v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Millions
 3 Months Ended 6 Months Ended 12 Months Ended
Jun. 30, 2026
Mar. 31, 2026
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2026
Jun. 30, 2025
Dec. 31, 2025
OPERATING ACTIVITIES              
Net income $ 111 $ 144 $ 116 $ 106 $ 256 $ 222  
Adjustments to reconcile net income to net cash provided by operating activities:              
Depreciation and amortization expense         62 40  
Stock-based compensation expense         221 172  
Impairments of long-lived assets and other assets         6 11  
Provision for bad debts         6 9  
Amortization of operating lease right-of-use assets         2 5  
Deferred income taxes         67 (1)  
Other         3 (5)  
Changes in operating assets and liabilities, net of effects of business acquisitions:              
Accounts receivable         141 (31)  
Prepaid expenses and other assets         21 46  
Accounts payable         (8) (12)  
Accrued and other current liabilities         (34) 32  
Deferred revenue         20 18  
Operating lease liabilities         (1) (6)  
Net cash provided by operating activities         762 501  
INVESTING ACTIVITIES              
Purchases of marketable securities         (13) (144)  
Maturities of marketable securities         15 127  
Purchases of property and equipment, including capitalized internal-use software         (29) (34)  
Acquisitions of businesses, net of cash acquired         (29) (105)  
Other investing activities         0 (1)  
Net cash used in investing activities         (56) (156)  
FINANCING ACTIVITIES              
Taxes paid related to net share settlement of equity awards         (8) (14)  
Proceeds from exercise of stock options         4 6  
Changes in advances from payment card issuer         34 43  
Repurchases of common stock         (683) (210)  
Other financing activities         (2) 0  
Net cash used in financing activities         (655) (175)  
Effect of foreign exchange on cash, cash equivalents, and restricted cash and cash equivalents         (3) 5  
Net increase in cash, cash equivalents, and restricted cash and cash equivalents         47 176  
Cash, cash equivalents, and restricted cash and cash equivalents - beginning of period   $ 827   $ 1,449 827 1,449 $ 1,449
Cash, cash equivalents, and restricted cash and cash equivalents - end of period 874   1,625   874 1,625 827
SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION              
Cash paid for (received from) income taxes, net         (2) 42  
SUPPLEMENTAL DISCLOSURE OF NON-CASH INVESTING AND FINANCING ACTIVITIES              
Stock-based compensation capitalized as internal-use software         21 23  
SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION RELATED TO LEASES              
Remeasurement of operating lease right-of-use assets         0 17  
RECONCILIATION OF CASH, CASH EQUIVALENTS, AND RESTRICTED CASH AND CASH EQUIVALENTS TO THE CONDENSED CONSOLIDATED BALANCE SHEETS              
Cash and cash equivalents 757   1,489   757 1,489 637
Restricted cash and cash equivalents, current 117   122   117 122 172
Restricted cash and cash equivalents, noncurrent 0   15   0 15 18
Total cash, cash equivalents, and restricted cash and cash equivalents $ 874   $ 1,625   $ 874 $ 1,625 $ 827