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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 547,194 $ 224,680
Trade accounts receivable, net of allowances of $528 and $577 at September 30, 2025 and December 31, 2024, respectively 154,680 138,791
Deferred contract costs 29,344 27,958
Prepaid expenses 24,688 12,679
Other current assets 21,306 20,549
Total current assets 777,212 424,657
Equipment and leasehold improvements, net 17,929 19,321
Goodwill 1,057,686 882,593
Other intangible assets, net 186,125 147,823
Deferred contract costs, non-current 57,420 59,663
Other assets 42,801 46,172
Total assets 2,139,173 1,580,229
Current liabilities:    
Accounts payable 20,461 18,405
Accrued liabilities 101,375 68,363
Income taxes payable 374 1,014
Deferred revenue 380,186 333,573
Convertible senior notes, net, current 371,413 0
Term loan, net, current 20,000 0
Total current liabilities 893,809 421,355
Deferred revenue, non-current 60,308 52,136
Deferred tax liability, net 4,804 5,180
Convertible senior notes, net, non-current 0 369,514
Term loan, net, non-current 377,841 0
Other liabilities 15,693 16,061
Total liabilities 1,352,455 864,246
Commitments and contingencies (Note 7)
Stockholders’ equity:    
Preferred stock, $0.001 par value, 50,000,000 shares authorized at September 30, 2025 and December 31, 2024; no shares issued and outstanding at September 30, 2025 and December 31, 2024 0 0
Common stock, $0.001 par value, 500,000,000 shares authorized at September 30, 2025 and December 31, 2024; 133,053,221 and 129,376,245 shares issued at September 30, 2025 and December 31, 2024, respectively; 133,053,221 and 129,332,030 shares outstanding at September 30, 2025 and December 31, 2024, respectively 125 125
Treasury stock, at cost; 0 and 44,215 shares at September 30, 2025 and December 31, 2024, respectively 0 (741)
Additional paid-in capital 1,346,005 1,269,264
Accumulated other comprehensive loss (11,948) (30,060)
Accumulated deficit (547,464) (522,605)
Total stockholders’ equity 786,718 715,983
Total liabilities and stockholders’ equity $ 2,139,173 $ 1,580,229