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Stockholders' Equity (Tables)
3 Months Ended
Mar. 31, 2026
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 months ended March 31, 2026:
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, 2025682,991$150.7 312,519$135.1 285,880$88.6 
Granted201,282409.9 149,725310.5 — 
Vested(113,680)179.6 (53,090)167.8 — 
Forfeited(10,333)189.6 — — 
Unvested at March 31, 2026760,260$214.4 409,154$195.0 285,880$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
March 31,
20262025
(in thousands, except share data)
Shares withheld for taxes68,938 74,833 
Amount withheld for taxes$27,831 $13,479 
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
March 31,
20262025
(in thousands)
Equity based awards
Cost of revenue$526 $632 
Research and development10,301 10,032 
Selling, general and administrative17,847 13,016 
$28,674 $23,680 
Liability based awards - to be settled in equity
Cost of revenue$64 $68 
Research and development927 650 
Selling, general and administrative1,135 648 
$2,126 $1,366 
Total stock-based compensation expense - equity and liability based$30,800 $25,046 
Stock-based compensation expense recorded to additional paid-in capital
Equity based awards$28,674 $23,680 
Liability based awards - settled in equity7,170 6,475 
Stock-based compensation expense capitalized to inventory— (4)
Total stock-based compensation expense recorded to additional paid-in capital$35,844 $30,151 
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 March 31, 2026:
Unrecognized Compensation Costs (in millions)Weighted Average Period of Recognition (in years)
RSUs$135.8 2.1
PRSUs$55.5 1.5
Liability-based awards$10.6 0.7