v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-in Capital
Retained Earnings (Accumulated Deficit)
Accumulated Other Comprehensive Gain (Loss)
Balance (in shares) at Dec. 31, 2024   106,843      
Balance at Dec. 31, 2024 $ 1,120,692 $ 107 $ 1,275,505 $ (153,660) $ (1,260)
Increase (Decrease) in Stockholders' Equity          
Net income 60,303     60,303  
Foreign currency translation adjustment 308       308
Unrealized gain (loss) on marketable securities, net of tax 115       115
Common stock issued under employee stock plans, net of withholding taxes (in shares)   609      
Common stock issued under employee stock plans, net of withholding taxes (30,807)   (30,807)    
Repurchase and retirement of common stock under repurchase program (in shares)   (40)      
Repurchase and retirement of common stock under repurchase program (2,157) $ 0 (2,157)    
Stock-based compensation 11,383   11,383    
Balance (in shares) at Mar. 31, 2025   107,412      
Balance at Mar. 31, 2025 1,159,837 $ 107 1,253,924 (93,357) (837)
Balance (in shares) at Dec. 31, 2025   107,782      
Balance at Dec. 31, 2025 1,364,425 $ 108 1,287,646 76,795 (124)
Increase (Decrease) in Stockholders' Equity          
Net income 59,858     59,858  
Foreign currency translation adjustment (201)       (201)
Unrealized gain (loss) on marketable securities, net of tax (1,349)       (1,349)
Common stock issued under employee stock plans, net of withholding taxes (in shares)   385      
Common stock issued under employee stock plans, net of withholding taxes $ (38,377)   $ (38,377)    
Repurchase and retirement of common stock under repurchase program (in shares) (2,569) (30) (2,569)    
Stock-based compensation $ 11,453   $ 11,453    
Balance (in shares) at Mar. 31, 2026   108,137      
Balance at Mar. 31, 2026 $ 1,393,240 $ 108 $ 1,258,153 $ 136,653 $ (1,674)