v3.26.3
Financial Statement Components (Tables)
 9 Months Ended
Sep. 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):
September 30, 2026December 31, 2025
Cash$188,986 $127,700 
Money market funds74,595 103,637 
Certificates of deposit249 747 
Cash and cash equivalents$263,830 $232,084 
Schedule of Accounts Receivable
Accounts receivable, net consisted of the following (in thousands):
September 30, 2026December 31, 2025
Trade accounts receivable$133,481 $112,918 
Unbilled trade accounts receivable, net of advance customer deposits25,568 18,501 
Provision for credit losses(592)(435)
Accounts receivable, net$158,457 $130,984 
Schedule of Prepaid Expenses and Other Current Assets
Prepaid expenses and other current assets consisted of the following (in thousands):
September 30, 2026December 31, 2025
Prepaid expenses$38,442 $24,209 
Other current assets32,810 14,797 
Contract assets7,358 4,101 
Prepaid expenses and other current assets$78,610 $43,107 
Schedule of Property and Equipment
Property and equipment, net consisted of the following (in thousands):
September 30, 2026December 31, 2025
Computer and network equipment$190,947 $178,485 
Computer software73,587 63,547 
Internal-use software development costs133,123 98,542 
Furniture and fixtures4,709 4,561 
Leasehold improvements5,562 6,757 
Property and equipment407,928 351,892 
Accumulated depreciation and amortization(222,239)(187,257)
Property and equipment, net$185,689 $164,635 
Schedule of Other Assets
Other assets consisted of the following (in thousands):
September 30, 2026December 31, 2025
Other assets$39,035 $7,136 
Equity investment in a privately-held company750 750 
Deferred tax assets2,643 2,839 
Other assets$42,428 $10,725 
Schedule of Accrued and Other Current Liabilities
Accrued and other current liabilities consisted of the following (in thousands):
September 30, 2026December 31, 2025
Accrued expenses$37,161 $24,550 
Accrued compensation and benefits50,209 52,387 
Financing liability10,779 — 
Accrued federal fees2,710 3,911 
Sales and other tax liabilities3,184 3,272 
Accrued and other current liabilities$104,043 $84,120 
Schedule of Other Long-term Liabilities
Other long-term liabilities consisted of the following (in thousands):
September 30, 2026December 31, 2025
Deferred revenue$693 $1,545 
Deferred tax liabilities53 56 
Sales and other tax liabilities1,583 1,357 
Financing liability28,000 — 
Other long-term liabilities6,723 4,589 
Other long-term liabilities$37,052 $7,547