v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF SHAREHOLDERS' EQUITY (UNAUDITED) - USD ($)
$ in Thousands
Number of Founders’ Shares
Number of Ordinary Shares
Additional Paid-in Capital
Accumulated Other Comprehensive Income (loss)
 [1]
Accumulated Deficit
Total
Balance at Dec. 31, 2024     $ 1,579,074 $ 3,189 $ (552,032) $ 1,030,231
Balance, shares at Dec. 31, 2024 1 50,773,337        
Exercise of options     16,134 0 0 16,134
Exercise of options (in shares) 0 415,101        
Issuance of ordinary shares upon vesting of restricted share units     0 0 0 0
Issuance of ordinary shares upon vesting of restricted share units (in shares) 0 325,163        
Issuance of ordinary shares under employee share purchase plan     8,562 0 0 8,562
Issuance of ordinary shares under employee share purchase plan (in shares) 0 37,861        
Share-based compensation   $ 0 88,658 0 0 88,658
Other comprehensive loss (income)   0 0 19,795 0 19,795
Net income   $ 0 0 0 28,998 28,998
Balance at Jun. 30, 2025     1,692,428 22,984 (523,034) 1,192,378
Balance, shares at Jun. 30, 2025 1 51,551,462        
Balance at Dec. 31, 2025     1,662,029 18,097 (433,290) 1,246,836
Balance, shares at Dec. 31, 2025 1 51,160,822        
Exercise of options     1,772 0 0 $ 1,772
Exercise of options (in shares) 0 140,338       140,338
Issuance of ordinary shares upon vesting of restricted share units     0 0 0 $ 0
Issuance of ordinary shares upon vesting of restricted share units (in shares) 0 362,312        
Issuance of ordinary shares under employee share purchase plan     13,146 0 0 13,146
Issuance of ordinary shares under employee share purchase plan (in shares) 0 212,941        
Share-based compensation   $ 0 70,933 0 0 70,933
Repurchase of ordinary shares     (734,971) 0 0 (734,971)
Repurchase of ordinary shares (in shares)   (9,602,294)        
Other comprehensive loss (income)   $ 0 0 (11,235) 0 (11,235)
Net income   $ 0 0 0 31,494 31,494
Balance at Jun. 30, 2026     $ 1,012,909 $ 6,862 $ (401,796) $ 617,975
Balance, shares at Jun. 30, 2026 1 42,274,119        
[1] As of June 30, 2026, January 1, 2026, and June 30, 2025, accumulated other comprehensive income is comprised of unrealized gains on derivatives of $7,963, $17,747 and $22,823, respectively, and unrealized gains (losses) on marketable securities of ($1,098), $350, and $161, respectively.