v3.26.3
NET INCOME (LOSS) PER COMMON SHARE - Schedule of Basic and Diluted Net (Loss) Income Per Share (Detail) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
Jun. 30, 2026
Mar. 31, 2026
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Sep. 30, 2026
Sep. 30, 2025
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]                
Net income, as reported $ 2,167,335 $ 164,494 $ 205,991 $ 292,683 $ (72,228) $ (18,251) $ 2,537,820 $ 202,204
Adjustment for the elimination of interest expense on the convertible debt 2,067     1,608     7,091 0
Net income, for use in diluted income per share $ 2,169,402     $ 294,291     $ 2,544,911 $ 202,204
Weighted-average common shares - basic (in shares) 133,828     131,447     133,444 130,590
Effect of dilutive securities:                
Convertible debt (in shares) 2,255     1,583     2,255 0
Weighted-average common shares - diluted (in shares) 138,040     137,348     138,184 134,146
Net income per common share — basic (in dollars per share) $ 16.19     $ 2.23     $ 19.02 $ 1.55
Net income per common share — diluted (in dollars per share) $ 15.72     $ 2.14     $ 18.42 $ 1.51
Options to purchase common stock, inclusive of performance-based stock options                
Effect of dilutive securities:                
Options, RSUs, and ESPP (in shares) 1,305     2,454     1,605 2,245
Restricted stock units, inclusive of performance-based restricted stock units                
Effect of dilutive securities:                
Options, RSUs, and ESPP (in shares) 650     1,847     877 1,304
Employee stock purchase program                
Effect of dilutive securities:                
Options, RSUs, and ESPP (in shares) 2     17     3 7