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CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Income Statement [Abstract]        
Revenue $ 980,642 $ 664,574 $ 1,784,827 $ 1,302,128
Cost of revenue 439,572 298,558 798,692 582,882
Gross profit 541,070 366,016 986,135 719,246
Operating expenses:        
Research and development 118,618 96,266 219,184 188,493
Selling, general and administrative 118,558 104,992 221,905 197,236
Total operating expenses 237,176 201,258 441,089 385,729
Operating income 303,894 164,758 545,046 333,517
Other income, net 17,835 12,220 23,865 17,351
Income before income taxes 321,729 176,978 568,911 350,868
Income tax expense 64,431 41,969 118,387 80,807
Net income $ 257,298 $ 135,009 $ 450,524 $ 270,061
Net income per share:        
Basic (in dollars per share) $ 5.24 $ 2.82 $ 9.17 $ 5.64
Diluted (in dollars per share) $ 5.22 $ 2.81 $ 9.15 $ 5.62
Weighted-average shares outstanding:        
Basic (in shares) 49,138 47,887 49,118 47,869
Diluted (in shares) 49,260 48,019 49,251 48,012