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STOCKHOLDERS’ EQUITY (Tables)
 9 Months Ended
Sep. 30, 2025
Equity [Abstract]  
Schedule of Share Repurchase Activity
The following table summarizes the share repurchase activity under the Company's stock repurchase program (in thousands, except share and per share data):

 Three Months Ended
 September 30, 2025
Total number of shares repurchased567,582
Average price paid per share$88.10 
Amount repurchased$50,000 
Schedule of Reserved Shares of Common Stock for Issuance
As of September 30, 2025, the Company’s common stock reserved for issuance in the future is as follows (in thousands):
As of
 September 30, 2025
Common stock awards granted under equity incentive plans13,133 
Common stock awards available for issuance under the 2017 Employee Stock Purchase Plan *
5,089 
Common stock awards available for issuance under the 2017 Amended and Restated Equity Incentive Plan38,402 
Total reserved shares of common stock56,624 
* The Company has not issued any common stock pursuant to the 2017 Employee Stock Purchase Plan.
Schedule of Restricted Stock Unit Activity
Restricted stock unit activity for the nine months ended September 30, 2025 is as follows (in thousands, except per share data):
 
Number of
Shares
 
Weighted-Average
Grant Date Fair
Value per Share
Balance as of December 31, 2024
8,657 $74.80 
Awarded3,138 88.21 
Released(3,225)87.27 
Forfeited(894)73.17 
Balance as of September 30, 2025
7,676 $75.23 
Schedule of Stock Option Activity
Stock option activity for the nine months ended September 30, 2025 is as follows (in thousands, except per share data and years):
 
Number of
Shares
Weighted-
Average
Exercise
Price
Weighted-
Average
Remaining
Contractual
Life (Years)
Aggregate
Intrinsic
Value
Balance as of December 31, 2024
5,759 $75.24 6.6
Granted325 88.47 — 
Exercised(570)32.12 — 
Forfeited and expired(57)75.18 — 
Balance as of September 30, 2025
5,457 $80.40 6.3$183,817 
 
Options exercisable as of September 30, 2025
4,182 $84.79 5.6$140,309 
Schedule of Stock-based Compensation Expense
The following table presents the total stock-based compensation expense for the three and nine months ended September 30, 2025 and 2024 (in thousands):
 Three Months EndedNine Months Ended
 September 30, 2025September 30, 2024September 30, 2025September 30, 2024
Cost of revenue, platform$247 $366 $972 $1,062 
Cost of revenue, devices75 163 183 1,201 
Research and development34,496 38,502 103,315 109,457 
Sales and marketing31,921 36,401 97,193 100,353 
General and administrative21,292 24,664 66,502 71,051 
Total stock-based compensation$88,031 $100,096 $268,165 $283,124