Quarterly
Annual
| Unit: USD | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
assets | ||||||||||||||||||
current assets: | ||||||||||||||||||
cash and cash equivalents | 169,249,000 | 137,261,000 | 209,614,000 | 165,270,000 | 184,248,000 | 111,442,000 | 96,785,000 | 123,089,000 | 108,403,000 | 306,729,000 | 158,027,000 | 136,454,000 | 73,674,000 | 110,092,000 | 112,809,000 | 85,079,000 | 79,521,000 | 594,321,000 |
marketable securities | 709,118,000 | 703,712,000 | 706,050,000 | 679,670,000 | 621,310,000 | 639,046,000 | 666,115,000 | 587,149,000 | 621,451,000 | 566,444,000 | 682,972,000 | 664,511,000 | 676,317,000 | 666,162,000 | 685,304,000 | 680,499,000 | 663,140,000 | 132,133,000 |
accounts receivable | 129,306,000 | 141,663,000 | 128,354,000 | 137,504,000 | 124,793,000 | 120,910,000 | 101,332,000 | 97,584,000 | 97,217,000 | 92,922,000 | 107,047,000 | 74,862,000 | 79,236,000 | 76,021,000 | 81,073,000 | 69,823,000 | 55,681,000 | 45,990,000 |
prepaid expenses and other current assets | 84,527,000 | 51,595,000 | 44,602,000 | 30,259,000 | 27,361,000 | 37,068,000 | 48,709,000 | 27,191,000 | 32,789,000 | 19,832,000 | 22,289,000 | 17,120,000 | 15,691,000 | 18,258,000 | 19,439,000 | 17,917,000 | 28,159,000 | 14,050,000 |
total current assets | 1,092,200,000 | 1,034,231,000 | 1,088,620,000 | 1,012,703,000 | 957,712,000 | 908,466,000 | 912,941,000 | 840,899,000 | 862,820,000 | 989,656,000 | 975,453,000 | 898,519,000 | 847,917,000 | 874,143,000 | 904,137,000 | 858,378,000 | 829,608,000 | 790,597,000 |
property and equipment | 15,712,000 | 14,275,000 | 13,656,000 | 13,477,000 | 12,818,000 | 12,869,000 | 12,318,000 | 11,839,000 | 11,780,000 | 11,639,000 | 11,279,000 | 11,519,000 | 11,647,000 | 11,381,000 | 8,488,000 | 8,221,000 | 8,004,000 | 7,654,000 |
deferred income tax assets | 15,074,000 | 55,461,000 | 60,014,000 | 43,079,000 | 43,761,000 | 44,742,000 | 45,068,000 | 37,204,000 | 39,289,000 | 38,895,000 | 34,907,000 | 40,338,000 | 50,583,000 | 49,348,000 | 48,558,000 | 35,431,000 | 2,112,000 | 2,112,000 |
operating lease right-of-use assets | 7,982,000 | 8,436,000 | 8,886,000 | 9,332,000 | 9,774,000 | 11,852,000 | 12,332,000 | 12,808,000 | 12,743,000 | 13,282,000 | 13,819,000 | 14,357,000 | 14,894,000 | 11,563,000 | 1,087,000 | 1,589,000 | 770,000 | 1,056,000 |
intangible assets | 39,143,000 | 22,069,000 | 23,072,000 | 24,134,000 | 25,195,000 | 26,256,000 | 27,317,000 | 28,379,000 | 29,440,000 | 30,638,000 | 31,836,000 | 33,034,000 | 34,232,000 | 35,430,000 | 7,909,000 | 8,802,000 | 9,067,000 | 9,332,000 |
goodwill | 84,973,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 67,940,000 | 18,915,000 | 18,915,000 | 18,915,000 | 18,915,000 |
other assets | 2,025,000 | 2,035,000 | 2,121,000 | 1,492,000 | 1,316,000 | 1,333,000 | 1,458,000 | 1,580,000 | 1,559,000 | 1,459,000 | 1,654,000 | 1,380,000 | 1,130,000 | 1,126,000 | 2,263,000 | 836,000 | 779,000 | 516,000 |
total assets | 1,257,109,000 | 1,204,447,000 | 1,264,309,000 | 1,172,157,000 | 1,118,516,000 | 1,073,458,000 | 1,079,374,000 | 1,000,649,000 | 1,025,571,000 | 1,153,509,000 | 1,136,888,000 | 1,067,087,000 | 1,028,343,000 | 1,050,931,000 | 991,357,000 | 932,172,000 | 869,255,000 | 830,182,000 |
liabilities and stockholders’ equity | ||||||||||||||||||
current liabilities: | ||||||||||||||||||
accounts payable | 4,391,000 | 1,962,000 | 1,356,000 | 1,636,000 | 2,770,000 | 1,656,000 | 2,253,000 | 1,880,000 | 714,000 | 582,000 | 1,272,000 | 1,604,000 | 1,106,000 | 916,000 | 463,000 | 1,230,000 | 781,000 | 2,700,000 |
accrued expenses and other current liabilities | 33,722,000 | 38,363,000 | 38,405,000 | 42,793,000 | 33,540,000 | 28,488,000 | 43,703,000 | 34,079,000 | 29,086,000 | 31,741,000 | 31,245,000 | 33,151,000 | 26,408,000 | 25,253,000 | 25,270,000 | 23,980,000 | ||
deferred revenue, current | 100,034,000 | 117,419,000 | 114,285,000 | 69,197,000 | 93,751,000 | 102,943,000 | 99,145,000 | 66,694,000 | 91,446,000 | 98,323,000 | 105,238,000 | 69,671,000 | 89,616,000 | 93,907,000 | 84,907,000 | 65,576,000 | 78,681,000 | 82,578,000 |
operating lease liabilities, current | 2,123,000 | 2,168,000 | 2,211,000 | 2,255,000 | 2,222,000 | 2,190,000 | 2,149,000 | 2,109,000 | 1,935,000 | 2,048,000 | 1,752,000 | 1,458,000 | 1,013,000 | 677,000 | 642,000 | 927,000 | 498,000 | 622,000 |
total current liabilities | 140,270,000 | 159,912,000 | 156,257,000 | 115,881,000 | 132,283,000 | 135,277,000 | 147,250,000 | 104,762,000 | 123,181,000 | 132,694,000 | 139,507,000 | 105,884,000 | 118,143,000 | 120,753,000 | 111,282,000 | 91,713,000 | 95,624,000 | 100,182,000 |
deferred revenue, non-current | 263,000 | 118,000 | 280,000 | 73,000 | 148,000 | 116,000 | 211,000 | 166,000 | 237,000 | 191,000 | 198,000 | 140,000 | 166,000 | 203,000 | 78,000 | 38,000 | 49,000 | 349,000 |
operating lease liabilities, non-current | 9,146,000 | 9,673,000 | 10,185,000 | 10,692,000 | 11,269,000 | 11,841,000 | 12,397,000 | 12,947,000 | 13,119,000 | 13,585,000 | 13,885,000 | 14,181,000 | 14,625,000 | 11,092,000 | 447,000 | 668,000 | 118,000 | 162,000 |
contingent earn-out consideration liability, non-current | 5,579,000 | 5,498,000 | 5,469,000 | 5,349,000 | 10,895,000 | 10,787,000 | 10,448,000 | 10,454,000 | 15,942,000 | 15,625,000 | 15,422,000 | 15,668,000 | ||||||
other liabilities, non-current | 11,899,000 | 9,149,000 | 9,383,000 | 8,893,000 | 8,151,000 | 7,295,000 | 7,224,000 | 841,000 | 7,119,000 | 5,798,000 | 1,240,000 | 1,083,000 | 1,023,000 | 1,049,000 | 956,000 | 905,000 | 904,000 | 1,037,000 |
total liabilities | 161,578,000 | 178,852,000 | 181,684,000 | 141,037,000 | 157,320,000 | 159,878,000 | 177,977,000 | 136,035,000 | 154,104,000 | 162,722,000 | 170,772,000 | 136,913,000 | 149,379,000 | 148,765,000 | 112,763,000 | 93,324,000 | 96,695,000 | 101,730,000 |
commitments and contingencies | ||||||||||||||||||
stockholders' equity | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of september 30, 2025 and march 31, 2025, respectively; zero shares issued and outstanding as of september 30, 2025 and march 31, 2025, respectively | ||||||||||||||||||
class a and class b common | 188,000 | 187,000 | 189,000 | 188,000 | 187,000 | 186,000 | 187,000 | 186,000 | 188,000 | 195,000 | 194,000 | 193,000 | 192,000 | 193,000 | 192,000 | 190,000 | 187,000 | 185,000 |
additional paid-in capital | 936,176,000 | 907,115,000 | 894,225,000 | 878,701,000 | 863,113,000 | 841,470,000 | 823,885,000 | 808,078,000 | 794,804,000 | 777,772,000 | 762,150,000 | 745,506,000 | 730,582,000 | 715,282,000 | 702,589,000 | 688,290,000 | 674,414,000 | 665,690,000 |
accumulated other comprehensive income | 1,477,000 | 1,183,000 | 1,323,000 | 1,015,000 | 2,676,000 | |||||||||||||
retained earnings | 157,690,000 | 117,110,000 | 186,888,000 | 151,216,000 | 95,220,000 | 72,932,000 | 79,989,000 | 61,003,000 | 85,403,000 | 225,156,000 | 217,855,000 | 203,217,000 | 169,749,000 | 204,616,000 | 191,107,000 | 154,381,000 | 98,734,000 | 62,646,000 |
total stockholders’ equity | 1,095,531,000 | 1,025,595,000 | 1,031,120,000 | 961,196,000 | 913,580,000 | 864,614,000 | 871,467,000 | 990,787,000 | 930,174,000 | 878,964,000 | ||||||||
total liabilities and stockholders’ equity | 1,257,109,000 | 1,204,447,000 | 1,264,309,000 | 1,172,157,000 | 1,118,516,000 | 1,073,458,000 | 1,079,374,000 | 1,000,649,000 | 1,025,571,000 | 1,153,509,000 | 1,136,888,000 | 1,067,087,000 | 1,028,343,000 | 1,050,931,000 | ||||
preferred stock, 0.001 par value; 100,000 shares authorized as of june 30, 2025 and march 31, 2025, respectively; zero shares issued and outstanding as of june 30, 2025 and march 31, 2025, respectively | ||||||||||||||||||
stockholders’ equity | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of march 31, 2025 and 2024, respectively; zero shares issued and outstanding as of march 31, 2025 and 2024, respectively | ||||||||||||||||||
total stockholders' equity | 1,082,625,000 | 901,397,000 | 966,116,000 | 902,166,000 | 878,594,000 | 838,848,000 | 772,560,000 | 728,452,000 | ||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of december 31, 2024 and march 31, 2024, respectively; zero shares issued and outstanding as of december 31, 2024 and march 31, 2024, respectively | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of september 30, 2024 and march 31, 2024, respectively; zero shares issued and outstanding as of september 30, 2024 and march 31, 2024, respectively | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of june 30, 2024 and march 31, 2024, respectively; zero shares issued and outstanding as of june 30, 2024 and march 31, 2024, respectively | ||||||||||||||||||
accumulated other comprehensive loss | -1,008,000 | -2,664,000 | -4,653,000 | -8,928,000 | -12,336,000 | -14,083,000 | -18,742,000 | -21,559,000 | -17,925,000 | -15,294,000 | -4,013,000 | -775,000 | -69,000 | |||||
preferred stock, 0.001 par value; 100,000 shares authorized as of march 31, 2024 and 2023, respectively; zero shares issued and outstanding as of march 31, 2024 and 2023, respectively | ||||||||||||||||||
deferred contract costs, current | 5,886,000 | 2,960,000 | 3,729,000 | 5,118,000 | 5,572,000 | 2,999,000 | 3,610,000 | 5,512,000 | 5,060,000 | 3,107,000 | 4,103,000 | |||||||
income taxes payable, non-current | 6,532,000 | |||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of december 31, 2023 and march 31, 2023, respectively; zero shares issued and outstanding as of december 31, 2023 and march 31, 2023, respectively | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of september 30, 2023 and march 31, 2023, respectively; zero shares issued and outstanding as of september 30, 2023 and march 31, 2023, respectively | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of june 30, 2023 and march 31, 2023, respectively; zero shares issued and outstanding as of june 30, 2023 and march 31, 2023, respectively | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of march 31, 2023 and 2022, respectively; zero shares issued and outstanding as of march 31, 2023 and 2022, respectively | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of december 31, 2022 and march 31, 2022, respectively; zero shares issued and outstanding as of december 31, 2022 and march 31, 2022, respectively | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of september 30, 2022 and march 31, 2022, respectively; zero shares issued and outstanding as of september 30, 2022 and march 31, 2022, respectively | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 shares authorized as of june 30, 2022 and march 31, 2022, respectively; zero shares issued and outstanding as of june 30, 2022 and march 31, 2022, respectively | ||||||||||||||||||
liabilities, redeemable convertible preferred stock, and stockholders’ equity | ||||||||||||||||||
redeemable convertible preferred stock | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 and zero shares authorized as of march 31, 2022 and 2021, respectively; zero shares issued and outstanding as of march 31, 2022 and 2021, respectively | ||||||||||||||||||
total liabilities, redeemable convertible preferred stock, and stockholders’ equity | 991,357,000 | 932,172,000 | 869,255,000 | 830,182,000 | ||||||||||||||
preferred stock, 0.001 par value; 100,000 and zero shares authorized as of december 31, 2021 and march 31, 2021, respectively; zero shares issued and outstanding as of december 31, 2021 and march 31, 2021, respectively | ||||||||||||||||||
accrued expenses | 15,664,000 | 14,282,000 | ||||||||||||||||
preferred stock, 0.001 par value; 100,000 and zero shares authorized as of september 30, 2021 and march 31, 2021, respectively; zero shares issued and outstanding as of september 30, 2021 and march 31, 2021, respectively | ||||||||||||||||||
liabilities, redeemable convertible preferred stock and stockholders’ equity | ||||||||||||||||||
preferred stock, 0.001 par value; 100,000 and zero shares authorized as of june 30, 2021 and march 31, 2021, respectively; zero shares issued or outstanding as of june 30, 2021 and march 31, 2021, respectively |
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