CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($) $ in Thousands |
Total |
Cumulative Effect, Period of Adoption, Adjustment |
Additional paid-in capital |
Additional paid-in capital
Cumulative Effect, Period of Adoption, Adjustment
|
Accumulated deficit |
Accumulated deficit
Cumulative Effect, Period of Adoption, Adjustment
|
Accumulated other comprehensive loss |
Class A common stock |
Class A common stock
Common stock
|
Class A common stock
Common stock
Restricted Stock
|
Class B common stock |
Class B common stock
Common stock
|
| Beginning balance (in shares) at Dec. 31, 2021 |
|
|
|
|
|
|
|
|
277,708,000
|
|
|
45,904,000
|
| Beginning balance at Dec. 31, 2021 |
$ 811,359
|
$ (284,437)
|
$ 1,494,512
|
$ (318,756)
|
$ (680,829)
|
$ 34,319
|
$ (2,645)
|
|
$ 277
|
|
|
$ 44
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
|
|
|
| Issuance of common stock in connection with acquisition (in shares) |
|
|
|
|
|
|
|
|
522,000
|
|
|
|
| Issuance of common stock in connection with acquisition |
65,505
|
|
65,504
|
|
|
|
|
|
$ 1
|
|
|
|
| Issuance of restricted stock in connection with acquisition (in shares) |
|
|
|
|
|
|
|
|
|
52,000
|
|
|
| Issuance of common stock upon exercise of stock options (in shares) |
|
|
|
|
|
|
|
|
158,000
|
|
|
1,187,000
|
| Issuance of common stock upon exercise of stock options |
5,977
|
|
5,976
|
|
|
|
|
|
|
|
|
$ 1
|
| Repurchases of unvested common stock (in shares) |
|
|
|
|
|
|
|
|
(2,000)
|
|
|
|
| Issuance of common stock related to early exercised stock options (in shares) |
|
|
|
|
|
|
|
|
|
|
|
23,000
|
| Vesting of shares issued upon early exercise of stock options |
1,560
|
|
1,559
|
|
|
|
|
|
|
|
|
$ 1
|
| Issuance of common stock related to settlement of restricted stock units (RSUs) (in shares) |
|
|
|
|
|
|
|
|
818,000
|
|
|
588,000
|
| Issuance of common stock related to settlement of restricted stock units (RSUs) |
0
|
|
(1)
|
|
|
|
|
|
|
|
|
$ 1
|
| Tax withholding on RSU settlement (in shares) |
|
|
|
|
|
|
|
|
|
|
|
(14,000)
|
| Tax withholding on RSU settlement |
(1,264)
|
|
(1,264)
|
|
|
|
|
|
|
|
|
|
| Conversion of Class B to Class A common stock (in shares) |
|
|
|
|
|
|
|
|
3,065,000
|
|
|
(3,065,000)
|
| Conversion of Class B to Class A common stock |
0
|
|
|
|
|
|
|
|
$ 4
|
|
|
$ (4)
|
| Common stock issued under employee stock purchase plan (in shares) |
|
|
|
|
|
|
|
|
154,000
|
|
|
|
| Common stock issued under employee stock purchase plan |
8,688
|
|
8,688
|
|
|
|
|
|
|
|
|
|
| Settlement of common stock in connection with convertible senior notes (in shares) |
|
|
|
|
|
|
|
|
299,000
|
|
|
|
| Settlement of common stock in connection with convertible senior notes |
(201)
|
|
(201)
|
|
|
|
|
|
|
|
|
|
| Stock-based compensation |
91,654
|
|
91,654
|
|
|
|
|
|
|
|
|
|
| Net loss |
(104,918)
|
|
|
|
(104,918)
|
|
|
|
$ (90,864)
|
|
|
$ (14,054)
|
| Other comprehensive (loss) income |
(13,433)
|
|
|
|
|
|
(13,433)
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2022 |
|
|
|
|
|
|
|
|
282,774,000
|
|
|
44,623,000
|
| Ending balance at Jun. 30, 2022 |
580,490
|
|
1,347,671
|
|
(751,428)
|
|
(16,078)
|
|
$ 282
|
|
|
$ 43
|
| Beginning balance (in shares) at Mar. 31, 2022 |
|
|
|
|
|
|
|
|
280,412,000
|
|
|
45,128,000
|
| Beginning balance at Mar. 31, 2022 |
515,477
|
|
1,215,790
|
|
(687,891)
|
|
(12,745)
|
|
$ 280
|
|
|
$ 43
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
|
|
|
| Issuance of common stock in connection with acquisition (in shares) |
|
|
|
|
|
|
|
|
503,000
|
|
|
|
| Issuance of common stock in connection with acquisition |
63,548
|
|
63,547
|
|
|
|
|
|
$ 1
|
|
|
|
| Issuance of common stock upon exercise of stock options (in shares) |
|
|
|
|
|
|
|
|
93,000
|
|
|
418,000
|
| Issuance of common stock upon exercise of stock options |
2,971
|
|
2,971
|
|
|
|
|
|
|
|
|
|
| Vesting of shares issued upon early exercise of stock options |
719
|
|
718
|
|
|
|
|
|
|
|
|
$ 1
|
| Issuance of common stock related to settlement of restricted stock units (RSUs) (in shares) |
|
|
|
|
|
|
|
|
408,000
|
|
|
289,000
|
| Issuance of common stock related to settlement of restricted stock units (RSUs) |
0
|
|
|
|
|
|
|
|
$ (1)
|
|
|
$ 1
|
| Tax withholding on RSU settlement (in shares) |
|
|
|
|
|
|
|
|
|
|
|
(8,000)
|
| Tax withholding on RSU settlement |
(516)
|
|
(516)
|
|
|
|
|
|
|
|
|
|
| Conversion of Class B to Class A common stock (in shares) |
|
|
|
|
|
|
|
|
1,204,000
|
|
|
(1,204,000)
|
| Conversion of Class B to Class A common stock |
0
|
|
|
|
|
|
|
|
$ 2
|
|
|
$ (2)
|
| Common stock issued under employee stock purchase plan (in shares) |
|
|
|
|
|
|
|
|
154,000
|
|
|
|
| Common stock issued under employee stock purchase plan |
8,688
|
|
8,688
|
|
|
|
|
|
|
|
|
|
| Stock-based compensation |
56,473
|
|
56,473
|
|
|
|
|
|
|
|
|
|
| Net loss |
(63,537)
|
|
|
|
(63,537)
|
|
|
|
$ (55,081)
|
|
|
$ (8,456)
|
| Other comprehensive (loss) income |
(3,333)
|
|
|
|
|
|
(3,333)
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2022 |
|
|
|
|
|
|
|
|
282,774,000
|
|
|
44,623,000
|
| Ending balance at Jun. 30, 2022 |
580,490
|
|
1,347,671
|
|
(751,428)
|
|
(16,078)
|
|
$ 282
|
|
|
$ 43
|
| Beginning balance (in shares) at Dec. 31, 2022 |
|
|
|
|
|
|
|
286,560,947
|
286,561,000
|
|
43,524,514
|
43,525,000
|
| Beginning balance at Dec. 31, 2022 |
623,964
|
|
1,475,423
|
|
(839,891)
|
|
(11,896)
|
|
$ 286
|
|
|
$ 42
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
|
|
|
| Issuance of common stock upon exercise of stock options (in shares) |
|
|
|
|
|
|
|
|
240,000
|
|
|
1,280,000
|
| Issuance of common stock upon exercise of stock options |
7,059
|
|
7,058
|
|
|
|
|
|
|
|
|
$ 1
|
| Repurchases of unvested common stock (in shares) |
|
|
|
|
|
|
|
|
(17,000)
|
|
|
|
| Vesting of shares issued upon early exercise of stock options |
1,171
|
|
1,170
|
|
|
|
|
|
|
|
|
$ 1
|
| Issuance of common stock related to settlement of restricted stock units (RSUs) (in shares) |
|
|
|
|
|
|
|
|
1,533,000
|
|
|
322,000
|
| Issuance of common stock related to settlement of restricted stock units (RSUs) |
0
|
|
(2)
|
|
|
|
|
|
$ 2
|
|
|
|
| Tax withholding on RSU settlement (in shares) |
|
|
|
|
|
|
|
|
(41,000)
|
|
|
(13,000)
|
| Tax withholding on RSU settlement |
(3,383)
|
|
(3,383)
|
|
|
|
|
|
|
|
|
|
| Conversion of Class B to Class A common stock (in shares) |
|
|
|
|
|
|
|
|
3,307,000
|
|
|
(3,307,000)
|
| Conversion of Class B to Class A common stock |
0
|
|
|
|
|
|
|
|
$ 3
|
|
|
$ (3)
|
| Common stock issued under employee stock purchase plan (in shares) |
|
|
|
|
|
|
|
|
249,000
|
|
|
|
| Common stock issued under employee stock purchase plan |
10,450
|
|
10,450
|
|
|
|
|
|
|
|
|
|
| Stock-based compensation |
129,535
|
|
129,535
|
|
|
|
|
|
|
|
|
|
| Net loss |
(132,549)
|
|
|
|
(132,549)
|
|
|
|
$ (115,760)
|
|
|
$ (16,789)
|
| Other comprehensive (loss) income |
5,587
|
|
|
|
|
|
5,587
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2023 |
|
|
|
|
|
|
|
291,831,902
|
291,832,000
|
|
41,807,386
|
41,807,000
|
| Ending balance at Jun. 30, 2023 |
641,834
|
|
1,620,251
|
|
(972,440)
|
|
(6,309)
|
|
$ 291
|
|
|
$ 41
|
| Beginning balance (in shares) at Mar. 31, 2023 |
|
|
|
|
|
|
|
|
289,372,000
|
|
|
42,395,000
|
| Beginning balance at Mar. 31, 2023 |
652,586
|
|
1,536,367
|
|
(877,973)
|
|
(6,138)
|
|
$ 289
|
|
|
$ 41
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
|
|
|
| Issuance of common stock upon exercise of stock options (in shares) |
|
|
|
|
|
|
|
|
147,000
|
|
|
567,000
|
| Issuance of common stock upon exercise of stock options |
3,754
|
|
3,754
|
|
|
|
|
|
|
|
|
|
| Repurchases of unvested common stock (in shares) |
|
|
|
|
|
|
|
|
(17,000)
|
|
|
|
| Vesting of shares issued upon early exercise of stock options |
581
|
|
580
|
|
|
|
|
|
|
|
|
$ 1
|
| Issuance of common stock related to settlement of restricted stock units (RSUs) (in shares) |
|
|
|
|
|
|
|
|
818,000
|
|
|
133,000
|
| Issuance of common stock related to settlement of restricted stock units (RSUs) |
0
|
|
(1)
|
|
|
|
|
|
$ 1
|
|
|
|
| Tax withholding on RSU settlement (in shares) |
|
|
|
|
|
|
|
|
(20,000)
|
|
|
(5,000)
|
| Tax withholding on RSU settlement |
(1,325)
|
|
(1,325)
|
|
|
|
|
|
|
|
|
|
| Conversion of Class B to Class A common stock (in shares) |
|
|
|
|
|
|
|
|
1,283,000
|
|
|
(1,283,000)
|
| Conversion of Class B to Class A common stock |
0
|
|
|
|
|
|
|
|
$ 1
|
|
|
$ (1)
|
| Common stock issued under employee stock purchase plan (in shares) |
|
|
|
|
|
|
|
|
249,000
|
|
|
|
| Common stock issued under employee stock purchase plan |
10,450
|
|
10,450
|
|
|
|
|
|
|
|
|
|
| Stock-based compensation |
70,426
|
|
70,426
|
|
|
|
|
|
|
|
|
|
| Net loss |
(94,467)
|
|
|
|
(94,467)
|
|
|
|
$ (82,620)
|
|
|
$ (11,847)
|
| Other comprehensive (loss) income |
(171)
|
|
|
|
|
|
(171)
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2023 |
|
|
|
|
|
|
|
291,831,902
|
291,832,000
|
|
41,807,386
|
41,807,000
|
| Ending balance at Jun. 30, 2023 |
$ 641,834
|
|
$ 1,620,251
|
|
$ (972,440)
|
|
$ (6,309)
|
|
$ 291
|
|
|
$ 41
|