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Net Income Per Share - Numerator and Denominator of Basic and Diluted (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Sep. 30, 2025
Sep. 30, 2024
Numerator                
Net income $ 67,503 $ 180,568 $ 115,602 $ 34,190 $ 109,664 $ 81,652 $ 363,673 $ 225,506
Weighted-average shares outstanding:                
Basic (in shares) 25,797     25,149     25,818 25,286
Diluted (in shares) 34,925     30,034     34,051 28,759
Earnings per share:                
Basic (in USD per share) $ 2.62     $ 1.36     $ 14.09 $ 8.92
Diluted (in USD per share) $ 1.93     $ 1.14     $ 10.68 $ 7.84
Dilutive effect of stock options and RSUs                
Weighted-average shares outstanding:                
Dilutive effect (in shares) 1,207     1,067     1,172 917
Earnings per share:                
Dilutive effect (in USD per share) $ (0.10)     $ (0.05)     $ (0.49) $ (0.25)
Dilutive effect of warrants                
Weighted-average shares outstanding:                
Dilutive effect of warrants (in shares) 3,645     1,379     3,149 472
Earnings per share:                
Dilutive effect of warrants (in USD per share) $ (0.27)     $ (0.06)     $ (1.30) $ (0.15)
Dilutive effect of convertible securities                
Weighted-average shares outstanding:                
Dilutive effect of convertible securities (in shares) 4,276     2,439     3,912 2,084
Earnings per share:                
Dilutive effect of convertible securities (in USD per share) $ (0.32)     $ (0.11)     $ (1.62) $ (0.68)