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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Cash flows from operating activities:    
Net income (loss) $ 19,703 $ (24,372)
Adjustments to reconcile net income (loss) to net cash provided by operating activities:    
Depreciation and amortization 44,911 38,265
Reduction in the carrying amount of right-of-use assets 15,174 10,631
Amortization of deferred contract acquisition costs 63,568 52,152
Accretion of discount on marketable investments (6,658) (16,833)
Provision for credit losses 1,254 806
Stock-based compensation 114,443 127,872
Amortization of discount and issuance costs on convertible senior notes 3,614 3,991
Gain on early extinguishment of debt 0 (6,615)
Impairment charge of an equity investment 0 1,250
Impairment charge of long-lived assets 835 0
Interest on finance lease obligations 743 258
Deferred taxes - excluding tax adjustments from an acquisition 23 441
Deferred taxes - tax adjustments from an acquisition 524 (4,831)
Other 159 (145)
Changes in operating assets and liabilities:    
Accounts receivable (24,569) (15,559)
Prepaid expenses and other current assets 1,291 (9,562)
Deferred contract acquisition costs (85,513) (76,288)
Other assets 2,645 (1,452)
Accounts payable 523 8,651
Accrued and other current liabilities (8,073) 5,380
Deferred revenue (3,514) 184
Other liabilities 1,558 (871)
Net cash provided by operating activities 142,641 93,353
Cash flows from investing activities:    
Purchases of marketable investments (569,150) (993,483)
Proceeds from sales of marketable investments 114,406 93,995
Proceeds from maturities of marketable investments 622,026 829,122
Purchases of property and equipment (18,722) (33,097)
Capitalization of software development costs (29,121) (14,211)
Payments Of Initial Direct Costs (286) 0
Net cash provided by (used in) investing activities 119,153 (284,741)
Cash flows from financing activities:    
Proceeds from issuance of 2029 convertible senior notes 0 731,055
Payment of debt issuance costs 0 (2,212)
Payments for capped call transactions associated with the 2029 convertible senior notes 0 (93,438)
Repurchase of a portion of 2025 convertible senior notes, net of costs 0 (304,485)
Repayment of outstanding 2025 convertible senior notes at maturity (434,405) 0
Cash received from partial termination of capped calls associated with the 2025 convertible senior notes 0 539
Proceeds from exercise of common stock options 3,118 423
Proceeds from sale of common stock under ESPP 7,921 9,522
Payment of finance lease liabilities (7,183) (2,006)
Net cash (used in) provided by financing activities (430,549) 339,398
Net (decrease) increase in cash, cash equivalents and restricted cash (168,755) 148,010
Cash, cash equivalents and restricted cash:    
Beginning of period 364,185 144,842
End of period 195,430 292,852
Supplemental disclosures of cash flow data:    
Cash paid for interest 9,450 5,764
Cash paid for income taxes 3,164 3,337
Non-cash investing and financing activities:    
Property and equipment unpaid at period-end 11,414 12,944
Capitalization of leasehold improvements and furniture and fixtures through non-cash lease incentive 0 37
Acquisition and related transaction costs accrued at period-end 0 591
Stock-based compensation included in capitalized software development costs 7,796 5,707
Aceyus, Inc.    
Cash flows from investing activities:    
Cash settlement for acquisition of businesses 0 99
Acqueon Inc.    
Cash flows from investing activities:    
Cash settlement for acquisition of businesses $ 0 $ (167,166)