The Company reserved the following common stock for future issuance:


	June 30, 2026	December 31, 2025
Outstanding stock options, restricted stock units and performance stock units	63,363,353	69,314,034
Possible future issuance under stock plans	190,267,448	124,357,791
Conversion of convertible notes(1)	—	19,096,202
Total common stock reserved for future issuance	253,630,801	212,768,027

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(1)Represents the number of common stock issuable upon conversion of convertible note principal at the conversion rate in effect at the balance sheet date. As of December 31, 2025, we would have settled conversions by paying or delivering, at our election, cash, shares of our common stock or a combination of cash and shares of our common stock, based on the applicable conversion rate(s). As of June 30, 2026, following the April 15, 2026 election notice date, we will settle any conversions by a combination of cash up to the aggregate principal amount of the 2026 convertible notes, and shares of our common stock for any conversion consideration in excess of the principal amount of the 2026 convertible notes, based on the applicable conversion rate(s). Any shares of common stock issued are expected to be partially offset by the settlement of the 2026 capped calls, which the Company expects to settle in net shares. As of June 30, 2026, we did not anticipate any incremental spread, as our common stock price was below the conversion price for the 2026 convertible notes. See Note 9. Debt for additional information.


	AFS Debt Securities		Foreign Currency Translation Adjustments		Total
Three Months Ended June 30, 2026
AOCI, beginning balance	$	(2,608)	$	(135)	$	(2,743)
Other comprehensive income (loss) before reclassifications(1)	(9,306)		68		(9,238)
Amounts reclassified from AOCI into earnings	—		—		—
Net current-period other comprehensive income (loss)(2)	(9,306)		68		(9,238)
AOCI, ending balance	$	(11,914)	$	(67)	$	(11,981)
Three Months Ended June 30, 2025
AOCI, beginning balance	$	2,103	$	725	$	2,828
Other comprehensive income (loss) before reclassifications(1)	2,436		(563)		1,873
Amounts reclassified from AOCI into earnings	(1,108)		—		(1,108)
Net current-period other comprehensive income (loss)(2)	1,328		(563)		765
AOCI, ending balance	$	3,431	$	162	$	3,593


	AFS Debt Securities		Foreign Currency Translation Adjustments		Total
Six Months Ended June 30, 2026
AOCI, beginning balance	$	10,340	$	639	$	10,979
Other comprehensive (loss) before reclassifications	(16,519)		(706)		(17,225)
Amounts reclassified from AOCI into earnings	(5,735)		—		(5,735)
Net current-period other comprehensive (loss)(1)(2)	(22,254)		(706)		(22,960)
AOCI, ending balance	$	(11,914)	$	(67)	$	(11,981)
Six Months Ended June 30, 2025
AOCI, beginning balance	$	(9,359)	$	994	$	(8,365)
Other comprehensive income (loss) before reclassifications	13,898		(832)		13,066
Amounts reclassified from AOCI into earnings	(1,108)		—		(1,108)
Net current-period other comprehensive income (loss)(1)(2)	12,790		(832)		11,958
AOCI, ending balance	$	3,431	$	162	$	3,593

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(1)Gross realized gains and losses from sales of our investments in AFS debt securities that were reclassified from AOCI to earnings are recorded within noninterest income—other in the condensed consolidated statements of operations and comprehensive income. There were no reclassifications related to foreign currency translation adjustments during any of the periods presented.

(2)There were no material tax impacts during any of the periods presented.