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CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Deficit
Accumulated Other Comprehensive Loss
Balance (in shares) at Dec. 31, 2022   107,610      
Balance at Dec. 31, 2022 $ 779,297 $ 108 $ 1,297,408 $ (513,256) $ (4,963)
Increase (Decrease) in Stockholders' Equity          
Net income 275,359     275,359  
Foreign currency translation adjustment 164       164
Unrealized gain on marketable securities, net of tax 2,431       2,431
Issuance of common stock upon exercise of options, equity stock and employee stock purchase plan, net of withholding taxes (in shares)   1,556      
Issuance of common stock upon exercise of options, equity stock and employee stock purchase plan, net of withholding taxes (30,203) $ 1 (30,204)    
Issuance of common stock in connection with the payment of year 1 earn-out related to the PLDA Group acquisition (in shares)   198      
Issuance of common stock in connection with the payment of year 1 earn-out related to the PLDA Group acquisition 5,022   5,022    
Repurchase and retirement of common stock under repurchase program (in shares)   (1,855)      
Repurchase and retirement of common stock under repurchase program (100,524) $ (1) (5,781) (94,742)  
Stock-based compensation 34,477   34,477    
Issuance of common stock in connection with the maturity of the convertible senior notes related to the settlement of the in-the-money conversion feature of the convertible senior notes (in shares)   284      
Exercise of the convertible senior note hedges in connection with the conversion of convertible senior notes and retirement of the corresponding shares (in shares)   (284)      
Exercise of the convertible senior note hedges in connection with the conversion of convertible senior notes and retirement of the corresponding shares     11,440 (11,440)  
Retirement of warrants (10,457)   (10,457)    
Balance (in shares) at Sep. 30, 2023   107,509      
Balance at Sep. 30, 2023 955,566 $ 108 1,301,905 (344,079) (2,368)
Balance (in shares) at Jun. 30, 2023   109,131      
Balance at Jun. 30, 2023 945,558 $ 109 1,301,013 (352,535) (3,029)
Increase (Decrease) in Stockholders' Equity          
Net income 103,198     103,198  
Foreign currency translation adjustment (166)       (166)
Unrealized gain on marketable securities, net of tax 827       827
Issuance of common stock upon exercise of options, equity stock and employee stock purchase plan, net of withholding taxes (in shares)   233      
Issuance of common stock upon exercise of options, equity stock and employee stock purchase plan, net of withholding taxes (3,366)   (3,366)    
Repurchase and retirement of common stock under repurchase program (in shares)   (1,855)      
Repurchase and retirement of common stock under repurchase program (100,524) $ (1) (5,781) (94,742)  
Stock-based compensation 10,039   10,039    
Balance (in shares) at Sep. 30, 2023   107,509      
Balance at Sep. 30, 2023 955,566 $ 108 1,301,905 (344,079) (2,368)
Balance (in shares) at Dec. 31, 2023   107,854      
Balance at Dec. 31, 2023 1,038,101 $ 108 1,324,796 (285,534) (1,269)
Increase (Decrease) in Stockholders' Equity          
Net income 117,619     117,619  
Foreign currency translation adjustment (51)       (51)
Unrealized gain on marketable securities, net of tax 877       877
Issuance of common stock upon exercise of options, equity stock and employee stock purchase plan, net of withholding taxes (in shares)   932      
Issuance of common stock upon exercise of options, equity stock and employee stock purchase plan, net of withholding taxes (36,865) $ 1 (36,866)    
Issuance of common stock in connection with the payment of year 1 earn-out related to the PLDA Group acquisition 0        
Repurchase and retirement of common stock under repurchase program (in shares)   (2,211)      
Repurchase and retirement of common stock under repurchase program (113,841) $ (2) (65,892) (47,947)  
Stock-based compensation 33,145   33,145    
Balance (in shares) at Sep. 30, 2024   106,575      
Balance at Sep. 30, 2024 1,038,985 $ 107 1,255,183 (215,862) (443)
Balance (in shares) at Jun. 30, 2024   107,680      
Balance at Jun. 30, 2024 1,028,892 $ 108 1,295,277 (264,527) (1,966)
Increase (Decrease) in Stockholders' Equity          
Net income 48,665     48,665  
Foreign currency translation adjustment 97       97
Unrealized gain on marketable securities, net of tax 1,426       1,426
Issuance of common stock upon exercise of options, equity stock and employee stock purchase plan, net of withholding taxes (in shares)   68      
Issuance of common stock upon exercise of options, equity stock and employee stock purchase plan, net of withholding taxes (1,623)   (1,623)    
Repurchase and retirement of common stock under repurchase program (in shares)   (1,173)      
Repurchase and retirement of common stock under repurchase program (50,470) $ (1) (50,469)    
Stock-based compensation 11,998   11,998    
Balance (in shares) at Sep. 30, 2024   106,575      
Balance at Sep. 30, 2024 $ 1,038,985 $ 107 $ 1,255,183 $ (215,862) $ (443)