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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Cash flows from operating activities    
Net income (loss) $ 14,103 $ (150,045)
Adjustments to reconcile net income (loss) to net cash provided by operating activities:    
Depreciation and amortization 18,209 18,324
Stock-based compensation expense 56,589 56,639
Non-cash operating lease expense 4,321 4,323
Amortization of debt discounts 3,234 12,163
Changes in fair value of financial instruments 0 52,284
Loss on debt extinguishment 25,232 17,930
Other 3,074 788
Changes in operating assets and liabilities:    
Accounts receivable (21,182) 61,232
Supplies (78,467) (11,144)
Prepaid expenses and other current assets (5,711) (4,805)
Other assets (409) (326)
Accounts payable 18,042 (1,196)
Accrued expenses and other liabilities 2,072 (17,792)
Net cash provided by operating activities 39,107 38,375
Cash flows from investing activities    
Sale of marketable securities 1,874 0
Purchases of marketable securities (101,991) 0
Capitalized software and purchases of property and equipment (49,887) (11,170)
Net cash used in investing activities (150,004) (11,170)
Cash flows from financing activities    
Payments made on finance lease obligations (125) (67)
Proceeds from exercise of stock options 26,054 3,775
Payment of taxes withheld from net settlement of exercised options and vested RSUs (5,426) (18,218)
Payment of deferred offering costs 0 (7,710)
Repurchase of common stock (31,371) (22)
Repayment of the 2023 term loan (406,307) 0
Proceeds from the 2026 term loan, net of issuance costs 393,500 0
Payment of third-party debt issuance costs (1,107) 0
Proceeds from share purchases under employee stock purchase plan 2,937 0
Issuance of the 2025 Convertible Notes, net of issuance costs 0 27,865
Issuance of the 2025 Warrants 0 10,270
Payments of the 2023 term loan amendment fee 0 (4,000)
Proceeds from initial public offering, net of underwriting discounts and commissions 0 528,459
Net cash provided by (used in) financing activities (21,845) 661,590
Effect of exchange rate changes on cash, cash equivalents, and restricted cash (149) 159
Net increase (decrease) in cash, cash equivalents, and restricted cash (132,891) 688,954
Cash, cash equivalents, and restricted cash at beginning of period 800,042 68,028
Cash, cash equivalents, and restricted cash at end of period 667,151 756,982
Reconciliation of cash, cash equivalents, and restricted cash    
Cash, cash equivalents, and restricted cash 665,321 754,739
Restricted cash included in other long-term assets 1,830 2,243
Total cash, cash equivalents, and restricted cash 667,151 756,982
Series E Preferred Stock    
Cash flows from financing activities    
Issuance of Series E and F preferred stock, net of issuance costs 0 87,637
Series F Preferred Stock    
Cash flows from financing activities    
Issuance of Series E and F preferred stock, net of issuance costs $ 0 $ 33,601