v3.26.3
Condensed Consolidated Balance Sheets (unaudited) - USD ($)
$ in Thousands
Sep. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 75,187 $ 75,840
Short-term investments 805,701 628,574
Accounts receivable, net 136,951 119,948
Deferred contract acquisition costs 30,598 22,259
Prepaid expenses and other current assets 30,181 26,390
Total current assets 1,078,618 873,011
Property and equipment, net 9,947 5,536
Deferred contract acquisition costs, noncurrent 50,225 34,304
Operating lease right-of-use assets 109,291 12,063
Intangible assets, net 27,541 39,908
Goodwill 371,512 371,512
Other assets, noncurrent 11,622 5,043
Total assets 1,658,756 1,341,377
Current liabilities:    
Accounts payable 15,478 14,168
Accrued expenses and other current liabilities 88,780 77,970
Operating lease liabilities 9,246 5,780
Deferred revenue 387,922 309,604
Total current liabilities 501,426 407,522
Deferred revenue, noncurrent 34,704 32,400
Operating lease liabilities, noncurrent 102,768 6,676
Other liabilities, noncurrent 9,810 7,332
Total liabilities 648,708 453,930
Commitments and contingencies (Note 10)
Shareholders' equity:    
Preferred shares, NIS 0.01 par value per share; 50,000,000 shares authorized; 0 issued and outstanding as of September 30, 2026 and December 31, 2025 0 0
Ordinary shares, NIS 0.01 par value per share, 500,000,000 shares authorized; 124,669,442 and 119,615,355 shares issued as of September 30, 2026 and December 31, 2025, respectively; 124,621,715 and 119,615,355 shares outstanding as of September 30, 2026 and December 31, 2025, respectively 352 335
Treasury shares, at cost (2,028) 0
Additional paid-in capital 1,454,409 1,312,833
Accumulated other comprehensive income (loss) (5,319) 5,766
Accumulated deficit (437,366) (431,487)
Total shareholders' equity 1,010,048 887,447
Total liabilities and shareholders' equity $ 1,658,756 $ 1,341,377