v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Loss
Treasury Stock
Retained Earnings
Beginning balance (in shares) at Dec. 31, 2024   150,025,096        
Beginning balance at Dec. 31, 2024 $ 4,878,357 $ 1,556 $ 2,618,384 $ (155,993) $ (558,488) $ 2,972,898
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock upon the vesting of restricted and deferred stock units, net of shares withheld for employee taxes (in shares)   2,527,444        
Issuance of common stock upon the vesting of restricted and deferred stock units, net of shares withheld for employee taxes (98,487) $ 26 (98,513)      
Issuance of common stock under employee stock purchase plan (in shares)   458,208        
Issuance of common stock under employee stock purchase plan 29,572 $ 4 29,568      
Stock-based compensation 272,992   272,992      
Issuance of warrants related to convertible senior notes 330,855   330,855      
Purchase of note hedge related to convertible senior notes, net of deferred taxes of $215,734 (456,311)   (456,311)      
Repurchases of common stock (in shares)   (10,028,703)        
Repurchases of common stock (805,335)       (805,335)  
Re-issuance of treasury stock for 401(k) employer match (in shares)   217,866        
Re-issuance of treasury stock for 401(k) employer match 20,500       20,500  
Net income 226,789         226,789
Foreign currency translation adjustment 68,487     68,487    
Change in unrealized loss on investments, net of tax 89     89    
Ending balance (in shares) at Jun. 30, 2025   143,199,911        
Ending balance at Jun. 30, 2025 4,467,508 $ 1,586 2,696,975 (87,417) (1,343,323) 3,199,687
Beginning balance (in shares) at Mar. 31, 2025   146,086,802        
Beginning balance at Mar. 31, 2025 4,584,561 $ 1,578 2,673,892 (135,385) (1,051,593) 3,096,069
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock upon the vesting of restricted and deferred stock units, net of shares withheld for employee taxes (in shares)   408,226        
Issuance of common stock upon the vesting of restricted and deferred stock units, net of shares withheld for employee taxes (12,781) $ 4 (12,785)      
Issuance of common stock under employee stock purchase plan (in shares)   458,208        
Issuance of common stock under employee stock purchase plan 29,572 $ 4 29,568      
Stock-based compensation 131,756   131,756      
Issuance of warrants related to convertible senior notes 330,855   330,855      
Purchase of note hedges, net of tax 149,509          
Purchase of note hedge related to convertible senior notes, net of deferred taxes of $215,734 (456,311)   (456,311)      
Repurchases of common stock (in shares)   (3,870,468)        
Repurchases of common stock (302,244)       (302,244)  
Re-issuance of treasury stock for 401(k) employer match (in shares)   117,143        
Re-issuance of treasury stock for 401(k) employer match 10,514       10,514  
Net income 103,618         103,618
Foreign currency translation adjustment 46,703     46,703    
Change in unrealized loss on investments, net of tax 1,265     1,265    
Ending balance (in shares) at Jun. 30, 2025   143,199,911        
Ending balance at Jun. 30, 2025 $ 4,467,508 $ 1,586 2,696,975 (87,417) (1,343,323) 3,199,687
Beginning balance (in shares) at Dec. 31, 2025 144,711,094 144,711,094        
Beginning balance at Dec. 31, 2025 $ 4,977,371 $ 1,497 2,080,487 (94,756) (434,786) 3,424,929
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock upon the vesting of restricted and deferred stock units, net of shares withheld for employee taxes (in shares)   3,229,413        
Issuance of common stock upon the vesting of restricted and deferred stock units, net of shares withheld for employee taxes (153,911) $ 32 (153,943)      
Issuance of common stock under employee stock purchase plan (in shares)   463,290        
Issuance of common stock under employee stock purchase plan 35,252 $ 5 35,247      
Stock-based compensation 348,113   348,113      
Issuance of warrants related to convertible senior notes 657,125   657,125      
Purchase of note hedges, net of tax 215,734          
Purchase of note hedge related to convertible senior notes, net of deferred taxes of $215,734 (677,991)   (677,991)      
Repurchases of common stock (in shares)   (4,998,432)        
Repurchases of common stock (617,557)       (617,557)  
Re-issuance of treasury stock for 401(k) employer match (in shares)   186,085        
Re-issuance of treasury stock for 401(k) employer match 16,530       16,530  
Net income 185,723         185,723
Foreign currency translation adjustment (13,616)     (13,616)    
Change in unrealized loss on investments, net of tax $ (8,522)     (8,522)    
Ending balance (in shares) at Jun. 30, 2026 143,591,450 143,591,450        
Ending balance at Jun. 30, 2026 $ 4,748,517 $ 1,534 2,289,038 (116,894) (1,035,813) 3,610,652
Beginning balance (in shares) at Mar. 31, 2026   145,549,131        
Beginning balance at Mar. 31, 2026 4,908,825 $ 1,524 2,123,150 (116,624) (630,473) 3,531,248
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock upon the vesting of restricted and deferred stock units, net of shares withheld for employee taxes (in shares)   556,520        
Issuance of common stock upon the vesting of restricted and deferred stock units, net of shares withheld for employee taxes (26,645) $ 5 (26,650)      
Issuance of common stock under employee stock purchase plan (in shares)   463,290        
Issuance of common stock under employee stock purchase plan 35,252 $ 5 35,247      
Stock-based compensation 178,157   178,157      
Issuance of warrants related to convertible senior notes 657,125   657,125      
Purchase of note hedges, net of tax 215,734          
Purchase of note hedge related to convertible senior notes, net of deferred taxes of $215,734 (677,991)   (677,991)      
Repurchases of common stock (in shares)   (3,046,290)        
Repurchases of common stock (411,671)       (411,671)  
Re-issuance of treasury stock for 401(k) employer match (in shares)   68,799        
Re-issuance of treasury stock for 401(k) employer match 6,331       6,331  
Net income 79,404         79,404
Foreign currency translation adjustment 3,999     3,999    
Change in unrealized loss on investments, net of tax $ (4,269)     (4,269)    
Ending balance (in shares) at Jun. 30, 2026 143,591,450 143,591,450        
Ending balance at Jun. 30, 2026 $ 4,748,517 $ 1,534 $ 2,289,038 $ (116,894) $ (1,035,813) $ 3,610,652