v3.26.3
Unaudited Condensed Consolidated Statements of Changes in Stockholders' Equity - USD ($)
$ in Thousands
Total
Common Stock
Treasury Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Retained earnings (accumulated deficit)
Balance at the beginning (in shares) at Dec. 31, 2024   172,108,240        
Balance at the beginning at Dec. 31, 2024 $ 3,079,786 $ 1,722 $ 0 $ 3,298,083 $ 881 $ (220,900)
Balance at the beginning (in shares) at Dec. 31, 2024     0      
Changes in stockholder's equity            
Stock-based compensation 29,693     29,693    
Issuance of common stock under employee equity plans (in shares)   2,559,600        
Issuance of common stock under employee equity plans 22,439 $ 25   22,414    
Net income 92,101         92,101
Other comprehensive income/(loss) (1,423)       (1,423)  
Balance at the end (in shares) at Sep. 30, 2025   174,667,840        
Balance at the end at Sep. 30, 2025 3,222,596 $ 1,747 $ 0 3,350,190 (542) (128,799)
Balance at the end (in shares) at Sep. 30, 2025     0      
Balance at the beginning (in shares) at Jun. 30, 2025   174,146,070        
Balance at the beginning at Jun. 30, 2025 3,173,140 $ 1,741 $ 0 3,331,277 (431) (159,447)
Balance at the beginning (in shares) at Jun. 30, 2025     0      
Changes in stockholder's equity            
Stock-based compensation 11,525     11,525    
Issuance of common stock under employee equity plans (in shares)   521,770        
Issuance of common stock under employee equity plans 7,394 $ 6   7,388    
Net income 30,648         30,648
Other comprehensive income/(loss) (111)       (111)  
Balance at the end (in shares) at Sep. 30, 2025   174,667,840        
Balance at the end at Sep. 30, 2025 3,222,596 $ 1,747 $ 0 3,350,190 (542) (128,799)
Balance at the end (in shares) at Sep. 30, 2025     0      
Balance at the beginning (in shares) at Dec. 31, 2025   191,587,193        
Balance at the beginning at Dec. 31, 2025 3,878,826 $ 1,916 $ 0 3,986,353 (632) (108,811)
Balance at the beginning (in shares) at Dec. 31, 2025     0      
Changes in stockholder's equity            
Stock-based compensation 49,858     49,858    
Issuance of common stock under employee equity plans (in shares)   2,226,612        
Issuance of common stock under employee equity plans $ 24,628 $ 22   24,606    
Treasury stock, shares, acquired (1,548,283)   (1,548,283)      
Common stock repurchased $ (33,487)   $ (33,487)      
Net income 115,175         115,175
Other comprehensive income/(loss) 1,591       1,591  
Balance at the end (in shares) at Sep. 30, 2026   193,813,805        
Balance at the end at Sep. 30, 2026 4,036,591 $ 1,938 $ (33,487) 4,060,817 959 6,364
Balance at the end (in shares) at Sep. 30, 2026     (1,548,283)      
Balance at the beginning (in shares) at Jun. 30, 2026   192,583,037        
Balance at the beginning at Jun. 30, 2026 3,986,242 $ 1,926 $ (12,741) 4,020,499 1,219 (24,661)
Balance at the beginning (in shares) at Jun. 30, 2026     (659,061)      
Changes in stockholder's equity            
Stock-based compensation 24,569     24,569    
Issuance of common stock under employee equity plans (in shares)   1,230,768        
Issuance of common stock under employee equity plans $ 15,761 $ 12   15,749    
Treasury stock, shares, acquired (889,222)   (889,222)      
Common stock repurchased $ (20,746)   $ (20,746)      
Net income 31,025         31,025
Other comprehensive income/(loss) (260)       (260)  
Balance at the end (in shares) at Sep. 30, 2026   193,813,805        
Balance at the end at Sep. 30, 2026 $ 4,036,591 $ 1,938 $ (33,487) $ 4,060,817 $ 959 $ 6,364
Balance at the end (in shares) at Sep. 30, 2026     (1,548,283)