7Baggers
Quarterly
Annual
    Unit: USD2025-09-30 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 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 
      
                               
      assets
                               
      current assets
                               
      cash and cash equivalents
    1,305,908,000 913,845,000 985,494,000 759,319,000 770,298,000 604,357,000 507,918,000 558,636,000 590,541,000 638,434,000 509,576,000 281,090,000 143,715,000 239,299,000 214,868,000 457,325,000 728,382,000 484,181,000 312,230,000 319,734,000 424,806,000 841,061,000 597,889,000 358,319,000 543,871,000 417,393,000 329,515,000 
      short-term investments
    686,615,000 878,319,000 1,168,501,000 1,225,124,000 1,156,735,000 1,195,970,000 1,157,729,000 1,126,548,000 1,076,089,000 1,059,730,000 1,245,220,000 1,515,702,000 1,639,683,000 1,567,749,000 2,021,663,000 1,796,533,000 1,653,899,000 1,761,339,000 1,925,090,000 1,931,334,000 2,028,643,000 1,934,876,000 2,071,991,000 2,491,805,000 2,572,568,000 2,892,917,000 705,371,000 
      prepaid expenses and other current assets
    1,002,890,000 965,418,000 969,915,000 966,090,000 940,335,000 879,606,000 883,133,000 892,235,000 833,609,000 781,154,000 792,708,000 786,067,000 689,341,000 652,435,000 699,019,000 522,212,000 510,971,000 357,049,000 343,666,000 343,070,000 299,605,000 320,269,000 474,874,000 397,239,000 426,384,000 367,487,000 345,526,000 
      total current assets
    2,995,413,000 2,757,582,000 3,123,910,000 2,950,533,000 2,867,368,000 2,679,933,000 2,548,780,000 2,577,419,000 2,500,239,000 2,479,318,000 2,547,504,000 2,582,859,000 2,472,739,000 2,459,483,000 2,935,550,000 2,776,070,000 2,893,252,000 2,602,569,000 2,580,986,000 2,594,138,000 2,753,054,000 3,096,206,000 3,144,754,000 3,247,363,000 3,542,823,000 3,677,797,000 1,380,412,000 
      restricted cash and cash equivalents
    368,314,000 461,267,000 261,400,000 186,721,000 270,248,000 213,903,000 144,698,000 211,786,000 258,798,000 365,849,000 228,487,000 109,368,000 167,242,000 102,099,000 67,152,000 73,205,000 143,846,000 144,567,000 183,556,000 118,559,000 115,229,000 210,343,000 529,091,000 204,976,000 139,440,000 122,983,000 172,506,000 
      restricted investments
    1,437,584,000 1,253,399,000 1,374,522,000 1,355,451,000 1,196,837,000 1,125,027,000 1,062,318,000 837,291,000 767,037,000 632,497,000 835,849,000 1,027,506,000 1,004,570,000 1,090,835,000 880,908,000 1,044,855,000 898,415,000 920,159,000 940,415,000 1,101,712,000 1,199,833,000 971,831,000 940,827,000 1,361,045,000 1,237,314,000 1,165,299,000 993,335,000 
      other investments
    45,166,000 43,343,000 42,118,000 42,516,000 42,982,000 39,704,000 39,290,000 39,870,000 39,324,000 39,870,000 26,493,000 26,390,000 26,326,000 155,677,000 70,203,000 80,411,000 75,260,000 75,260,000 10,700,000 10,000,000 10,000,000 10,000,000 10,000,000     
      property and equipment
    387,409,000 401,204,000 415,099,000 444,864,000 483,861,000 528,233,000 544,454,000 465,844,000 476,848,000 472,416,000 424,444,000 313,402,000 372,745,000 381,575,000 313,731,000 298,195,000 322,487,000 321,985,000 308,405,000 313,297,000 335,738,000 353,576,000 360,546,000 188,603,000 159,986,000 138,149,000 120,473,000 
      operating lease right of use assets
    155,244,000 142,788,000 146,272,000 148,397,000 83,866,000 88,959,000 95,074,000 98,202,000 100,479,000 105,818,000 110,042,000 135,213,000    223,412,000    275,756,000    441,258,000 411,962,000 347,027,000 304,605,000 
      intangible assets
    134,945,000 37,986,000 39,342,000 42,776,000 48,242,000 51,299,000 55,591,000 59,515,000 62,492,000 68,294,000 71,732,000 76,208,000 81,045,000 89,177,000 48,418,000 50,765,000 54,852,000 59,337,000 61,282,000 65,845,000 71,792,000 79,705,000 88,744,000 82,919,000 90,218,000 99,612,000 108,572,000 
      goodwill
    389,524,000 255,548,000 251,476,000 251,376,000 256,393,000 255,391,000 256,228,000 257,791,000 255,721,000 260,810,000 262,288,000 261,582,000 261,667,000 262,214,000 180,475,000 180,516,000 180,516,000 180,942,000 182,693,000 182,687,000 182,725,000 182,797,000 180,590,000 158,725,000 150,781,000 150,926,000 150,650,000 
      other assets
    29,434,000 16,250,000 13,859,000 12,435,000 13,358,000 14,635,000 15,992,000 16,749,000 17,286,000 21,361,000 22,627,000 23,903,000 23,134,000 15,259,000 58,916,000 46,455,000 20,421,000 18,129,000 16,930,000 16,970,000 15,970,000 12,814,000 9,432,000 6,494,000 2,637,000 2,683,000 10,354,000 
      total assets
    5,943,033,000 5,369,367,000 5,667,998,000 5,435,069,000 5,263,155,000 4,997,084,000 4,762,425,000 4,564,467,000 4,478,224,000 4,446,233,000 4,529,466,000 4,556,431,000 4,600,186,000 4,757,534,000 4,768,464,000 4,773,884,000 4,824,268,000 4,571,355,000 4,545,844,000 4,678,964,000 4,968,331,000 5,214,445,000 5,571,758,000 5,691,383,000 5,735,161,000 5,704,476,000 3,240,907,000 
      liabilities and stockholders’ equity
                               
      current liabilities
                               
      accounts payable
    107,354,000 104,450,000 98,633,000 97,704,000 109,336,000 116,070,000 104,470,000 72,282,000 56,743,000 62,235,000 103,296,000 107,801,000 90,132,000 99,958,000 95,573,000 129,542,000 127,431,000 77,354,000 69,861,000 84,108,000 26,020,000 48,236,000 540,495,000 38,839,000 36,210,000 12,690,000 39,394,000 
      insurance reserves
    2,070,618,000 1,947,865,000 1,823,535,000 1,701,393,000 1,592,564,000 1,489,577,000 1,390,952,000 1,337,868,000 1,322,770,000 1,309,517,000 1,353,703,000 1,417,350,000 1,265,728,000 1,234,903,000 1,065,881,000 1,068,628,000 1,011,153,000 1,035,828,000 1,058,416,000 987,064,000 922,628,000 943,636,000 975,132,000 1,378,462,000 1,374,935,000 1,207,380,000 936,984,000 
      accrued and other current liabilities
    1,930,676,000 1,839,940,000 1,735,315,000 1,666,278,000 1,715,181,000 1,602,588,000 1,580,509,000 1,508,855,000 1,527,019,000 1,606,572,000 1,636,759,000 1,561,609,000 1,382,606,000 1,348,359,000 1,364,019,000 1,211,641,000 1,206,521,000 1,123,737,000 1,038,369,000 954,008,000 1,047,548,000 939,410,000 991,386,000 939,865,000 880,769,000 813,288,000 702,009,000 
      operating lease liabilities, current
    27,203,000 24,482,000 24,920,000                         
      convertible senior notes, current
      390,537,000 390,175,000 389,773,000 389,374,000                      
      total current liabilities
    4,135,851,000 3,916,737,000 4,072,940,000 3,880,742,000 3,848,606,000 3,640,838,000 3,119,198,000 2,961,561,000 2,948,862,000 3,020,439,000 3,135,424,000 3,132,563,000 2,784,849,000 2,731,871,000 2,577,183,000 2,463,576,000 2,399,878,000 2,291,452,000 2,220,849,000 2,074,471,000 2,045,175,000 1,979,564,000 2,551,140,000 2,451,365,000 2,380,789,000 2,125,816,000 1,752,063,000 
      operating lease liabilities
    151,109,000 142,854,000 147,972,000 152,074,000 103,779,000 113,102,000 124,796,000 134,102,000 141,894,000 154,381,000 161,800,000 176,356,000 179,083,000 188,993,000 200,018,000 210,232,000 223,035,000 237,153,000 252,026,000 265,803,000 278,773,000 293,017,000 305,851,000 382,077,000 359,160,000 295,164,000 263,755,000 
      long-term debt, net of current portion
    1,010,044,000 526,532,000 549,878,000 565,968,000 574,475,000 578,334,000 942,174,000 839,362,000 833,816,000 808,060,000 793,422,000 803,207,000 814,736,000 807,994,000 787,404,000 655,173,000 662,457,000 659,783,000 651,637,000 644,236,000 622,684,000 623,360,000 82,141,000     
      other liabilities
    72,994,000 50,568,000 59,093,000 69,269,000 80,516,000 87,182,000 84,925,000 87,924,000 85,326,000 76,310,000 56,824,000 55,637,000 55,994,000 61,409,000 45,871,000 50,905,000 54,824,000 18,209,000 12,470,000 18,291,000 18,606,000 21,945,000 25,137,000 3,857,000 5,698,000 6,364,000 4,660,000 
      total liabilities
    5,369,998,000 4,636,691,000 4,829,883,000 4,668,053,000 4,607,376,000 4,419,456,000 4,271,093,000 4,022,949,000 4,009,898,000 4,059,190,000 4,147,470,000 4,167,763,000 3,834,662,000 3,790,267,000 3,610,476,000 3,379,886,000 3,340,194,000 3,206,597,000 3,136,982,000 3,002,801,000 2,965,238,000 2,917,886,000 2,964,269,000 2,837,299,000 2,745,647,000 2,427,344,000 2,020,478,000 
      commitments and contingencies
                               
      stockholders’ equity
                               
      preferred stock, 0.00001 par value; 1,000,000 shares authorized as of september 30, 2025 and december 31, 2024; no shares issued and outstanding as of september 30, 2025 and december 31, 2024
                               
      common stock
    4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000  
      additional paid-in capital
    10,743,631,000 10,954,946,000 11,104,110,000 11,035,246,000 10,978,966,000 10,892,833,000 10,810,051,000 10,827,378,000 10,732,214,000 10,633,368,000 10,514,527,000 10,335,013,000 10,127,487,000 9,908,513,000 9,721,213,000 9,706,293,000 9,538,400,000 9,346,049,000 9,136,881,000 8,977,061,000 8,838,023,000 8,674,208,000 8,554,471,000 8,398,927,000 8,176,401,000 7,999,678,000 149,999,000 
      accumulated other comprehensive loss
    -1,424,000 -7,024,000 -10,435,000  -3,329,000        -9,504,000               
      accumulated deficit
    -10,169,176,000 -10,215,250,000 -10,255,564,000 -10,258,131,000 -10,319,862,000 -10,307,436,000 -10,312,450,000 -10,280,915,000 -10,254,606,000 -10,242,506,000 -10,128,244,000 -9,940,595,000 -9,352,463,000 -8,930,262,000 -8,553,016,000 -8,309,787,000 -8,051,224,000 -7,979,685,000 -7,727,767,000 -7,300,428,000 -6,842,273,000 -6,382,756,000 -5,945,644,000 -5,547,571,000 -5,191,519,000 -4,728,042,000 -4,083,803,000 
      total stockholders’ equity
    573,035,000 732,676,000 838,115,000 767,016,000 655,779,000 577,628,000 491,332,000 541,518,000 468,326,000 387,043,000 381,996,000 388,668,000 765,524,000 967,267,000 1,157,988,000 1,393,998,000 1,484,074,000 1,364,758,000 1,408,862,000 1,676,163,000 2,003,093,000 2,296,559,000 2,607,489,000 2,854,084,000 2,989,514,000 3,277,132,000  
      total liabilities and stockholders’ equity
    5,943,033,000 5,369,367,000 5,667,998,000 5,435,069,000 5,263,155,000 4,997,084,000 4,762,425,000 4,564,467,000 4,478,224,000 4,446,233,000 4,529,466,000 4,556,431,000 4,600,186,000 4,757,534,000 4,768,464,000  4,824,268,000 4,571,355,000 4,545,844,000  4,968,331,000 5,214,445,000 5,571,758,000     
      preferred stock, 0.00001 par value; 1,000,000 shares authorized as of june 30, 2025 and december 31, 2024; no shares issued and outstanding as of june 30, 2025 and december 31, 2024
                               
      preferred stock, 0.00001 par value; 1,000,000 shares authorized as of march 31, 2025 and december 31, 2024; no shares issued and outstanding as of march 31, 2025 and december 31, 2024
                               
      operating lease liabilities — current
       25,192,000 41,752,000 43,229,000 43,267,000 42,556,000 42,330,000 42,115,000 41,666,000 45,803,000 46,383,000 48,651,000 51,710,000 53,765,000 54,773,000 54,533,000 54,203,000 49,291,000 48,979,000 48,282,000 44,127,000 94,199,000 88,875,000 92,458,000 73,676,000 
      preferred stock, 0.00001 par value; 1,000,000 shares authorized as of december 31, 2024 and 2023; no shares issued and outstanding as of december 31, 2024 and 2023
                               
      accumulated other comprehensive income
       -10,103,000  -7,773,000 -6,273,000 -4,949,000 -9,286,000 -3,823,000 -4,291,000 -5,754,000  -10,988,000 -10,212,000 -2,511,000 -3,105,000 -1,609,000 -255,000 -473,000 7,340,000 5,104,000 -1,341,000 2,725,000 4,629,000 5,493,000 2,186,000 
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of september 30, 2024 and december 31, 2023; no shares issued and outstanding as of september 30, 2024 and december 31, 2023
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of june 30, 2024 and december 31, 2023; no shares issued and outstanding as of june 30, 2024 and december 31, 2023
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of march 31, 2024 and december 31, 2023; no shares issued and outstanding as of march 31, 2024 and december 31, 2023
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of december 31, 2023 and december 31, 2022; no shares issued and outstanding as of december 31, 2023 and december 31, 2022
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of september 30, 2023 and december 31, 2022; no shares issued and outstanding as of september 30, 2023 and december 31, 2022
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of june 30, 2023 and december 31, 2022; no shares issued and outstanding as of june 30, 2023 and december 31, 2022
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of march 31, 2023 and december 31, 2022; no shares issued and outstanding as of march 31, 2023 and december 31, 2022
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of december 31, 2022 and december 31, 2021; no shares issued and outstanding as of december 31, 2022 and december 31, 2021
                               
      operating lease right-of-use assets
                190,718,000 201,215,000 213,111,000  235,219,000 248,407,000 260,877,000  283,990,000 297,173,000 307,774,000     
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of september 30, 2022 and december 31, 2021; no shares issued and outstanding as of september 30, 2022 and december 31, 2021
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of june 30, 2022 and december 31, 2021; no shares issued and outstanding as of june 30, 2022 and december 31, 2021
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of march 31, 2022 and december 31, 2021; no shares issued and outstanding as of march 31, 2022 and december 31, 2021
                               
      liabilities, redeemable convertible preferred stock and stockholders’ equity
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of december 31, 2021 and december 31, 2020; no shares issued and outstanding as of december 31, 2021 and december 31, 2020
                               
      total liabilities, redeemable convertible preferred stock and stockholders’ equity
                   4,773,884,000    4,678,964,000    5,691,383,000 5,735,161,000 5,704,476,000  
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of september 30, 2021 and december 31, 2020; no shares issued and outstanding as of september 30, 2021 and december 31, 2020
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of june 30, 2021 and december 31, 2020; no shares issued and outstanding as of june 30, 2021 and december 31, 2020
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of march 31, 2021 and december 31, 2020; no shares issued and outstanding as of march 31, 2021 and december 31, 2020
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of december 31, 2020 and december 31, 2019; no shares issued and outstanding as of december 31, 2020 and december 31, 2019
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of september 30, 2020 and december 31, 2019; no shares issued and outstanding as of september 30, 2020 and december 31, 2019
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of june 30, 2020 and december 31, 2019; no shares issued and outstanding as of june 30, 2020 and december 31, 2019
                               
      preferred stock, 0.00001 par value; 1,000,000,000 shares authorized as of march 31, 2020 and december 31, 2019; no shares issued and outstanding as of march 31, 2020 and december 31, 2019
                               
      redeemable convertible preferred stock
                              5,152,047,000 
      preferred stock, 0.00001 par value; 1,000,000,000 and no shares authorized as of december 31, 2019 and december 31, 2018, respectively; no shares issued and outstanding as of december 31, 2019 and december 31, 2018
                               
      preferred stock, 0.00001 par value; 1,000,000,000 and no shares authorized as of september 30, 2019 and december 31, 2018, respectively; no shares issued and outstanding as of september 30, 2019 and december 31, 2018
                               
      preferred stock, 0.00001 par value; 1,000,000,000 and no shares authorized as of june 30, 2019 and december 31, 2018, respectively; no shares issued and outstanding as of june 30, 2019 and december 31, 2018
                               
      liabilities, redeemable convertible preferred stock and stockholders’ deficit
                               
      stockholders’ deficit
                               
      total stockholders’ deficit
                              -3,931,618,000 
      total liabilities, redeemable convertible preferred stock and stockholders’ deficit
                              3,240,907,000 
      revenue
                              776,027,000 
      costs and expenses
                               
      cost of revenue
                              462,857,000 
      operations and support
                              187,235,000 
      research and development
                              630,960,000 
      sales and marketing
                              275,129,000 
      general and administrative
                              376,736,000 
      total costs and expenses
                              1,932,917,000 
      income from operations
                              -1,156,890,000 
      interest income
                              19,654,000 
      other income
                              146,000 
      income before income taxes
                              -1,137,090,000 
      benefit from income taxes
                              1,383,000 
      net income
                              -1,138,473,000 
      net income per share
                              -48,530 
      weighted-average number of shares outstanding used to compute net income per share, basic and diluted
                              23,459,000 
      stock-based compensation included in costs and expenses:
                               
    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.