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Shareholders' Equity (Tables)

9 Months Ended

Sep. 30, 2025

Equity [Abstract]

Schedule of the Stock Option and RSU Award Activities

The following table summarizes the stock option and Restricted Share Unit ("RSU") award activities under the Company's share-based compensation plans for the nine months ended September 30, 2025:

			Shares Subject to Options Outstanding																														Outstanding RSUs
			Number of Options(1)						Weighted Average Exercise Price						Remaining Contractual Term (in years)						Aggregate Intrinsic Value(2)						Weighted Average Grant Date Fair Value						Outstanding RSUs						Weighted Average Grant Date Fair Value
			(in US $ millions, except share and share price amounts)
December 31, 2024			14,636,992						64.49						7.68						623						—						5,121,069						74.90
Stock options granted			1,622,585						122.59						—						—						63.66						—						—
Stock options exercised			(3,029,467)						41.77						—						—						—						—						—
Stock options forfeited			(1,306,389)						78.53						—						—						—						—						—
RSUs granted			—						—						—						—						—						3,000,370						115.21
RSUs settled			—						—						—						—						—						(3,419,188)						82.36
RSUs forfeited			—						—						—						—						—						(817,552)						77.37
September 30, 2025			11,923,721						76.63						7.03						826						—						3,884,699						98.95
Stock options exercisable as of September 30, 2025			6,072,409						68.29						5.52						479

(1) As of September 30, 2025, 11,886,690 of the outstanding stock options were granted under the Company's SOP and are exercisable for Class A subordinate voting shares and 37,031 of the outstanding stock options were granted under the Deliverr 2017 Stock Option and Grant Plan and are exercisable for Class A subordinate voting shares.

(2) The aggregate intrinsic value is calculated as the difference between the exercise price of the underlying stock option awards and the closing market price of the Company's Class A subordinate voting shares as of September 30, 2025 and December 31, 2024.

Schedule of Classification of Stock-based Compensation

The following table illustrates the classification of stock-based compensation expense in the condensed consolidated statements of operations and comprehensive income, which includes both stock-based compensation and restricted stock-compensation expense:

			Three months ended September 30,												Nine months ended September 30,
			2025						2024						2025						2024
			(in US $ millions)
Cost of revenues			1						—						3						4
Sales and marketing			12						14						35						35
Research and development			73						74						232						212
General and administrative			21						22						64						70
			107						110						334						321

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Tabular disclosure of allocation of amount expensed and capitalized for award under share-based payment arrangement to statement of income or comprehensive income and statement of financial position. Includes, but is not limited to, corresponding line item in financial statement.

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-Name Accounting Standards Codification
-Topic 718
-SubTopic 10
-Section 50
-Paragraph 2
-Subparagraph (h)(1)
-Publisher FASB
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Tabular disclosure of activity for award under share-based payment arrangement. Includes, but is not limited to, outstanding award at beginning and end of year, granted, exercised, forfeited, and weighted-average grant date fair value.

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