7Baggers
Quarterly
Annual
    Unit: USD2025-09-30 2025-06-30 2025-03-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 
      
    		                                
      assets
    		                                
      current assets
    		                                
      cash and cash equivalents
    		178,834,000 231,233,000 172,862,000 246,748,000 216,169,000 246,342,000 291,363,000 355,330,000 363,060,000 456,696,000 469,517,000 404,429,000 338,238,000 315,005,000 231,944,000 231,091,000 184,642,000 140,668,000 190,299,000 245,941,000 133,199,000 74,451,000 59,920,000 29,514,000 27,842,000 29,939,000 34,887,000 77,642,000 31,762,000 62,003,000 87,709,000 25,636,000 
      accounts receivable
    		39,612,000 41,032,000 40,703,000 44,542,000 39,757,000 44,298,000 39,963,000 46,107,000 37,820,000 42,395,000 46,817,000 120,059,000 193,431,000 144,718,000 189,324,000 85,182,000 81,863,000 36,364,000 18,235,000 16,322,000 16,844,000 17,536,000 22,124,000 17,892,000 17,081,000 15,111,000 13,614,000 12,565,000 11,432,000 12,197,000 12,577,000 10,123,000 
      inventory
    		 963,000 810,000 345,000 459,000 391,000 331,000 323,000 541,000 1,637,000 5,282,000 28,166,000 21,684,000 20,992,000 19,656,000 6,395,000                 
      prepaid expenses, prepaid income taxes, and other current assets
    		36,078,000 19,081,000 21,107,000                              
      deferred contract costs
    		14,843,000 14,547,000 13,640,000 11,924,000 11,614,000 11,106,000 11,095,000 10,465,000 10,078,000 9,387,000 8,541,000 8,039,000 8,271,000 8,731,000 9,045,000 9,905,000 10,554,000 11,085,000 10,807,000 9,950,000 9,652,000 10,078,000 9,544,000 8,170,000 7,382,000 6,591,000 5,253,000      
      restricted cash
    		21,000 2,116,000 2,848,000 3,993,000 2,196,000 2,786,000 2,563,000 11,624,000 11,561,000 14,985,000 5,237,000 13,506,000 13,291,000 5,866,000 6,709,000 5,753,000 8,980,000 6,489,000 250,000 250,000 396,000 250,000 250,000 250,000 250,000 750,000 750,000 3,656,000 3,604,000 1,870,000 1,843,000 1,783,000 
      total current assets
    		269,388,000 308,972,000 251,970,000 326,637,000 288,326,000 323,816,000 391,191,000 535,369,000 535,292,000 543,214,000 557,366,000 603,846,000 629,514,000 572,719,000 563,108,000 441,509,000 388,776,000 311,776,000 331,976,000 281,422,000 216,081,000 210,239,000 218,954,000 206,182,000 188,841,000 179,406,000 194,858,000 175,635,000 164,284,000 161,503,000 157,204,000 99,244,000 
      property and equipment
    		132,934,000 130,299,000 132,383,000 126,612,000 130,023,000 108,143,000 83,370,000 54,700,000 48,243,000 42,748,000 40,128,000 36,833,000 35,343,000 33,101,000 32,210,000 29,569,000 31,641,000 29,816,000 27,483,000 27,276,000 26,881,000 27,904,000 27,950,000 27,568,000 28,638,000 26,550,000 24,269,000 17,632,000 16,221,000 16,175,000 16,563,000 16,100,000 
      intangible assets
    		3,493,000 4,303,000 11,318,000 12,389,000 12,824,000 21,131,000 23,056,000 30,481,000 38,037,000 45,552,000 53,054,000 60,535,000 68,338,000 76,161,000 83,915,000 92,421,000 100,348,000 108,165,000 10,862,000 10,262,000 10,599,000 11,006,000 3,920,000 3,982,000 4,320,000 4,407,000       
      goodwill
    		28,409,000 28,370,000 46,714,000 47,220,000 46,576,000 157,566,000 157,898,000 157,267,000 157,638,000 157,689,000 157,467,000 156,216,000 157,073,000 157,998,000 158,287,000 155,707,000 156,098,000 157,152,000 29,129,000 28,357,000 27,623,000 27,298,000 15,207,000 14,828,000 15,446,000 15,852,000       
      operating lease right-of-use assets
    		116,665,000 117,454,000 119,589,000 127,125,000 137,133,000 153,711,000 169,682,000 183,774,000 189,905,000 196,413,000 56,869,000 55,793,000 59,226,000 57,359,000 60,609,000 63,841,000 67,024,000 70,087,000 60,835,000 63,525,000 66,086,000 68,662,000 59,986,000 56,439,000 50,025,000 50,742,000       
      deferred tax assets
    		92,706,000 120,002,000 110,050,000 120,642,000 117,503,000 82,392,000 73,356,000 67,623,000 51,888,000 47,385,000 35,488,000 44,008,000 36,816,000 26,439,000 13,378,000 13,741,000 17,446,000 19,728,000 19,774,000 27,267,000 37,206,000 36,459,000 42,713,000 44,200,000 44,483,000 42,714,000 38,886,000 36,985,000 29,049,000 2,835,000 825,000 371,000 
      deferred contract costs, net of current portion
    		12,842,000 13,032,000 13,088,000 13,274,000 13,242,000 13,015,000 12,998,000 11,965,000 11,490,000 10,446,000 8,853,000 7,298,000 6,631,000 6,327,000 5,867,000 6,866,000 8,034,000 9,134,000 9,189,000 8,501,000 8,825,000 10,384,000 10,514,000 9,944,000 9,257,000 8,446,000 7,252,000      
      other non-current assets
    		4,035,000 3,689,000 4,003,000 4,262,000 7,704,000 11,029,000 7,376,000 7,546,000 7,828,000 8,132,000 8,499,000 8,950,000 7,138,000 6,074,000 4,573,000 5,886,000 4,461,000 3,158,000 2,673,000 3,314,000 3,508,000 3,716,000 3,826,000          
      total assets
    		660,472,000 726,121,000 689,115,000 778,161,000 753,331,000 870,803,000 918,927,000 1,048,725,000 1,040,321,000 1,051,579,000 927,102,000 982,855,000 1,009,706,000 945,805,000 931,574,000 819,917,000 784,205,000 719,393,000 502,298,000 460,551,000 407,436,000 406,438,000 393,623,000 369,383,000 346,161,000 331,927,000 268,290,000 234,044,000 213,301,000 182,538,000 176,594,000 121,656,000 
      liabilities and stockholders’ equity
    		                                
      current liabilities
    		                                
      accounts payable
    		30,350,000 32,738,000 29,891,000 47,238,000 46,107,000 46,471,000 47,854,000 37,481,000 39,260,000 42,701,000 32,529,000 67,149,000 74,171,000 61,873,000 66,153,000 55,340,000 45,877,000 36,293,000 21,563,000 16,839,000 10,438,000 29,839,000 36,731,000 42,752,000 39,370,000 35,253,000 34,345,000 34,046,000 30,476,000 23,266,000 23,908,000 22,737,000 
      accrued expenses, accrued income taxes, and other current liabilities
    		30,546,000 31,893,000 32,240,000                              
      deferred revenue
    		23,643,000 23,395,000 22,407,000 21,882,000 21,785,000 21,432,000 21,322,000 21,043,000 21,267,000 20,808,000 12,249,000 12,737,000 15,071,000 12,776,000 12,784,000 12,517,000 13,120,000 11,986,000 9,137,000 9,678,000 8,195,000 5,042,000 9,984,000 7,781,000 8,479,000 8,942,000 8,811,000 7,685,000 7,577,000 7,096,000 4,305,000 4,598,000 
      operating lease liabilities
    		9,317,000 9,173,000 9,969,000 9,886,000 10,225,000 10,063,000 12,284,000 13,206,000 13,870,000 15,480,000 14,762,000 12,025,000 12,340,000 12,503,000 13,186,000 12,671,000 11,156,000 10,599,000 11,085,000 11,472,000 11,523,000 9,477,000 8,781,000 7,823,000 7,738,000 7,486,000       
      total current liabilities
    		93,856,000 97,199,000 94,507,000 110,588,000 112,041,000 116,319,000 115,178,000 108,638,000 110,764,000 123,999,000 98,733,000 148,881,000 175,973,000 148,907,000 170,709,000 102,450,000 103,547,000 81,725,000 66,536,000 55,867,000 43,147,000 58,331,000 73,758,000 72,378,000 70,392,000 65,474,000 63,503,000 55,429,000 50,549,000 41,219,000 42,966,000 38,588,000 
      deferred tax liabilities
    		26,000 26,000 15,000  41,000 42,000 58,000 60,000 43,000 30,000 54,000 23,000 32,000 28,000 58,000 19,000 291,000 294,000 291,000 304,000 314,000 329,000 284,000 289,000 281,000 1,002,000       
      other non–current liabilities
    		7,197,000 7,381,000 7,080,000 5,191,000 5,444,000 5,028,000 4,733,000 4,386,000 5,611,000 4,336,000 5,301,000 30,466,000 51,251,000 37,896,000 23,639,000 12,546,000 11,898,000 5,218,000 3,075,000 4,105,000 3,047,000 1,731,000 1,908,000 1,808,000 1,608,000 1,486,000 1,281,000 1,244,000 1,155,000 1,090,000 955,000  
      total liabilities
    		285,023,000 290,644,000 287,065,000 294,688,000 301,258,000 302,441,000 302,075,000 305,195,000 309,602,000 323,296,000 155,744,000 232,312,000 283,366,000 241,190,000 251,925,000 176,028,000 180,459,000 155,517,000 128,712,000 122,292,000 111,581,000 128,470,000 136,768,000 132,281,000 123,775,000 120,918,000 74,179,000 63,616,000 56,910,000 47,743,000 49,569,000 45,258,000 
      commitments and contingencies
    		                                
      stockholders’ equity
    		                                
      preferred stock, 0.001 par value per share; 10,000,000 shares authorized; no shares issued and outstanding
    		                                
      class a common stock
    		82,000 85,000 84,000 88,000 87,000 89,000 92,000 97,000 97,000 98,000 102,000 103,000 102,000 102,000 102,000 101,000 99,000 99,000 94,000 94,000 93,000 93,000 92,000 91,000 91,000 90,000 90,000 89,000 89,000 85,000 78,000 14,000 
      class b common stock
    		14,000 14,000 14,000 16,000 16,000 16,000 16,000 16,000 16,000 16,000 16,000 16,000 16,000 16,000 16,000 16,000 18,000 18,000 19,000 19,000 20,000 20,000 20,000 21,000 21,000 21,000 21,000 21,000 21,000 21,000 28,000 28,000 
      additional paid-in capital
    		6,776,000 15,366,000 6,775,000 154,452,000 146,946,000 194,309,000  341,110,000 346,494,000 357,748,000  418,013,000 407,363,000 398,471,000  379,808,000 368,194,000 355,968,000  233,246,000 224,418,000 214,143,000  199,228,000 193,967,000 188,954,000  181,630,000 179,716,000 189,237,000  4,225,000 
      retained earnings
    		367,187,000 418,642,000 396,486,000 329,238,000 306,727,000 375,448,000 354,147,000 377,890,000 355,588,000 339,175,000 323,043,000 163,796,000 56,832,000 67,168,000 129,258,000 209,024,000 179,825,000 151,773,000 129,412,000 104,249,000 71,686,000 64,555,000 51,859,000 38,688,000 28,304,000 22,297,000 9,713,000      
      accumulated other comprehensive income
    		1,390,000 1,370,000             -403,000 307,000 1,045,000 797,000 1,880,000 651,000   -350,000 -926,000 3,000 -353,000 71,000 136,000 148,000 300,000 228,000 199,000 
      total stockholders’ equity
    		375,449,000 435,477,000 402,050,000 483,473,000 452,073,000 568,362,000 616,852,000 716,994,000 700,854,000 695,808,000 734,609,000 577,931,000 461,835,000 464,865,000 516,841,000 589,256,000 549,181,000 508,655,000 373,586,000 338,259,000 295,855,000 277,968,000 256,855,000 237,102,000 222,386,000 211,009,000 194,111,000 170,428,000 156,391,000 134,795,000 127,025,000  
      total liabilities and stockholders’ equity
    		660,472,000 726,121,000 689,115,000            931,574,000    502,298,000 460,551,000 407,436,000 406,438,000 393,623,000 369,383,000 346,161,000 331,927,000 268,290,000 234,044,000 213,301,000 182,538,000   
      current assets:
    		                                
      current liabilities:
    		                                
      stockholders’ equity:
    		                                
      accumulated other comprehensive loss
    		  -1,309,000 -321,000 -1,703,000 -1,500,000 -901,000 -2,119,000 -1,341,000 -1,229,000 -1,644,000 -3,997,000 -2,478,000 -892,000       -362,000 -843,000           
      short-term investments
    		      20,724,000 91,824,000 90,490,000                        
      prepaid expenses, prepaid income taxes and other current assets
    		   19,085,000 18,131,000 18,893,000 25,152,000 19,696,000 21,742,000 18,114,000 21,972,000 29,647,000 24,599,000 17,407,000 16,430,000 13,183,000 17,737,000 17,170,000 12,385,000          11,090,000 7,303,000   
      liabilities, redeemable noncontrolling interest and stockholders’ equity
    		                                
      accrued expenses, accrued income taxes and other current liabilities
    		   31,582,000 33,924,000 38,353,000 33,718,000 36,908,000 36,367,000 45,010,000 39,193,000 56,970,000 74,391,000 61,755,000 78,586,000 21,922,000 33,394,000 22,847,000 24,751,000 17,878,000 12,991,000 13,973,000 18,262,000 14,022,000 14,805,000 13,793,000 18,654,000 12,372,000 11,290,000 9,672,000   
      total liabilities, redeemable noncontrolling interest and stockholders’ equity
    		   778,161,000 753,331,000 870,803,000 918,927,000 1,048,725,000 1,040,321,000 1,051,579,000 927,102,000 982,855,000 1,009,706,000 945,805,000  819,917,000 784,205,000 719,393,000               
      redeemable noncontrolling interest
    		       26,536,000 29,865,000 32,475,000 36,749,000 172,612,000 264,505,000 239,750,000 162,808,000 54,633,000 54,565,000 55,221,000               
      additional paid–in capital
    		      263,498,000    413,092,000    387,868,000    242,181,000    205,234,000    184,216,000    185,190,000  
      investments
    		            30,000,000 60,000,000 90,000,000 90,000,000 85,000,000 100,000,000 100,000,000  43,000,000 81,281,000 111,692,000 134,808,000 119,327,000 108,500,000 122,800,000 70,000,000 110,000,000 80,000,000 50,000,000 60,000,000 
      preferred stock, 0.001 par value; 10,000,000 shares authorized; no shares issued and outstanding
    		                                
      prepaid expenses and prepaid income taxes
    		                   7,325,000 11,141,000 18,756,000 10,452,000 8,381,000 7,968,000 9,680,000 10,144,000 8,227,000     
      other current assets
    		                   1,634,000 1,849,000 7,887,000 4,972,000 7,167,000 8,991,000 8,835,000 7,410,000 7,201,000     
      deferred rent
    		                          1,693,000 1,326,000 1,206,000 1,185,000 1,165,000 1,144,000 
      other long–term assets
    		                       4,326,000 3,231,000 1,892,000 1,104,000 136,000 143,000 155,000 159,000  
      operating lease liability non-current
    		                        51,494,000 52,956,000       
      deferred rent, net of current portion
    		                          9,395,000 6,943,000 5,206,000 5,434,000 5,648,000 5,701,000 
      accumulated deficit
    		                           -11,448,000 -23,583,000 -54,848,000 -58,499,000 -60,766,000 
      prepaid income taxes
    		                              1,533,000  
      prepaid expenses and other current assets
    		                              5,385,000 3,485,000 
      liabilities, convertible preferred stock, and stockholders’ equity
    		                                
      accrued expenses
    		                              13,588,000 9,953,000 
      convertible preferred stock
    		                               132,698,000 
      total liabilities, convertible preferred stock, and stockholders’ equity
    		                              176,594,000  
      other long-term assets
    		                               4,158,000 
      liabilities, convertible preferred stock, and stockholders’ deficit
    		                                
      accrued income taxes
    		                               156,000 
      other non-current liabilities
    		                               969,000 
      stockholders’ deficit:
    		                                
      total stockholders’ deficit
    		                               -56,300,000 
      total liabilities, convertible preferred stock, and stockholders’ deficit
    		                               121,656,000 
      revenue
    		                               82,989,000 
      cost of revenue
    		                               4,720,000 
      gross profit
    		                               78,269,000 
      operating expenses:
    		                                
      sales and marketing
    		                               63,891,000 
      product, technology, and development
    		                               5,796,000 
      general and administrative
    		                               5,006,000 
      depreciation and amortization
    		                               713,000 
      total operating expenses
    		                               75,406,000 
      income from operations
    		                               2,863,000 
      other income
    		                               106,000 
      income before income taxes
    		                               2,969,000 
      benefit from income taxes
    		                               590,000 
      net income
    		                               2,379,000 
      reconciliation of net income to net income attributable to common stockholders:
    		                                
      net income attributable to participating securities
    		                               -1,401,000 
      net income attributable to common stockholders — basic
    		                               978,000 
      net income attributable to common stockholders — diluted
    		                               1,034,000 
      net income per share
    		                                
      basic
    		                               20 
      diluted
    		                               20 
      weighted-average number of shares of common stock used in computing net income per share attributable to common stockholders:
    		                                
    The information provided in this report is taken from www.sec.gov and many other data providers. While we have conducted our best efforts to ensure that the parsed data is accurate, we cannot guarantee its accuracy. Please use caution and understand that any consequences of its use are your own responsibility.