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Earnings per share - Basic and Diluted Income Per Common Share Computation (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Numerator        
Net income $ 175,225 $ 137,011 $ 458,480 $ 307,079
Denominator        
Weighted average common shares outstanding for basic earnings per share (in shares) 117,219 126,850 120,570 126,969
Dilutive potential common stock outstanding        
Weighted average common shares outstanding for diluted earnings per share (in shares) 122,331 130,134 124,449 129,526
Earnings per share        
Basic (usd per share) $ 1.49 $ 1.08 $ 3.80 $ 2.42
Diluted (usd per share) $ 1.43 $ 1.05 $ 3.68 $ 2.37
Convertible Notes        
Dilutive potential common stock outstanding        
Dilutive potential common stock outstanding (in shares) 2,014 293 890 98
Stock options        
Dilutive potential common stock outstanding        
Dilutive potential common stock outstanding (in shares) 2,178 2,174 2,092 1,844
RSUs, PSUs and ESPP        
Dilutive potential common stock outstanding        
Dilutive potential common stock outstanding (in shares) 920 817 897 615