v3.26.1
Condensed Consolidated Statements of Stockholders’ Equity - USD ($)
$ in Thousands
Total
Common Stock Class A
Common Stock
Common Stock Class A
Additional Paid-In Capital
Accumulated Other Comprehensive Loss
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2024     152,610,697      
Beginning balance at Dec. 31, 2024 $ 7,952,966   $ 153 $ 15,476,124 $ (1,301) $ (7,522,010)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 42,440         42,440
Exercises of vested stock options (in shares)     357,224      
Exercises of vested stock options 5,150     5,150    
Vesting of restricted stock units (in shares)     3,343,830      
Vesting of restricted stock units 0   $ 4 (4)    
Value of equity awards withheld for tax liability (in shares)     (1,084)      
Value of equity awards withheld for tax liability (138)     (138)    
Shares issued under ESPP (in shares)     253,298      
Shares issued under ESPP 20,757     20,757    
Shares of Class A common stock issued and donated to charity (in shares)     44,204      
Shares of Class A common stock issued and donated to charity 5,013     5,013    
Unrealized (loss) gain on marketable securities, net of tax $ 3,942       3,942  
Repurchases of shares of Class A common stock including related costs (in shares) (3,000,000.0)   (3,032,011)      
Repurchases of shares of Class A common stock including related costs $ (306,522)   $ (3)     (306,519)
Net change in market value of effective foreign currency forward exchange contracts 24,207       24,207  
Share of other comprehensive income (loss) from equity method investment (2,132)       (2,132)  
Stock-based compensation 298,239     298,239    
Ending balance (in shares) at Jun. 30, 2025     153,576,158      
Ending balance at Jun. 30, 2025 8,043,922   $ 154 15,805,141 24,716 (7,786,089)
Beginning balance (in shares) at Mar. 31, 2025     153,254,342      
Beginning balance at Mar. 31, 2025 8,004,291   $ 153 15,625,545 10,358 (7,631,765)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 22,423         22,423
Exercises of vested stock options (in shares)     225,709      
Exercises of vested stock options 2,384     2,384    
Vesting of restricted stock units (in shares)     1,631,186      
Vesting of restricted stock units 0   $ 2 (2)    
Value of equity awards withheld for tax liability (in shares)     (661)      
Value of equity awards withheld for tax liability (85)     (85)    
Shares issued under ESPP (in shares)     253,298      
Shares issued under ESPP 20,757     20,757    
Shares of Class A common stock issued and donated to charity (in shares)     22,102      
Shares of Class A common stock issued and donated to charity 2,237     2,237    
Unrealized (loss) gain on marketable securities, net of tax $ (1,116)       (1,116)  
Repurchases of shares of Class A common stock including related costs (in shares) (1,800,000)   (1,809,818)      
Repurchases of shares of Class A common stock including related costs $ (176,748)   $ (1)     (176,747)
Net change in market value of effective foreign currency forward exchange contracts 15,821       15,821  
Share of other comprehensive income (loss) from equity method investment (347)       (347)  
Stock-based compensation 154,305     154,305    
Ending balance (in shares) at Jun. 30, 2025     153,576,158      
Ending balance at Jun. 30, 2025 8,043,922   $ 154 15,805,141 24,716 (7,786,089)
Beginning balance (in shares) at Dec. 31, 2025   152,411,346 152,411,346      
Beginning balance at Dec. 31, 2025 7,821,546   $ 152 16,148,190 15,668 (8,342,464)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 1,157,348         1,157,348
Exercises of vested stock options (in shares)     133,192      
Exercises of vested stock options 9,570     9,570    
Vesting of restricted stock units (in shares)     3,340,269      
Vesting of restricted stock units 0   $ 4 (4)    
Value of equity awards withheld for tax liability (in shares)     (358)      
Value of equity awards withheld for tax liability (43)     (43)    
Shares issued under ESPP (in shares)     227,243      
Shares issued under ESPP 23,221     23,221    
Shares of Class A common stock issued and donated to charity (in shares)     44,204      
Shares of Class A common stock issued and donated to charity 6,801     6,801    
Release of income tax valuation allowance related to previously settled capped call 8,675     8,675    
Unrealized (loss) gain on marketable securities, net of tax $ (11,191)       (11,191)  
Repurchases of shares of Class A common stock including related costs (in shares) (2,600,000)   (2,584,024)      
Repurchases of shares of Class A common stock including related costs $ (319,975)   $ (2)     (319,973)
Net change in market value of effective foreign currency forward exchange contracts (10,199)       (10,199)  
Share of other comprehensive income (loss) from equity method investment 452       452  
Stock-based compensation 291,603     291,603    
Ending balance (in shares) at Jun. 30, 2026   153,571,872 153,571,872      
Ending balance at Jun. 30, 2026 8,977,808   $ 154 16,488,013 (5,270) (7,505,089)
Beginning balance (in shares) at Mar. 31, 2026     152,105,999      
Beginning balance at Mar. 31, 2026 7,784,084   $ 152 16,294,528 (4,317) (8,506,279)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 1,067,209         1,067,209
Exercises of vested stock options (in shares)     96,023      
Exercises of vested stock options 9,011     9,011    
Vesting of restricted stock units (in shares)     1,616,234      
Vesting of restricted stock units 0   $ 2 (2)    
Value of equity awards withheld for tax liability (in shares)     (3)      
Value of equity awards withheld for tax liability (1)     (1)    
Shares issued under ESPP (in shares)     227,243      
Shares issued under ESPP 23,221     23,221    
Shares of Class A common stock issued and donated to charity (in shares)     22,102      
Shares of Class A common stock issued and donated to charity 4,356     4,356    
Release of income tax valuation allowance related to previously settled capped call 8,675     8,675    
Unrealized (loss) gain on marketable securities, net of tax $ (1,122)       (1,122)  
Repurchases of shares of Class A common stock including related costs (in shares) (500,000)   (495,726)      
Repurchases of shares of Class A common stock including related costs $ (66,019)   $ 0     (66,019)
Net change in market value of effective foreign currency forward exchange contracts 391       391  
Share of other comprehensive income (loss) from equity method investment (222)       (222)  
Stock-based compensation 148,225     148,225    
Ending balance (in shares) at Jun. 30, 2026   153,571,872 153,571,872      
Ending balance at Jun. 30, 2026 $ 8,977,808   $ 154 $ 16,488,013 $ (5,270) $ (7,505,089)