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Condensed Consolidated Statements of Operations and Comprehensive Income - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Income Statement [Abstract]        
Revenue [1] $ 739,259 $ 401,977 $ 1,068,535 $ 757,685
Cost of revenue 358,408 192,879 515,311 366,380
Gross profit 380,851 209,098 553,224 391,305
Selling, general and administrative expenses [2] 237,886 114,850 358,228 213,867
Income from operations 142,965 94,248 194,996 177,438
Other (expense) income:        
Interest income 4,038 10,647 11,884 20,259
Interest expense (18,080) 0 (18,080) 0
Other, net 542 (264) 1,658 (605)
Total other (expense) income (13,500) 10,383 (4,538) 19,654
Net income before provision for income taxes 129,465 104,631 190,458 197,092
Provision for income taxes (29,610) (24,848) (46,184) (39,498)
Net income 99,855 79,783 144,274 157,594
Dividends on Series A convertible preferred stock [3] (6,851) (6,838) (13,632) (13,675)
Income allocated to participating preferred stock [3] (7,314) (6,289) (10,703) (12,417)
Net income attributable to common stockholders 85,690 66,656 119,939 131,502
Other comprehensive income:        
Foreign currency translation gain (loss), net of income tax 3,179 (308) 5,428 (1,662)
Comprehensive income $ 88,869 $ 66,348 $ 125,367 $ 129,840
Earnings per share:        
Basic (in USD per share) $ 0.33 $ 0.29 $ 0.49 $ 0.56
Diluted (in USD per share) $ 0.33 $ 0.28 $ 0.48 $ 0.55
Weighted average shares outstanding:        
Basic (in shares) 257,750 233,197 246,536 232,979
Diluted (in shares) 260,211 237,595 248,757 237,569
[1] Includes $245.8 million and $434.3 million for the three and six months ended June 30, 2025, respectively, and $211.3 million and $420.8 million for the three and six months ended June 30, 2024, respectively, in each case from a related party.
[2] Includes $0.2 million and $0.8 million for the three and six months ended June 30, 2025, respectively, and $0.6 million and $1.2 million for the three and six months ended June 30, 2024, respectively, in each case from a related party.
[3] Amounts in this line item are associated with a related party for all periods presented.