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Condensed Consolidated Balance Sheets (unaudited) - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 96,692 $ 75,840
Short-term investments 727,794 628,574
Accounts receivable, net 135,968 119,948
Deferred contract acquisition costs 26,321 22,259
Prepaid expenses and other current assets 30,907 26,390
Total current assets 1,017,682 873,011
Property and equipment, net 8,102 5,536
Deferred contract acquisition costs, noncurrent 40,876 34,304
Operating lease right-of-use assets 14,245 12,063
Intangible assets, net 30,562 39,908
Goodwill 371,512 371,512
Other assets, noncurrent 6,365 5,043
Total assets 1,489,344 1,341,377
Current liabilities:    
Accounts payable 8,135 14,168
Accrued expenses and other current liabilities 112,568 77,970
Operating lease liabilities 4,400 5,780
Deferred revenue 351,533 309,604
Total current liabilities 476,636 407,522
Deferred revenue, noncurrent 34,234 32,400
Operating lease liabilities, noncurrent 10,169 6,676
Other liabilities, noncurrent 7,599 7,332
Total liabilities 528,638 453,930
Commitments and contingencies (Note 10)
Shareholders' equity:    
Preferred shares, NIS 0.01 par value per share; 50,000,000 shares authorized; 0 issued and outstanding as of June 30, 2026 and December 31, 2025 0 0
Ordinary shares, NIS 0.01 par value per share, 500,000,000 shares authorized; 123,093,109 and 119,615,355 shares issued as of June 30, 2026 and December 31, 2025, respectively; 123,045,382 and 119,615,355 shares outstanding as of June 30, 2026 and December 31, 2025, respectively 347 335
Treasury shares, at cost (2,028) 0
Additional paid-in capital 1,404,979 1,312,833
Accumulated other comprehensive income 1,327 5,766
Accumulated deficit (443,919) (431,487)
Total shareholders' equity 960,706 887,447
Total liabilities and shareholders' equity $ 1,489,344 $ 1,341,377