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Condensed Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
 12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Operating activities      
Net income attributable to common stockholders $ 259,262 $ 84,492 $ 19,409
Adjustments to reconcile net income to net cash provided by operating activities:      
Depreciation and amortization 137,449 130,052 117,866
Stock-based compensation 80,315 90,545 88,347
Provision for expected credit losses 17,985 16,446 15,357
Gain on extinguishment of debt, net (48,104) 0 0
Deferred income taxes (71,237) 2,337 (67)
Operating lease right-of-use assets and liabilities, net (14,996) 324 5,709
Non-cash interest expense 7,418 7,987 7,949
Net accretion of discounts and amortization of premiums on investments 0 2,569 1,866
Impairment of certain long-lived assets 52 356 1,140
Release of VAT reserve 0 0 (819)
Other (7,156) 4,921 627
Changes in operating assets and liabilities:      
Accounts receivable (36,210) (26,746) (22,668)
Prepaid expenses and other current assets (39,256) (12,099) (9,593)
Accounts payable and accrued expenses 12,282 7,423 (11,077)
Deferred revenue 485 57 (315)
Other assets and liabilities 11,315 (25,939) 21,211
Net cash provided by operating activities 309,604 282,725 234,942
Investing activities      
Capital expenditures - property and equipment (129,086) (178,167) (119,299)
Capital expenditures - internal-use software (10,765) (8,356) (5,514)
Acquisition of equipment under financing arrangements (126,829) 0
Purchase of intangible assets 1,835 0 0
Cash paid for acquisition of businesses, net of cash acquired 0 (99,023)
Cash paid for asset acquisitions 0 0 (2,500)
Purchase of marketable securities 0 0 (352,313)
Maturities of marketable securities 0 91,675 979,565
Purchased interest on marketable securities 0 0 (151)
Proceeds from interest on marketable securities 0 0 151
Proceeds from sale of equipment 230 43 236
Net cash (used in) provided by investing activities (268,285) (94,805) 401,152
Financing activities      
Proceeds related to issuance of common stock under equity incentive plan 4,355 13,069 38,410
Proceeds from issuance of common stock under employee stock purchase plan 4,653 4,095 4,977
Employee payroll taxes paid related to net settlement of equity awards (29,411) (28,347) (21,575)
Proceeds from financing arrangements 126,829 0 0
Principal repayments of finance leases and financing arrangements (8,298) (5,475) (2,260)
Repurchase and retirement of common stock including related costs (82,124) (59,788) (488,455)
Net cash used in financing activities (216,909) (76,446) (468,903)
Effect of exchange rate changes on cash, cash equivalents, and restricted cash 30 (264) (15)
(Decrease) increase in cash, cash equivalents and restricted cash (175,560) 111,210 167,176
Cash, cash equivalents and restricted cash - beginning of period 430,193 318,983 151,807
Cash, cash equivalents and restricted cash - end of period 254,633 430,193 318,983
Supplemental disclosures of cash flow information:      
Cash paid for interest 9,688 1,048 916
Cash paid for taxes, net of refunds 6,282 19,667 2,723
Operating cash flows paid for operating leases 133,360 83,070 74,248
Non-cash investing and financing activities:      
Capitalized stock-based compensation 2,209 2,807 1,440
Property and equipment received but not yet paid, included in accounts payable and accrued other expenses 30,572 55,260 4,826
Operating right-of-use assets obtained in exchange for operating lease liabilities 178,200 113,230 73,440
Finance right-of-use assets obtained in exchange for finance lease liabilities 2,760 324 11,938
2030 Convertible Notes      
Financing activities      
Proceeds from debt, net of issuance costs 606,130 0 0
Purchases of capped calls related to 2030 Convertible Notes (83,875) 0 0
2025 Credit Facility      
Financing activities      
Proceeds from debt, net of issuance costs 376,290 0 0
2026 Convertible Notes      
Financing activities      
Repayments of 2026 Convertible Notes including related costs $ (1,131,458) $ 0 $ 0