v3.26.1
Segment Data (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Segment Reporting [Line Items]        
Net sales $ 904,389 $ 668,538 $ 1,711,734 $ 1,272,171
Cost of sales 357,942 264,795 688,001 502,689
Adjusted gross margin 569,123 422,978 1,066,044 807,174
Selling, general and administrative (290,982) (242,212) (550,075) (465,721)
Research and development (208,687) (162,567) (397,637) (313,590)
Interest income 6,815 23,253 17,426 33,857
Interest expense (28,101) (28,686) (56,744) (36,507)
Other income (loss), net 7,192 (32,414) 196,202 81,987
Income (loss) before provision for income taxes 32,684 (38,883) 232,905 69,508
Depreciation and amortization     62,824 36,610
Operating Segments        
Segment Reporting [Line Items]        
Net sales 904,389 668,538 1,711,734 1,272,171
Cost of sales (357,942) (264,795) (688,001) (502,689)
Depreciation and amortization 21,466 12,408 41,247 25,652
Stock-based compensation expense 11,341 12,561 21,844 25,448
Warranty reserve expense 3,766 3,015 6,855 6,794
Provisions for inventory (223) 995 714 1,841
Other        
Segment Reporting [Line Items]        
Other segment items 22,676 19,235 42,311 37,692
Connected Devices        
Segment Reporting [Line Items]        
Net sales 506,553 376,360 959,374 717,256
Adjusted gross margin 270,338 192,403 498,654 372,538
Connected Devices | Operating Segments        
Segment Reporting [Line Items]        
Net sales 506,553 376,360 959,374 717,256
Cost of sales (243,861) (193,507) (476,017) (363,688)
Depreciation and amortization 12,429 8,310 24,195 17,595
Stock-based compensation expense 5,516 7,583 11,291 15,059
Warranty reserve expense 3,766 3,015 6,855 6,794
Provisions for inventory (223) 995 714 1,841
Connected Devices | Other        
Segment Reporting [Line Items]        
Other segment items 7,646 9,550 15,297 18,970
Software and Services        
Segment Reporting [Line Items]        
Adjusted gross margin 298,785 230,575 567,390 434,636
Software and Services | Operating Segments        
Segment Reporting [Line Items]        
Net sales 397,836 292,178 752,360 554,915
Cost of sales (114,081) (71,288) (211,984) (139,001)
Depreciation and amortization 9,037 4,098 17,052 8,057
Stock-based compensation expense 5,825 4,978 10,553 10,389
Warranty reserve expense 0 0 0 0
Provisions for inventory 0 0 0 0
Software and Services | Other        
Segment Reporting [Line Items]        
Other segment items $ 15,030 $ 9,685 $ 27,014 $ 18,722