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 
      
    		                  
      assets
    		                  
      current assets
    		                  
      cash and cash equivalents
    		350,496,000 324,262,000 313,734,000 437,722,000 439,298,000 356,239,000 427,656,000 357,790,000 318,318,000 312,518,000 328,964,000 296,712,000 264,622,000 563,224,000 586,914,000 586,108,000 1,072,098,000 1,060,512,000 
      marketable securities, current
    		333,480,000 296,618,000   317,650,000 379,120,000             
      accounts receivable
    		205,812,000 194,103,000 161,578,000 246,472,000 173,386,000 158,700,000 138,996,000 206,644,000 145,714,000 125,577,000 106,188,000 148,683,000 106,749,000 89,274,000 79,777,000 113,977,000 74,472,000 66,782,000 
      contract cost asset, current
    		47,793,000 43,439,000 36,924,000 33,922,000 32,150,000 30,946,000 29,618,000 28,718,000 26,656,000 25,655,000 24,220,000 23,600,000 20,658,000 19,251,000 18,358,000 17,030,000 15,992,000 15,324,000 
      prepaid expenses and other current assets
    		67,634,000 54,098,000 51,295,000 44,090,000 54,248,000 41,471,000 41,707,000 42,421,000 43,096,000 43,711,000 41,777,000 44,731,000 49,913,000 44,082,000 40,730,000 35,173,000 23,882,000 23,243,000 
      total current assets
    		1,005,215,000 912,520,000 816,487,000 1,099,879,000 1,016,732,000 966,476,000 954,940,000 955,734,000 841,946,000 797,906,000 774,994,000 799,219,000 735,372,000 715,831,000 725,779,000 752,288,000 1,186,444,000 1,165,861,000 
      marketable securities, non-current
    		43,966,000 85,869,000 132,127,000 46,042,000 52,283,000 45,430,000             
      capitalized software development costs
    		135,650,000 127,755,000 119,882,000 112,321,000 102,449,000 95,763,000 88,409,000 83,045,000 76,931,000 70,397,000 64,734,000 58,577,000 51,376,000 42,335,000 34,898,000 27,062,000 22,543,000 18,946,000 
      property and equipment
    		45,715,000 44,023,000 43,715,000 43,592,000 35,952,000 34,895,000 35,417,000 36,258,000 37,381,000 37,121,000 38,282,000 39,193,000 40,666,000 41,035,000 40,047,000 36,837,000 32,989,000 31,470,000 
      right of use assets - finance leases
    		20,070,000 20,521,000 20,972,000 31,727,000 32,391,000 33,051,000 33,712,000 34,375,000 35,013,000 35,681,000 36,353,000 37,026,000 37,459,000 38,291,000 38,948,000 39,623,000 40,298,000 40,770,000 
      right of use assets - operating leases
    		32,012,000 33,093,000 31,758,000 28,790,000 32,676,000 35,255,000 36,727,000 44,141,000 47,481,000 40,223,000 41,910,000 41,934,000 45,494,000 48,410,000 47,245,000 44,052,000 44,307,000 46,094,000 
      contract cost asset, non-current
    		66,214,000 59,033,000 51,223,000 47,505,000 44,593,000 44,193,000 43,757,000 44,564,000 42,232,000 42,112,000 40,299,000 40,477,000 33,528,000 30,398,000 28,735,000 25,889,000 23,787,000 22,749,000 
      intangible assets
    		114,278,000 125,974,000 137,865,000 120,946,000 131,754,000 142,293,000 127,747,000 137,546,000 144,227,000 144,517,000 153,622,000 162,953,000 172,303,000 182,501,000 192,501,000 201,977,000   
      goodwill
    		573,933,000 574,105,000 573,383,000 549,651,000 550,221,000 550,363,000 539,131,000 539,354,000 539,108,000 539,355,000 539,129,000 539,128,000 539,016,000 539,584,000 540,024,000 540,922,000 137,375,000 137,335,000 
      other assets
    		21,430,000 21,208,000 21,302,000 20,918,000 19,686,000 19,316,000 18,870,000 18,551,000 18,682,000 18,640,000 21,856,000 21,903,000 22,090,000 23,569,000 24,087,000 18,903,000 9,027,000 7,883,000 
      total assets
    		2,058,483,000 2,004,101,000 1,948,714,000 2,101,371,000 2,018,737,000 1,967,035,000 1,878,710,000 1,893,568,000 1,783,001,000 1,725,952,000 1,711,179,000 1,740,410,000 1,677,304,000 1,661,954,000 1,672,264,000 1,690,657,000 1,541,063,000 1,518,147,000 
      liabilities and stockholders’ equity
    		                  
      current liabilities
    		                  
      accounts payable
    		28,887,000 20,159,000 22,235,000 33,146,000 25,006,000 26,951,000 16,446,000 13,177,000 16,911,000 15,539,000 19,451,000 14,282,000 16,277,000 21,251,000 14,408,000 15,490,000 8,913,000 6,513,000 
      accrued expenses
    		110,430,000 97,561,000 76,744,000 88,740,000 91,227,000 71,253,000 67,008,000 100,075,000 95,130,000 60,090,000 69,625,000 99,182,000 83,079,000 52,087,000 58,892,000 65,907,000 56,063,000 42,964,000 
      deferred revenue, current
    		572,050,000 560,598,000 560,140,000 584,719,000 501,599,000 494,680,000 487,944,000 501,903,000 425,591,000 416,788,000 403,012,000 396,535,000 329,072,000 316,559,000 310,000,000 301,557,000 240,085,000 226,151,000 
      other current liabilities
    		42,608,000 27,565,000 26,481,000 21,427,000 31,187,000 31,894,000 23,585,000 27,275,000 23,923,000 27,468,000 22,598,000 21,639,000 30,475,000 29,461,000 25,316,000 20,750,000 12,438,000 11,953,000 
      total current liabilities
    		753,975,000 705,883,000 685,600,000 728,032,000 649,019,000 624,778,000 594,983,000 642,430,000 561,555,000 519,885,000 514,686,000 531,638,000 458,903,000 419,358,000 408,616,000 403,704,000 317,499,000 287,581,000 
      deferred revenue, non-current
    		5,500,000 4,467,000 5,309,000 5,815,000 4,822,000 6,135,000 7,403,000 7,692,000 5,836,000 5,145,000 5,536,000 5,278,000 5,023,000 3,943,000 4,166,000 4,024,000 4,418,000 4,612,000 
      finance lease liabilities, non-current
    		27,002,000 27,455,000 27,903,000 41,352,000 41,853,000 42,468,000 43,076,000 43,581,000 44,013,000 44,574,000 45,130,000 45,578,000 45,790,000 46,451,000 46,952,000 47,344,000 47,704,000 48,003,000 
      operating lease liabilities, non-current
    		36,042,000 37,678,000 36,599,000 32,697,000 32,070,000 32,578,000 33,691,000 37,923,000 41,275,000 35,630,000 37,230,000 38,087,000 39,935,000 42,762,000 43,820,000 41,573,000 41,898,000 43,601,000 
      other liabilities, non-current
    		11,941,000 11,019,000 11,656,000 5,122,000 5,324,000 5,278,000 5,876,000 6,332,000 6,571,000 4,283,000 4,245,000 3,049,000 3,352,000 3,445,000 4,325,000 4,723,000 7,959,000 7,688,000 
      total liabilities
    		834,460,000 786,502,000 767,067,000 813,018,000 733,088,000 711,237,000 685,029,000 737,958,000 659,250,000 609,517,000 606,827,000 623,630,000 553,003,000 515,959,000 507,879,000 501,368,000 419,478,000 391,485,000 
      commitments and contingencies
    		                  
      stockholders’ equity
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at september 30, 2025 and december 31, 2024; 0 shares issued and outstanding at september 30, 2025 and december 31, 2024.
    		                  
      common stock
    		15,000 15,000 15,000 15,000 15,000 15,000 15,000 15,000 14,000 14,000 14,000 14,000 14,000 14,000 13,000 13,000 13,000 13,000 
      additional paid-in capital
    		2,533,616,000 2,517,880,000 2,461,905,000 2,535,868,000 2,468,450,000 2,414,224,000 2,345,537,000 2,295,807,000 2,235,480,000 2,183,893,000 2,118,936,000 2,068,225,000 2,004,995,000 1,953,764,000 1,898,241,000 1,852,071,000 1,733,411,000 1,687,184,000 
      accumulated other comprehensive loss
    		-1,636,000 -1,425,000 -2,491,000 -2,737,000 -314,000 -2,327,000 -2,068,000 -1,375,000 -2,425,000 -2,001,000 -2,008,000 -2,316,000 -2,749,000 -1,029,000 -238,000    
      accumulated deficit
    		-1,307,972,000 -1,298,871,000 -1,277,782,000 -1,244,793,000 -1,182,502,000 -1,156,114,000 -1,149,803,000 -1,138,837,000 -1,109,318,000 -1,065,471,000 -1,012,590,000 -949,143,000 -877,959,000 -806,754,000 -733,631,000 -662,212,000 -611,240,000 -560,498,000 
      total stockholders’ equity
    		1,224,023,000 1,217,599,000 1,181,647,000 1,288,353,000 1,285,649,000 1,255,798,000 1,193,681,000 1,155,610,000 1,123,751,000 1,116,435,000 1,104,352,000  1,124,301,000 1,145,995,000 1,164,385,000    
      total liabilities and stockholders’ equity
    		2,058,483,000 2,004,101,000 1,948,714,000 2,101,371,000 2,018,737,000 1,967,035,000 1,878,710,000 1,893,568,000 1,783,001,000 1,725,952,000 1,711,179,000        
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at june 30, 2025 and december 31, 2024; 0 shares issued and outstanding at june 30, 2025 and december 31, 2024.
    		                  
      marketable securities
    		  252,956,000 337,673,000   316,963,000 320,161,000 308,162,000 290,445,000 273,845,000 285,493,000 293,430,000      
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at march 31, 2025 and december 31, 2024; 0 shares issued and outstanding at march 31, 2025 and december 31, 2024.
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at december 31, 2024 and 2023; 0 shares issued and outstanding at december 31, 2024 and 2023.
    		                  
      contingencies
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at september 30, 2024 and december 31, 2023; 0 shares issued and outstanding at september 30, 2024 and december 31, 2023.
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at june 30, 2024 and december 31, 2023; 0 shares issued and outstanding at june 30, 2024 and december 31, 2023.
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at march 31, 2024 and december 31, 2023; 0 shares issued and outstanding at march 31, 2024 and december 31, 2023.
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at december 31, 2023 and 2022; 0 shares issued and outstanding at december 31, 2023 and 2022.
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at september 30, 2023 and december 31, 2022; 0 shares issued and outstanding at september 30, 2023 and december 31, 2022.
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at june 30, 2023 and december 31, 2022; 0 shares issued and outstanding at june 30, 2023 and december 31, 2022.
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at march 31, 2023 and december 31, 2022; 0 shares issued and outstanding at march 31, 2023 and december 31, 2022.
    		                  
      liabilities and stockholders' equity
    		                  
      stockholders' equity
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at december 31, 2022 and 2021, respectively; 0 shares issued and outstanding at december 31, 2022 and 2021, respectively
    		                  
      total stockholders' equity
    		           1,116,780,000    1,189,289,000   
      total liabilities and stockholders' equity
    		           1,740,410,000       
      liabilities, redeemable convertible preferred stock and stockholders’ equity
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at september 30, 2022 and december 31, 2021; 0 shares issued and outstanding at september 30, 2022 and december 31, 2021.
    		                  
      total liabilities, redeemable convertible preferred stock and stockholders’ equity
    		            1,677,304,000 1,661,954,000 1,672,264,000    
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at june 30, 2022 and december 31, 2021; 0 shares issued and outstanding at june 30, 2022 and december 31, 2021.
    		                  
      preferred stock, 0.0001 par value, 100,000,000 shares authorized at march 31, 2022 and december 31, 2021; 0 shares issued and outstanding at march 31, 2022 and december 31, 2021.
    		                  
      restricted cash, non-current
    		               3,104,000 3,104,000 3,104,000 
      liabilities, redeemable convertible preferred stock and stockholders' equity
    		                  
      redeemable convertible preferred stock
    		                  
      preferred stock, 0.0001 par value, 100,000,000 and 0 shares authorized at december 31, 2021 and 2020, respectively; 0 shares issued and outstanding at december 31, 2021 and 2020, respectively.
    		                  
      accumulated other comprehensive income
    		               -583,000 -599,000 -37,000 
      total liabilities, redeemable convertible preferred stock and stockholders' equity
    		               1,690,657,000   
      intangibles
    		                41,189,000 43,935,000 
      liabilities, redeemable convertible preferred stock and stockholders’ (deficit) equity
    		                  
      stockholders’ (deficit) equity
    		                  
      preferred stock, 0.0001 par value, 0 and 100,000,000 shares authorized at december 31, 2020 and september 30, 2021, respectively; 0 shares issued and outstanding at december 31, 2020 and september 30, 2021.
    		                  
      total stockholders’ (deficit) equity
    		                1,121,585,000 1,126,662,000 
      total liabilities, redeemable convertible preferred stock and stockholders’ (deficit) equity
    		                1,541,063,000 1,518,147,000 
      preferred stock, 0.0001 par value, 0 and 100,000,000 shares authorized at december 31, 2020 and june 30, 2021, respectively; 0 shares issued and outstanding at december 31, 2020 and june 30, 2021.
    		                  
    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.