v3.26.1
Segment Information - Schedule of Information Regarding Operating Segment (Details)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
USD ($)
Jun. 30, 2025
USD ($)
Jun. 30, 2026
USD ($)
segment
Jun. 30, 2025
USD ($)
Segment Reporting [Line Items]        
Number of operating segments | segment     1  
Number of reportable segments | segment     1  
Revenue $ 1,099,682 $ 1,043,494 $ 2,173,292 $ 2,058,633
Depreciation and amortization     369,288 349,483
Stock-based compensation 146,290 112,776 274,971 224,754
Restructuring charge 1,825 3,103 2,008 3,464
Interest and marketable securities income, net (31,672) (14,129) (49,219) (33,659)
Interest expense 9,078 8,201 17,335 14,951
Other expense (income), net 2,851 5,451 4,637 (569)
Provision for income taxes 20,623 48,320 36,302 98,532
Net income 79,404 103,618 185,723 226,789
Reportable Segment        
Segment Reporting [Line Items]        
Revenue 1,099,682 1,043,494 2,173,292 2,058,633
Co-location costs 99,494 87,189 198,364 170,950
Bandwidth fees 53,521 45,647 106,330 93,470
Network build-out and supporting services 74,415 58,223 141,798 112,297
Payroll and related costs 439,495 391,431 866,819 771,945
Capitalized salaries and related costs (88,846) (80,183) (178,868) (160,954)
Facilities-related costs 22,906 21,274 43,681 43,143
Software and related services 21,577 21,403 41,545 41,521
Other segment items 61,396 54,435 111,549 101,147
Depreciation and amortization 185,537 175,461 369,288 349,483
Stock-based compensation 146,290 112,776 274,971 224,754
Restructuring charge 1,825 3,103 2,008 3,464
Acquisition-related (benefit) costs 1,788 1,274 1,029 1,369
Interest and marketable securities income, net (31,672) (14,129) (49,219) (33,659)
Interest expense 9,078 8,201 17,335 14,951
Other expense (income), net 2,851 5,451 4,637 (569)
Provision for income taxes 20,623 48,320 36,302 98,532
Net income $ 79,404 $ 103,618 $ 185,723 $ 226,789