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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2021
Sep. 30, 2020
Sep. 30, 2021
Sep. 30, 2020
Cash flows from operating activities:        
Net loss $ (56,198) $ (23,778) $ (165,176) $ (50,228)
Adjustments to reconcile net loss to net cash used in operating activities:        
Depreciation expense     20,710 14,266
Amortization of intangible assets 5,300 100 15,929 145
Amortization of right-of-use assets and other     19,818 15,824
Amortization of debt discount and issuance costs     2,235 58
Amortization of deferred contract costs 1,600 900 4,567 2,375
Stock-based compensation     100,900 34,752
Provision for credit losses     41 1,212
Interest paid on finance leases (524) (186) (1,259) (454)
Loss on disposals of property and equipment     (177) (133)
Other adjustments     1,496 176
Changes in operating assets and liabilities:        
Accounts receivable     (4,017) (6,669)
Prepaid expenses and other current assets     (5,502) (3,778)
Other assets     (7,320) (7,410)
Accounts payable     (1,653) 7,046
Accrued expenses     2,713 17,224
Operating lease liabilities     (19,735) (12,852)
Other liabilities     5,856 (321)
Net cash (used in) provided by operating activities     (30,574) 11,233
Cash flows from investing activities:        
Purchases of marketable securities     (777,569) (204,361)
Sales of marketable securities     64,236 143,241
Maturities of marketable securities     72,853 83,718
Purchase of property and equipment     (31,267) (23,602)
Proceeds from sale of property and equipment     291 150
Capitalized internal-use software     (10,299) (4,082)
Purchases of intangible assets     (2,092) (1,811)
Net cash used in investing activities     (683,847) (6,747)
Cash flows from financing activities:        
Proceeds from follow-on public offering, net of underwriting fees     0 274,896
Payments of costs related to initial public offering     0 (675)
Issuance of convertible note, net of issuance costs     930,775 0
Payments of other debt issuance costs     (1,351) 0
Repayments of finance lease liabilities (3,985) (1,001) (10,564) (3,901)
Proceeds from employee stock purchase plan     5,994 6,206
Proceeds from exercise of vested stock options     9,094 12,953
Net cash provided by financing activities     933,948 289,479
Effects of exchange rate changes on cash, cash equivalents, and restricted cash     (383) (139)
Net increase in cash, cash equivalents, and restricted cash     219,144 293,826
Cash, cash equivalents, and restricted cash at beginning of period     63,880 86,229
Cash, cash equivalents, and restricted cash at end of period 283,024 380,055 283,024 380,055
Supplemental disclosure of cash flow information:        
Cash paid for interest     1,379 758
Cash paid for income taxes, net of refunds received     240 1,000
Property and equipment additions not yet paid in cash     443 9,613
Vesting of early-exercised stock options     192 401
Cashless exercise of common stock warrants     0 1,557
Stock-based compensation capitalized to internal-use software 2,600 600 3,411 1,238
Assets obtained in exchange for operating lease obligations 12,264 4,817 25,745 15,095
Assets obtained in exchange for finance lease obligations 12,861 3,510 28,399 11,352
Reconciliation of cash, cash equivalents, and restricted cash as shown in the statements of cash flows:        
Cash and cash equivalents 282,131 309,968 282,131 309,968
Restricted cash 0 70,087 0 70,087
Restricted cash included in other assets 893 0 893 0
Total cash, cash equivalents, and restricted cash $ 283,024 $ 380,055 $ 283,024 $ 380,055