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Consolidated Statements of Redeemable Noncontrolling Interests and Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Redeemable Noncontrolling Interests
Total Stockholders’ Equity
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings
Noncontrolling Interests
Beginning balance at Dec. 31, 2022   $ 609,702            
Redeemable Noncontrolling Interests                
Contributions from noncontrolling interests and redeemable noncontrolling interests   169,993            
Distributions to noncontrolling interests and redeemable noncontrolling interests   (51,512)            
Net income (loss)   (24,723)            
Acquisition of noncontrolling interests   (20,011)            
Ending balance at Sep. 30, 2023   683,449            
Beginning balance (in shares) at Dec. 31, 2022       214,184        
Beginning balance at Dec. 31, 2022 $ 7,569,315   $ 6,708,122 $ 21 $ 6,470,194 $ 67,109 $ 170,798 $ 861,193
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Exercise of stock options (in shares)       580        
Exercise of stock options 3,601   3,601   3,601      
Issuance of restricted stock units, net of tax withholdings (in shares)       2,203        
Issuance of restricted stock units, net of tax withholdings 1   1 $ 1        
Shares issued in connection with the Employee Stock Purchase Plan (in shares)       747        
Shares issued in connection with the Employee Stock Purchase Plan 10,549   10,549   10,549      
Stock-based compensation 85,938   85,938   85,938      
Contributions from noncontrolling interests and redeemable noncontrolling interests 942,548             942,548
Distributions to noncontrolling interests and redeemable noncontrolling interests (122,670)             (122,670)
Net income (loss) (2,122,712)   (1,254,373)       (1,254,373) (868,339)
Acquisition of noncontrolling interests (27,765)   5,146   5,146     (32,911)
Other comprehensive income (loss), net of income taxes 52,124   52,124     52,124    
Ending balance (in shares) at Sep. 30, 2023       217,714        
Ending balance at Sep. 30, 2023 6,390,929   5,611,108 $ 22 6,575,428 119,233 (1,083,575) 779,821
Beginning balance at Jun. 30, 2023   609,573            
Redeemable Noncontrolling Interests                
Contributions from noncontrolling interests and redeemable noncontrolling interests   149,998            
Distributions to noncontrolling interests and redeemable noncontrolling interests   (17,132)            
Net income (loss)   (51,220)            
Acquisition of noncontrolling interests   (7,770)            
Ending balance at Sep. 30, 2023   683,449            
Beginning balance (in shares) at Jun. 30, 2023       217,044        
Beginning balance at Jun. 30, 2023 7,585,544   6,597,454 $ 22 6,546,814 64,734 (14,116) 988,090
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Exercise of stock options (in shares)       55        
Exercise of stock options 283   283   283      
Issuance of restricted stock units, net of tax withholdings (in shares)       615        
Issuance of restricted stock units, net of tax withholdings 0   0 $ 0        
Stock-based compensation 27,654   27,654   27,654      
Contributions from noncontrolling interests and redeemable noncontrolling interests 205,004             205,004
Distributions to noncontrolling interests and redeemable noncontrolling interests (35,653)             (35,653)
Net income (loss) (1,419,718)   (1,069,459)       (1,069,459) (350,259)
Acquisition of noncontrolling interests (26,684)   677   677     (27,361)
Other comprehensive income (loss), net of income taxes 54,499   54,499     54,499    
Ending balance (in shares) at Sep. 30, 2023       217,714        
Ending balance at Sep. 30, 2023 $ 6,390,929   5,611,108 $ 22 6,575,428 119,233 (1,083,575) 779,821
Beginning balance at Dec. 31, 2023   676,177            
Redeemable Noncontrolling Interests                
Contributions from noncontrolling interests and redeemable noncontrolling interests   16,435            
Distributions to noncontrolling interests and redeemable noncontrolling interests   (51,146)            
Net income (loss)   1,565            
Acquisition of noncontrolling interests   (9,214)            
Ending balance at Sep. 30, 2024   633,817            
Beginning balance (in shares) at Dec. 31, 2023 219,392     219,392        
Beginning balance at Dec. 31, 2023 $ 6,237,836   5,230,228 $ 22 6,609,229 54,676 (1,433,699) 1,007,608
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Exercise of stock options (in shares) 665     521        
Exercise of stock options $ 3,579   3,579   3,579      
Issuance of restricted stock units, net of tax withholdings (in shares)       3,324        
Issuance of restricted stock units, net of tax withholdings 0   0 $ 0        
Shares issued in connection with the Employee Stock Purchase Plan (in shares)       850        
Shares issued in connection with the Employee Stock Purchase Plan 8,374   8,374   8,374      
Stock-based compensation 97,576   97,576   97,576      
Contributions from noncontrolling interests and redeemable noncontrolling interests 1,274,051             1,274,051
Distributions to noncontrolling interests and redeemable noncontrolling interests (195,937)             (195,937)
Net income (loss) (956,831)   (32,510)       (32,510) (924,321)
Capped call transaction (38,365)   (38,365)   (38,365)     0
Acquisition of noncontrolling interests (12,220)   26,638   26,638     (38,858)
Other comprehensive income (loss), net of income taxes $ (17,487)   (17,487)     (17,487)    
Ending balance (in shares) at Sep. 30, 2024 224,087     224,087        
Ending balance at Sep. 30, 2024 $ 6,400,576   5,278,033 $ 22 6,707,031 37,189 (1,466,209) 1,122,543
Beginning balance at Jun. 30, 2024   635,865            
Redeemable Noncontrolling Interests                
Contributions from noncontrolling interests and redeemable noncontrolling interests   0            
Distributions to noncontrolling interests and redeemable noncontrolling interests   (17,330)            
Net income (loss)   15,282            
Acquisition of noncontrolling interests   0            
Ending balance at Sep. 30, 2024   $ 633,817            
Beginning balance (in shares) at Jun. 30, 2024       223,298        
Beginning balance at Jun. 30, 2024 6,412,607   5,365,745 $ 22 6,653,582 94,584 (1,382,443) 1,046,862
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Exercise of stock options (in shares)       106        
Exercise of stock options 976   976   976      
Issuance of restricted stock units, net of tax withholdings (in shares)       683        
Issuance of restricted stock units, net of tax withholdings 0   0 $ 0        
Stock-based compensation 26,249   26,249   26,249      
Contributions from noncontrolling interests and redeemable noncontrolling interests 494,569             494,569
Distributions to noncontrolling interests and redeemable noncontrolling interests (47,460)             (47,460)
Net income (loss) (427,470)   (83,766)       (83,766) (343,704)
Acquisition of noncontrolling interests (1,500)   26,224   26,224     (27,724)
Other comprehensive income (loss), net of income taxes $ (57,395)   (57,395)     (57,395)    
Ending balance (in shares) at Sep. 30, 2024 224,087     224,087        
Ending balance at Sep. 30, 2024 $ 6,400,576   $ 5,278,033 $ 22 $ 6,707,031 $ 37,189 $ (1,466,209) $ 1,122,543