares, beginning balance (in shares) at Dec. 31, 2025 20,233,434     20,233,434    
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income $ 198,739          
Ending balance (in shares) at Jun. 30, 2026 81,235,921 81,235,921        
Ending balance at Jun. 30, 2026 $ 3,674,537 $ 1 2,735,708 $ (180,164) 1,135,409 (16,417)
Treasury stock, shares, ending balance (in shares) at Jun. 30, 2026 20,274,573     20,274,573    
Beginning balance (in shares) at Mar. 31, 2026   80,572,201        
Beginning balance at Mar. 31, 2026 $ 3,534,113 $ 1 2,619,564 $ (180,164) 1,105,982 (11,270)
Treasury stock, shares, beginning balance (in shares) at Mar. 31, 2026       20,274,573    
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock under employee plans, net (in shares)   425,853        
Issuance of common stock under employee plans, net (128,331)   (128,331)      
Stock-based compensation 143,996   143,996      
Issuance of common stock (in shares)   237,240        
Issuance of common stock 100,259   100,259      
Issuance of common stock for business combination contingent consideration (in shares)   627        
Issuance of common stock for business combination contingent consideration 220   220      
Net income 29,427       29,427  
Other comprehensive income (loss), net $ (5,147)         (5,147)
Ending balance (in shares) at Jun. 30, 2026 81,235,921 81,235,921        
Ending balance at Jun. 30, 2026 $ 3,674,537 $ 1 $ 2,735,708 $ (180,164) $ 1,135,409 $ (16,417)
Treasury stock, shares, ending balance (in shares) at Jun. 30, 2026 20,274,573     20,274,573