v3.26.1
Condensed Consolidated Statements of Stockholders’ Equity - USD ($)
shares in Millions, $ in Millions
Total
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2024   623      
Beginning balance at Dec. 31, 2024 $ 8,412 $ 0 $ 12,602 $ 35 $ (4,225)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 154       154
Other comprehensive income (loss) (56)     (56)  
Common stock and stock-based awards issued, net of shares withheld for employee taxes (in shares)   2      
Common stock and stock-based awards issued, net of shares withheld for employee taxes (124)   (124)    
Stock-based compensation 363   363    
Repurchases of common stock (in shares)   (6)      
Repurchases of common stock (812)       (812)
Ending balance (in shares) at Mar. 31, 2025   619      
Ending balance at Mar. 31, 2025 7,937 $ 0 12,841 (21) (4,883)
Beginning balance (in shares) at Dec. 31, 2024   623      
Beginning balance at Dec. 31, 2024 8,412 $ 0 12,602 35 (4,225)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 796        
Other comprehensive income (loss) (163)        
Ending balance (in shares) at Jun. 30, 2025   613      
Ending balance at Jun. 30, 2025 7,782 $ 0 13,168 (128) (5,258)
Beginning balance (in shares) at Mar. 31, 2025   619      
Beginning balance at Mar. 31, 2025 7,937 $ 0 12,841 (21) (4,883)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 642       642
Other comprehensive income (loss) (107)     (107)  
Common stock and stock-based awards issued, net of shares withheld for employee taxes (in shares)   2      
Common stock and stock-based awards issued, net of shares withheld for employee taxes (98)   (98)    
Stock-based compensation 425   425    
Repurchases of common stock (in shares)   (8)      
Repurchases of common stock (1,017)       (1,017)
Ending balance (in shares) at Jun. 30, 2025   613      
Ending balance at Jun. 30, 2025 7,782 $ 0 13,168 (128) (5,258)
Beginning balance (in shares) at Dec. 31, 2025   602      
Beginning balance at Dec. 31, 2025 8,199 $ 0 13,763 (62) (5,502)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 160       160
Other comprehensive income (loss) 60     60  
Common stock and stock-based awards issued, net of shares withheld for employee taxes (in shares)   1      
Common stock and stock-based awards issued, net of shares withheld for employee taxes (132)   (132)    
Stock-based compensation 410   410    
Repurchases of common stock (in shares)   (8)      
Repurchases of common stock (1,061)       (1,061)
Ending balance (in shares) at Mar. 31, 2026   595      
Ending balance at Mar. 31, 2026 7,636 $ 0 14,041 (2) (6,403)
Beginning balance (in shares) at Dec. 31, 2025   602      
Beginning balance at Dec. 31, 2025 8,199 $ 0 13,763 (62) (5,502)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 976        
Other comprehensive income (loss) 81        
Ending balance (in shares) at Jun. 30, 2026   590      
Ending balance at Jun. 30, 2026 7,799 $ 0 14,433 19 (6,653)
Beginning balance (in shares) at Mar. 31, 2026   595      
Beginning balance at Mar. 31, 2026 7,636 $ 0 14,041 (2) (6,403)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 816       816
Other comprehensive income (loss) 21     21  
Common stock and stock-based awards issued, net of shares withheld for employee taxes (in shares)   3      
Common stock and stock-based awards issued, net of shares withheld for employee taxes (95)   (95)    
Stock-based compensation 487   487    
Repurchases of common stock (in shares)   (8)      
Repurchases of common stock (1,066)       (1,066)
Ending balance (in shares) at Jun. 30, 2026   590      
Ending balance at Jun. 30, 2026 $ 7,799 $ 0 $ 14,433 $ 19 $ (6,653)