v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Class A Common Stock
Class B Common Stock
Common Stock
Class A Common Stock
Common Stock
Class B Common Stock
Additional Paid-in Capital
Accumulated Deficit
Accumulated  Other Comprehensive Income
Treasury Stock Amount
Beginning balance (in shares) at Dec. 31, 2024       489,071 393,014        
Beginning balance at Dec. 31, 2024 $ 1,010,626     $ 48 $ 39 $ 7,978,425 $ (6,441,228) $ 36,488 $ (563,146)
Increase (Decrease) in Stockholders' Equity                  
Exercise of stock options (in shares)       1,268          
Exercise of stock options 3,396         3,396      
Stock-based compensation 100,380         100,380      
Exercise of warrants (in shares)       182          
Exercise of warrants 8,973         8,973      
Purchase of treasury stock for RSU withholding (in shares)       (1,519)          
Purchase of treasury stock for RSU withholding (74,318)               (74,318)
Restricted stock unit vesting (in shares)       11,001          
Purchase of treasury stock under Stock Repurchase Program (in shares)       (3,664)          
Purchase of treasury stock under Stock Repurchase Program (142,278)               (142,278)
Net income (loss) (33,864)           (33,864)    
Ending balance (in shares) at Mar. 31, 2025       496,339 393,014        
Ending balance at Mar. 31, 2025 872,915     $ 48 $ 39 8,091,174 (6,475,092) 36,488 (779,742)
Beginning balance (in shares) at Dec. 31, 2024       489,071 393,014        
Beginning balance at Dec. 31, 2024 1,010,626     $ 48 $ 39 7,978,425 (6,441,228) 36,488 (563,146)
Increase (Decrease) in Stockholders' Equity                  
Shares issued for contingent consideration $ 4,962                
Purchase of treasury stock under Stock Repurchase Program (in shares) (6,500)                
Purchase of treasury stock under Stock Repurchase Program $ (242,700)                
Net income (loss) 124,072                
Ending balance (in shares) at Jun. 30, 2025       496,051 393,014        
Ending balance at Jun. 30, 2025 1,009,628     $ 48 $ 39 8,197,948 (6,317,156) 36,488 (907,739)
Beginning balance (in shares) at Mar. 31, 2025       496,339 393,014        
Beginning balance at Mar. 31, 2025 872,915     $ 48 $ 39 8,091,174 (6,475,092) 36,488 (779,742)
Increase (Decrease) in Stockholders' Equity                  
Exercise of stock options (in shares)       736          
Exercise of stock options 2,908         2,908      
Stock-based compensation 89,792         89,792      
Exercise of warrants (in shares)       74          
Exercise of warrants 2,212         2,212      
Purchase of treasury stock for RSU withholding (in shares)       (780)          
Purchase of treasury stock for RSU withholding (27,534)               (27,534)
Shares issued under Employee Stock Purchase Plan (in shares)       218          
Shares issued under Employee Stock Purchase Plan 6,900         6,900      
Shares issued for contingent consideration (in shares)       110          
Shares issued for contingent consideration $ 4,962         4,962      
Restricted stock unit vesting (in shares)       2,226          
Purchase of treasury stock under Stock Repurchase Program (in shares) (2,900)     (2,872)          
Purchase of treasury stock under Stock Repurchase Program $ (100,463)               (100,463)
Net income (loss) 157,936           157,936    
Ending balance (in shares) at Jun. 30, 2025       496,051 393,014        
Ending balance at Jun. 30, 2025 1,009,628     $ 48 $ 39 8,197,948 (6,317,156) 36,488 (907,739)
Beginning balance (in shares) at Dec. 31, 2025   495,053 393,014 495,053 393,014        
Beginning balance at Dec. 31, 2025 631,461     $ 52 $ 39 8,424,833 (6,437,518) 36,488 (1,392,433)
Increase (Decrease) in Stockholders' Equity                  
Exercise of stock options (in shares)       1,773          
Exercise of stock options 3,315         3,315      
Stock-based compensation 72,144         72,144      
Purchase of treasury stock for RSU withholding (in shares)       (1,002)          
Purchase of treasury stock for RSU withholding (24,303)               (24,303)
Restricted stock unit vesting (in shares)       3,228          
Restricted stock unit vesting 1     $ 1          
Purchase of treasury stock under Stock Repurchase Program (in shares)       (3,288)          
Purchase of treasury stock under Stock Repurchase Program (98,640)               (98,640)
Net income (loss) 21,070           21,070    
Ending balance (in shares) at Mar. 31, 2026       495,764 393,014        
Ending balance at Mar. 31, 2026 605,048     $ 53 $ 39 8,500,292 (6,416,448) 36,488 (1,515,376)
Beginning balance (in shares) at Dec. 31, 2025   495,053 393,014 495,053 393,014        
Beginning balance at Dec. 31, 2025 $ 631,461     $ 52 $ 39 8,424,833 (6,437,518) 36,488 (1,392,433)
Increase (Decrease) in Stockholders' Equity                  
Exercise of stock options (in shares) 1,880                
Shares issued for contingent consideration $ 9,420                
Purchase of treasury stock under Stock Repurchase Program (in shares) (5,500)                
Purchase of treasury stock under Stock Repurchase Program $ (154,200)                
Net income (loss) (46,540)                
Ending balance (in shares) at Jun. 30, 2026   495,978 393,014 495,978 393,014        
Ending balance at Jun. 30, 2026 569,428     $ 53 $ 39 8,607,037 (6,484,058) 36,488 (1,590,131)
Beginning balance (in shares) at Mar. 31, 2026       495,764 393,014        
Beginning balance at Mar. 31, 2026 605,048     $ 53 $ 39 8,500,292 (6,416,448) 36,488 (1,515,376)
Increase (Decrease) in Stockholders' Equity                  
Exercise of stock options (in shares)       107          
Exercise of stock options 752         752      
Stock-based compensation 86,586         86,586      
Purchase of treasury stock for RSU withholding (in shares)       (738)          
Purchase of treasury stock for RSU withholding (19,177)               (19,177)
Shares issued under Employee Stock Purchase Plan (in shares)       460          
Shares issued under Employee Stock Purchase Plan 9,987         9,987      
Shares issued for contingent consideration (in shares)       410          
Shares issued for contingent consideration $ 9,420         9,420      
Restricted stock unit vesting (in shares)       2,229          
Purchase of treasury stock under Stock Repurchase Program (in shares) (2,300)     (2,254)          
Purchase of treasury stock under Stock Repurchase Program $ (55,578)               (55,578)
Net income (loss) (67,610)           (67,610)    
Ending balance (in shares) at Jun. 30, 2026   495,978 393,014 495,978 393,014        
Ending balance at Jun. 30, 2026 $ 569,428     $ 53 $ 39 $ 8,607,037 $ (6,484,058) $ 36,488 $ (1,590,131)