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v3.25.3

Segment Information - Schedule of Information Regarding Operating Segment (Details) $ in Thousands | 3 Months Ended | 9 Months Ended
--- | --- | ---
Sep. 30, 2025 USD ($) | Sep. 30, 2024 USD ($) | Sep. 30, 2025 USD ($) segment | Sep. 30, 2024 USD ($)
Segment Reporting [Abstract] |  |  |  |
Number of operating segments | segment |  |  | 1 |
Number of reportable segments | segment |  |  | 1 |
Segment Reporting Information [Line Items] |  |  |  |
Revenue | $ 1,054,630 | $ 1,004,679 | $ 3,113,263 | $ 2,971,229
Depreciation and amortization |  |  | 526,106 | 480,461
Stock-based compensation | 115,423 | 102,607 | 340,177 | 294,333
Restructuring (benefit) charge | (15) | 82,013 | 3,449 | 83,942
Interest and marketable securities income, net | (18,893) | (23,065) | (52,552) | (77,534)
Interest expense | 7,915 | 6,735 | 22,866 | 20,382
Other expense (income), net | 3,837 | 13,161 | 3,268 | 13,599
Provision for income taxes | 32,995 | 15,899 | 131,527 | 63,891
Net income | 140,170 | 57,907 | 366,959 | 365,013
Reportable Segment |  |  |  |
Segment Reporting Information [Line Items] |  |  |  |
Revenue | 1,054,630 | 1,004,679 | 3,113,263 | 2,971,229
Co-location fees | 86,763 | 79,074 | 257,713 | 227,070
Bandwidth fees | 46,693 | 55,653 | 140,163 | 178,084
Network build-out and supporting services | 59,524 | 48,236 | 171,821 | 140,573
Payroll and related costs | 389,943 | 377,487 | 1,161,888 | 1,130,451
Capitalized salaries and related costs | (86,014) | (75,897) | (246,968) | (229,821)
Facilities-related costs | 21,680 | 22,368 | 64,823 | 64,864
Software and related services | 21,497 | 18,863 | 63,018 | 54,386
Other segment items | 56,472 | 52,873 | 157,619 | 154,148
Depreciation and amortization | 176,623 | 165,729 | 526,106 | 480,461
Stock-based compensation | 115,423 | 102,607 | 340,177 | 294,333
Restructuring (benefit) charge | (15) | 82,013 | 3,449 | 83,942
Acquisition-related costs | 17 | 5,036 | 1,386 | 7,387
Interest and marketable securities income, net | (18,893) | (23,065) | (52,552) | (77,534)
Interest expense | 7,915 | 6,735 | 22,866 | 20,382
Other expense (income), net | 3,837 | 13,161 | 3,268 | 13,599
Provision for income taxes | 32,995 | 15,899 | 131,527 | 63,891
Net income | $ 140,170 | $ 57,907 | $ 366,959 | $ 365,013

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