v3.26.1
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 187,305 $ 232,084
Marketable investments 466,757 464,835
Accounts receivable, net 141,507 130,984
Prepaid expenses and other current assets 61,487 43,107
Deferred contract acquisition costs, net 94,262 88,714
Total current assets 951,318 959,724
Property and equipment, net 179,648 164,635
Operating lease right-of-use assets 40,889 46,375
Finance lease right-of-use assets 11,315 14,216
Intangible assets, net 44,347 51,166
Goodwill 366,253 366,253
Other assets 46,448 10,725
Deferred contract acquisition costs, net — less current portion 189,842 176,976
Total assets 1,830,060 1,790,070
Current liabilities:    
Accounts payable 37,318 29,973
Accrued and other current liabilities 95,682 84,120
Operating lease liabilities 14,519 12,922
Finance lease liabilities 8,329 8,480
Deferred revenue 73,417 77,515
Total current liabilities 229,265 213,010
Convertible senior notes 737,283 735,490
Operating lease liabilities — less current portion 41,650 42,116
Finance lease liabilities — less current portion 3,255 6,090
Other long-term liabilities 33,803 7,547
Total liabilities 1,045,256 1,004,253
Commitments and contingencies (Note 10)
Stockholders’ equity:    
Common stock 75 77
Additional paid-in capital 1,140,728 1,163,072
Accumulated other comprehensive income 451 897
Accumulated deficit (356,450) (378,229)
Total stockholders’ equity 784,804 785,817
Total liabilities and stockholders’ equity $ 1,830,060 $ 1,790,070