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Income taxes - Reconciliation of Statutory Federal Income Tax Rate - 2024 and 2023 (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
Tax at U.S. statutory rate $ 93,637 $ 60,397 $ (3,453)
State and local income taxes, net of benefit 13,203 (120,204) 5,111
Foreign operations 2,344 12,007 17,721
Share-based compensation   (23,019) (18,925)
Permanent book/tax differences   1,171 692
Change in valuation allowance   (1,421,323) 111,497
Tax credits   (83,587) (93,887)
Other (395) 57 414
Provision for (benefit from) income taxes $ 29,035 $ (1,574,501) $ 19,170