v3.26.1
Condensed Consolidated Statements of Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Deficit
Accumulated Other Comprehensive Loss
Beginning balance (in shares) at Dec. 31, 2024   132,646      
Beginning balance at Dec. 31, 2024 $ 1,195,420 $ 12 $ 3,763,614 $ (2,567,862) $ (344)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   69      
Issuance of common stock upon exercise of stock options 884   884    
Issuance of common stock under the employee stock purchase plan (in shares)   116      
Issuance of common stock under the employee stock purchase plan 12,236   12,236    
Issuance of common stock for bonus (in shares)   228      
Issuance of common stock for bonus 32,875   32,875    
Vesting of restricted stock units (in shares)   3,698      
Vesting of restricted stock units 2 $ 2      
Stock-based compensation 172,582   172,582    
Unrealized gain (loss) on available-for sale securities, net of tax and foreign currency translation adjustment 57       57
Net loss (167,874)     (167,874)  
Ending balance (in shares) at Jun. 30, 2025   136,757      
Ending balance at Jun. 30, 2025 1,246,182 $ 14 3,982,191 (2,735,736) (287)
Beginning balance (in shares) at Mar. 31, 2025   135,932      
Beginning balance at Mar. 31, 2025 1,239,675 $ 14 3,874,656 (2,634,798) (197)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   19      
Issuance of common stock upon exercise of stock options 340   340    
Issuance of common stock under the employee stock purchase plan (in shares)   116      
Issuance of common stock under the employee stock purchase plan 12,236   12,236    
Issuance of common stock for bonus (in shares)   6      
Issuance of common stock for bonus 812   812    
Vesting of restricted stock units (in shares)   684      
Stock-based compensation 94,147   94,147    
Unrealized gain (loss) on available-for sale securities, net of tax and foreign currency translation adjustment (90)       (90)
Net loss (100,938)     (100,938)  
Ending balance (in shares) at Jun. 30, 2025   136,757      
Ending balance at Jun. 30, 2025 $ 1,246,182 $ 14 3,982,191 (2,735,736) (287)
Beginning balance (in shares) at Dec. 31, 2025 139,693 139,693      
Beginning balance at Dec. 31, 2025 $ 1,712,413 $ 14 4,488,679 (2,776,022) (258)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares) 454 454      
Issuance of common stock upon exercise of stock options $ 4,796   4,796    
Issuance of common stock under the employee stock purchase plan (in shares)   97      
Issuance of common stock under the employee stock purchase plan 16,430   16,430    
Issuance of common stock for bonus (in shares)   229      
Issuance of common stock for bonus 47,026   47,026    
Vesting of restricted stock units (in shares)   3,158      
Cash paid to satisfy statutory withholding requirement for net settlement of cashless stock option exercises (in shares)   (28)      
Cash paid to satisfy statutory withholding requirement for net settlement of cashless stock option exercises (5,097)   (5,097)    
Issuance of common stock pursuant to asset acquisition, net (in shares)   10      
Issuance of common stock pursuant to asset acquisition, net 2,000   2,000    
Cancellation of escrow shares pursuant to business combination, net (in shares)   (1)      
Cancellation of escrow shares pursuant to business combination, net (323)   (323)    
Stock-based compensation 196,164   196,164    
Unrealized gain on available-for sale securities 150       150
Net loss $ (152,060)     (152,060)  
Ending balance (in shares) at Jun. 30, 2026 143,612 143,612      
Ending balance at Jun. 30, 2026 $ 1,821,499 $ 14 4,749,675 (2,928,082) (108)
Beginning balance (in shares) at Mar. 31, 2026   142,734      
Beginning balance at Mar. 31, 2026 1,774,018 $ 14 4,635,319 (2,861,113) (202)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   108      
Issuance of common stock upon exercise of stock options 933   933    
Issuance of common stock under the employee stock purchase plan (in shares)   98      
Issuance of common stock under the employee stock purchase plan 16,430   16,430    
Vesting of restricted stock units (in shares)   700      
Cash paid to satisfy statutory withholding requirement for net settlement of cashless stock option exercises (in shares)   (28)      
Cash paid to satisfy statutory withholding requirement for net settlement of cashless stock option exercises (5,097)   (5,097)    
Stock-based compensation 102,090   102,090    
Unrealized gain (loss) on available-for sale securities, net of tax and foreign currency translation adjustment 94       94
Net loss $ (66,969)     (66,969)  
Ending balance (in shares) at Jun. 30, 2026 143,612 143,612      
Ending balance at Jun. 30, 2026 $ 1,821,499 $ 14 $ 4,749,675 $ (2,928,082) $ (108)