| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Cash and cash equivalents | $232.1M-36.0% | $362.5M+153.2% | $143.2M-20.7% | $180.5M+98.6% | $90.9M-58.8% | $220.4M+182.6% | $78.0M-4.8% | $81.9M |
| Marketable investments | $464.8M-27.8% | $643.4M+9.6% | $587.1M+66238.5% | $885K-99.4% | $147.4M+249.8% | $42.1M | $0-100.0% | $209.9M |
| Accounts receivable, net | $131.0M+13.7% | $115.2M+18.2% | $97.4M+11.3% | $87.5M+4.5% | $83.7M+71.8% | $48.7M+29.4% | $37.7M+51.9% | $24.8M |
| Prepaid expenses and other current assets | $43.1M-15.2% | $50.8M+46.8% | $34.6M+16.5% | $29.7M-2.1% | $30.3M+87.9% | $16.1M+51.5% | $10.7M+33.0% | $8.0M |
| Deferred contract acquisition costs, net | $88.7M+15.8% | $76.6M+24.1% | $61.7M+30.6% | $47.2M+41.9% | $33.3M+60.9% | $20.7M+59.0% | $13.0M+38.9% | $9.4M |
| Total current assets | $959.7M-23.1% | $1.25B+35.1% | $924.1M+18.7% | $778.7M+26.2% | $617.2M-10.4% | $689.1M+80.7% | $381.3M+14.2% | $334.0M |
| Property and equipment, net | $164.6M+13.6% | $144.9M+33.4% | $108.6M+7.3% | $101.2M+30.1% | $77.8M+51.9% | $51.2M+54.3% | $33.2M+28.2% | $25.9M |
| Operating lease right-of-use assets | $46.4M+19.3% | $38.9M+0.0% | $38.9M-11.9% | $44.1M-9.4% | $48.7M+440.5% | $9.0M+3.0% | $8.7M | — |
| Finance lease right-of-use assets | $14.2M-26.2% | $19.3M+322.2% | $4.6M | $0 | — | — | — | — |
| Intangible assets, net | $51.2M-22.0% | $65.6M+71.3% | $38.3M+35.9% | $28.2M-29.3% | $39.9M-22.8% | $51.7M+232.7% | $15.5M+2361.6% | $631K |
| Goodwill | $366.3M+0.2% | $365.4M+60.7% | $227.4M+37.5% | $165.4M+0.0% | $165.4M+0.0% | $165.4M+1302.1% | $11.8M+0.0% | $11.8M |
| Other assets | $10.7M-19.9% | $13.4M-17.4% | $16.2M+46.5% | $11.1M-6.9% | $11.9M+266.8% | $3.2M+173.3% | $1.2M+41.6% | $836K |
| Deferred contract acquisition costs, net — less current portion | $177.0M+14.1% | $155.2M+13.6% | $136.6M+18.9% | $114.9M+35.7% | $84.7M+63.0% | $51.9M+69.4% | $30.7M+42.5% | $21.5M |
| Total assets | $1.79B-12.7% | $2.05B+37.2% | $1.49B+20.1% | $1.24B+4.3% | $1.19B+12.1% | $1.06B+120.5% | $482.4M+22.2% | $394.7M |
| Accounts payable | $30.0M+14.0% | $26.3M+7.7% | $24.4M+3.3% | $23.6M+15.2% | $20.5M+19.6% | $17.1M+68.8% | $10.2M+44.9% | $7.0M |
| Accrued and other current liabilities | $84.1M+0.5% | $83.7M+34.7% | $62.1M+6.1% | $58.5M-25.5% | $78.6M+76.8% | $44.5M+141.8% | $18.4M+33.5% | $13.8M |
| Operating lease liabilities | $12.9M+14.8% | $11.3M+4.9% | $10.7M+1.0% | $10.6M+8.1% | $9.8M+151.2% | $3.9M-22.7% | $5.1M | — |
| Finance lease liabilities | $8.5M+9.2% | $7.8M+339.6% | $1.8M | $0 | — | $612K-82.6% | $3.5M-47.1% | $6.6M |
| Deferred revenue | $77.5M-2.1% | $79.2M+16.1% | $68.2M+17.9% | $57.8M+32.2% | $43.7M+36.7% | $32.0M+29.6% | $24.7M+41.9% | $17.4M |
| Convertible senior notes | $0-100.0% | $433.5M | $0-100.0% | $169K | $0-100.0% | $643.3M+206.9% | $209.6M+6.5% | $196.8M |
| Total current liabilities | $213.0M-66.8% | $641.7M+283.8% | $167.2M+10.9% | $150.8M-4.3% | $157.6M+52.2% | $103.6M+56.9% | $66.0M+37.5% | $48.0M |
| Convertible senior notes — less current portion | $735.5M+0.5% | $731.9M-1.4% | $742.1M+0.5% | $738.4M-3.9% | $768.6M+19.5% | $643.3M+206.9% | $209.6M+6.5% | $196.8M |
| Operating lease liabilities — less current portion | $42.1M+13.6% | $37.1M+1.9% | $36.4M-12.1% | $41.4M-12.1% | $47.1M+775.4% | $5.4M+24.3% | $4.3M | — |
| Finance lease liabilities — less current portion | $6.1M-47.9% | $11.7M+306.3% | $2.9M | $0 | — | — | $809K-82.1% | $4.5M |
| Other long-term liabilities | $7.5M+12.4% | $6.7M-14.8% | $7.9M+98.2% | $4.0M-48.1% | $7.7M-75.6% | $31.5M+623.3% | $4.3M+140.2% | $1.8M |
| Total liabilities | $1.00B-29.7% | $1.43B+49.4% | $956.5M+2.4% | $934.5M-4.8% | $981.8M+25.1% | $784.6M+174.4% | $285.9M+13.5% | $251.9M |
| Preferred stock, $0.001 par value; 5,000 shares authorized, no shares issued and outstanding as of December 31, 2025 and 2024 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Common stock, $0.001 par value; 450,000 shares authorized, 77,194 shares and 75,808 shares issued and outstanding as of December 31, 2025 and 2024, respectively | $77K+1.3% | $76K+4.1% | $73K+2.8% | $71K+4.4% | $68K+1.5% | $67K+9.8% | $61K+3.4% | $59K |
| Additional paid-in capital | $1.16B+11.9% | $1.04B+10.3% | $942.3M+48.2% | $635.7M+44.5% | $439.8M-7.8% | $476.9M+35.5% | $351.9M+19.6% | $294.3M |
| Accumulated other comprehensive income | $897K+41.0% | $636K+9.3% | $582K+121.7% | -$2.7M-836.6% | -$287K-185.7% | $335K-41.8% | $576K+719.4% | -$93K |
| Accumulated deficit | -$378.2M+9.4% | -$417.6M-3.2% | -$404.9M-25.3% | -$323.1M-41.4% | -$228.4M-15.3% | -$198.2M-27.0% | -$156.0M-3.0% | -$151.5M |
| Total stockholders’ equity | $785.8M+26.3% | $622.2M+15.6% | $538.1M+73.6% | $310.0M+46.8% | $211.1M-24.4% | $279.2M+42.1% | $196.5M+37.6% | $142.7M |
| Total liabilities and stockholders’ equity | $1.79B-12.7% | $2.05B+37.2% | $1.49B+20.1% | $1.24B+4.3% | $1.19B+12.1% | $1.06B+120.5% | $482.4M+22.2% | $394.7M |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Source: SEC EDGAR 10-K and 10-Q filings. Up to 10 years annual / 16 quarters shown.