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Stockholders' Equity (Tables) | 6 Months Ended
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Jun. 30, 2026
Equity [Abstract] |
Schedule of Stock Option Activity and Weighted Average Exercise Prices | The following table summarizes the Company’s stock option activity and weighted-average exercise prices:
| Number of Options Outstanding |  | Weighted- Average Exercise Price |  | Weighted- Average Remaining Contractual Life (in Years) |  | Aggregate Intrinsic Value (in thousands)
Balance—December 31, 2025 | 3,474,619 |  |  | $ | 7.26 |  |  | 3.0 |  | $ | 447,294 |
Options granted | — |  |  | — |  |  |  |  |
Options exercised | (1,864,259) |  |  | 6.76 |  |  |  |  |
Options forfeited or expired | — |  |  | — |  |  |  |  |
Balance—June 30, 2026 | 1,610,360 |  |  | $ | 7.83 |  |  | 2.6 |  | $ | 406,663 |
Exercisable—June 30, 2026 | 1,610,360 |  |  | $ | 7.83 |  |  | 2.6 |  | $ | 406,663 |
Schedule of Activity for Unvested RSUs | The following table summarizes the activity for the Company’s unvested RSUs and PSUs:
| Shares |  | Weighted- Average Grant Date Fair Value
Unvested and outstanding balance as of December 31, 2025 | 16,700,043 |  |  | $ | 124.10 |
Awarded | 4,803,875 |  |  | 139.15
Vested | (3,560,961) |  |  | 109.59
Forfeited/canceled | (843,601) |  |  | 129.31
Unvested and outstanding balance as of June 30, 2026 | 17,099,356 |  |  | 130.40
Schedule of Activity for Unvested PSUs | The following table summarizes the activity for the Company’s unvested RSUs and PSUs:
| Shares |  | Weighted- Average Grant Date Fair Value
Unvested and outstanding balance as of December 31, 2025 | 16,700,043 |  |  | $ | 124.10 |
Awarded | 4,803,875 |  |  | 139.15
Vested | (3,560,961) |  |  | 109.59
Forfeited/canceled | (843,601) |  |  | 129.31
Unvested and outstanding balance as of June 30, 2026 | 17,099,356 |  |  | 130.40
Schedule of Stock-based Compensation Expense | Stock-based compensation expense was included in the condensed consolidated statement of operations as follows (in thousands):
| Three Months Ended June 30, |  | Six Months Ended June 30,
| 2026 |  | 2025 |  | 2026 |  | 2025
Cost of revenue | $ | 9,256 |  |  | $ | 6,783 |  |  | $ | 17,815 |  |  | $ | 13,434 |
Research and development | 131,682 |  |  | 112,445 |  |  | 255,353 |  |  | 218,180 |
Sales and marketing | 47,098 |  |  | 37,442 |  |  | 89,396 |  |  | 71,567 |
General and administrative | 32,215 |  |  | 23,792 |  |  | 54,529 |  |  | 41,546 |
Stock-based compensation, net of amounts capitalized | 220,251 |  |  | 180,462 |  |  | 417,093 |  |  | 344,727 |
Capitalized stock-based compensation expense | 6,882 |  |  | 5,957 |  |  | 16,071 |  |  | 11,619 |
Total stock-based compensation expense | $ | 227,133 |  |  | $ | 186,419 |  |  | $ | 433,164 |  |  | $ | 356,346 |

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