v3.25.3
Segment and Geographic Information - Schedule of Segment Net Income (Loss) (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Segment Reporting, Reconciling Item for Operating Profit (Loss) from Segment to Consolidated [Line Items]        
Revenue $ 584,911 $ 348,351 $ 1,476,899 $ 872,498
Depreciation and amortization 3,900 3,969 11,797 11,482
Income tax expense (benefit) (2,086) (31) (4,246) 118
Net income (loss) 162,663 29,853 278,118 (555,312)
Reportable Segment        
Segment Reporting, Reconciling Item for Operating Profit (Loss) from Segment to Consolidated [Line Items]        
Revenue     1,476,899 872,498
Adjusted cost of revenue 52,297 34,563 134,865 91,361
Adjusted gross profit 532,614 313,788 1,342,034 781,137
Adjusted operating expenses 296,607 219,639 824,007 637,460
Stock-based compensation and related taxes 93,565 83,326 296,074 745,635
Depreciation and amortization 3,900 3,969 11,797 11,482
Interest (income) expense, net (22,305) (21,155) (63,775) (57,543)
Income tax expense (benefit) (2,086) (31) (4,246) 118
Other segment expenses 270 (1,813) 59 (703)
Net income (loss) $ 162,663 $ 29,853 $ 278,118 $ (555,312)