v3.25.4
CONDENSED CONSOLIDATED STATEMENTS OF REDEEMABLE NON-CONTROLLING INTERESTS AND EQUITY - USD ($)
shares in Thousands, $ in Millions
Total
Redeemable Non-Controlling Interests
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Non-Redeemable Non-Controlling Interests
Beginning balance at Dec. 31, 2022   $ 430          
Increase (Decrease) in Temporary Equity [Roll Forward]              
Re-measurement of non-controlling interests   286          
Net income (loss)   (62)          
Ending balance at Dec. 31, 2023   654          
Beginning balance (in shares) at Dec. 31, 2022     2,005,486        
Beginning balance at Dec. 31, 2022 $ 8,074   $ 0 $ 40,550 $ (443) $ (32,767) $ 734
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options (in shares)     7,747        
Exercise of stock options 46     46      
Stock-based compensation 1,983     1,983      
Issuance of common stock for settlement of RSUs (in shares)     53,027        
Issuance of common stock under the Employee Stock Purchase Plan (in shares)     5,578        
Issuance of common stock under the Employee Stock Purchase Plan 130     130      
Shares withheld related to net share settlement (in shares)     (435)        
Shares withheld related to net share settlement (18)     (18)      
Repurchase of common stock (in shares)     (259)        
Re-measurement of non-controlling interests (286)     (286)      
Purchase of capped calls (141)     (141)      
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax 5       5    
Unrealized gain (loss) on cash flow hedges 0            
Foreign currency translation adjustment 17       17    
Net income (loss) 2,218         2,173 45
Ending balance (in shares) at Dec. 31, 2023     2,071,144        
Ending balance at Dec. 31, 2023 12,028   $ 0 42,264 (421) (30,594) 779
Increase (Decrease) in Temporary Equity [Roll Forward]              
Redemption of non-controlling interest   (851)          
Re-measurement of non-controlling interests   345          
Recognition of non-controlling interest upon capital investment   19          
Foreign currency translation adjustment   (5)          
Net income (loss)   (69)          
Ending balance at Dec. 31, 2024   93          
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options (in shares)     7,930        
Exercise of stock options 132     132      
Exercise of restricted stock units (in shares)     469        
Stock-based compensation 1,847     1,847      
Issuance of common stock for settlement of RSUs (in shares)     42,941        
Issuance of common stock under the Employee Stock Purchase Plan (in shares)     3,916        
Issuance of common stock under the Employee Stock Purchase Plan 156     156      
Shares withheld related to net share settlement (in shares)     (655)        
Shares withheld related to net share settlement (49)     (49)      
Repurchase of common stock (in shares)     (17,792)        
Repurchase of common stock (1,252)     (1,252)      
Re-measurement of non-controlling interests (345)     (345)      
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax (1)       (1)    
Unrealized gain (loss) on cash flow hedges 0            
Foreign currency translation adjustment (95)       (95)    
Net income (loss) 9,914         9,868 46
Other $ 48     48      
Ending balance (in shares) at Dec. 31, 2024 2,107,953   2,107,953        
Ending balance at Dec. 31, 2024 $ 22,383   $ 0 42,801 (517) (20,726) 825
Increase (Decrease) in Temporary Equity [Roll Forward]              
Redemption of non-controlling interest   (109)          
Re-measurement of non-controlling interests   107          
Reclassification of non-controlling interest   (2)          
Recognition of non-controlling interest upon acquisition   130          
Foreign currency translation adjustment   1          
Net income (loss)   (55)          
Ending balance at Dec. 31, 2025   $ 165          
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options (in shares) 1,606   1,523        
Exercise of stock options $ 25     25      
Stock-based compensation 1,881     1,881      
Issuance of common stock for settlement of RSUs (in shares)     35,392        
Issuance of common stock under the Employee Stock Purchase Plan (in shares)     3,098        
Issuance of common stock under the Employee Stock Purchase Plan 183     183      
Shares withheld related to net share settlement (in shares)     (659)        
Shares withheld related to net share settlement (52)     (52)      
Repurchase of common stock (in shares)     (79,978)        
Repurchase of common stock (6,560)     (6,560)      
Re-measurement of non-controlling interests (107)     (107)      
Reclassification of non-controlling interest 2           2
Settlement of convertible senior notes (in shares)     576        
Purchase of capped calls (70)     (70)      
Unrealized gain (loss) on investments in available-for-sale debt securities, net of tax 9       9    
Unrealized gain (loss) on cash flow hedges (5)       (5)    
Foreign currency translation adjustment 81       81    
Net income (loss) $ 10,148         10,098 50
Ending balance (in shares) at Dec. 31, 2025 2,067,905   2,067,905        
Ending balance at Dec. 31, 2025 $ 27,918   $ 0 $ 38,101 $ (432) $ (10,628) $ 877