v3.25.4
Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 347,210 $ 385,980
Marketable securities 1,706,762 1,524,583
Accounts receivable, net 390,752 314,306
Deferred contract acquisition costs 54,545 47,271
Prepaid expenses and other current assets 107,744 79,179
Total current assets 2,607,013 2,351,319
Property and equipment, net 93,179 78,680
Operating lease right-of-use assets 4,936 8,818
Goodwill 164,406 164,406
Intangible assets, net 6,054 7,924
Deferred contract acquisition costs, non-current 77,737 71,468
Other assets, non-current 31,945 12,296
Total assets 2,985,270 2,694,911
Current liabilities:    
Accounts payable 20,708 7,531
Accrued expenses and other liabilities 182,735 194,250
Operating lease liabilities 8,178 8,694
Deferred revenue 468,984 378,771
Total current liabilities 680,605 589,246
Operating lease liabilities, non-current 1,205 9,138
Deferred revenue, non-current 29,655 30,430
Convertible senior notes, net 1,095,988 1,092,149
Other liabilities, non-current 8,678 12,722
Total liabilities 1,816,131 1,733,685
Commitments and contingencies (Note 9)
Stockholders’ equity:    
Preferred stock, par value of $0.00001 per share; 10,000 shares authorized as of December 31, 2025 and December 31, 2024; 0 shares issued and outstanding as of December 31, 2025 and December 31, 2024 0 0
Additional paid-in capital 3,447,970 2,953,080
Accumulated other comprehensive income (loss) 5,656 (2,641)
Accumulated deficit (2,284,491) (1,989,216)
Total stockholders’ equity 1,169,139 961,226
Total liabilities and stockholders’ equity 2,985,270 2,694,911
Class A Common Stock    
Stockholders’ equity:    
Common stock 3 2
Class B Common Stock    
Stockholders’ equity:    
Common stock $ 1 $ 1