v3.26.3
Consolidated Balance Sheets - USD ($)
$ in Thousands
Sep. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 116,820 $ 112,238
Marketable securities 78,765 197,858
Accounts receivable, net of $54,156 and $55,659 of allowances at September 30, 2026 and December 31, 2025, respectively 249,182 220,287
Prepaid expenses and other current assets 19,634 21,392
Total current assets 464,401 551,775
Property and equipment, net 50,252 29,927
Operating lease right-of-use assets 22,872 24,990
Goodwill 19,832 19,978
Intangible assets, net 5,527 6,216
Deferred tax assets, net 93,083 93,013
Other noncurrent assets 19,826 16,536
Total assets 675,793 742,435
Current liabilities:    
Accounts payable 148,001 124,071
Accrued expenses and other current liabilities 92,038 78,320
Total current liabilities 240,039 202,391
Operating lease noncurrent liabilities 21,726 24,000
Total liabilities 261,765 226,391
Commitments and Contingencies (Note 7)
STOCKHOLDERS' EQUITY    
Common stock, $0.0001 par value; 1,000,000,000 shares authorized; at September 30, 2026 and December 31, 2025, respectively; 100,087,996 and 99,049,485 shares issued; 74,723,072 and 83,365,696 outstanding at September 30, 2026 and December 31, 2025, respectively 9 9
Additional paid-in capital 753,524 700,785
Treasury stock, at cost, $0.0001 par value; 25,980,904 and 16,299,769 shares at September 30, 2026 and December 31, 2025, respectively (621,041) (388,075)
Accumulated earnings 281,363 202,827
Accumulated other comprehensive income 173 498
Total stockholders’ equity 414,028 516,044
Total liabilities and stockholders’ equity $ 675,793 $ 742,435