v3.26.3
Stock-based Compensation (Tables)
 9 Months Ended
Sep. 30, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Information Pertaining to Option Activity (Including Rollover Options)
Information pertaining to option activity under all plans (including rollover options) during the nine months ended September 30, 2026 and 2025 is as follows:
Number of
options		Weighted average
exercise price per
share		Weighted
average
remaining
contractual life
Outstanding December 31, 202513,992,173$18.71 5.1
Granted—— 
Exercised(1,442,608)14.70 
Forfeited(2,128,830)22.37 
Outstanding September 30, 202610,420,735$18.52 4.3
Number of
options		Weighted average
exercise price per
share		Weighted
average
remaining
contractual life
Outstanding December 31, 202416,511,128$17.57 5.8
Granted132,06536.94 
Exercised(2,061,626)10.14 
Forfeited(121,202)29.75 
Outstanding September 30, 202514,460,365$18.71 5.2
Schedule of the Significant Assumptions Used in Estimating the Fair Value of Options Granted
The following is a summary of the significant assumptions used in estimating the fair value of options granted during the three and nine months ended September 30, 2026 and 2025:
Three months ended September 30,Nine months ended September 30,
2026202520262025
Risk free interest rateN/AN/AN/A3.95 %
Expected dividend yieldN/AN/AN/A0 %
Expected term of stock awardN/AN/AN/A6.2
Expected volatility in stock priceN/AN/AN/A46.24 %
Schedule of RSU Activity
The following table summarizes RSU activity during the nine months ended September 30, 2026 and 2025.
Number of
shares		Weighted
average grant
date fair value
Outstanding December 31, 20254,220,158$31.65 
Granted6,300,32522.56 
Vested(663,783)29.09 
Forfeited(1,773,548)31.50 
Outstanding September 30, 20268,083,152$24.81 
Number of
shares		Weighted
average grant
date fair value
Outstanding December 31, 20242,089,241$21.91 
Granted2,323,49537.34 
Vested(460,362)21.50 
Forfeited(55,819)27.40 
Outstanding September 30, 20253,896,555 $31.08 
Schedule of Significant Assumptions in Estimating the Fair Value of PSUs Granted
The following is a summary of the significant assumptions used in estimating the fair value of PSUs granted during the three and nine months ended September 30, 2025.
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Risk free interest rateN/AN/AN/A3.92 %
Expected dividend yieldN/AN/AN/A0%
Expected term of stock awardN/AN/AN/A4.0
Expected volatility in stock priceN/AN/AN/A40.00 %
Schedule of PSU Activity
The following table summarizes PSU activity during the nine months ended September 30, 2026 and 2025.
Number of
shares		Weighted
average grant
date fair value
Outstanding December 31, 2025396,197$61.67 
Granted1,696,54824.65 
Vested—— 
Forfeited(272,064)25.56 
Outstanding September 30, 20261,820,681$32.57 
Number of
shares		Weighted
average grant
date fair value
Outstanding December 31, 2024—$— 
Granted396,19761.67 
Vested—— 
Forfeited—— 
Outstanding September 30, 2025396,197$61.67 
Schedule of Stock-Based Compensation Expense
Stock-based compensation expense was recorded in the following cost and expense categories in the consolidated statements of operations:
Three months ended September 30,Nine months ended September 30,
2026202520262025
Cost of revenue$1,072 $418 $2,101 $1,064 
General and administrative18,182 7,218 36,499 18,418 
Sales and marketing2,520 2,392 4,867 6,198 
Research and development2,668 1,569 6,224 4,191 
Total$24,442 $11,597 $49,691 $29,871