v3.26.3
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 263,830 $ 232,084
Marketable investments 433,843 464,835
Accounts receivable, net 158,457 130,984
Prepaid expenses and other current assets 78,610 43,107
Deferred contract acquisition costs, net 97,075 88,714
Total current assets 1,031,815 959,724
Property and equipment, net 185,689 164,635
Operating lease right-of-use assets 43,403 46,375
Finance lease right-of-use assets 11,359 14,216
Intangible assets, net 40,958 51,166
Goodwill 366,253 366,253
Other assets 42,428 10,725
Deferred contract acquisition costs, net — less current portion 195,249 176,976
Total assets 1,917,154 1,790,070
Current liabilities:    
Accounts payable 43,957 29,973
Accrued and other current liabilities 104,043 84,120
Operating lease liabilities 15,240 12,922
Finance lease liabilities 8,602 8,480
Deferred revenue 86,070 77,515
Total current liabilities 257,912 213,010
Convertible senior notes 738,230 735,490
Operating lease liabilities — less current portion 42,824 42,116
Finance lease liabilities — less current portion 2,958 6,090
Other long-term liabilities 37,052 7,547
Total liabilities 1,078,976 1,004,253
Commitments and contingencies (Note 10)
Stockholders’ equity:    
Common stock 75 77
Additional paid-in capital 1,180,850 1,163,072
Accumulated other comprehensive income (loss) (795) 897
Accumulated deficit (341,952) (378,229)
Total stockholders’ equity 838,178 785,817
Total liabilities and stockholders’ equity $ 1,917,154 $ 1,790,070