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Stock-Based Compensation (Tables)

3 Months Ended

Mar. 31, 2026

Share-Based Payment Arrangement [Abstract]

Summary of RSU and RSA Activity

The following table summarizes the RSU and RSA activity for the three months ended March 31, 2026:

			Total RSUs and RSAs						Weighted- average grant date fair value
Unvested as of December 31, 2025			4,460,851						$	58.71
Granted			533,879						$	148.03
Vested			(1,236,513)						$	69.37
Canceled/Forfeited			(109,065)						$	71.07
Unvested as of March 31, 2026			3,649,152						$	67.79

Summary of Stock Option Activity

The following table summarizes the stock option activity during the three months ended March 31, 2026:

			Outstanding stock options						Weighted- average exercise price						Weighted- average remaining contractual life (years)						Aggregate intrinsic value
			(in thousands, except share, per share, and year data)
Balance as of December 31, 2025			10,852,131						$	38.38					7.14						$	2,078,120
Exercised			(441,193)						11.12
Balance as of March 31, 2026			10,410,938						$	39.53					7.02						$	990,280
Vested as of March 31, 2026			5,513,146						$	34.54					6.38						$	551,903
Vested and expected to vest as of March 31, 2026			10,410,938						$	39.53					7.02						$	990,280

Summary of Components of Stock-Based Compensation Expense

The following table summarizes the components of stock-based compensation expense recognized in the consolidated statements of operations for all periods presented:

			Three months ended March 31,
			2026						2025
			(in thousands)
Cost of revenue			$	145					$	217
Research and development			42,410						52,610
Sales and marketing			5,823						10,138
General and administrative			19,958						22,449
Stock-based compensation expense			$	68,336					$	85,414

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Tabular disclosure of share-based payment arrangement.

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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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Tabular disclosure for stock option plans. Includes, but is not limited to, outstanding awards at beginning and end of year, grants, exercises, forfeitures, and weighted-average grant date fair value.

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