Condensed Consolidated Statements of Stockholders' Equity (Unaudited) - USD ($)
$ in Thousands |
Total |
Common Stock |
Additional Paid-In Capital |
Accumulated Other Comprehensive Income (Loss) |
Accumulated deficit |
| Beginning balance (in shares) at Dec. 31, 2023 |
|
213,481,743
|
|
|
|
| Beginning balance at Dec. 31, 2023 |
$ 344,029
|
$ 21
|
$ 712,307
|
$ (124)
|
$ (368,175)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares) |
|
925,243
|
|
|
|
| Payments for taxes related to net share settlement of equity awards |
(7,314)
|
|
(7,314)
|
|
|
| Exercise of vested stock options (in shares) |
|
2,027,347
|
|
|
|
| Exercise of vested stock options |
5,070
|
|
5,070
|
|
|
| Stock-based compensation |
19,671
|
|
19,671
|
|
|
| Other comprehensive income |
(38)
|
|
|
(38)
|
|
| Repurchase and retirement of common stock (in shares) |
|
(2,023,080)
|
|
|
|
| Repurchases and retirement of common stock |
(28,064)
|
|
(28,064)
|
|
|
| Net income |
11,128
|
|
|
|
11,128
|
| Ending balance (in shares) at Mar. 31, 2024 |
|
214,411,253
|
|
|
|
| Ending balance at Mar. 31, 2024 |
344,482
|
$ 21
|
701,670
|
(162)
|
(357,047)
|
| Beginning balance (in shares) at Dec. 31, 2023 |
|
213,481,743
|
|
|
|
| Beginning balance at Dec. 31, 2023 |
344,029
|
$ 21
|
712,307
|
(124)
|
(368,175)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Other comprehensive income |
353
|
|
|
|
|
| Net income |
100,013
|
|
|
|
|
| Ending balance (in shares) at Sep. 30, 2024 |
|
217,816,177
|
|
|
|
| Ending balance at Sep. 30, 2024 |
440,051
|
$ 22
|
707,962
|
229
|
(268,162)
|
| Beginning balance (in shares) at Mar. 31, 2024 |
|
214,411,253
|
|
|
|
| Beginning balance at Mar. 31, 2024 |
344,482
|
$ 21
|
701,670
|
(162)
|
(357,047)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares) |
|
1,230,801
|
|
|
|
| Payments for taxes related to net share settlement of equity awards |
(14,967)
|
|
(14,967)
|
|
|
| Exercise of vested stock options (in shares) |
|
2,214,099
|
|
|
|
| Exercise of vested stock options |
11,402
|
$ 1
|
11,401
|
|
|
| Stock-based compensation |
24,672
|
|
24,672
|
|
|
| Other comprehensive income |
(6)
|
|
|
(6)
|
|
| Issuance of common stock under employee stock purchase plan (in shares) |
|
366,524
|
|
|
|
| Issuance of common stock under employee stock purchase plan |
1,622
|
|
1,622
|
|
|
| Repurchase and retirement of common stock (in shares) |
|
(1,609,043)
|
|
|
|
| Repurchases and retirement of common stock |
(19,932)
|
|
(19,932)
|
|
|
| Exercise of class A common stock warrants (in shares) |
|
62,296
|
|
|
|
| Issuance of common stock acquisition-related earn-out consideration (in shares) |
|
119,344
|
|
|
|
| Issuance of common stock for acquisition-related earn-out consideration |
1,396
|
|
1,396
|
|
|
| Net income |
13,297
|
|
|
|
13,297
|
| Ending balance (in shares) at Jun. 30, 2024 |
|
216,795,274
|
|
|
|
| Ending balance at Jun. 30, 2024 |
361,966
|
$ 22
|
705,862
|
(168)
|
(343,750)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares) |
|
1,132,889
|
|
|
|
| Payments for taxes related to net share settlement of equity awards |
(10,815)
|
|
(10,815)
|
|
|
| Exercise of vested stock options (in shares) |
|
808,856
|
|
|
|
| Exercise of vested stock options |
$ 2,033
|
|
2,033
|
|
|
| Issuance of common stock for acquisition of assets (in shares) |
976,341
|
|
|
|
|
| Issuance of common stock for acquisition of assets |
$ 15,500
|
|
|
|
|
| Stock-based compensation |
25,420
|
|
25,420
|
|
|
| Other comprehensive income |
397
|
|
|
397
|
|
| Repurchase and retirement of common stock (in shares) |
|
(1,897,183)
|
|
|
|
| Repurchases and retirement of common stock |
(30,038)
|
|
(30,038)
|
|
|
| Net income |
75,588
|
|
|
|
75,588
|
| Ending balance (in shares) at Sep. 30, 2024 |
|
217,816,177
|
|
|
|
| Ending balance at Sep. 30, 2024 |
440,051
|
$ 22
|
707,962
|
229
|
(268,162)
|
| Beginning balance (in shares) at Dec. 31, 2024 |
|
220,837,209
|
|
|
|
| Beginning balance at Dec. 31, 2024 |
476,716
|
$ 22
|
719,155
|
(324)
|
(242,137)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares) |
|
1,179,653
|
|
|
|
| Payments for taxes related to net share settlement of equity awards |
(25,711)
|
|
(25,711)
|
|
|
| Exercise of vested stock options (in shares) |
|
1,274,229
|
|
|
|
| Exercise of vested stock options |
3,928
|
|
3,928
|
|
|
| Issuance of common stock for acquisition of assets (in shares) |
|
292,806
|
|
|
|
| Issuance of common stock for acquisition of assets |
12,760
|
|
12,760
|
|
|
| Common stock to be issued for asset acquisition indemnification holdback |
6,380
|
|
6,380
|
|
|
| Stock-based compensation |
25,543
|
|
25,543
|
|
|
| Other comprehensive income |
160
|
|
|
160
|
|
| Net income |
49,485
|
|
|
|
49,485
|
| Ending balance (in shares) at Mar. 31, 2025 |
|
223,583,897
|
|
|
|
| Ending balance at Mar. 31, 2025 |
549,261
|
$ 22
|
742,055
|
(164)
|
(192,652)
|
| Beginning balance (in shares) at Dec. 31, 2024 |
|
220,837,209
|
|
|
|
| Beginning balance at Dec. 31, 2024 |
476,716
|
$ 22
|
719,155
|
(324)
|
(242,137)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Other comprehensive income |
1,245
|
|
|
|
|
| Purchases of capped calls related to convertible senior notes, net of tax |
|
|
(35,500)
|
|
|
| Net income |
107,764
|
|
|
|
|
| Ending balance (in shares) at Sep. 30, 2025 |
|
227,498,842
|
|
|
|
| Ending balance at Sep. 30, 2025 |
580,982
|
$ 23
|
714,411
|
921
|
(134,373)
|
| Beginning balance (in shares) at Mar. 31, 2025 |
|
223,583,897
|
|
|
|
| Beginning balance at Mar. 31, 2025 |
549,261
|
$ 22
|
742,055
|
(164)
|
(192,652)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares) |
|
1,183,553
|
|
|
|
| Payments for taxes related to net share settlement of equity awards |
(36,764)
|
|
(36,764)
|
|
|
| Exercise of vested stock options (in shares) |
|
739,789
|
|
|
|
| Exercise of vested stock options |
2,569
|
$ 1
|
2,568
|
|
|
| Stock-based compensation |
36,689
|
|
36,689
|
|
|
| Other comprehensive income |
986
|
|
|
986
|
|
| Issuance of common stock under employee stock purchase plan (in shares) |
|
251,818
|
|
|
|
| Issuance of common stock under employee stock purchase plan |
2,970
|
|
2,970
|
|
|
| Purchases of capped calls related to convertible senior notes, net of tax |
(35,520)
|
|
(35,520)
|
|
|
| Net income |
42,505
|
|
|
|
42,505
|
| Ending balance (in shares) at Jun. 30, 2025 |
|
225,759,057
|
|
|
|
| Ending balance at Jun. 30, 2025 |
562,696
|
$ 23
|
711,998
|
822
|
(150,147)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares) |
|
1,031,572
|
|
|
|
| Payments for taxes related to net share settlement of equity awards |
(32,480)
|
|
(32,480)
|
|
|
| Exercise of vested stock options (in shares) |
|
900,471
|
|
|
|
| Exercise of vested stock options |
3,299
|
|
3,299
|
|
|
| Stock-based compensation |
41,073
|
|
41,073
|
|
|
| Other comprehensive income |
99
|
|
|
99
|
|
| Repurchase and retirement of common stock (in shares) |
|
(192,258)
|
|
|
|
| Repurchases and retirement of common stock |
(9,479)
|
|
(9,479)
|
|
|
| Net income |
15,774
|
|
|
|
15,774
|
| Ending balance (in shares) at Sep. 30, 2025 |
|
227,498,842
|
|
|
|
| Ending balance at Sep. 30, 2025 |
$ 580,982
|
$ 23
|
$ 714,411
|
$ 921
|
$ (134,373)
|