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Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 1,064,875 $ 881,473
Restricted cash 738 375
Accounts receivable, net of allowance for doubtful accounts 60,714 43,095
Deferred contract acquisition costs, current 29,634 20,544
Prepaid expenses and other current assets 50,115 34,262
Total current assets 1,206,076 979,749
Property and equipment, net 80,341 48,200
Right-of-use assets, net 101,126 42,917
Deferred contract acquisition costs, non-current 47,769 32,527
Restricted cash, non-current 0 739
Prepaid marketing expense 132,849 153,346
Other non-current assets 12,443 15,830
Total assets 1,580,604 1,273,308
Current liabilities:    
Accounts payable 29,072 14,579
Accrued expenses 125,159 99,828
Lease liabilities, current 24,757 20,989
Deferred revenue 103,245 64,497
Total current liabilities 282,233 199,893
Lease liabilities, non-current 95,991 32,449
Other non-current liabilities 5,820 6,979
Total liabilities 384,044 239,321
Stockholders’ Equity    
Preferred stock: $0.001 par value; 100,000,000 and 100,000,000 shares authorized; 0 and 0 shares issued; 0 and 0 shares outstanding at December 31, 2025 and 2024, respectively. 0 0
Additional paid-in capital 2,073,209 1,878,899
Accumulated deficit (876,953) (845,185)
Total stockholders’ equity 1,196,560 1,033,987
Total liabilities and stockholders’ equity 1,580,604 1,273,308
Series A Common Stock    
Stockholders’ Equity    
Common stock 144 89
Series B Common Stock    
Stockholders’ Equity    
Common stock $ 160 $ 184