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CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited) - USD ($)
$ in Thousands
Sep. 30, 2022
Dec. 31, 2021
Current assets:    
Cash and cash equivalents $ 393,330 $ 521,846
Accounts receivable, net of allowances of $8,511 and $6,338 as of September 30, 2022 and December 31, 2021, respectively 100,741 93,804
Prepaid expenses and other current assets 31,919 20,626
Total current assets 525,990 636,276
Operating lease right of use assets (Note 10) 2,270 1,977
Property and equipment, net (Note 6) 135,830 124,726
Contract acquisition costs 39,903 40,675
Intangibles, net (Note 5) 81,457 85,554
Goodwill (Note 5) 300,578 291,215
Deferred tax assets 4,570 5,034
Investment in joint venture 3,993 0
Other assets 2,487 1,199
Total assets 1,097,078 1,186,656
Current liabilities:    
Accounts payable 11,975 16,942
Accrued expenses and other current liabilities (Note 7) 118,421 104,297
Deferred revenue (Note 2) 103,219 98,808
Operating lease liability (Note 10) 3,221 3,380
Total current liabilities 236,836 223,427
Deferred revenue, net of current portion (Note 2) 287 54
Convertible senior notes, net (Note 8) 736,475 574,238
Operating lease liability, net of current portion (Note 10) 698 2,733
Deferred tax liability 2,355 2,049
Other liabilities 30,916 34,718
Total liabilities 1,007,567 837,219
Commitments and contingencies (Note 12)
Stockholders’ equity:    
Preferred stock, $0.001 par value - 5,000,000 shares authorized, none issued 0 0
Common stock, $0.001 par value - 200,000,000 shares authorized, 77,934,440 and 74,980,546 shares issued, 75,188,197 and 72,234,303 shares outstanding as of September 30, 2022 and December 31, 2021, respectively 78 75
Additional paid-in capital 757,162 871,788
Treasury stock - 2,746,243 shares (3) (3)
Accumulated deficit (650,638) (516,859)
Accumulated other comprehensive loss (17,088) (5,564)
Total stockholders’ equity 89,511 349,437
Total liabilities and stockholders’ equity $ 1,097,078 $ 1,186,656