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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2024
Dec. 31, 2023
Current assets:    
Cash and cash equivalents $ 290,959 $ 143,201
Marketable investments 675,704 587,096
Accounts receivable, net 116,430 97,424
Prepaid expenses and other current assets 48,640 34,622
Deferred contract acquisition costs, net 72,534 61,711
Total current assets 1,204,267 924,054
Property and equipment, net 136,052 108,572
Operating lease right-of-use assets 43,480 38,873
Finance lease right-of-use assets 21,262 4,564
Intangible assets, net 69,731 38,323
Goodwill 365,450 227,412
Other assets 17,765 16,199
Deferred contract acquisition costs, net — less current portion 149,885 136,571
Total assets 2,007,892 1,494,568
Current liabilities:    
Accounts payable 33,876 24,399
Accrued and other current liabilities 84,297 62,131
Operating lease liabilities 11,446 10,731
Finance lease liabilities 7,695 1,767
Deferred revenue 80,000 68,187
Convertible senior notes 432,927 0
Total current liabilities 650,241 167,215
Convertible senior notes - less current portion 730,932 742,125
Operating lease liabilities — less current portion 39,976 36,378
Finance lease liabilities — less current portion 13,716 2,877
Other long-term liabilities 7,441 7,888
Total liabilities 1,442,306 956,483
Commitments and contingencies (Note 10)
Stockholders’ equity:    
Common stock 75 73
Additional paid-in capital 992,905 942,280
Accumulated other comprehensive income 1,828 582
Accumulated deficit (429,222) (404,850)
Total stockholders’ equity 565,586 538,085
Total liabilities and stockholders’ equity $ 2,007,892 $ 1,494,568