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Financial Statement Components (Tables) | 9 Months Ended
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Sep. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract] |
Schedule of Components of Cash and Cash Equivalents | Cash and cash equivalents consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024
Cash | $ | 140,000 |  |  | $ | 128,308 |
Money market funds | 5,371 |  |  | 114,503 |
Total cash and cash equivalents | $ | 145,371 |  |  | $ | 242,811 |
Schedule of Components of Accounts Receivable, Net | Accounts receivable, net consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024
Accounts receivable | $ | 293,110 |  |  | $ | 300,805 |
Unbilled accounts receivable | 106,085 |  |  | 100,578 |
Allowance for doubtful accounts | (17,747) |  |  | (15,131) |
Accounts receivable, net | $ | 381,448 |  |  | $ | 386,252 |
Schedule of Components of Prepaid Expenses and Other Current Assets | Prepaid expenses and other current assets consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024
Prepaid expenses | $ | 39,269 |  |  | $ | 39,858 |
Inventory | 885 |  |  | 1,243 |
Other current assets | 24,480 |  |  | 18,343 |
Total prepaid expenses and other current assets | $ | 64,634 |  |  | $ | 59,444 |
Schedule of Components of Property and Equipment, Net | Property and equipment, net consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024
Computer hardware and software | $ | 270,795 |  |  | $ | 252,961 |
Internal-use software development costs | 361,804 |  |  | 314,944 |
Furniture and fixtures | 8,875 |  |  | 8,965 |
Leasehold improvements | 10,013 |  |  | 12,367 |
Total property and equipment, gross | 651,487 |  |  | 589,237 |
Less: accumulated depreciation and amortization | (465,366) |  |  | (408,587) |
Property and equipment, net | $ | 186,121 |  |  | $ | 180,650 |
Schedule of Goodwill | A summary of activity of the Company’s carrying value of goodwill during the nine months ended September 30, 2025 is presented in the following table (in thousands):
Balance as of December 31, 2024 | $ | 82,986 |
Acquisitions (Note 7) | 12,550 |
Foreign currency translation adjustments | 2,551 |
Balance as of September 30, 2025 | $ | 98,087 |
Schedule of Carrying Values of Intangible Assets | The carrying values of intangible assets are as follows (in thousands):
|  |  | September 30, 2025 |  | December 31, 2024
| Weighted-Average Remaining Useful Life |  | Cost |  | Accumulated Amortization |  | Acquired Intangibles, Net |  | Cost |  | Accumulated Amortization |  | Acquired Intangibles, Net
Customer relationships | 3.3 years |  | $ | 60,667 |  |  | $ | 32,345 |  |  | $ | 28,322 |  |  | $ | 51,312 |  |  | $ | 25,833 |  |  | $ | 25,479 |
Developed technology | 1.2 years |  | 784,163 |  |  | 642,908 |  |  | 141,255 |  |  | 779,794 |  |  | 546,747 |  |  | 233,047 |
Total acquired intangible assets |  |  | $ | 844,830 |  |  | $ | 675,253 |  |  | $ | 169,577 |  |  | $ | 831,106 |  |  | $ | 572,580 |  |  | $ | 258,526 |
Schedule of Estimated Amortization Expense for Acquired Intangible Assets | Estimated amortization expense for acquired intangible assets for the following fiscal years is as follows (in thousands):
2025 (remaining) | $ | 34,144 |
2026 | 114,636 |
2027 | 9,519 |
2028 onwards | 11,278 |
Total estimated amortization expense | $ | 169,577 |
Schedule of Components of Accrued Liabilities | Accrued liabilities consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024
Accrued compensation and benefits | $ | 48,707 |  |  | $ | 47,415 |
Accrued sales, use, and telecom related taxes | 51,900 |  |  | 55,699 |
Accrued marketing and sales commissions | 34,465 |  |  | 36,391 |
Operating lease liabilities, short-term | 21,680 |  |  | 20,445 |
Other accrued expenses | 126,083 |  |  | 123,849 |
Total accrued liabilities | $ | 282,835 |  |  | $ | 283,799 |

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