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Stock-based compensation - Schedule of Share-Based Compensation Expense Recognized in Consolidated Statements of Operations and Comprehensive Income (Loss) (Details) - USD ($)
$ in Thousands
3 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Share-Based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]    
Total stock-based compensation $ 72,405 $ 8,184
Stock options    
Share-Based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]    
Total stock-based compensation 3,067 3,209
Service-based RSUs    
Share-Based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]    
Total stock-based compensation 42,068 4,506
Performance-based RSUs    
Share-Based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]    
Total stock-based compensation $ 27,270 $ 469