| Schedule of RSU, PRSU, and MYPSU Awards Activity |
The following table summarizes the RSU, performance based restricted stock units ("PRSU"), and multi-year performance restricted stock units ("MYPSU") activity for the three and six months ended June 30, 2026: | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | RSU
Number
of
Shares | | Grant Date
Fair
Value
per share | | PRSU
Number
of
Shares | | Grant Date
Fair
Value
per share | | MYPSU
Number
of
Shares | | Grant Date
Fair
Value
per share | | | | | | | | | | | | | | Unvested at December 31, 2025 | 682,991 | | $ | 150.7 | | | 312,519 | | $ | 135.1 | | | 285,880 | | $ | 88.6 | | | Granted | 201,282 | | 409.9 | | | 149,725 | | 310.5 | | | — | | — | | | Vested | (113,680) | | 179.6 | | | (53,090) | | 167.8 | | | — | | — | | | Forfeited | (10,333) | | 189.6 | | | — | | — | | | — | | — | | | Unvested at March 31, 2026 | 760,260 | | $ | 214.4 | | | 409,154 | | $ | 195.0 | | | 285,880 | | $ | 88.6 | | | Granted | 50,244 | | 562.6 | | | — | | — | | | — | | — | | | Vested | (129,792) | | 213.1 | | | — | | — | | | (71,470) | | 88.6 | | | Forfeited | (7,182) | | 251.2 | | | — | | — | | | — | | — | | | Unvested at June 30, 2026 | 673,530 | | $ | 240.1 | | | 409,154 | | $ | 195.0 | | | 214,410 | | $ | 88.6 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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| Schedule Of Share-Based Payment Arrangement, Shares Withheld For Tax Withholding Obligation |
The following summarizes the number and value of the shares withheld for employee taxes: | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended
June 30, | | Six Months Ended
June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | | | | | | | | | (in thousands, except share data) | | Shares withheld for taxes | 85,870 | | | 67,281 | | | 154,808 | | | 141,880 | | | Amount withheld for taxes | $ | 59,484 | | | $ | 13,806 | | | $ | 87,315 | | | $ | 27,284 | |
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| Schedule of Stock-Based Compensation Expense |
The following table presents the detail of stock-based compensation expense amounts included in the condensed consolidated statement of operations for each of the periods presented: | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended
June 30, | | Six Months Ended
June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | | | | | | | | | (in thousands) | | Equity based awards | | | | | | | | | Cost of revenue | $ | 602 | | | $ | 762 | | | $ | 1,128 | | | $ | 1,394 | | | Research and development | 9,286 | | | 10,171 | | | 19,586 | | | 20,202 | | | Selling, general and administrative | 17,933 | | | 13,409 | | | 35,780 | | | 26,425 | | | $ | 27,821 | | | $ | 24,342 | | | $ | 56,494 | | | $ | 48,021 | | | | | | | | | | | Liability based awards - to be settled in equity | | | | | | | | | Cost of revenue | $ | 97 | | | $ | 63 | | | $ | 161 | | | $ | 132 | | | Research and development | 1,215 | | | 873 | | | 2,142 | | | 1,523 | | | Selling, general and administrative | 1,860 | | | 1,048 | | | 2,995 | | | 1,696 | | | $ | 3,172 | | | $ | 1,984 | | | $ | 5,298 | | | $ | 3,351 | | | | | | | | | | | Total stock-based compensation expense - equity and liability based | $ | 30,993 | | | $ | 26,326 | | | $ | 61,792 | | | $ | 51,372 | | | | | | | | | | | Stock-based compensation expense recorded to additional paid-in capital | | | | | | | | | Equity based awards | $ | 27,821 | | | $ | 24,342 | | | $ | 56,494 | | | $ | 48,021 | | | Liability based awards - settled in equity | 1,081 | | | 962 | | | 8,252 | | | 7,437 | | | Stock-based compensation expense capitalized to inventory | — | | | (176) | | | — | | | (180) | | | Total stock-based compensation expense recorded to additional paid-in capital | $ | 28,902 | | | $ | 25,128 | | | $ | 64,746 | | | $ | 55,278 | |
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