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BALANCE SHEET COMPONENTS (Tables)
 9 Months Ended
Sep. 30, 2025
Balance Sheet Related Disclosures [Abstract]  
Schedule of Accounts Receivable, Net Accounts receivable, net consisted of the following (in thousands):
 As of
 September 30, 2025December 31, 2024
Accounts receivable, gross$805,750 $885,167 
Less: Allowances
Allowance for sales returns4,129 6,427 
Allowance for sales incentives51,584 63,367 
Allowance for doubtful accounts3,473 1,895 
Other allowances1,159 968 
Total allowances60,345 72,657 
Accounts receivable, net$745,405 $812,510 
Schedule of Property and Equipment, Net Property and equipment, net consisted of the following (in thousands):
 As of
 September 30, 2025December 31, 2024
Computers and equipment$51,996 $51,741 
Leasehold improvements287,245 286,585 
Internal-use software5,916 5,916 
Office equipment and furniture36,414 35,691 
Property and equipment, gross381,571 379,933 
Less: Accumulated depreciation and amortization(198,762)(166,243)
Property and equipment, net$182,809 $213,690 
Schedule of Accrued Liabilities Accrued liabilities consisted of the following (in thousands):
As of
September 30, 2025December 31, 2024
Revenue share payable$280,845 $267,163 
Accrued cost of revenue156,999 149,135 
Marketing, retail, and merchandising expenses104,992 112,001 
Operating lease liability, current86,379 79,221 
Content liability, current45,778 69,710 
Other accrued expenses258,724 175,569 
Total Accrued liabilities$933,717 $852,799 
Schedule of Deferred Revenue
The contract balances include the following (in thousands):
 As of
 September 30, 2025December 31, 2024
Accounts receivable, net$745,405 $812,510 
Contract assets (included in Prepaid expenses and other current assets)1,593 1,687 
Deferred revenue:
Deferred revenue, current portion122,309 105,718 
Deferred revenue, non-current portion28,046 25,050 
Total deferred revenue$150,355 $130,768 
Deferred revenue consisted of the following (in thousands):
 As of
 September 30, 2025December 31, 2024
Platform, current$91,890 $75,026 
Devices, current30,419 30,692 
Total deferred revenue, current122,309 105,718 
Platform, non-current2,560 — 
Devices, non-current25,486 25,050 
Total deferred revenue, non-current28,046 25,050 
Total Deferred revenue$150,355 $130,768 
Schedule of Other Long Term Liabilities Other Long-term liabilities consisted of the following (in thousands):
As of
September 30, 2025December 31, 2024
Content liability, non-current$4,202 $18,453 
Other long-term liabilities15,392 22,485 
Contingent consideration, non-current51,673 — 
Total Other long-term liabilities$71,267 $40,938