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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 Cash and Cash Equivalents | Cash and cash equivalents consisted of the following (in thousands):
|  | September 30, 2025 |  | December 31, 2024
Cash |  | $ | 112,798 |  |  | $ | 162,902 |
Money market funds |  | 68,861 |  |  | 114,370 |
Certificates of deposit |  | 996 |  |  | 496 |
U.S. treasury securities |  | 8,112 |  |  | 42,946 |
U.S. agency and government sponsored securities |  | 2,241 |  |  | 41,832 |
Commercial paper |  | 401 |  |  | — |
Total cash and cash equivalents |  | $ | 193,409 |  |  | $ | 362,546 |
Schedule of Accounts Receivable | Accounts receivable, net consisted of the following (in thousands):
|  | September 30, 2025 |  | December 31, 2024
Trade accounts receivable |  | $ | 117,064 |  |  | $ | 99,551 |
Unbilled trade accounts receivable, net of advance customer deposits |  | 21,783 |  |  | 15,962 |
Provision for credit losses |  | (361) |  |  | (341) |
Accounts receivable, net |  | $ | 138,486 |  |  | $ | 115,172 |
Schedule 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 |  | $ | 32,210 |  |  | $ | 27,988 |
Other current assets |  | 14,131 |  |  | 15,646 |
Contract assets |  | 3,249 |  |  | 7,206 |
Prepaid expenses and other current assets |  | $ | 49,590 |  |  | $ | 50,840 |
Schedule of Property and Equipment | Property and equipment, net consisted of the following (in thousands):
|  | September 30, 2025 |  | December 31, 2024
Computer and network equipment |  | $ | 179,787 |  |  | $ | 173,671 |
Computer software |  | 62,985 |  |  | 66,455 |
Internal-use software development costs |  | 86,087 |  |  | 49,340 |
Furniture and fixtures |  | 4,561 |  |  | 5,127 |
Leasehold improvements |  | 6,743 |  |  | 6,736 |
Property and equipment |  | 340,163 |  |  | 301,329 |
Accumulated depreciation and amortization |  | (175,858) |  |  | (156,441) |
Property and equipment, net |  | $ | 164,305 |  |  | $ | 144,888 |
Schedule of Other Assets | Other assets consisted of the following (in thousands):
|  | September 30, 2025 |  | December 31, 2024
Other assets |  | $ | 8,013 |  |  | $ | 8,984 |
Equity investment in a privately-held company |  | 750 |  |  | 750 |
Deferred tax assets |  | 2,344 |  |  | 3,650 |
Other assets |  | $ | 11,107 |  |  | $ | 13,384 |
Schedule of Accrued and Other Current Liabilities | Accrued and other current liabilities consisted of the following (in thousands):
|  | September 30, 2025 |  | December 31, 2024
Accrued expenses |  | $ | 22,419 |  |  | $ | 30,822 |
Accrued compensation and benefits |  | 50,493 |  |  | 44,002 |
Accrued federal fees |  | 4,704 |  |  | 4,913 |
Sales tax liabilities |  | 2,952 |  |  | 3,983 |
Accrued and other current liabilities |  | $ | 80,568 |  |  | $ | 83,720 |
Schedule of Other Long-term Liabilities | Other long-term liabilities consisted of the following (in thousands):
| September 30, 2025 |  | December 31, 2024
Deferred revenue | $ | 1,767 |  |  | $ | 865 |
Deferred tax liabilities | — |  |  | 186 |
Sales tax liabilities | 1,248 |  |  | 244 |
Other long-term liabilities | 6,363 |  |  | 5,422 |
Other long-term liabilities | $ | 9,378 |  |  | $ | 6,717 |

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