Goodwill and Intangible Assets
Goodwill
Goodwill represents the excess of purchase price and related costs over the value assigned to net tangible and identifiable intangible assets acquired in business combinations.
The carrying amount of goodwill as of December 31, 2025, 2024, and 2023 was $3.2 billion
Intangible Assets, Net
The following tables present details of our intangible assets, excluding goodwill (in thousands, except for weighted-average useful life):
As of December 31, 2025
Weighted-Average
Useful Life
(1)
(In Years)
Gross
Carrying
Amount
Accumulated
Amortization
Net
Carrying
Amount
Developed technology2.2$1,170,736 $(655,282)$515,454 
Customer relationships0.9570,000 (449,055)120,945 
Trademark0.954,400 (40,255)14,145 
Total intangible assets1.9$1,795,136 $(1,144,592)$650,544 
As of December 31, 2024
Weighted-Average
Useful Life
(1)
(In Years)
Gross
Carrying
Amount
Accumulated
Amortization
Net
Carrying
Amount
Developed technology5.1$1,233,046 $(473,303)$759,743 
Customer relationships1.9593,240 (327,320)265,920 
Trademark2.3106,100 (65,528)40,572 
Total intangible assets4.2$1,932,386 $(866,151)$1,066,235 
(1)    Based on weighted-average useful life remaining.
The following table presents the amortization of finite-lived intangible assets included on our consolidated statements of operations (in thousands):
Year Ended December 31,
202520242023
Amortization expense$418,691 $353,371 $515,489 
As of December 31, 2025, the estimated future amortization of finite-lived intangible assets was as follows (in thousands):
2026$435,109 
2027122,543 
202892,892 
2029— 
2030— 
Thereafter— 
Total$650,544 

Historical Timeline

Fiscal YearFiled
2025Feb 11, 2026Showing above
2024Feb 21, 2025
2023Feb 29, 2024
2022Feb 27, 2023
2021Feb 22, 2022
2020Mar 5, 2021

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.