v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenues        
Total revenues $ 676,043 $ 638,655 $ 1,977,253 $ 1,871,109
Cost of revenues        
Total cost of revenues 181,740 180,326 545,872 539,726
Gross profit 494,303 458,329 1,431,381 1,331,383
Operating expenses        
Research and development 88,065 79,908 252,579 239,430
Sales and marketing 282,918 281,558 830,668 820,041
General and administrative 69,434 66,056 193,935 193,802
Total operating expenses 440,417 427,522 1,277,182 1,253,273
Income from operations 53,886 30,807 154,199 78,110
Other income (expense), net        
Interest expense (17,134) (13,940) (50,611) (46,521)
Other (expense) income (8,738) 179 786 (3,239)
Other expense, net (25,872) (13,761) (49,825) (49,760)
Income before income taxes 28,014 17,046 104,374 28,350
(Benefit from) provision for income taxes (541,686) (513) (535,059) 7,926
Net income $ 569,700 $ 17,559 $ 639,433 $ 20,424
Net income per share attributable to common stockholders        
Basic (in dollars per share) $ 6.73 $ 0.19 $ 7.53 $ 0.23
Diluted (in dollars per share) $ 6.50 $ 0.19 $ 7.34 $ 0.22
Weighted-average number of shares used in computing net income per share attributable to common stockholders        
Basic (in shares) 83,859 90,141 84,187 90,619
Diluted (in shares) 87,687 91,964 87,096 92,311
Subscriptions        
Revenues        
Total revenues $ 652,944 $ 615,821 $ 1,909,759 $ 1,804,661
Cost of revenues        
Total cost of revenues 160,841 153,938 474,753 457,821
Other        
Revenues        
Total revenues 23,099 22,834 67,494 66,448
Cost of revenues        
Total cost of revenues $ 20,899 $ 26,388 $ 71,119 $ 81,905