v3.26.3
Consolidated Statements of Changes in Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings
Beginning balance (in shares) at Dec. 31, 2024   253,640      
Beginning balance at Dec. 31, 2024 $ 10,276,842 $ 2 $ 5,365,990 $ (50,051) $ 4,960,901
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of equity instruments as consideration for business combination (in shares)   10,998      
Common stock issued as consideration for business combination 3,573,092 $ 1 3,573,091    
Common stock issued in connection with equity awards (in shares)   5,225      
Common stock issued in connection with equity awards 76,559   76,559    
Common stock withheld related to net share settlement of equity awards (in shares)   (1,127)      
Common stock withheld for net share settlement of equity awards (308,803)   (308,803)    
Stock-based compensation (inclusive of capitalized stock-based compensation) 649,135   649,135    
Purchases of capped calls (224,250)   (224,250)    
Other comprehensive (loss) income 53,589     53,589  
Net income (loss) 1,927,060       1,927,060
Ending balance (in shares) at Sep. 30, 2025   268,736      
Ending balance at Sep. 30, 2025 16,023,224 $ 3 9,131,722 3,538 6,887,961
Beginning balance (in shares) at Jun. 30, 2025   256,433      
Beginning balance at Jun. 30, 2025 12,094,889 $ 2 5,639,538 (60) 6,455,409
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of equity instruments as consideration for business combination (in shares)   10,998      
Common stock issued as consideration for business combination 3,573,092 $ 1 3,573,091    
Common stock issued in connection with equity awards (in shares)   1,661      
Common stock issued in connection with equity awards 17,104   17,104    
Common stock withheld related to net share settlement of equity awards (in shares)   (356)      
Common stock withheld for net share settlement of equity awards (107,422)   (107,422)    
Stock-based compensation (inclusive of capitalized stock-based compensation) 233,661   233,661    
Purchases of capped calls (224,250)   (224,250)    
Other comprehensive (loss) income 3,598     3,598  
Net income (loss) 432,552       432,552
Ending balance (in shares) at Sep. 30, 2025   268,736      
Ending balance at Sep. 30, 2025 16,023,224 $ 3 9,131,722 3,538 6,887,961
Beginning balance (in shares) at Dec. 31, 2025   267,836      
Beginning balance at Dec. 31, 2025 14,793,058 $ 3 8,566,854 4,973 6,221,228
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of equity instruments as consideration for business combination (in shares)   173      
Common stock issued as consideration for business combination 19,386   19,386    
Common stock issued in connection with equity awards (in shares)   5,547      
Common stock issued in connection with equity awards 37,646   37,646    
Common stock repurchased (in shares)   (7,130)      
Common stock repurchased (1,188,821)   (1,188,821)    
Common stock withheld related to net share settlement of equity awards (in shares)   (1,670)      
Common stock withheld for net share settlement of equity awards (303,353)   (303,353)    
Stock-based compensation (inclusive of capitalized stock-based compensation) 735,958   735,958    
Other comprehensive (loss) income (118,805)     (118,805)  
Net income (loss) (34,888)       (34,888)
Ending balance (in shares) at Sep. 30, 2026   264,756      
Ending balance at Sep. 30, 2026 13,940,181 $ 3 7,867,670 (113,832) 6,186,340
Beginning balance (in shares) at Jun. 30, 2026   263,782      
Beginning balance at Jun. 30, 2026 13,079,665 $ 3 7,710,289 (98,270) 5,467,643
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Common stock issued in connection with equity awards (in shares)   1,507      
Common stock issued in connection with equity awards 5,260   5,260    
Common stock repurchased (in shares)   (38)      
Common stock repurchased (5,316)   (5,316)    
Common stock withheld related to net share settlement of equity awards (in shares)   (495)      
Common stock withheld for net share settlement of equity awards (79,034)   (79,034)    
Stock-based compensation (inclusive of capitalized stock-based compensation) 236,471   236,471    
Other comprehensive (loss) income (15,562)     (15,562)  
Net income (loss) 718,697       718,697
Ending balance (in shares) at Sep. 30, 2026   264,756      
Ending balance at Sep. 30, 2026 $ 13,940,181 $ 3 $ 7,867,670 $ (113,832) $ 6,186,340