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Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 12 Months Ended
Dec. 31, 2019
Sep. 30, 2019
Jun. 30, 2019
Mar. 31, 2019
Dec. 31, 2018
Sep. 30, 2018
Jun. 30, 2018
Mar. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2017
Revenue:                      
Total revenue $ 552,546 $ 654,415 $ 608,321 $ 595,424 $ 595,726 $ 563,309 $ 519,845 $ 472,489 $ 2,410,706 $ 2,151,369 $ 1,646,186
Cost of revenue:                      
Total cost of revenue 196,243 237,141 218,130 214,854 220,734 201,726 185,962 169,570 866,368 777,992 584,417
Gross profit 356,303 417,274 390,191 380,570 374,992 361,583 333,883 302,919 1,544,338 1,373,377 1,061,769
Operating expenses:                      
Research and development 110,063 118,732 114,295 119,669 118,439 117,589 104,078 102,362 462,759 442,468 349,594
Sales and marketing 54,535 55,279 53,040 51,053 50,911 47,903 46,188 42,140 213,907 187,142 155,105
General and administrative 15,716 14,657 16,019 15,506 12,000 15,321 18,420 19,679 61,898 65,420 86,798
Legal settlement 0 0 0 0 0 0 405,000 0 0 405,000 0
Total operating expenses 180,314 188,668 183,354 186,228 181,350 180,813 573,686 164,181 738,564 1,100,030 591,497
Income from operations 175,989 228,606 206,837 194,342 193,642 180,770 (239,803) 138,738 805,774 273,347 470,272
Other income (expense), net 11,183 19,169 13,811 12,333 4,848 8,619 (2,169) 4,156 56,496 15,454 4,488
Income before income taxes 187,172 247,775 220,648 206,675 198,490 189,389 (241,972) 142,894 862,270 288,801 474,760
Provision for (benefit from) income taxes (73,520) 38,880 31,397 5,646 28,168 20,865 (86,703) (1,644) 2,403 (39,314) 51,559
Net income $ 260,692 $ 208,895 $ 189,251 $ 201,029 $ 170,322 $ 168,524 $ (155,269) $ 144,538 859,867 328,115 423,201
Net income attributable to common stockholders:                      
Basic                 859,444 327,926 422,400
Diluted                 $ 859,468 $ 327,941 $ 422,468
Net income per share attributable to common stockholders:                      
Basic (in dollars per share) $ 3.41 $ 2.73 $ 2.47 $ 2.65 $ 2.26 $ 2.25 $ (2.08) $ 1.95 $ 11.26 $ 4.39 $ 5.85
Diluted (in dollars per share) $ 3.25 $ 2.59 $ 2.33 $ 2.47 $ 2.10 $ 2.08 $ (2.08) $ 1.79 $ 10.63 $ 4.06 $ 5.35
Weighted-average shares used in computing net income per share attributable to common stockholders:                      
Basic (in shares)                 76,312 74,750 72,258
Diluted (in shares)                 80,879 80,844 78,977
Product                      
Revenue:                      
Total revenue $ 447,498 $ 555,066 $ 513,171 $ 505,415 $ 503,235 $ 485,481 $ 444,767 $ 407,617 $ 2,021,150 $ 1,841,100 $ 1,432,810
Cost of revenue:                      
Total cost of revenue 175,476 218,220 200,534 198,152 204,507 187,764 171,622 156,691 792,382 720,584 538,035
Service                      
Revenue:                      
Total revenue 105,048 99,349 95,150 90,009 92,491 77,828 75,078 64,872 389,556 310,269 213,376
Cost of revenue:                      
Total cost of revenue $ 20,767 $ 18,921 $ 17,596 $ 16,702 $ 16,227 $ 13,962 $ 14,340 $ 12,879 $ 73,986 $ 57,408 $ 46,382