v3.26.3
Condensed Consolidated Statements of Changes in Equity - USD ($)
$ in Thousands
Total
Additional Paid in Capital
Retained Earnings
Accumulated Other Comprehensive Loss
Shares of Class A Common Stock
Shares of Class A Common Stock
Common Stock
Shares of Class B Common Stock
Shares of Class B Common Stock
Common Stock
Beginning balance (in shares) at Dec. 31, 2024           161,859,000   0
Beginning balance at Dec. 31, 2024 $ 1,978,869 $ 977,484 $ 1,019,517 $ (19,751)   $ 1,619   $ 0
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Dividend (39,731)   (39,731)          
Share repurchases (in shares)           (1,546,000)    
Share repurchases (23,958) (23,942)       $ (16)    
Excise tax on share repurchases (31) (31)            
Stock-based compensation expense 33,482 33,482            
Vesting of restricted stock units, net (shares)           1,654,000    
Vesting of restricted stock units, net (16,853) (16,870)       $ 17    
Currency translation adjustment 3,705     3,705        
Net income 134,182   134,182          
Ending balance (in shares) at Sep. 30, 2025           161,967,000   0
Ending balance at Sep. 30, 2025 2,069,665 970,123 1,113,968 (16,046)   $ 1,620   $ 0
Beginning balance (in shares) at Jun. 30, 2025           161,956,000   0
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Dividend (13,279)   (13,279)          
Stock-based compensation expense 7,301 7,301            
Vesting of restricted stock units, net (shares)           11,000    
Vesting of restricted stock units, net (18) (18)            
Currency translation adjustment (2,377)     (2,377)        
Net income 43,055   43,055          
Ending balance (in shares) at Sep. 30, 2025           161,967,000   0
Ending balance at Sep. 30, 2025 2,069,665 970,123 1,113,968 (16,046)   $ 1,620   $ 0
Beginning balance (in shares) at Dec. 31, 2025         161,979,222 161,979,000 0 0
Beginning balance at Dec. 31, 2025 2,078,889 978,384 1,112,747 (13,862)   $ 1,620   $ 0
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Dividend (44,366)   (44,366)          
Purchase of capped calls related to convertible senior notes, net of deferred tax impact (144,060) (144,060)            
Stock-based compensation expense 28,001 28,001            
Vesting of restricted stock units, net (shares)           1,212,000    
Vesting of restricted stock units, net (19,338) (19,350)       $ 12    
Currency translation adjustment (5,044)     (5,044)        
Net income 26,616   26,616          
Ending balance (in shares) at Sep. 30, 2026         163,191,416 163,191,000 0 0
Ending balance at Sep. 30, 2026 1,920,698 842,975 1,094,997 (18,906)   $ 1,632   $ 0
Beginning balance (in shares) at Jun. 30, 2026           163,191,000   0
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Dividend (14,456)   (14,456)          
Stock-based compensation expense 10,002 10,002            
Currency translation adjustment 461     461        
Net income (39,063)   (39,063)          
Ending balance (in shares) at Sep. 30, 2026         163,191,416 163,191,000 0 0
Ending balance at Sep. 30, 2026 $ 1,920,698 $ 842,975 $ 1,094,997 $ (18,906)   $ 1,632   $ 0