v3.26.3
Condensed Consolidated Statements of Comprehensive Income - USD ($)
shares in Thousands, $ in Millions
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenues [Abstract]        
Total revenues $ 4,106 $ 3,407 $ 11,863 $ 9,710
Cost of Revenue        
Cost of Revenue [1] 1,211 774 3,320 2,149
Gross profit 2,895 2,633 8,543 7,561
Operating expenses:        
Sales and marketing [1] 1,271 1,056 3,859 3,238
Research and development [1] 956 750 2,694 2,187
General and administrative [1] 283 255 940 755
Total operating expenses [1] 2,510 2,061 7,493 6,180
Income from operations 385 572 1,050 1,381
Interest income 69 115 227 346
Interest expense (81) (6) (153) (18)
Other income (expense), net (3) 13 357 11
Income before income taxes 370 694 1,481 1,720
Provision for income taxes 93 192 437 373
Net income $ 277 $ 502 $ 1,044 $ 1,347
Net income per share - basic (in dollars per share) $ 0.27 $ 0.48 $ 1.01 $ 1.30
Net income per share - diluted (in dollars per share) $ 0.27 $ 0.48 $ 1.01 $ 1.29
Weighted-average shares used to compute net income per share - basic (in shares) 1,034,942 1,038,150 1,033,810 1,035,962
Weighted-average shares used to compute net income per share - diluted (in shares) 1,043,011 1,047,523 1,038,593 1,046,853
Other comprehensive income (loss):        
Foreign currency translation adjustments $ (218) $ (11) $ (295) $ 140
Unrealized (losses) gains on marketable securities, net of tax (22) 7 (51) 26
Unrealized gains (losses) on derivative instruments, net of tax 9 36 61 (115)
Defined benefit plan, net of tax (1) 0 (10) 0
Net current period other comprehensive income (loss) (232) 32 (295) 51
Comprehensive income 45 534 749 1,398
Subscription        
Revenues [Abstract]        
Total revenues 3,988 3,299 11,536 9,417
Cost of Revenue        
Cost of Revenue [1] 1,054 666 2,904 1,852
Professional services and other        
Revenues [Abstract]        
Total revenues 118 108 327 293
Cost of Revenue        
Cost of Revenue [1] $ 157 $ 108 $ 416 $ 297
[1] Includes stock-based compensation as follows:
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Cost of revenues:
Subscription$96 $78 $276 $222 
Professional services and other13 11 38 33 
Operating expenses:
Sales and marketing175 141 504 444 
Research and development282 203 801 584 
General and administrative67 59227 178