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Stockholders' Equity (Tables)
6 Months Ended
Jun. 30, 2025
Equity [Abstract]  
Schedule of RSU, PRSU, and MYPSU Awards Activity
The following table summarizes the RSU, performance based restricted stock units ("PRSU"), and multi-year performance restricted stock units ("MYPSU") activity for the three and six months ended June 30, 2025:
RSU
Number
of
Shares
Grant Date
Fair
Value
per share
PRSU
Number
of
Shares
Grant Date
Fair
Value
per share
MYPSU
Number
of
Shares
Grant Date
Fair
Value
per share
Unvested at December 31, 2024915,152$128.7 210,044$104.3 285,880$88.6 
Granted255,368173.9 155,565187.8 — 
Vested(145,509)137.5 (53,090)167.8 — 
Forfeited(16,236)113.3 — — 
Unvested at March 31, 20251,008,775$139.1 312,519$135.1 285,880$88.6 
Granted80,208167.9 — — 
Vested(187,281)140.1 — — 
Forfeited(13,782)165.8 — — 
Unvested at June 30, 2025887,920$141.1 312,519$135.1 285,880$88.6 
Schedule Of Share-Based Payment Arrangement, Shares Withheld For Tax Withholding Obligation
The following summarizes the number and value of the shares withheld for employee taxes:
Three Months Ended
June 30,
Six Months Ended
June 30,
2025202420252024
(in thousands, except share data)
Shares withheld for taxes67,281 88,988 141,880 171,632 
Amount withheld for taxes$13,806 $11,631 $27,284 $20,368 
Schedule of Stock-Based Compensation Expense
The following table presents the detail of stock-based compensation expense amounts included in the condensed consolidated statement of operations for each of the periods presented:
Three Months Ended
June 30,
Six Months Ended
June 30,
2025202420252024
(in thousands)
Equity based awards
Cost of revenue$762 $315 $1,394 $491 
Research and development10,171 8,623 20,202 17,236 
Selling, general and administrative13,409 12,213 26,425 24,091 
$24,342 $21,151 $48,021 $41,818 
Liability based awards - to be settled in equity
Cost of revenue$63 $12 $132 $16 
Research and development873 791 1,523 1,354 
Selling, general and administrative1,048 963 1,696 1,432 
$1,984 $1,766 $3,351 $2,802 
Total stock-based compensation expense - equity and liability based$26,326 $22,917 $51,372 $44,620 
Stock-based compensation expense recorded to additional paid-in capital
Equity based awards$24,342 $21,151 $48,021 $41,818 
Liability based awards - settled in equity962 865 7,437 2,624 
Stock compensation expense capitalized to inventory(176)337 (180)805 
Total stock-based compensation expense recorded to additional paid-in capital$25,128 $22,353 $55,278 $45,247 
Schedule of Unrecognized Compensation Costs and Related Weighted Average Period Of Recognition
The following table presents the unrecognized compensation costs and related weighted average period of recognition as of June 30, 2025:
Unrecognized Compensation Costs (in millions)Weighted Average Period of Recognition (in years)
RSUs$104.3 2.1
PRSUs$26.1 1.3
MYPSUs$1.0 0.5
Liability-based awards$4.9 0.5