v3.26.1
Financial Statement Components (Tables)
 6 Months Ended
Jun. 30, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Schedule of Cash and Cash Equivalents
Cash and cash equivalents consisted of the following (in thousands):
June 30, 2026December 31, 2025
Cash$147,180 $127,700 
Money market funds28,940 103,637 
Certificates of deposit1,231 747 
U.S. treasury securities9,954 — 
Total cash and cash equivalents$187,305 $232,084 
Schedule of Accounts Receivable
Accounts receivable, net consisted of the following (in thousands):
June 30, 2026December 31, 2025
Trade accounts receivable$119,699 $112,918 
Unbilled trade accounts receivable, net of advance customer deposits22,203 18,501 
Provision for credit losses(395)(435)
Accounts receivable, net$141,507 $130,984 
Schedule of Prepaid Expenses and Other Current Assets Prepaid expenses and other current assets consisted of the following (in thousands):
June 30, 2026December 31, 2025
Prepaid expenses$39,217 $24,209 
Other current assets16,629 14,797 
Contract assets5,641 4,101 
Prepaid expenses and other current assets$61,487 $43,107 
Schedule of Property and Equipment
Property and equipment, net consisted of the following (in thousands):
June 30, 2026December 31, 2025
Computer and network equipment$187,606 $178,485 
Computer software72,138 63,547 
Internal-use software development costs121,314 98,542 
Furniture and fixtures4,676 4,561 
Leasehold improvements5,577 6,757 
Property and equipment391,311 351,892 
Accumulated depreciation and amortization(211,663)(187,257)
Property and equipment, net$179,648 $164,635 
Schedule of Other Assets
Other assets consisted of the following (in thousands):
June 30, 2026December 31, 2025
Other assets$42,880 $7,136 
Equity investment in a privately-held company750 750 
Deferred tax assets2,818 2,839 
Other assets$46,448 $10,725 
Schedule of Accrued and Other Current Liabilities
Accrued and other current liabilities consisted of the following (in thousands):
June 30, 2026December 31, 2025
Accrued expenses$25,998 $24,550 
Accrued compensation and benefits53,066 52,387 
Financing liability10,779 — 
Accrued federal fees3,253 3,911 
Sales and other tax liabilities2,586 3,272 
Accrued and other current liabilities$95,682 $84,120 
Schedule of Other Long-term Liabilities
Other long-term liabilities consisted of the following (in thousands):
June 30, 2026December 31, 2025
Deferred revenue$915 $1,545 
Deferred tax liabilities53 56 
Sales and other tax liabilities1,639 1,357 
Financing liability27,449 — 
Other long-term liabilities3,747 4,589 
Other long-term liabilities$33,803 $7,547