XML 14 R4.htm IDEA: XBRL DOCUMENT v3.26.1
Condensed Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Revenue $ 1,650,489 $ 1,450,172
Costs and expenses    
Cost of revenue 864,144 862,874
Operations and support 124,355 106,335
Research and development 124,152 112,495
Sales and marketing 272,936 182,017
General and administrative 270,236 215,300
Total costs and expenses 1,655,823 1,479,021
Loss from operations (5,334) (28,849)
Interest expense (5,225) (6,150)
Other income, net 30,328 40,917
Income before income taxes 19,769 5,918
Provision for income taxes 5,519 3,351
Net income $ 14,250 $ 2,567
Net income per share attributable to common stockholders    
Basic (in dollars per share) $ 0.04 $ 0.01
Diluted (in dollars per share) $ 0.04 $ 0.01
Weighted-average number of shares outstanding used to compute net income per share attributable to common stockholders    
Basic (in shares) 395,071 419,047
Diluted (in shares) 402,487 424,024
Cost of revenue    
Stock-based compensation included in costs and expenses:    
Stock-based compensation expense $ 7,288 $ 7,455
Operations and support    
Stock-based compensation included in costs and expenses:    
Stock-based compensation expense 3,348 2,652
Research and development    
Stock-based compensation included in costs and expenses:    
Stock-based compensation expense 40,203 38,263
Sales and marketing    
Stock-based compensation included in costs and expenses:    
Stock-based compensation expense 4,685 5,075
General and administrative    
Stock-based compensation included in costs and expenses:    
Stock-based compensation expense $ 31,354 $ 39,713