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Condensed Consolidated Statements of Redeemable Convertible Preferred Stock and Stockholders’ Equity (Deficit) - USD ($)
shares in Thousands, $ in Millions
Total
Common Stock
Exchangeable Shares
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Redeemable Convertible Preferred Stock
Series A Redeemable Convertible Preferred Stock
Temporary equity, beginning balance (in shares) at Dec. 31, 2022             167,302  
Temporary equity, beginning balance at Dec. 31, 2022             $ 2,822  
Temporary equity, ending balance (in shares) at Mar. 31, 2023             167,302  
Temporary equity, ending balance at Mar. 31, 2023             $ 2,822  
Common stock, beginning balance (in shares) at Dec. 31, 2022   72,230            
Beginning balance at Dec. 31, 2022 $ (64) $ 0 $ 0 $ 918 $ (5) $ (977)    
Exchangeable share, beginning balance (in shares) at Dec. 31, 2022     689          
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Issuance of common stock upon settlement of restricted stock units (in shares)   46            
Exercise of common stock options (in shares)   98            
Common stock withheld or cancelled for tax obligation and net settlement (in shares)   (23)            
Stock-based compensation 5     5        
Foreign currency translation adjustments (1)       (1)      
Net unrealized gain on available-for-sale marketable securities, net of tax 2       2      
Net income (loss) 128         128    
Common stock, ending balance (in shares) at Mar. 31, 2023   72,351            
Exchangeable share, ending balance (in shares) at Mar. 31, 2023     689          
Ending balance at Mar. 31, 2023 70 $ 0 $ 0 923 (4) (849)    
Temporary equity, beginning balance (in shares) at Dec. 31, 2022             167,302  
Temporary equity, beginning balance at Dec. 31, 2022             $ 2,822  
Increase (Decrease) in Temporary Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock 0             $ 0
Temporary equity, ending balance (in shares) at Sep. 30, 2023             0 5,833
Temporary equity, ending balance at Sep. 30, 2023             $ 0 $ 175
Common stock, beginning balance (in shares) at Dec. 31, 2022   72,230            
Beginning balance at Dec. 31, 2022 (64) $ 0 $ 0 918 (5) (977)    
Exchangeable share, beginning balance (in shares) at Dec. 31, 2022     689          
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Foreign currency translation adjustments 1              
Net unrealized gain on available-for-sale marketable securities, net of tax 2              
Net income (loss) (1,757)              
Common stock, ending balance (in shares) at Sep. 30, 2023   280,087            
Exchangeable share, ending balance (in shares) at Sep. 30, 2023     0          
Ending balance at Sep. 30, 2023 3,484 $ 0 $ 0 6,220 (2) (2,734)    
Temporary equity, beginning balance (in shares) at Mar. 31, 2023             167,302  
Temporary equity, beginning balance at Mar. 31, 2023             $ 2,822  
Temporary equity, ending balance (in shares) at Jun. 30, 2023             167,302 0
Temporary equity, ending balance at Jun. 30, 2023             $ 2,822 $ 0
Common stock, beginning balance (in shares) at Mar. 31, 2023   72,351            
Beginning balance at Mar. 31, 2023 70 $ 0 $ 0 923 (4) (849)    
Exchangeable share, beginning balance (in shares) at Mar. 31, 2023     689          
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Exercise of common stock options (in shares)   25            
Stock-based compensation 5     5        
Foreign currency translation adjustments 2       2      
Net income (loss) 114         114    
Common stock, ending balance (in shares) at Jun. 30, 2023   72,376            
Exchangeable share, ending balance (in shares) at Jun. 30, 2023     689          
Ending balance at Jun. 30, 2023 191 $ 0 $ 0 928 (2) (735)    
Increase (Decrease) in Temporary Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock               $ 0
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering (in shares)             (167,302)  
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering             $ (2,822)  
Issuance of Series A redeemable convertible preferred stock (in shares)               5,833
Issuance of Series A redeemable convertible preferred stock               $ 175
Temporary equity, ending balance (in shares) at Sep. 30, 2023             0 5,833
Temporary equity, ending balance at Sep. 30, 2023             $ 0 $ 175
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Issuance of common stock upon settlement of restricted stock units (in shares)   33,288            
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering (in shares)   167,692            
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering 2,822     2,822        
Issuance of common stock in connection with initial public offering, net of underwriting discounts and offering costs (in shares)   14,100            
Issuance of common stock in connection with initial public offering, net of underwriting discounts and offering costs 392     392        
Conversion of exchangeable shares to common stock in connection with initial public offering   688 (688)          
Forfeiture of exchangeable shares (in shares)     (1)          
Exercise of common stock options (in shares)   9,910            
Exercise of common stock options 3     3        
Exercise of common stock warrants (in shares)   7,431            
Common stock withheld or cancelled for tax obligation and net settlement (in shares)   (25,398)            
Common stock withheld or cancelled for tax obligation and net settlement (570)     (570)        
Stock-based compensation 2,645     2,645        
Foreign currency translation adjustments 0              
Net unrealized gain on available-for-sale marketable securities, net of tax 0              
Net income (loss) (1,999)         (1,999)    
Common stock, ending balance (in shares) at Sep. 30, 2023   280,087            
Exchangeable share, ending balance (in shares) at Sep. 30, 2023     0          
Ending balance at Sep. 30, 2023 $ 3,484 $ 0 $ 0 6,220 (2) (2,734)    
Temporary equity, beginning balance (in shares) at Dec. 31, 2023               5,833
Temporary equity, beginning balance at Dec. 31, 2023               $ 177
Increase (Decrease) in Temporary Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock               $ 2
Temporary equity, ending balance (in shares) at Mar. 31, 2024               5,833
Temporary equity, ending balance at Mar. 31, 2024               $ 179
Common stock, beginning balance (in shares) at Dec. 31, 2023 279,046 279,046            
Beginning balance at Dec. 31, 2023 $ 3,750 $ 0   6,382 3 (2,635)    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock (2)     (2)        
Issuance of common stock upon settlement of restricted stock units (in shares)   7,409            
Exercise of common stock options (in shares)   7,719            
Exercise of common stock options 49     49        
Common stock withheld or cancelled for tax obligation and net settlement (in shares)   (3,040)            
Common stock withheld or cancelled for tax obligation and net settlement (83)     (83)        
Stock-based compensation 17     17        
Foreign currency translation adjustments (5)       (5)      
Repurchase and retirement of common stock (in shares)   (25,405)            
Repurchase and retirement of common stock (715)         (715)    
Net income (loss) 130         130    
Common stock, ending balance (in shares) at Mar. 31, 2024   265,729            
Ending balance at Mar. 31, 2024 $ 3,141 $ 0   6,363 (2) (3,220)    
Temporary equity, beginning balance (in shares) at Dec. 31, 2023               5,833
Temporary equity, beginning balance at Dec. 31, 2023               $ 177
Temporary equity, ending balance (in shares) at Jun. 30, 2024               5,833
Temporary equity, ending balance at Jun. 30, 2024               $ 182
Common stock, beginning balance (in shares) at Dec. 31, 2023 279,046 279,046            
Beginning balance at Dec. 31, 2023 $ 3,750 $ 0   6,382 3 (2,635)    
Common stock, ending balance (in shares) at Jun. 30, 2024   263,573            
Ending balance at Jun. 30, 2024 3,039 $ 0   6,525 (2) (3,484)    
Temporary equity, beginning balance (in shares) at Dec. 31, 2023               5,833
Temporary equity, beginning balance at Dec. 31, 2023               $ 177
Increase (Decrease) in Temporary Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock $ (7)             $ 7
Temporary equity, ending balance (in shares) at Sep. 30, 2024               5,833
Temporary equity, ending balance at Sep. 30, 2024               $ 184
Common stock, beginning balance (in shares) at Dec. 31, 2023 279,046 279,046            
Beginning balance at Dec. 31, 2023 $ 3,750 $ 0   6,382 3 (2,635)    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Exercise of common stock options (in shares) 11,583              
Foreign currency translation adjustments $ (3)              
Net unrealized gain on available-for-sale marketable securities, net of tax 0              
Net income (loss) $ 309              
Common stock, ending balance (in shares) at Sep. 30, 2024 256,986 256,986            
Ending balance at Sep. 30, 2024 $ 2,872 $ 0   6,600 0 (3,728)    
Temporary equity, beginning balance (in shares) at Mar. 31, 2024               5,833
Temporary equity, beginning balance at Mar. 31, 2024               $ 179
Increase (Decrease) in Temporary Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock               $ 3
Temporary equity, ending balance (in shares) at Jun. 30, 2024               5,833
Temporary equity, ending balance at Jun. 30, 2024               $ 182
Common stock, beginning balance (in shares) at Mar. 31, 2024   265,729            
Beginning balance at Mar. 31, 2024 3,141 $ 0   6,363 (2) (3,220)    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock (3)     (3)        
Issuance of common stock upon settlement of restricted stock units (in shares)   4,147            
Exercise of common stock options (in shares)   3,557            
Exercise of common stock options 25     25        
Common stock withheld or cancelled for tax obligation and net settlement (in shares)   (174)            
Common stock withheld or cancelled for tax obligation and net settlement (6)     (6)        
Stock-based compensation 146     146        
Repurchase and retirement of common stock (in shares)   (9,686)            
Repurchase and retirement of common stock (325)         (325)    
Net income (loss) 61         61    
Common stock, ending balance (in shares) at Jun. 30, 2024   263,573            
Ending balance at Jun. 30, 2024 3,039 $ 0   6,525 (2) (3,484)    
Increase (Decrease) in Temporary Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock               $ 2
Temporary equity, ending balance (in shares) at Sep. 30, 2024               5,833
Temporary equity, ending balance at Sep. 30, 2024               $ 184
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Accretion of Series A redeemable convertible preferred stock (2)     (2)        
Issuance of common stock upon settlement of restricted stock units (in shares)   4,055            
Exercise of common stock options (in shares)   307            
Exercise of common stock options 2     2        
Common stock withheld or cancelled for tax obligation and net settlement (in shares)   (105)            
Common stock withheld or cancelled for tax obligation and net settlement (3)     (3)        
Stock-based compensation 78     78        
Foreign currency translation adjustments 2       2      
Net unrealized gain on available-for-sale marketable securities, net of tax 0              
Repurchase and retirement of common stock (in shares)   (10,783)            
Repurchase and retirement of common stock (362)         (362)    
Net income (loss) $ 118         118    
Forfeiture of restricted stock (in shares)   (61)            
Common stock, ending balance (in shares) at Sep. 30, 2024 256,986 256,986            
Ending balance at Sep. 30, 2024 $ 2,872 $ 0   $ 6,600 $ 0 $ (3,728)