v3.26.1
Segments - Segment Information By Segment (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended 12 Months Ended
Jun. 30, 2026
Mar. 31, 2026
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2026
Jun. 30, 2025
Dec. 31, 2025
Segment Reporting [Line Items]              
Revenue from Contract with Customer, Excluding Assessed Tax $ 753,214   $ 544,833   $ 1,361,318 $ 1,130,843  
Less:              
Cost of revenue 272,411   128,637   483,728 283,958  
Change in fair value of equity securities (4,737)   0   4,945 0 $ (4,400)
Change in fair value of liabilities 4,223   0   21,869 0  
Benefit from (provision for) income taxes (6,343)   (9,652)   (15,779) 1,358  
Net (loss) income (86,290) $ (92,115) 42,505 $ 49,485 (178,405) 91,990  
Single Reporting Segment              
Segment Reporting [Line Items]              
Revenue from Contract with Customer, Excluding Assessed Tax 753,214   544,833   1,361,318 1,130,843  
Less:              
Cost of revenue 272,411   128,637   483,728 283,958  
Customer acquisition costs 229,501   188,378   422,313 389,968  
Depreciation and amortization expense included within operating expenses 28,098   9,800   48,681 17,336  
Legal contingencies 47,500   0   62,500 0  
Change in fair value of equity securities (4,737)   0   4,945 0  
Change in fair value of liabilities 4,223   0   21,869 0  
Interest income and expense, net (2,254)   (6,117)   (7,287) (8,713)  
Benefit from (provision for) income taxes (6,343)   (9,652)   (15,779) 1,358  
Other segment items 124,159   82,067   237,716 158,379  
Net (loss) income (86,290)   42,505   (178,405) 91,990  
Adjustments and reconciling items 0   0   0 0  
Employee Compensation | Single Reporting Segment              
Less:              
Marketing 10,519   11,499   23,637 22,011  
Operations and support 35,398   26,542   71,092 50,365  
Technology and development 15,312   15,840   33,754 29,330  
General and administrative 43,601   19,608   73,576 34,277  
Stock-Based Compensation | Single Reporting Segment              
Less:              
Marketing 3,004   3,435   5,819 6,209  
Operations and support 7,016   4,579   13,129 7,585  
Technology and development 6,645   5,247   12,635 9,292  
General and administrative $ 25,451   $ 22,465   $ 47,395 $ 37,498