v3.25.3
Consolidated Statements of Convertible Preferred Stock and Stockholders' Equity (Deficit) - USD ($)
$ in Thousands
Total
Conversion Of Redeemable Convertible Preferred Stock To Common Stock
Additional Paid-in Capital
Additional Paid-in Capital
Conversion Of Redeemable Convertible Preferred Stock To Common Stock
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Class A
Class A
Common Stock
Class A
Common Stock
Conversion Of Class B Common Stock To Class A Common Stock
Class A
Common Stock
Conversion Of Redeemable Convertible Preferred Stock To Common Stock
Class B
Class B
Conversion Of Class B Common Stock To Class A Common Stock
Class B
Common Stock
Class B
Common Stock
Conversion Of Class B Common Stock To Class A Common Stock
Class B
Common Stock
Conversion Of Redeemable Convertible Preferred Stock To Common Stock
Beginning balance (in shares) at Dec. 31, 2023 73,021,449                            
Beginning balance at Dec. 31, 2023 $ 1,853,492                            
Increase (Decrease) in Temporary Equity [Roll Forward]                              
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering (in shares) (73,021,449)                            
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering $ (1,853,492)                            
Ending balance (in shares) at Sep. 30, 2024 0                            
Ending balance at Sep. 30, 2024 $ 0                            
Beginning balance (in shares) at Dec. 31, 2023               7,099,700         53,904,204    
Beginning balance at Dec. 31, 2023 (412,922)   $ 302,820   $ 814 $ (716,562)   $ 0         $ 6    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                              
Issuance of common stock upon exercise of stock options, net (in shares)               7,978,918         3,068,105    
Issuance of common stock upon exercise of stock options, net 62,933   62,933                        
Issuance of common stock upon settlement of restricted stock units, net (in shares)               9,328,868         985,166    
Issuance of common stock upon settlement of restricted stock units, net (269,650)   (269,651)         $ 1              
Conversion of stock (in shares)                 68,633,644 5,104,017       (68,633,644) 67,917,432
Conversion of stock   $ 1,853,494   $ 1,853,486         $ 8 $ 1   $ 0   $ (8) $ 7
Issuance of common stock in connection with initial public offering, net of underwriting discounts and commissions and other offering costs (in shares)               18,576,527              
Issuance of common stock in connection with initial public offering, net of underwriting discounts and commissions and other offering costs 576,268   576,266         $ 2              
Issuance of Class A common stock in connection with acquisitions (in shares)               191,821              
Issuance of Class A common stock in connection with acquisitions 2,786   2,786                        
Stock-based compensation expense 716,532   716,532                        
Vesting of early exercised stock options 143   143                        
Net income (loss) (555,312)         (555,312)                  
Change in other comprehensive income (loss) 3,336       3,336                    
Ending balance (in shares) at Sep. 30, 2024               116,913,495         57,241,263    
Ending balance at Sep. 30, 2024 $ 1,977,608   3,245,315   4,150 (1,271,874)   $ 12         $ 5    
Ending balance (in shares) at Sep. 30, 2024 0                            
Ending balance at Sep. 30, 2024 $ 0                            
Beginning balance (in shares) at Jun. 30, 2024               62,479,462         103,154,629    
Beginning balance at Jun. 30, 2024 1,893,835   3,196,549   (1,004) (1,301,727)   $ 6         $ 11    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                              
Issuance of common stock upon exercise of stock options, net (in shares)               4,584,780         2,254,457    
Issuance of common stock upon exercise of stock options, net 38,001   38,001                        
Issuance of common stock upon settlement of restricted stock units, net (in shares)               1,165,940         323,669    
Issuance of common stock upon settlement of restricted stock units, net (66,798)   (66,798)                        
Conversion of stock (in shares)                 48,491,492         (48,491,492)  
Conversion of stock                 $ 6     $ 0   $ (6)  
Issuance of Class A common stock in connection with acquisitions (in shares)               191,821              
Issuance of Class A common stock in connection with acquisitions 2,786   2,786                        
Stock-based compensation expense 74,758   74,758                        
Vesting of early exercised stock options 19   19                        
Net income (loss) 29,853         29,853                  
Change in other comprehensive income (loss) 5,154       5,154                    
Ending balance (in shares) at Sep. 30, 2024               116,913,495         57,241,263    
Ending balance at Sep. 30, 2024 $ 1,977,608   3,245,315   4,150 (1,271,874)   $ 12         $ 5    
Beginning balance (in shares) at Dec. 31, 2024 0                            
Beginning balance at Dec. 31, 2024 $ 0                            
Ending balance (in shares) at Sep. 30, 2025 0                            
Ending balance at Sep. 30, 2025 $ 0                            
Beginning balance (in shares) at Dec. 31, 2024             125,001,880 125,001,880     55,314,099   55,314,099    
Beginning balance at Dec. 31, 2024 $ 2,130,749   3,331,546   24 (1,200,838)   $ 12         $ 5    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                              
Issuance of common stock upon exercise of stock options, net (in shares) 3,416,770             1,864,814         1,551,956    
Issuance of common stock upon exercise of stock options, net $ 20,501   20,500                        
Issuance of common stock upon settlement of restricted stock units, net (in shares)               5,579,851         69,004    
Issuance of common stock upon settlement of restricted stock units, net (80,495)   (80,496)         $ 1              
Conversion of stock (in shares)                 4,358,929         (4,358,929)  
Stock-based compensation expense 258,002   258,002                        
Net income (loss) 278,118         278,118                  
Change in other comprehensive income (loss) 3,788       3,788                    
Ending balance (in shares) at Sep. 30, 2025             136,805,474 136,805,474     52,576,130   52,576,130    
Ending balance at Sep. 30, 2025 $ 2,610,663   3,529,552   3,812 (922,720)   $ 14         $ 5    
Ending balance (in shares) at Sep. 30, 2025 0                            
Ending balance at Sep. 30, 2025 $ 0                            
Beginning balance (in shares) at Jun. 30, 2025               131,962,529         55,112,126    
Beginning balance at Jun. 30, 2025 2,386,980   3,468,618   3,727 (1,085,383)   $ 13         $ 5    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                              
Issuance of common stock upon exercise of stock options, net (in shares)               501,340         95,506    
Issuance of common stock upon exercise of stock options, net 6,014   6,013                        
Issuance of common stock upon settlement of restricted stock units, net (in shares)               1,675,601         34,502    
Issuance of common stock upon settlement of restricted stock units, net (28,597)   (28,597)                        
Conversion of stock (in shares)                 2,666,004         (2,666,004)  
Stock-based compensation expense 83,518   83,518                        
Net income (loss) 162,663         162,663                  
Change in other comprehensive income (loss) 85       85                    
Ending balance (in shares) at Sep. 30, 2025             136,805,474 136,805,474     52,576,130   52,576,130    
Ending balance at Sep. 30, 2025 $ 2,610,663   $ 3,529,552   $ 3,812 $ (922,720)   $ 14         $ 5