Cloudflare (NET) 10-Q 27 Apr 23 2023 Q1 Quarterly report Financial data

Cover

Cover - shares	3 Months Ended
	Mar. 31, 2023	Apr. 13, 2023
Document Information [Line Items]
Document Type	10-Q
Document Quarterly Report	true
Document Period End Date	Mar. 31, 2023
Document Transition Report	false
Entity File Number	001-39039
Entity Registrant Name	Cloudflare, Inc.
Entity Incorporation, State or Country Code	DE
Entity Tax Identification Number	27-0805829
Entity Address, Address Line One	101 Townsend Street
Entity Address, City or Town	San Francisco
Entity Address, State or Province	CA
Entity Address, Postal Zip Code	94107
City Area Code	888
Local Phone Number	993-5273
Title of 12(b) Security	Class A Common Stock, $0.001 par value
Trading Symbol	NET
Security Exchange Name	NYSE
Entity Current Reporting Status	Yes
Entity Interactive Data Current	Yes
Entity Filer Category	Large Accelerated Filer
Entity Small Business	false
Entity Emerging Growth Company	false
Entity Shell Company	false
Amendment Flag	false
Entity Central Index Key	0001477333
Document Fiscal Period Focus	Q1
Document Fiscal Year Focus	2023
Current Fiscal Year End Date	--12-31
Class A common stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding		289,518,785
Class B common stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding		42,393,006

CONDENSED CONSOLIDATED BALANCE

CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Mar. 31, 2023	Dec. 31, 2022
Current assets:
Cash and cash equivalents	$ 256,363	$ 204,178
Available-for-sale securities	1,459,229	1,445,759
Accounts receivable, net	179,749	148,544
Contract assets	8,023	8,292
Restricted cash short-term	10,505	10,555
Prepaid expenses and other current assets	40,531	70,556
Total current assets	1,954,400	1,887,884
Property and equipment, net	298,188	286,600
Goodwill	148,047	148,047
Acquired intangible assets, net	27,596	32,483
Operating lease right-of-use assets	130,908	132,360
Deferred contract acquisition costs, noncurrent	98,427	93,145
Restricted cash	1,564	471
Other noncurrent assets	8,434	6,918
Total assets	2,667,564	2,587,908
Current liabilities:
Accounts payable	54,563	35,607
Accrued expenses and other current liabilities	69,374	66,425
Accrued compensation	45,669	42,014
Operating lease liabilities	34,796	33,275
Liability for early exercise of unvested stock options	1,308	1,902
Deferred revenue	238,795	218,647
Total current liabilities	444,505	397,870
Convertible senior notes, net	1,437,355	1,436,192
Operating lease liabilities, noncurrent	108,804	107,624
Deferred revenue, noncurrent	13,465	11,732
Other noncurrent liabilities	10,849	10,526
Total liabilities	2,014,978	1,963,944
Commitments and contingencies (Note 8)
Stockholders’ Equity
Additional paid-in capital	1,536,367	1,475,423
Accumulated deficit	(877,973)	(839,891)
Accumulated other comprehensive loss	(6,138)	(11,896)
Total stockholders’ equity	652,586	623,964
Total liabilities and stockholders’ equity	2,667,564	2,587,908
Class A common stock
Stockholders’ Equity
Common stock, value, issued	289	286
Class B common stock
Stockholders’ Equity
Common stock, value, issued	$ 41	$ 42

CONDENSED CONSOLIDATED BALANC_2

CONDENSED CONSOLIDATED BALANCE SHEETS (Parenthetical) - $ / shares	Mar. 31, 2023	Dec. 31, 2022
Class A common stock
Stockholders’ Equity
Common stock, par value (in dollars per share)	$ 0.001	$ 0.001
Common stock, shares authorized (in shares)	2,250,000,000	2,250,000,000
Common stock, shares issued (in shares)	289,372,222	286,560,947
Common stock, shares outstanding (in shares)	289,372,222	286,560,947
Class B common stock
Stockholders’ Equity
Common stock, par value (in dollars per share)	$ 0.001	$ 0.001
Common stock, shares authorized (in shares)	315,000,000	315,000,000
Common stock, shares issued (in shares)	42,395,408	43,524,514
Common stock, shares outstanding (in shares)	42,395,408	43,524,514

CONDENSED CONSOLIDATED STATEMEN

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Income Statement [Abstract]
Revenue	$ 290,175	$ 212,167
Cost of revenue	70,432	47,051
Gross profit	219,743	165,116
Operating expenses:
Sales and marketing	137,001	100,057
Research and development	81,539	67,054
General and administrative	48,475	38,029
Total operating expenses	267,015	205,140
Loss from operations	(47,272)	(40,024)
Non-operating income (expense):
Interest income	13,487	1,061
Interest expense	(2,126)	(1,557)
Other income (expense), net	(857)	(487)
Total non-operating income (expense), net	10,504	(983)
Loss before income taxes	(36,768)	(41,007)
Provision for income taxes	1,314	374
Net loss	$ (38,082)	$ (41,381)
Net loss per share attributable to common stockholders, basic (in dollars per share)	$ (0.12)	$ (0.13)
Net loss per share attributable to common stockholders, diluted (in dollars per share)	$ (0.12)	$ (0.13)
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares)	330,389	323,334
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares)	330,389	323,334

CONDENSED CONSOLIDATED STATEM_2

CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Statement of Comprehensive Income [Abstract]
Net loss	$ (38,082)	$ (41,381)
Other comprehensive income (loss):
Change in unrealized gain (loss) on investments, net of tax	5,758	(10,100)
Other comprehensive income (loss)	5,758	(10,100)
Comprehensive loss	$ (32,324)	$ (51,481)

CONDENSED CONSOLIDATED STATEM_3

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 income (loss)	Class A common stock	Class A common stock Common 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)									19,000
Issuance of common stock in connection with acquisition	1,957		1,957
Issuance of restricted stock in connection with acquisition (in shares)									52,000
Issuance of common stock upon exercise of stock options (in shares)									65,000		769,000
Issuance of common stock upon exercise of stock options	3,006		3,005								$ 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	841		841
Issuance of common stock related to settlement of restricted stock units (RSUs) (in shares)									410,000		299,000
Issuance of common stock related to settlement of restricted stock units (RSUs)	0		(1)						$ 1
Tax withholding on RSU settlement (in shares)											(6,000)
Tax withholding on RSU settlement	(748)		(748)
Conversion of Class B to Class A common stock (in shares)									1,861,000		(1,861,000)
Conversion of Class B to Class A common stock	0								$ 2		$ (2)
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	35,181		35,181
Net loss	(41,381)				(41,381)				$ (35,791)		$ (5,590)
Other comprehensive income (loss)	(10,100)						(10,100)
Ending balance (in shares) at Mar. 31, 2022									280,412,000		45,128,000
Ending balance at Mar. 31, 2022	515,477		1,215,790		(687,891)		(12,745)		$ 280		$ 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)	806,000								93,000		713,000
Issuance of common stock upon exercise of stock options	$ 3,305		3,304								$ 1
Vesting of shares issued upon early exercise of stock options	590		590
Issuance of common stock related to settlement of restricted stock units (RSUs) (in shares)									715,000		189,000
Issuance of common stock related to settlement of restricted stock units (RSUs)	0		(1)						$ 1
Tax withholding on RSU settlement (in shares)									(21,000)		(8,000)
Tax withholding on RSU settlement	(2,058)		(2,058)
Conversion of Class B to Class A common stock (in shares)									2,024,000		(2,024,000)
Conversion of Class B to Class A common stock	0							$ 2		$ (2)
Stock-based compensation	59,109		59,109
Net loss	(38,082)				(38,082)				$ (33,207)		$ (4,875)
Other comprehensive income (loss)	5,758						5,758
Ending balance (in shares) at Mar. 31, 2023								289,372,222	289,372,000	42,395,408	42,395,000
Ending balance at Mar. 31, 2023	$ 652,586		$ 1,536,367		$ (877,973)		$ (6,138)		$ 289		$ 41

CONDENSED CONSOLIDATED STATEM_4

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Cash Flows From Operating Activities
Net loss	$ (38,082)	$ (41,381)
Adjustments to reconcile net loss to cash provided (used in) by operating activities:
Depreciation and amortization expense	31,509	20,014
Non-cash operating lease costs	11,061	8,610
Amortization of deferred contract acquisition costs	14,109	9,662
Stock-based compensation expense	57,401	33,965
Amortization of debt issuance costs	1,163	1,170
Net accretion of discounts and amortization of premiums on available-for-sale securities	(8,228)	2,195
Deferred income taxes	(120)	6
Provision for bad debt	1,576	968
Other	(14)	113
Changes in operating assets and liabilities, net of effect of acquisitions:
Accounts receivable, net	(32,781)	(30,775)
Contract assets	269	(250)
Deferred contract acquisition costs	(19,391)	(15,608)
Prepaid expenses and other current assets	(8,934)	(6,775)
Other noncurrent assets	(811)	(85)
Accounts payable	11,634	1,862
Accrued expenses and other current liabilities	650	(25,427)
Operating lease liabilities	(6,908)	(9,455)
Deferred revenue	21,881	16,001
Other noncurrent liabilities	430	(277)
Net cash provided by (used in) operating activities	36,414	(35,467)
Cash Flows From Investing Activities
Purchases of property and equipment	(17,541)	(24,481)
Capitalized internal-use software	(4,970)	(4,453)
Cash paid for acquisitions, net of cash acquired	0	(4,380)
Purchases of available-for-sale securities	(476,206)	(264,541)
Sales of available-for-sale securities	20,248	0
Maturities of available-for-sale securities	493,988	187,048
Other investing activities	48	2
Net cash provided by (used in) investing activities	15,567	(110,805)
Cash Flows From Financing Activities
Repayments of convertible senior notes	0	(16,571)
Proceeds from the exercise of stock options	3,305	3,006
Proceeds from the early exercise of stock options	0	62
Repurchases of unvested common stock	0	(3)
Payment of tax withholding obligation on RSU settlement	(2,058)	(748)
Net cash provided by (used in) financing activities	1,247	(14,254)
Net increase (decrease) in cash, cash equivalents, and restricted cash	53,228	(160,526)
Cash, cash equivalents, and restricted cash, beginning of period	215,204	320,958
Cash, cash equivalents, and restricted cash, end of period	268,432	160,432
Supplemental Disclosure of Cash Flow Information:
Cash paid for interest	1	48
Cash paid for income taxes, net of refunds	1,260	874
Cash paid for operating lease liabilities	7,265	8,291
Supplemental Disclosure of Non-cash Investing and Financing Activities:
Stock-based compensation capitalized for software development	1,640	1,109
Accounts payable and accrued expenses related to property and equipment additions	13,276	16,922
Vesting of early exercised stock options	590	841
Indemnity holdback consideration associated with business combinations	0	1,275
Issuance of common stock related to an acquisition	0	1,957
Operating lease right-of-use assets obtained in exchange for operating lease liabilities	$ 8,071	$ 15,966

Organization and Basis of Prese

Organization and Basis of Presentation	3 Months Ended
	Mar. 31, 2023
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Organization and Basis of Presentation	Organization and Basis of Presentation Organization and Description of Business Cloudflare, Inc. (the Company, Cloudflare, we, us, or our) is a global cloud services provider that delivers a broad range of services to businesses of all sizes and in all geographies, making them more secure, enhancing the performance of their business-critical applications, and eliminating the cost and complexity of managing individual network hardware. Cloudflare’s network serves as a scalable, easy-to-use, unified control plane to deliver security, performance, and reliability across on-premises, hybrid, cloud, and software-as-a-service (SaaS) applications. The Company was incorporated in Delaware in July 2009. The Company is headquartered in San Francisco, California. Basis of Presentation and Principles of Consolidation The accompanying interim condensed consolidated financial statements and accompanying notes have been prepared in conformity with generally accepted accounting principles in the United States (U.S. GAAP) and applicable regulations of the Securities and Exchange Commission (the SEC) regarding interim financial reporting, and include the accounts of the Company and its wholly-owned subsidiaries. All intercompany balances and transactions have been eliminated in consolidation. The Company’s fiscal year ends on December 31. Certain information and note disclosures normally included in the financial statements prepared in accordance with U.S. GAAP have been condensed or omitted pursuant to the applicable required disclosures and regulations of the SEC. Therefore, these unaudited condensed consolidated financial statements should be read in conjunction with the audited consolidated financial statements and the related notes thereto included in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2022 . Unaudited Interim Condensed Consolidated Financial Information The accompanying interim condensed consolidated balance sheet as of March 31, 2023, the condensed consolidated statements of operations and of comprehensive loss for the three months ended March 31, 2023 and 2022, the condensed consolidated statements of cash flows for the three months ended March 31, 2023 and 2022, the condensed consolidated statements of stockholders’ equity for the three months ended March 31, 2023 and 2022, and the related footnote disclosures are unaudited. These unaudited interim condensed consolidated financial statements have been prepared in accordance with U.S. GAAP. In management’s opinion, the unaudited interim condensed consolidated financial statements include all adjustments necessary to state fairly the Company’s financial position as of March 31, 2023, its results of operations for the three months ended March 31, 2023 and 2022, and its cash flows for the three months ended March 31, 2023 and 2022. The results for the three months ended March 31, 2023 are not necessarily indicative of the results expected for the full year ending December 31, 2023 or any future period. The unaudited condensed consolidated financial statements should be read in conjunction with the audited consolidated financial statements and the related notes thereto included in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2022 . Use of Estimates The preparation of condensed consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the amounts reported and disclosed in the condensed consolidated financial statements and accompanying notes to the condensed consolidated financial statements. Such estimates include, but are not limited to, allowance for doubtful accounts, deferred contract acquisitions costs, the period of benefit generated from the Company’s deferred contract acquisition costs, the capitalization and estimated useful life of internal-use software, valuation of acquired intangible assets, the assessment of recoverability of intangible assets and their estimated useful lives, useful lives of property and equipment, the determination of the incremental borrowing rate used for operating lease liabilities, the valuation and recognition of stock-based compensation awards, uncertain tax positions, and the recognition and measurement of current and deferred income tax assets and liabilities. Management bases these estimates and assumptions on historical experience and on various other assumptions that are believed to be reasonable. Due in part to the Russia-Ukraine conflict and other macroeconomic and geopolitical conditions, there is ongoing uncertainty and significant disruption

Summary of Significant Accounti

Summary of Significant Accounting Policies	3 Months Ended
	Mar. 31, 2023
Accounting Policies [Abstract]
Summary of Significant Accounting Policies	Summary of Significant Accounting Policies Significant Accounting Policies The Company's significant accounting policies are discussed in the "Notes to Consolidated Financial Statements, Note 2. Summary of Significant Accounting Policies" in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2022. There have been no significant changes to these policies that have had a material impact on the Company's condensed consolidated financial statements and related notes, except as noted below. Recent Accounting Pronouncements Recently Adopted Accounting Pronouncements There have been no recently adopted accounting pronouncements since the filing of the Company's Annual Report on Form 10-K for the year ended December 31, 2022 that may have a material impact on the Company's condensed consolidated financial statements.

Revenue

Revenue	3 Months Ended
	Mar. 31, 2023
Revenue from Contract with Customer [Abstract]
Revenue	Revenue Disaggregation of Revenue Subscription and support revenue is recognized over time and accounted for substantially all of the Company’s revenue for the three months ended March 31, 2023 and 2022. The following table summarizes the revenue by region based on the billing address of customers who have contracted to use the Company’s global network and products: Three Months Ended March 31, 2023 2022 (dollars in thousands) Amount Percentage Amount Percentage United States $ 152,918 53 % $ 111,350 53 % Europe, Middle East, and Africa 78,331 27 % 55,792 26 % Asia Pacific 39,218 13 % 29,925 14 % Other 19,708 7 % 15,100 7 % Total $ 290,175 100 % $ 212,167 100 % The following table summarizes the revenue from contracts by type of customer: Three Months Ended March 31, 2023 2022 (dollars in thousands) Amount Percentage Amount Percentage Channel partners $ 41,003 14 % $ 24,356 11 % Direct customers 249,172 86 % 187,811 89 % Total $ 290,175 100 % $ 212,167 100 % Contract Balances Contract liabilities consist of deferred revenue and include payments received in advance of performance under the contract. Such amounts are recognized as revenue over the contractual period. For the three months ended March 31, 2023 and 2022, the Company recognized revenue of $107.6 million and $63.9 million, respectively, that was included in the corresponding contract liability balance at the beginning of the periods presented. The Company receives payments from customers based upon contractual billing schedules; accounts receivable are recorded when the right to consideration becomes unconditional. Standard payment terms are due upon receipt. Contract assets include amounts related to the Company’s contractual right to consideration for both completed and partially completed performance obligations that have not been invoiced. The following table summarizes the activity of the deferred contract acquisition costs: Three Months Ended March 31, 2023 2022 (in thousands) Beginning balance $ 93,145 $ 70,320 Capitalization of contract acquisition costs 19,391 15,608 Amortization of deferred contract acquisition costs (14,109) (9,662) Ending balance $ 98,427 $ 76,266 The Company did not recognize any impairment losses of deferred contract acquisition costs during the periods presented. Remaining Performance Obligations As of March 31, 2023, the aggregate amount of the transaction price allocated to remaining performance obligations was $958.9 million. As of March 31, 2023, the Company expected to recognize 75% of its remaining performance obligations as revenue over the next 12 months with the remainder recognized thereafter.

Fair Value Measurements

Fair Value Measurements	3 Months Ended
	Mar. 31, 2023
Fair Value Disclosures [Abstract]
Fair Value Measurements	Fair Value Measurements Fair value is defined as the exchange price that would be received from sale of an asset or paid to transfer a liability in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. Assets and liabilities measured at fair value are classified into the following categories: • Level I: Observable inputs are unadjusted quoted prices in active markets for identical assets or liabilities; • Level II: Observable inputs are quoted prices for similar assets and liabilities in active markets or inputs other than quoted prices that are observable for the assets or liabilities, either directly or indirectly through market corroboration, for substantially the full term of the financial instruments; and • Level III: Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets or liabilities. These inputs are based on the Company’s own assumptions used to measure assets and liabilities at fair value and require significant management judgment or estimation. The Company's cash equivalents and restricted cash are comprised of highly liquid money market funds. The Company classifies money market funds within Level I of the fair value hierarchy because they are valued based on quoted market prices in active markets. The Company classifies its investments, which are comprised of U.S. treasury securities, U.S. government agency securities, commercial paper, and corporate bonds, within Level II of the fair value hierarchy because the fair value of these securities is priced by using inputs based on non-binding market consensus prices that are primarily corroborated by observable market data or quoted market prices for similar instruments. The Company recognizes transfers between levels within the fair value hierarchy, if any, at the end of each period. There were no transfers between levels during the periods presented. The following table summarizes the Company’s cash and available-for-sale securities’ amortized cost, unrealized gains (losses), and fair value by significant investment category reported as cash and cash equivalents, restricted cash short-term, restricted cash, or available-for-sale securities as of March 31, 2023 and December 31, 2022. (in thousands) Reported as: March 31, 2023 Amortized Unrealized Unrealized Fair Value Cash & Available-for-sale securities Restricted Cash $ 38,074 $ — $ — $ 38,074 $ 26,005 $ — $ 12,069 Level I: Money market funds 230,358 — — 230,358 230,358 — — Level II: Corporate bonds 279,603 64 (2,018) 277,649 — 277,649 — U.S. treasury securities 740,621 365 (4,558) 736,428 — 736,428 — U.S. government agency securities 63,303 100 (6) 63,397 — 63,397 — Commercial paper 381,763 — (8) 381,755 — 381,755 — Subtotal 1,465,290 529 (6,590) 1,459,229 — 1,459,229 — Total assets measured at fair value on a recurring basis $ 1,733,722 $ 529 $ (6,590) $ 1,727,661 $ 256,363 $ 1,459,229 $ 12,069 (in thousands) Reported as: December 31, 2022 Amortized Unrealized Unrealized Fair Cash & Available-for-sale securities Restricted Cash $ 87,719 $ — $ — $ 87,719 $ 77,164 $ — $ 10,555 Level I: Money market funds 125,450 — — 125,450 124,979 — 471 Level II: Corporate bonds 258,617 46 (2,621) 256,042 2,035 254,007 — U.S. treasury securities 818,379 20 (9,233) 809,166 — 809,166 — U.S. government agency securities 25,283 — (31) 25,252 — 25,252 — Commercial paper 357,334 — — 357,334 — 357,334 — Subtotal 1,459,613 66 (11,885) 1,447,794 2,035 1,445,759 — Total assets measured at fair value on a recurring basis $ 1,672,782 $ 66 $ (11,885) $ 1,660,963 $ 204,178 $ 1,445,759 $ 11,026 Included in prepaid expenses and other current assets on the December 31, 2022 consolidated balance sheet is $37.5 million of proceeds receivable resulting from maturities of US government agency securities that were initiated on December 31, 2022 and settled on January 3, 2023. As of March 31, 2023, the Company had $12.1 million in total restricted cash, mainly related to $10.5 million of indemnity holdback consideration associated with business combinations. For further details on the indemnity holdback, refer to Note 13 to these condensed consolidated financial statements. The aggregate fair value of the Company’s money market funds approximated amortized cost and, as such, there were no unrealized gains or losses on money market funds as of March 31, 2023 and December 31, 2022. Realized gains and losses, net of tax, were not material for any of the periods presented. The amortized cost of available-for-sale investments with maturities less than one year was $1,255.2 million and $1,251.6 million as of March 31, 2023 and December 31, 2022, respectively. The amortized cost of available-for-sale investments with maturities greater than one year was $210.1 million and $205.9 million as of March 31, 2023 and December 31, 2022, respectively. As of March 31, 2023, net unrealized loss on investments was $6.1 million and was included in accumulated other comprehensive income on the condensed consolidated balance sheet. As of December 31, 2022, net unrealized loss on investments was $11.9 million and was included in accumulated other comprehensive income on the condensed consolidated balance sheet. The unrealized gains and losses on available-for-sale investments are related to U.S. treasury securities, U.S. government agency securities, commercial paper, and corporate bonds. The Company determined any unrealized losses to be temporary. Factors considered in determining whether a loss is temporary include the financial condition and near-term prospects of the investee, the extent of the loss related to the credit of the issuer, the expected cash flows from the security, the Company’s intent to sell the security, and whether or not the Company will be required to sell the security before the recovery of its amortized cost. As of March 31, 2023, the Company's investment portfolio consisted of investment grade securities with an average credit rating of AA+. The Company carries the 2026 Notes (as defined below) issued in August 2021 at face value less the unamortized issuance costs on its condensed consolidated balance sheets and presents that fair value for disclosure purposes only. As of March 31, 2023 , the fair value of the 2026 Notes was $1,094.2 million. The fair value of the 2026 Notes, which are classified as Level II financial instruments, was determined based on the quoted bid prices of the 2026 Notes in an over-the-counter market on the last trading day of the reporting period. The Company carries the 2025 Notes (as defined below) issued in May 2020 at face value less the unamortized issuance costs on its condensed consolidated balance sheets and presents that fair value for disclosure purposes only. As of March 31, 2023 , the fair value of the 2025 Notes was $271.6 million. The fair value of the 2025 Notes, which are classified as Level II financial instruments, was determined based on the quoted bid prices of the 2025 Notes in an over-the-counter market on the last trading day of the reporting period. For further details on the Notes (as defined below), refer to Note 7 to these condensed consolidated financial statements. The Company classifies financial instruments in Level III of the fair value hierarchy when there is reliance on at least one significant unobservable input to the valuation model. In addition to these unobservable inputs, the valuation models for Level III financial instruments typically also rely on a number of inputs that are readily observable, either directly or indirectly. The Company’s assessment of the significance of a particular input to the fair value measurement in its entirety requires management to make judgments and consider factors specific to the asset or liability. There were no financial instruments classified as Level III of the fair value hierarchy as of March 31, 2023 and December 31, 2022.

Balance Sheet Components

Balance Sheet Components	3 Months Ended
	Mar. 31, 2023
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Balance Sheet Components	Balance Sheet Components Accounts Receivable, Net As of March 31, 2023 and December 31, 2022, the Company’s allowance for doubtful accounts was $3.7 million and $3.1 million, respectively. Provision for bad debt for the three months ended March 31, 2023 and 2022 was $1.6 million and $1.0 million, respectively. Write-off of uncollectible accounts receivable for the three months ended March 31, 2023 and 2022 was $1.0 million and $0.5 million, respectively. Property and Equipment, Net Property and equipment, net consisted of the following: March 31, 2023 December 31, 2022 (in thousands) Property and equipment: Servers—network infrastructure $ 271,658 $ 239,828 Construction in progress 49,006 72,827 Capitalized internal-use software 95,151 88,541 Office and computer equipment 34,869 30,577 Office furniture 9,426 6,547 Software 6,563 5,962 Leasehold improvements 34,689 20,392 Asset retirement obligation 826 827 Gross property and equipment 502,188 465,501 Less accumulated depreciation and amortization (204,000) (178,901) Total property and equipment, net $ 298,188 $ 286,600 Depreciation and amortization expense on property and equipment for the three months ended March 31, 2023 and 2022 was $25.8 million and $18.9 million, respectively. This includes amortization expense for capitalized internal-use software which totaled $5.4 million and $4.8 million for the three months ended March 31, 2023 and 2022, respectively. Goodwill As of March 31, 2023 and December 31, 2022, the Company's goodwill was $148.0 million and $148.0 million, respectively . No goodwill impairments were recorded during the three months ended March 31, 2023 and 2022. Acquired Intangible Assets, Net Acquired intangible assets, net consisted of the following: March 31, 2023 Gross Carrying Accumulated Net Book (in thousands) Developed technology $ 40,100 $ 23,504 $ 16,596 Trade name 1,700 850 850 Customer relationships 11,600 1,450 10,150 Total acquired intangible assets, net $ 53,400 $ 25,804 $ 27,596 December 31, 2022 Gross Carrying Accumulated Net Book (in thousands) Developed technology $ 40,100 $ 19,191 $ 20,909 Trade name 1,700 638 1,062 Customer relationships 11,600 1,088 10,512 Total acquired intangible assets, net $ 53,400 $ 20,917 $ 32,483 Amortization of acquired intangible assets was $4.9 million and $0.5 million for the three months ended March 31, 2023 and 2022, respectively. As of March 31, 2023, the estimated future amortization expense of acquired intangible assets was as follows: Estimated (in thousands) Year ending December 31, 2023 (remaining nine months) $ 14,516 2024 5,468 2025 1,450 2026 1,450 2027 1,450 Thereafter 3,262 Total $ 27,596

Leases

Leases	3 Months Ended
	Mar. 31, 2023
Leases [Abstract]
Leases	Leases The Company's lease portfolio consists of real estate and co-location agreements in the United States and internationally. The real estate leases include leases for office space and have remaining lease terms of up to 8.3 years. Certain of these leases contain options that allow the Company to extend or terminate the lease agreement. The Company's co-location leases have remaining lease terms of up to 7.6 years. All of the Company's leases are classified as operating leases. The components of lease cost related to the Company's operating leases included in the condensed consolidated statements of operations were as follows: Three Months Ended March 31, 2023 2022 (in thousands) Operating lease cost $ 11,061 $ 8,610 Total lease cost $ 11,061 $ 8,610 Variable lease cost and short-term lease cost for the three months ended March 31, 2023 and March 31, 2022 were not material. As of March 31, 2023, the Company had $46.7 million of total undiscounted future payments under operating leases that have not yet commenced, which were not included on the condensed consolidated balance sheets. These operating leases will commence between April 2023 and July 2026 and have an average lease term of 3.6 years. As of March 31, 2023, the weighted-average remaining term of the Company’s operating leases was 5.2 years and the weighted-average discount rate used to measure the present value of the operating lease liabilities was 4.1%. Maturities of the operating lease liabilities as of March 31, 2023 are as follows: March 31, 2023 (in thousands) 2023 (remaining nine months) $ 30,393 2024 34,062 2025 26,807 2026 23,361 2027 20,028 Thereafter 25,571 Total lease payments $ 160,222 Less: Imputed interest $ (16,622) Total operating lease liabilities $ 143,600
Leases	Leases The Company's lease portfolio consists of real estate and co-location agreements in the United States and internationally. The real estate leases include leases for office space and have remaining lease terms of up to 8.3 years. Certain of these leases contain options that allow the Company to extend or terminate the lease agreement. The Company's co-location leases have remaining lease terms of up to 7.6 years. All of the Company's leases are classified as operating leases. The components of lease cost related to the Company's operating leases included in the condensed consolidated statements of operations were as follows: Three Months Ended March 31, 2023 2022 (in thousands) Operating lease cost $ 11,061 $ 8,610 Total lease cost $ 11,061 $ 8,610 Variable lease cost and short-term lease cost for the three months ended March 31, 2023 and March 31, 2022 were not material. As of March 31, 2023, the Company had $46.7 million of total undiscounted future payments under operating leases that have not yet commenced, which were not included on the condensed consolidated balance sheets. These operating leases will commence between April 2023 and July 2026 and have an average lease term of 3.6 years. As of March 31, 2023, the weighted-average remaining term of the Company’s operating leases was 5.2 years and the weighted-average discount rate used to measure the present value of the operating lease liabilities was 4.1%. Maturities of the operating lease liabilities as of March 31, 2023 are as follows: March 31, 2023 (in thousands) 2023 (remaining nine months) $ 30,393 2024 34,062 2025 26,807 2026 23,361 2027 20,028 Thereafter 25,571 Total lease payments $ 160,222 Less: Imputed interest $ (16,622) Total operating lease liabilities $ 143,600

Debt

Debt	3 Months Ended
	Mar. 31, 2023
Debt Disclosure [Abstract]
Debt	Debt 2026 Convertible Senior Notes In August 2021, the Company issued $1,293.8 million aggregate principal amount of 0% Convertible Senior Notes due 2026 (the 2026 Notes) in a private offering to qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act, including the initial purchasers’ exercise in full of their option to purchase an additional $168.8 million aggregate principal amount of the 2026 Notes. The total proceeds from the issuance of the 2026 Notes, net of initial purchaser discounts and commissions and debt issuance costs, were $1,274.0 million. The 2026 Notes are senior unsecured obligations of the Company and will mature on August 15, 2026, unless earlier redeemed, repurchased, or converted, and are governed by the terms of the Indenture dated August 13, 2021 (the 2026 Indenture). The 2026 Notes are 0% convertible senior notes and therefore do not bear regular cash interest. The 2026 Notes are convertible at an initial conversion rate of 5.2263 shares of the Company's Class A common stock per $1,000 principal amount of the 2026 Notes, which is equivalent to an initial conversion price of approximately $191.34 per share, subject to adjustment upon the occurrence of specified events in accordance with the terms of the 2026 Indenture. The 2026 Notes may be converted at any time on or after May 15, 2026 until the close of business on the second scheduled trading day immediately preceding the maturity date. Holders of the 2026 Notes may convert all or any portion of their 2026 Notes at their option at any time prior to the close of business on the business day immediately preceding May 15, 2026 only under the following circumstances: (1) during any calendar quarter (and only during such calendar quarter), if the last reported sale price of the Company's Class A common stock for at least 20 trading days (whether or not consecutive) during a period of 30 consecutive trading days ending on, and including, the last trading day of the immediately preceding calendar quarter is greater than or equal to 130% of the conversion price on each applicable trading day; (2) during the five business day period after any five consecutive trading day period in which the trading price per $1,000 principal amount of the 2026 Notes for each trading day of the measurement period was less than 98% of the product of the last reported sale price of the Company's Class A common stock and the conversion rate on each such trading day; (3) if the Company calls such 2026 Notes for redemption, at any time prior to the close of business on the second scheduled trading day immediately preceding the redemption date; or (4) upon the occurrence of specified corporate events. None of the circumstances described in the paragraphs above were met during the quarter ended March 31, 2023. In addition, if the 2026 Notes are converted prior to the maturity date following certain specified corporate events or because the Company issues a notice of redemption, the Company will increase the conversion rate for such 2026 Notes converted in connection with such a corporate event or during the related redemption period, as the case may be, in certain circumstances set forth in the 2026 Indenture. Upon conversion, the Company will pay or deliver, as the case may be, cash, shares of the Company's Class A common stock, or a combination of cash and shares of the Company's Class A common stock, at the Company's election. It is the Company’s current intent to settle the principal amount of 2026 Notes in cash. The Company may not redeem the 2026 Notes prior to August 20, 2024. The Company may redeem for cash all or any portion of the 2026 Notes (subject to the partial redemption limitation (as defined below)), at its option, on or after August 20, 2024, if the last reported sale price of the Company’s Class A common stock has been at least 130% of the conversion price then in effect for at least 20 trading days (whether or not consecutive) during any 30 consecutive trading day period (including the last trading day of such period) ending on, and including, the trading day preceding the date on which the Company provides notice of redemption at a redemption price equal to 100% of the principal amount of the 2026 Notes to be redeemed, plus any accrued and unpaid special interest to, but excluding, the redemption date. If the Company elects to redeem fewer than all of the outstanding 2026 Notes, at least $100.0 million aggregate principal amount of 2026 Notes must be outstanding and not subject to redemption as of the relevant redemption date. No sinking fund is provided for the 2026 Notes. If the Company undergoes a fundamental change (as defined in the 2026 Indenture), holders of the 2026 Notes may require the Company to repurchase for cash all or any portion of their notes at a repurchase price equal to 100% of the principal amount of the 2026 Notes to be repurchased, plus accrued and unpaid special interest to, but excluding, the fundamental change repurchase date. Based on the closing price of the Company's Class A common stock of $61.66 on March 31, 2023 , the if-converted value of the 2026 Notes does not exceed its principal amount. The remaining life of the 2026 Notes was approximately 41 months as of March 31, 2023 . 2026 Capped Call Transactions In connection with the offering of the 2026 Notes, the Company entered into privately-negotiated capped call option transactions (the 2026 Capped Calls) with certain financial institution counterparties. The 2026 Capped Calls each have an initial strike price of approximately $191.34 per share of the Company's Class A common stock, subject to certain adjustments, which corresponds to the initial conversion price of the 2026 Notes. The 2026 Capped Calls each have an initial cap price of approximately $250.94 per share, subject to certain adjustments. The 2026 Capped Calls initially cover, subject to anti-dilution adjustments, approximately 6.8 million shares of the Company's Class A common stock. The 2026 Capped Calls are intended to generally offset potential dilution to the Company's Class A common stock upon conversion of the 2026 Notes and/or offset the potential cash payments that the Company could be required to make in excess of the principal amount upon any conversion, subject to the cap price. The 2026 Capped Calls are subject to either adjustment or termination upon the occurrence of certain specified events affecting the Company, including a merger event, a tender offer, and a nationalization, insolvency, or delisting involving the Company. The 2026 Capped Calls expire in incremental components on each trading date between July 17, 2026 and August 13, 2026. As of March 31, 2023, the terms of the 2026 Capped Calls have not been adjusted. The 2026 Capped Calls are recorded in stockholders' equity and are not accounted for as derivatives. The premium paid for the purchase of the 2026 Capped Calls of $86.3 million was recorded as a reduction to additional paid-in capital on the condensed consolidated balance sheets. 2025 Convertible Senior Notes In May 2020, the Company issued $575.0 million aggregate principal amount of 0.75% Convertible Senior Notes due 2025 (the 2025 Notes, and together with the 2026 Notes, the Notes) in a private offering to qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act, including t he initial purchasers' exercise in full of their option to purchase an additional $75.0 million aggregate principal amount of the 2025 Notes. The total net proceeds from the issuance of the 2025 Notes, after deducting initial purchaser discounts and debt issuance costs, were $562.5 million . Immediately following the closings of the 2025 Notes Exchange (defined below) and other conversions that have since been completed, $158.4 million in aggregate principal amount of the 2025 Notes remained outstanding as of March 31, 2023. The 2025 Notes are senior unsecured obligations of the Company and will mature on May 15, 2025, unless earlier redeemed, repurchased, or converted, and are governed by the terms of the Indenture dated May 15, 2020 (the 2025 Indenture and together with the 2026 Indenture, the Indentures). Interest on the 2025 Notes is payable semi-annually in arrears on May 15 and November 15 of each year, beginning on November 15, 2020, at a rate of 0.75% per year. The 2025 Notes are convertible at an initial conversion rate of 26.7187 shares of the Company's Class A common stock per $1,000 principal amount of the 2025 Notes, which is equivalent to an initial conversion price of approximately $37.43 per share, subject to adjustment upon the occurrence of specified events in accordance with the terms of the 2025 Indenture. The 2025 Notes may be converted at any time on or after February 15, 2025 until the close of business on the second scheduled trading day immediately preceding the maturity date. Holders of the 2025 Notes may convert all or any portion of their 2025 Notes at their option at any time prior to the close of business on the business day immediately preceding February 15, 2025 only under the following circumstances: (1) during any calendar quarter (and only during such calendar quarter), if the last reported sale price of the Company's Class A common stock for at least 20 trading days (whether or not consecutive) during a period of 30 consecutive trading days ending on, and including, the last trading day of the immediately preceding calendar quarter is greater than or equal to 130% of the conversion price on each applicable trading day; (2) during the five business day period after any five consecutive trading day period in which the trading price per $1,000 principal amount of the 2025 Notes for each trading day of the measurement period was less than 98% of the product of the last reported sale price of the Company's Class A common stock and the conversion rate on each such trading day; (3) if the Company calls such 2025 Notes for redemption, at any time prior to the close of business on the second scheduled trading day immediately preceding the redemption date; or (4) upon the occurrence of specified corporate events. The circumstances described in paragraph (1) above were met during the quarter ended March 31, 2023 and as a result, the 2025 Notes are convertible at the option of the holder from April 1, 2023 until June 30, 2023. In addition, if the 2025 Notes are converted prior to the maturity date following certain specified corporate events or because the Company issues a notice of redemption, the Company will increase the conversion rate for such 2025 Notes converted in connection with such a corporate event or during the related redemption period, as the case may be, in certain circumstances set forth in the 2025 Indenture. Upon conversion, the Company will pay or deliver, as the case may be, cash, shares of the Company's Class A common stock, or a combination of cash and shares of the Company's Class A common stock, at the Company's election. It is the Company’s current intent to settle the principal amount of 2025 Notes in cash. The Company may not redeem the 2025 Notes prior to May 20, 2023. The Company may redeem for cash all or any portion of the 2025 Notes, at its option, on or after May 20, 2023, if the last reported sale price of the Company’s Class A common stock has been at least 130% of the conversion price then in effect for at least 20 trading days (whether or not consecutive) during any 30 consecutive trading day period (including the last trading day of such period) ending on, and including, the trading day preceding the date on which the Company provides notice of redemption at a redemption price equal to 100% of the principal amount of the 2025 Notes to be redeemed, plus any accrued and unpaid interest to, but excluding, the redemption date. No sinking fund is provided for the 2025 Notes. If the Company undergoes a fundamental change (as defined in the 2025 Indenture), holders of the 2025 Notes may require the Company to repurchase for cash all or any portion of their notes at a repurchase price equal to 100% of the principal amount of the 2025 Notes to be repurchased, plus accrued and unpaid interest to, but excluding, the fundamental change repurchase date. During the year ended December 31, 2022, the Company settled conversions of approximately $16.6 million aggregate principal amount of the 2025 Notes. The Company elected to settle the conversions in a combination of cash equal to the principal amount of the 2025 Notes converted and the issuance of 298,909 shares of the Company's Class A common stock for the remainder associated with the conversion premium. The difference between the settlement consideration and the carrying value of the 2025 Notes converted was recorded to additional paid-in-capital on the Company's condensed consolidated balance sheets. 2025 Notes Exchange On August 13, 2021, the Company closed privately-negotiated exchange agreements with certain holders of the 2025 Notes to exchange approximately $400.0 million in aggregate principal amount of the 2025 Notes (the 2025 Notes Exchange) for an aggregate of $400.7 million in cash (including accrued interest) and approximately 7.6 million shares of the Company’s Class A common stock (the Exchange Shares) for aggregate consideration of $1,321.0 million. The Company used a portion of the net proceeds from the offering of the 2026 Notes to fund the 2025 Notes Exchange. As a result, the Company recorded a debt extinguishment loss of $72.2 million, representing the difference between the fair value of the liability component of $355.3 million and the carrying value of the 2025 Notes Exchange of $283.1 million at the closing date. The fair value of the liability component was calculated by using an effective interest rate of 4.08%, which was determined by measuring the fair value of similar debt instruments that did not have an associated convertible feature and adjusted to reflect the term of the remaining 2025 Notes. The aggregate consideration of $1,321.0 million was allocated between the fair value of the liability component of $355.3 million and the reacquisition of the equity component of $965.7 million, which was recorded as a reduction to additional paid-in capital and offset by the additional paid-in capital for the Exchange Shares issued. Based on the closing price of the Company's Class A common stock of $61.66 on March 31, 2023, the if-converted value of the 2025 Notes exceeded its principal amount by approximately $102.6 million. The remaining life of the 2025 Notes was approximately 26 months as of March 31, 2023. 2025 Capped Call Transactions In connection with the offering of the 2025 Notes, the Company entered into privately-negotiated capped call option transactions (the 2025 Capped C alls and, together with the 2026 Capped Calls, the capped call transactions) with certain financial institution counterparties . The 2025 Capped Calls each have an initial strike price of approximately $37.43 per share of the Company's Class A common stock, subject to certain adjustments, which corresponds to the initial conversion price of the 2025 Notes. The 2025 Capped Calls each have an initial cap price of $57.58 per share, subject to certain adjustments. The 2025 Capped Calls initially cover, subject to anti-dilution adjustments, approximately 15.4 million shares of the Company's Class A common stock. The 2025 Capped Calls are intended to generally offset potential dilution to the Company's Class A common stock upon conversion of the 2025 Notes and/or offset the potential cash payments that the Company could be required to make in excess of the principal amount upon any conversion, subject to the cap price. The 2025 Capped Calls are subject to either adjustment or termination upon the occurrence of certain specified events affecting the Company, including a merger event, a tender offer, and a nationalization, insolvency, or delisting involving the Company. The 2025 Capped Calls expire in incremental components on each trading date between March 18, 2025 and May 13, 2025. As of March 31, 2023, the terms of the 2025 Capped Calls have not been adjusted and no 2025 Capped Calls were exercised in connection with the 2025 Notes Exchange. As of April 27, 2023, no 2025 Capped Calls were exercised in connection with the 2025 Notes conversion requests. The 2025 Capped Calls are recorded in stockholders' equity and are not accounted for as derivatives. The premium paid for the purchase of the 2025 Capped Calls of $67.3 million was recorded as a reduction to additional paid-in capital on the condensed consolidated balance sheets. The net carrying amounts of the Notes were as follows: March 31, 2023 December 31, 2022 2026 Notes 2025 Notes 2026 Notes 2025 Notes (in thousands) Principal $ 1,293,750 $ 158,429 $ 1,293,750 $ 158,429 Unamortized debt issuance costs (13,357) (1,467) (14,348) (1,639) Carrying amount, net $ 1,280,393 $ 156,962 $ 1,279,402 $ 156,790 The following tables set forth total interest expense recognized related to the Notes: Three Months Ended March 31, 2023 2022 2026 Notes 2025 Notes 2026 Notes 2025 Notes (in thousands) Coupon interest expense $ — $ 297 $ — $ 310 Amortization of debt issuance costs 990 173 990 180 Total $ 990 $ 470 $ 990 $ 490

Commitments and Contingencies

Commitments and Contingencies	3 Months Ended
	Mar. 31, 2023
Commitments and Contingencies Disclosure [Abstract]
Commitments and Contingencies	Commitments and Contingencies Purchase Commitments Open purchase commitments are for the purchase of services under non-cancelable contracts. They are not recorded as liabilities on the condensed consolidated balance sheet as of March 31, 2023 as the Company has not yet received the related services. Refer to the table below for purchase commitments under non-cancelable contracts with various vendors as of March 31, 2023. Bandwidth & Co-location Commitments The Company enters into long-term non-cancelable agreements with providers in various countries to purchase capacity, such as bandwidth and co-location space, for the Company’s global network. Bandwidth and co-location costs for paying customers are recorded as cost of revenue in the condensed consolidated statements of operations and as sales and marketing expense in the condensed consolidated statements of operations for free customers. Such costs totaled $34.7 million and $25.8 million for the three months ended March 31, 2023 and 2022, respectively. Refer to the table below for long-term bandwidth and co-location commitments under non-cancelable contracts with various networks and Internet service providers as of March 31, 2023. For the lease components of co-location agreements, refer to Note 6 to these condensed consolidated financial statements. Payments Due by Period as of March 31, 2023 Total 2023 (remaining nine months) 2024 2025 2026 2027 Thereafter (in thousands) Non-cancelable: Open purchase agreements (1) $ 97,365 $ 31,039 $ 16,898 $ 41,905 $ 2,424 $ 1,122 $ 3,977 Bandwidth and other co-location related commitments (2) 120,728 37,364 36,038 19,338 13,221 10,316 4,451 Other commitments (3) 10,483 10,483 — — — — — Total $ 228,576 $ 78,886 $ 52,936 $ 61,243 $ 15,645 $ 11,438 $ 8,428 (1) Open purchase commitments are for the purchase of services under non-cancelable contracts. They were not recorded as liabilities on the condensed consolidated balance sheet as of March 31, 2023 as the Company had not yet received the related services. (2) Long-term commitments for bandwidth usage and other co-location related commitments with various networks and Internet service providers. The costs for services not yet received were not recorded as liabilities on the condensed consolidated balance sheet as of March 31, 2023. (3) Indemnity holdback consideration associated with the Area 1 and Vectrix acquisitions. See Note 13. Legal Matters From time to time the Company is a party to various legal proceedings that arise in the ordinary course of business. In addition, third parties may from time to time assert claims against the Company in the form of letters and other communications. Management currently believes that there is no pending or threatened legal proceeding to which the Company is a party that is likely to have a material adverse effect on the Company’s condensed consolidated financial statements. However, the results of legal proceedings are inherently unpredictable and if an unfavorable ruling were to occur in any of the legal proceedings there exists the possibility of a material adverse effect on the Company’s financial position, results of operations, and cash flows. The Company accrues for legal proceedings that it considers probable and for which the loss can be reasonably estimated. The Company also discloses material contingencies when it believes a loss is not probable but reasonably possible. Legal costs incurred and expected to be incurred related to litigation matters are expensed as incurred. The Company’s network and associated products are subject to various restrictions under U.S. export control and sanctions laws and regulations, including the U.S. Department of Commerce’s Export Administration Regulations (EAR) and various economic and trade sanctions regulations administered by the U.S. Department of the Treasury’s Office of Foreign Assets Controls (OFAC). The U.S. export control laws and U.S. economic sanctions laws include restrictions or prohibitions on the sale or supply of certain products and services to U.S. embargoed or sanctioned countries, governments, persons and entities and also require authorization for the export of certain encryption items. In addition, various countries regulate the import of certain encryption technology, including through import permitting and licensing requirements and have enacted or could enact laws that could limit the Company’s ability to distribute its products through its network. Although the Company takes precautions to prevent its network and associated products from being accessed or used in violation of such laws, the Company may have inadvertently allowed its network and associated products to be accessed or used by some customers in apparent violation of U.S. economic sanctions laws, including by users in embargoed or sanctioned countries, and the Company may have exported or allowed the download of certain software prior to making required filings with the U.S. Department of Commerce’s Bureau of Industry and Security. As a result, the Company has submitted to OFAC and to the Bureau of Industry and Security a voluntary self-disclosure concerning potential violations, and the Company has submitted a voluntary self-disclosure to the Census Bureau regarding potential violations of the Foreign Trade Regulations related to some incorrect electronic export information statements to the U.S. government for certain hardware exports, which were authorized. The voluntary self-disclosure to the Census Bureau was completed with no penalties in November 2019, and the voluntary self-disclosure to the Bureau of Industry and Security was completed with no penalties in June 2020. The voluntary self-disclosure to OFAC remains under review. If the Company is found to be in violation of U.S. economic sanctions or export control laws, it could result in substantial fines and penalties for the Company and for the individuals working for the Company. The Company may also be adversely affected through other penalties, reputational harm, loss of access to certain markets or otherwise. No loss has been recognized in the consolidated financial statements for this loss contingency as it is not probable a loss has been incurred and the range of a possible loss is not yet estimable. Guarantees and Indemnifications If the Company's services do not meet certain service level commitments, its contracted customers and certain of its pay-as-you-go customers are entitled to receive service credits, and in certain cases, refunds, each representing a form of variable consideration. To date, the Company has not incurred any material costs as a result of such commitments. The Company’s arrangements generally include certain provisions for indemnifying customers against liabilities if its products or services infringe a third-party’s intellectual property rights. It is not possible to determine the maximum potential amount under these indemnification obligations due to the limited history of prior indemnification claims and the unique facts and circumstances involved in each particular agreement. To date, the Company has not incurred any material costs as a result of such obligations and has not accrued any liabilities related to such obligations in the condensed consolidated financial statements. The Company has also agreed to indemnify its directors, executive officers, and certain other employees for costs associated with any fees, expenses, judgments, fines, and settlement amounts incurred by them in any action or proceeding to which any of them are, or are threatened to be, made a party by reason of their service as a director or officer. The Company maintains director and officer insurance coverage that would generally enable it to recover a portion of any future amounts paid. The Company also may be subject to indemnification obligations by law with respect to the actions of its employees under certain circumstances and in certain jurisdictions.

Common Stock

Common Stock	3 Months Ended
	Mar. 31, 2023
Equity [Abstract]
Common Stock	Common Stock The Company’s amended and restated certificate of incorporation authorizes the issuance of Class A common stock and Class B common stock. The holder of each share of Class A common stock is entitled to one vote per share, while the holder of each share of Class B common stock is entitled to 10 votes per share. As of March 31, 2023 and December 31, 2022, the Company was authorized to issue 2,250,000,000 shares of Class A common stock and 315,000,000 shares of Class B common stock, each with a par value of $0.001 per share. There were 289,372,222 and 286,560,947 shares of Class A common stock issued and outstanding as of March 31, 2023 and December 31, 2022, respectively. The number of shares of Class B common stock issued and outstanding was 42,395,408 and 43,524,514, as of March 31, 2023 and December 31, 2022, respectively. Holders of the Company’s Class A common stock and Class B common stock are entitled to dividends when, as and if, declared by the Company’s Board of Directors, subject to the rights of the holders of all classes of stock outstanding having priority rights to dividends. Any dividends paid to the holders of the Class A common stock and Class B common stock will be paid on a pro rata basis. As of March 31, 2023 and December 31, 2022, the Company had not declared any dividends. The rights of the holders of Class A and Class B common stock are identical, except with respect to voting and conversion. Shares of the Company's Class B common stock are convertible into an equivalent number of shares of the Company's Class A common stock and generally convert into shares of the Company's Class A common stock upon cessation of employment or transfer, except for certain transfers described in the Company's amended and restated certificate of incorporation. Class A common stock and Class B common stock are referred to, collectively, as common stock throughout the notes to these condensed consolidated financial statements, unless otherwise indicated. Common Stock Reserved for Future Issuance Shares of common stock reserved for future issuance, on an as-if converted basis, are as follows: March 31, 2023 December 31, 2022 (in thousands) 2025 Notes 5,503 5,503 2026 Notes 10,311 10,311 Stock options issued and outstanding 14,821 15,886 Remaining shares available for issuance under the 2019 Plan 60,353 44,693 Outstanding and unsettled RSUs 9,808 10,196 Shares available for issuance under the Employee Stock Purchase Plan (ESPP) 14,290 10,990 Total shares of common stock reserved 115,086 97,579

Stock-based Compensation

Stock-based Compensation	3 Months Ended
	Mar. 31, 2023
Share-based Payment Arrangement [Abstract]
Stock-based Compensation	Stock-based Compensation Equity Incentive Plans In 2010, the Company's Board of Directors adopted and stockholders approved the 2010 Equity Incentive Plan (2010 Plan). The 2010 Plan is a broad-based retention program and is intended to attract and retain talented employees, directors, and non-employee consultants. The 2010 Plan provides for the granting of stock options, restricted stock, RSUs, and stock appreciation rights to employees, directors, and consultants. Incentive stock options may be granted only to employees. All other awards under the 2010 Plan, including non-qualified stock options, may be granted to employees, directors, and consultants. Except for qualifying assumptions and substitutions of options, the exercise price of an incentive stock option and non-qualified stock option shall not be less than 100% of the fair market value of such shares on the date of grant. Prior to the Company's IPO, stock-based awards forfeited, canceled, or repurchased generally were returned to the pool of shares of common stock available for issuance under the 2010 Plan. In connection with the IPO, the 2010 Plan was terminated effective immediately prior to the effectiveness of the 2019 Equity Incentive Plan (2019 Plan) and the Company ceased granting any additional awards under the 2010 Plan. All outstanding awards under the 2010 Plan at the time of the termination of the 2010 Plan remain subject to the terms of the 2010 Plan, and any shares underlying stock options that expire or terminate or are forfeited or repurchased by the Company under the 2010 Plan will be automatically transferred to the 2019 Plan. In 2019, the Company's Board of Directors adopted and stockholders approved the 2019 Plan, which became effective one business day prior to the effective date of the Company's registration statement on Form S-1 for the IPO. The 2019 Plan provides for the granting of stock options, restricted stock, RSUs, stock appreciation rights, performance shares, performance stock units, and performance awards for the Company's Class A common stock to the Company's employees, directors, and consultants. Except as otherwise indicated below, the maximum number of shares of Class A common stock that may be issued under the 2019 Plan will not exceed 66,661,953 shares of the Company's Class A common stock, which is the sum of (1) 29,335,000 new shares, plus (2) an additional number of shares of Class A common stock not to exceed 37,326,953, consisting of the total number of shares of Class A or Class B common stock subject to outstanding awards granted under the 2010 Plan that, on or after the 2019 Plan became effective, are canceled, expire, or otherwise terminate prior to exercise or settlement; are repurchased by the Company because of the failure to vest; or are forfeited, tendered to, or withheld by the Company (or not issued) to satisfy a tax withholding obligation or the payment of an exercise price, if any, as such shares become available from time to time. Stock-based awards under the 2019 Plan that expire or are forfeited, canceled, or repurchased generally are returned to the pool of shares of Class A common stock available for issuance under the 2019 Plan. In addition, the number of shares of the Company's Class A common stock reserved for issuance under the 2019 Plan will automatically increase on January 1 of each calendar year, starting on January 1, 2021 through January 1, 2029, in an amount equal to the least of (i) 29,335,000 shares, (ii) 5% of the total number of shares of Class A and Class B common stock outstanding on December 31 of the fiscal year before the date of each automatic increase, or (iii) a lesser number of shares determined by the compensation committee of the Company's Board of Directors prior to the applicable January 1. Stock Options Under the 2010 Plan and 2019 Plan, at exercise, stock option awards entitle the holder to receive one share of Class B or Class A common stock, in the case of the 2010 Plan, or one share of Class A common stock, in the case of the 2019 Plan. The stock options granted under the 2010 Plan and the 2019 Plan generally vest over a four-year period subject to remaining continuously employed and expire no more than 10 years from the date of grant. The following table summarizes the stock options activity under the 2010 Plan and 2019 Plan for the three months ended March 31, 2023: Stock Options Outstanding (in thousands, except year and per share data) Shares Subject to Options Outstanding Weighted- Average Exercise Price per Option Weighted- Average Remaining Contractual Terms (in years) Aggregate Intrinsic Value Balances as of December 31, 2022 15,886 $ 34.21 6.3 $ 451,782 Options granted 530 $ 64.08 Options exercised (806) $ 4.13 $ 42,339 Options canceled/forfeited/expired (789) $ 88.80 Balances as of March 31, 2023 14,821 $ 34.02 6.1 $ 579,126 Vested and expected to vest as of March 31, 2023 14,776 $ 34.12 6.1 $ 576,526 Exercisable as of March 31, 2023 9,489 $ 3.44 4.6 $ 555,861 The aggregate intrinsic value is the difference between the exercise price of the option and the estimated fair value of the underlying common stock. Options exercisable include 1,913,740 and 2,728,545 options that were unvested as of March 31, 2023 and December 31, 2022, respectively. The total grant date fair value for vested options in the three months ended March 31, 2023 and 2022 was $1.9 million and $2.5 million, respectively. As of March 31, 2023, there was $224.7 million of unrecognized stock-based compensation expense related to unvested stock options that is expected to be recognized over a weighted-average period of 4.4 years . During the year ended December 31, 2022, the Company granted to certain executive officers and other key employees 10-year stock options with market conditions that vest and becomes exercisable only if the Company achieves certain stock price milestones and the employee continues to provide service to the Company through the applicable vesting dates (the Performance Options). The Performance Options were granted under the 2019 Plan and consist of 10-year options to purchase an aggregate of 5,575,000 shares of the Company’s Class A common stock. During the three months ended March 31, 2023, the Company granted to new key employees the Performance Options to purchase an aggregate of 530,000 shares of the Company’s Class A common stock. The weighted-average assumptions used to determine the fair value of the Performance Options granted were as follows: Three Months Ended March 31, 2023 Expected term (in years) 10.0 Expected volatility 63.7 % Risk-free interest rate 3.6 % Dividend yield — The weighted-average grant date fair value of the Performance Options was $54.21 per share. The Company recognizes stock-based compensation expense for the Performance Options based on the grant date fair value and using a graded attribution method over the weighted-average requisite service period of 5.4 years. The total stock-based compensation expense for the Performance Options for the three months ended March 31, 2023 was $6.9 million . As of March 31, 2023, there was $206.9 million of unrecognized stock-based compensation expense related to the Performance Options that is expected to be recognized over a weighted-average period of 4.6 years . In connection with the acquisition of Area 1 Security, Inc. (Area 1), each unvested option to purchase shares of Area 1’s common stock held by Area 1 employees who have joined the Company were assumed and converted into stock option awards to purchase the Company's Class A common stock (the Assumed Area 1 Stock Options). The Assumed Area 1 Stock Options are subject to the terms and conditions set forth in the Area 1 stock incentive plan and consist of options to purchase an aggregate of 156,770 shares of the Company’s Class A common stock. The Assumed Area 1 Stock Options are generally subject to annual vesting on a ratable basis over the three years from the Area 1 acquisition date, in each case subject to remaining continuously employed by the Company or any of its subsidiaries. None of the Assumed Area 1 Stock Options vested during the three months ended March 31, 2023. The weighted-average assumptions used to determine the fair value of the Assumed Area 1 Stock Options during the year ended December 31, 2022 were as follows: Year ended December 31, 2022 Expected term (in years) 2.3 Expected volatility 66.7 % Risk-free interest rate 2.5 % Dividend yield — The weighted-average grant date fair value of the Assumed Area 1 Stock Options was $93.32 per share. The total stock-based compensation expense for the Assumed Area 1 Stock Options for the three months ended March 31, 2023 was not material. As of March 31, 2023, there was $9.7 million of unrecognized stock-based compensation expense related to the Assumed Area 1 Stock Options that is expected to be recognized over a weighted-average period of 2.0 years. For further details on the Area 1 acquisition, refer to Note 13 to these condensed consolidated financial statements. Early Exercises of Stock Options The 2010 Plan allows for the early exercise of stock options for certain individuals as determined by the Company’s Board of Directors. Shares of common stock issued upon early exercises of unvested options are not deemed, for accounting purposes, to be issued until those shares vest according to their respective vesting schedules and accordingly, the consideration received for early exercises is initially recorded as a liability and reclassified to common stock and additional paid-in capital as the underlying awards vest. Stock options that are early exercised are subject to a repurchase option that allows the Company to repurchase within six months of an individual’s termination for any reason, including death and disability (or in the case of shares issued upon exercise of an option after termination, within six months of the date of exercise), any unvested shares of such individual for a repurchase price equal to the amount previously paid by the individual for such unvested shares. As of March 31, 2023 and December 31, 2022, the Company had $1.3 million and $1.9 million, respectively, recorded in liability for early exercise of unvested stock options, and the related number of unvested shares subject to repurchase was 615,211 and 899,691, respectively. Restricted Stock and Restricted Stock Units RSUs granted under the 2010 Plan generally vest upon the satisfaction of both a service-based vesting condition and a performance vesting condition, as defined below, occurring before these RSUs expire. RSUs granted under the 2019 Plan generally vest upon the satisfaction of a service-based vesting condition. The service-based vesting condition for employees under both the 2010 Plan and the 2019 Plan is typically satisfied over a four-year period, subject to remaining continuously employed. The performance vesting condition under the 2010 Plan was deemed satisfied upon the effective date of the Company's registration statement on Form S-1 filed with the SEC in connection with the IPO. RSU and restricted stock activity for the three months ended March 31, 2023 was as follows: Restricted Stock and RSUs Weighted-Average (in thousands, except per share data) Unvested and outstanding as of December 31, 2022 9,580 $ 61.14 Granted - RSUs 1,507 $ 52.91 Granted - Restricted stock — $ — Vested - RSUs (904) $ 55.70 Vested - Restricted stock (198) $ 21.69 Forfeited (375) $ 61.51 Unvested as of March 31, 2023 9,610 $ 64.37 Vested and not yet released — $ — Outstanding as of March 31, 2023 9,610 $ 64.37 The total grant date fair value for vested RSUs for the three months ended March 31, 2023 and 2022 was $50.3 million and $22.4 million, respectively. The total stock-based compensation expense for RSUs for the three months ended March 31, 2023 and 2022 was $44.3 million and $35.2 million, respectively. As of March 31, 2023, the total unrecognized stock-based compensation expense related to unvested RSUs was $544.0 million that is expected to be recognized over a weighted-average period of 3.2 years. 2019 Employee Stock Purchase Plan In September 2019, the Company's Board of Directors adopted and stockholders approved the ESPP, which became effective one business day prior to the effective date of the Company's registration statement on Form S-1 filed with the SEC in connection with the IPO. A total of 5,870,000 shares of Class A common stock were initially reserved for sale under the ESPP. The number of shares of Class A common stock reserved for issuance includes an annual increase on the first day of each fiscal year, beginning on January 1, 2021, by the least of (1) 5,870,000 shares of Class A common stock, (2) 1% of the total number of shares of Class A and Class B common stock outstanding on December 31 of the fiscal year before the date of each automatic increase; or (3) such lesser amount as the compensation committee of the Company's Board of Directors may determine prior to the applicable January 1. Generally, all regular employees, including executive officers, employed by the Company or by any of its designated subsidiaries, except for those holding 5% or more of the total combined voting power or value of all classes of common stock, may participate in the ESPP and may contribute, normally through payroll deductions, up to 10% of their eligible compensation for the purchase of Class A common stock under the ESPP. Unless otherwise determined by the compensation committee of the Board of Directors, Class A common stock will be purchased for the accounts of employees participating in the ESPP at a price per share that is the lesser of (1) 85% of the fair market value of a share of the Company's Class A common stock on the first date of an offering period, or (2) 85% of the fair market value of a share of the Company's Class A common stock on the date of purchase. The ESPP generally provides for six-month offering periods beginning on the first day of trading on or after November 15 and May 15 of each year and terminating on the last trading day before May 15 and November 15, approximately six months later, with identical purchase periods. Current employees cannot sell the shares of Class A common stock purchased under the ESPP until the day after the one-year anniversary of the purchase date of such shares, except for the withholding or sale of shares by the Company to meet any applicable tax withholding obligations. No employee may purchase (i) during each purchase period more than 1,500 shares of Class A common stock and (ii) shares under the ESPP at a rate in excess of $25,000 worth of the Company's Class A common stock based on the fair market value per share of the Company's Class A common stock at the beginning of an offering for each calendar year such purchase right is outstanding. No shares of Class A common stock were purchased under the ESPP during the three months ended March 31, 2023 and March 31, 2022, respectively. As of March 31, 2023, the total unrecognized stock-based compensation expense related to the ESPP was $1.4 million and is expected to be recognized over a weighted average period of 0.1 years. Stock-based Compensation Expense The following table sets forth the total stock-based compensation expense included in the Company’s condensed consolidated statements of operations: Three Months Ended March 31, 2023 2022 (in thousands) Cost of revenue $ 1,683 $ 1,078 Sales and marketing 14,820 8,919 Research and development 27,737 18,829 General and administrative 13,161 5,139 Total stock-based compensation expense $ 57,401 $ 33,965

Net Loss per Share Attributable

Net Loss per Share Attributable to Common Stockholders	3 Months Ended
	Mar. 31, 2023
Earnings Per Share [Abstract]
Net Loss per Share Attributable to Common Stockholders	Net Loss per Share Attributable to Common Stockholders The following table sets forth the computation of basic and diluted net loss per share attributable to common stockholders: Three Months Ended March 31, 2023 2022 Class A Class B Class A Class B (in thousands, except per share data) Net loss attributable to common stockholders $ (33,207) $ (4,875) $ (35,791) $ (5,590) Weighted-average shares used in computing net loss per share attributable to common stockholders, basic and diluted 288,096 42,293 279,658 43,676 Net loss per share attributable to common stockholders, basic and diluted $ (0.12) $ (0.12) $ (0.13) $ (0.13) Since the Company was in a loss position for all periods presented, basic net loss per share is the same as diluted net loss per share as the inclusion of all potential common shares outstanding would have been antidilutive. The potential shares of common stock that were excluded from the computation of diluted net loss per share attributable to common stockholders for the periods presented because including them would have been antidilutive are as follows: March 31, 2023 2022 (in thousands) 2025 Notes 4,233 4,233 2026 Notes 6,762 6,762 Shares subject to repurchase 615 1,783 Unexercised stock options 14,821 12,743 Unvested restricted stock and RSUs 9,874 7,437 Shares issuable pursuant to the ESPP 245 61 Total 36,550 33,019

Income Taxes

Income Taxes	3 Months Ended
	Mar. 31, 2023
Income Tax Disclosure [Abstract]
Income Taxes	Income Taxes The computation of the provision for (benefit from) income taxes for interim periods is determined by applying the estimated annual effective tax rate to year-to-date earnings from recurring operations and adjusting for discrete tax items recorded in the period. The Company's ability to estimate the geographic mix of earnings is impacted by the relatively high-growth nature of the business, fluctuations of business operations by country, and implementation of tax planning strategies. The Company recorded an income tax expense of $1.3 million and $0.4 million f or the three months ended March 31, 2023 and 2022, respectively. The income tax expense of $1.3 million for the three months ended March 31, 2023 was primarily related to withholding taxes in the U.S. and income tax expense from profitable foreign jurisdictions. The income tax expense of $0.4 million for the three months ended March 31, 2022 was primarily related to withholding taxes in the U.S. and income tax expense from profitable foreign jurisdictions, offset by the partial release of the U.S. valuation allowance in connection with an acquisition. In determining the need for a valuation allowance, the Company weighs both positive and negative evidence in the various jurisdictions in which it operates to determine whether it is more likely than not that its deferred tax assets are realizable. A full valuation allowance has been established in the U.S. and U.K. and no deferred tax assets and related tax benefits have been recognized in the consolidated financial statements. There is no valuation allowance associated with any other foreign jurisdictions.

Business Combinations

Business Combinations	3 Months Ended
	Mar. 31, 2023
Business Combination and Asset Acquisition [Abstract]
Business Combinations	Business Combinations Area 1 On April 1, 2022, the Company acquired all of the outstanding shares of Area 1, a company that has developed cloud-native email security technology, for a total purchase consideration of $156.6 million. The total purchase consideration included (i) acquisition-date cash payments of $82.6 million, net of $2.5 million of cash acquired, (ii) $63.5 million in shares of the Company’s Class A common stock, (iii) a cash holdback of $9.3 million, which the Company is retaining for up to 12 months and will be payable to the previous owners of Area 1, subject to offset by the Company for any of the previous owners’ indemnification obligations in connection with the acquisition, and (iv) a cash holdback of $1.1 million, which was subsequently paid to the previous owners of Area 1 during the year ended December 31, 2022. Concurrent with the closing of the acquisition, the Company made a cash payment of $4.1 million to repay Area 1’s debt, which was part of the acquisition-date cash payments included in the purchase consideration. In connection with the acquisition, the Company entered into compensation arrangements for stock-based and cash awards with a value totaling $15.9 million. Of the total stock-based and cash awards, $1.4 million cash awards were recognized as compensation expense on the acquisition date. Refer to Note 10 to these condensed consolidated financial statements for further details on the share-based awards. The transaction-related costs for the acquisition were not material and were included in general and administrative expenses during the three months ended June 30, 2022. The fair values of assets acquired and liabilities assumed on the acquisition date are summarized as follows (in thousands): Accounts receivable, net $ 1,634 Prepaids and other current assets 953 Acquired Intangible Assets 43,300 Goodwill 119,743 Total assets acquired 165,630 Accounts Payable (254) Accrued expense and other current liabilities (595) Deferred revenue (5,736) Deferred revenue, noncurrent (1,213) Other noncurrent liabilities (1,267) Total purchase price $ 156,565 The acquired assets and assumed liabilities were recorded at their estimated fair values, except for deferred revenue which was recorded under ASC 606 in accordance with the early adoption of ASU 2021-08 Business Combinations (Topic 805), Accounting for Contract Assets and Contract Liabilities from Contracts with Customers effective January 1, 2022. The excess of the purchase price over the fair value of the net assets acquired was allocated to goodwill, none of which is expected to be deductible for tax purposes. Goodwill is primarily attributable to the assembled workforce as well as the anticipated synergies from the integration of Area 1’s technology with the Company's technology. An immaterial purchase accounting adjustment to revise purchase consideration and goodwill was made during the year ended December 31, 2022. This acquisition did not have a material impact on the Company’s reported revenue or net loss amounts for any period presented; therefore, historical and pro forma disclosures have not been presented. Vectrix On January 14, 2022, the Company acquired all of the outstanding shares of Vectrix Security, Inc. (Vectrix), a company that has developed an online security technology that gives users the ability to scan and monitor SaaS applications for security issues, for a total purchase consideration of $7.6 million. The total purchase consideration included (i) acquisition-date cash payments of $4.3 million, net of $0.8 million of cash acquired, (ii) $2.0 million in shares of the Company’s Class A common stock, and (iii) a cash holdback of $1.3 million, which the Company is retaining for up to 18 months and will be payable to the previous owners of Vectrix, subject to offset by the Company for any of the previous owners’ indemnification obligations in connection with the acquisition. Concurrent with the closing of the acquisition, the Company made a cash payment of $2.0 million to cancel and settle Vectrix’s other existing equity-related agreements, which was part of the acquisition-date cash payments included in the purchase consideration. In connection with the acquisition, the Company entered into compensation arrangements for stock-based and cash awards with a value totaling $8.0 million, of which $2.6 million was recognized as compensation expense on the acquisition date. Additional compensation expense during the three months ended March 31, 2023 and March 31, 2022 were not material. The remaining compensation amount is not material and will be recognized through the year ended December 31, 2026. The transaction-related costs for the acquisition were not material and are included in general and administrative expenses in the condensed consolidated statement of operations for the three months ended March 31, 2022. The fair values of assets acquired and liabilities assumed on the acquisition date are summarized as follows (in thousands): Developed technology $ 3,100 Goodwill 4,962 Total assets acquired 8,062 Accounts Payable (20) Other noncurrent liabilities (430) Total purchase price $ 7,612 The acquired assets and assumed liabilities were recorded at their estimated fair values. The estimated useful life for the acquired developed technology is two years. The excess of the purchase price over the fair value of the net assets acquired was allocated to goodwill, none of which is expected to be deductible for tax purposes. Goodwill is primarily attributable to the assembled workforce as well as the anticipated synergies from the integration of Vectrix's technology with the Company's technology. An immaterial purchase accounting adjustment to revise purchase consideration and goodwill was made during the year ended December 31, 2022. This acquisition did not have a material impact on the Company’s condensed consolidated financial statements; therefore, historical and pro forma disclosures have not been presented. Zaraz On October 15, 2021, the Company acquired all of the outstanding shares of Zaraz Inc. (Zaraz), a remote-first company, that has developed a server-side rendering technology, for a total purchase consideration of $7.2 million. The total purchase consideration included (i) acquisition-date cash payments of $5.6 million, net of $0.8 million of cash acquired, and (ii) $1.6 million in shares of the Company’s Class A common stock. Concurrent with the closing of the acquisition, the Company made a cash payment of $1.1 million to cancel and settle Zaraz’s existing equity arrangements, which was part of the acquisition-date cash payments included in the purchase consideration. In connection with the acquisition, the Company entered into compensation arrangements for stock-based and cash awards with a value totaling $6.5 million, of which $0.5 million was recorded as compensation expense during the year ended December 31, 2021. Additional compensation expense during the three months ended March 31, 2023 and March 31, 2022 were not material. The remaining compensation amount is not material and will be recognized through the year ended December 31, 2024. The fair values of assets acquired and liabilities assumed on the acquisition date are summarized as follows (in thousands): Developed technology $ 1,400 Goodwill 6,176 Total assets acquired 7,576 Accrued compensation (82) Other noncurrent liabilities (322) Total purchase price $ 7,172 The acquired assets and assumed liabilities were recorded at their estimated fair values. The estimated useful life for the acquired developed technology is two years. The excess of the purchase price over the fair value of the net assets acquired was allocated to goodwill, none of which is expected to be deductible for tax purposes. Goodwill is primarily attributable to the assembled workforce as well as the anticipated synergies from the integration of Zaraz's technology with the Company's technology. An immaterial purchase accounting adjustment to revise purchase consideration and goodwill was made during the year ended December 31, 2022. This acquisition did not have a material impact on the Company’s condensed consolidated financial statements; therefore, historical and pro forma disclosures have not been presented.

Segment and Geographic Informat

Segment and Geographic Information	3 Months Ended
	Mar. 31, 2023
Segment Reporting [Abstract]
Segment and Geographic Information	Segment and Geographic Information The Company’s chief operating decision maker (CODM) is its CEO, President and COO, and CFO. Collectively, the CODM reviews financial information presented on a consolidated basis for purposes of allocating resources and evaluating financial performance. The Company has no segment managers who are held accountable by the CODM for operations, operating results, and planning for levels or components below the consolidated unit level. Accordingly, the Company has determined it has a single operating segment. Refer to Note 3 to these condensed consolidated financial statements for revenue by geography. The Company’s property and equipment, net, by geographic area were as follows: March 31, 2023 December 31, 2022 (in thousands) United States $ 190,586 $ 184,753 Rest of the world 107,602 101,847 Total property and equipment, net $ 298,188 $ 286,600 No single country other than the United States accounted for more than 10% of total property and equipment, net as of March 31, 2023 and December 31, 2022.

Subsequent Events

Subsequent Events	3 Months Ended
	Mar. 31, 2023
Subsequent Events [Abstract]
Subsequent Events	Subsequent EventsIn April 2023, the Company's compensation committee and Board of Directors approved amendments to the Performance Options, effective as of May 1, 2023. These amendments will reduce the exercise price per share of the Performance Options to the fair market value per share of the Company's Class A common stock on the effective date of the amendment, and modify the structure of the Performance Options to contain a total of nine separate tranches with added stock price milestones. While the Company is currently finalizing its accounting assessment, it currently anticipates that these amendments will result in an additional stock-based compensation expense of approximately $28.0 million to be recognized over a weighted average period of approximately 4.4 years.

Summary of Significant Accoun_2

Summary of Significant Accounting Policies (Policies)	3 Months Ended
	Mar. 31, 2023
Accounting Policies [Abstract]
Basis of Presentation	Basis of PresentationThe accompanying interim condensed consolidated financial statements and accompanying notes have been prepared in conformity with generally accepted accounting principles in the United States (U.S. GAAP) and applicable regulations of the Securities and Exchange Commission (the SEC) regarding interim financial reporting, and include the accounts of the Company and its wholly-owned subsidiaries. Certain information and note disclosures normally included in the financial statements prepared in accordance with U.S. GAAP have been condensed or omitted pursuant to the applicable required disclosures and regulations of the SEC. Therefore, these unaudited condensed consolidated financial statements should be read in conjunction with the audited consolidated financial statements and the related notes thereto included in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2022 .
Principles of Consolidation	Principles of ConsolidationAll intercompany balances and transactions have been eliminated in consolidation.
Fiscal Period	The Company’s fiscal year ends on December 31.
Use of Estimates	Use of Estimates The preparation of condensed consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the amounts reported and disclosed in the condensed consolidated financial statements and accompanying notes to the condensed consolidated financial statements. Such estimates include, but are not limited to, allowance for doubtful accounts, deferred contract acquisitions costs, the period of benefit generated from the Company’s deferred contract acquisition costs, the capitalization and estimated useful life of internal-use software, valuation of acquired intangible assets, the assessment of recoverability of intangible assets and their estimated useful lives, useful lives of property and equipment, the determination of the incremental borrowing rate used for operating lease liabilities, the valuation and recognition of stock-based compensation awards, uncertain tax positions, and the recognition and measurement of current and deferred income tax assets and liabilities. Management bases these estimates and assumptions on historical experience and on various other assumptions that are believed to be reasonable. Due in part to the Russia-Ukraine conflict and other macroeconomic and geopolitical conditions, there is ongoing uncertainty and significant disruption
Recent Accounting Pronouncements	Recent Accounting Pronouncements Recently Adopted Accounting Pronouncements There have been no recently adopted accounting pronouncements since the filing of the Company's Annual Report on Form 10-K for the year ended December 31, 2022 that may have a material impact on the Company's condensed consolidated financial statements.

Revenue (Tables)

Revenue (Tables)	3 Months Ended
	Mar. 31, 2023
Revenue from Contract with Customer [Abstract]
Schedule of Disaggregation of Revenue	The following table summarizes the revenue by region based on the billing address of customers who have contracted to use the Company’s global network and products: Three Months Ended March 31, 2023 2022 (dollars in thousands) Amount Percentage Amount Percentage United States $ 152,918 53 % $ 111,350 53 % Europe, Middle East, and Africa 78,331 27 % 55,792 26 % Asia Pacific 39,218 13 % 29,925 14 % Other 19,708 7 % 15,100 7 % Total $ 290,175 100 % $ 212,167 100 % The following table summarizes the revenue from contracts by type of customer: Three Months Ended March 31, 2023 2022 (dollars in thousands) Amount Percentage Amount Percentage Channel partners $ 41,003 14 % $ 24,356 11 % Direct customers 249,172 86 % 187,811 89 % Total $ 290,175 100 % $ 212,167 100 %
Schedule of Deferred Contract Acquisition Costs	The following table summarizes the activity of the deferred contract acquisition costs: Three Months Ended March 31, 2023 2022 (in thousands) Beginning balance $ 93,145 $ 70,320 Capitalization of contract acquisition costs 19,391 15,608 Amortization of deferred contract acquisition costs (14,109) (9,662) Ending balance $ 98,427 $ 76,266

Fair Value Measurements (Tables

Fair Value Measurements (Tables)	3 Months Ended
	Mar. 31, 2023
Fair Value Disclosures [Abstract]
Schedule of Fair Value by Significant Investment Category	The following table summarizes the Company’s cash and available-for-sale securities’ amortized cost, unrealized gains (losses), and fair value by significant investment category reported as cash and cash equivalents, restricted cash short-term, restricted cash, or available-for-sale securities as of March 31, 2023 and December 31, 2022. (in thousands) Reported as: March 31, 2023 Amortized Unrealized Unrealized Fair Value Cash & Available-for-sale securities Restricted Cash $ 38,074 $ — $ — $ 38,074 $ 26,005 $ — $ 12,069 Level I: Money market funds 230,358 — — 230,358 230,358 — — Level II: Corporate bonds 279,603 64 (2,018) 277,649 — 277,649 — U.S. treasury securities 740,621 365 (4,558) 736,428 — 736,428 — U.S. government agency securities 63,303 100 (6) 63,397 — 63,397 — Commercial paper 381,763 — (8) 381,755 — 381,755 — Subtotal 1,465,290 529 (6,590) 1,459,229 — 1,459,229 — Total assets measured at fair value on a recurring basis $ 1,733,722 $ 529 $ (6,590) $ 1,727,661 $ 256,363 $ 1,459,229 $ 12,069 (in thousands) Reported as: December 31, 2022 Amortized Unrealized Unrealized Fair Cash & Available-for-sale securities Restricted Cash $ 87,719 $ — $ — $ 87,719 $ 77,164 $ — $ 10,555 Level I: Money market funds 125,450 — — 125,450 124,979 — 471 Level II: Corporate bonds 258,617 46 (2,621) 256,042 2,035 254,007 — U.S. treasury securities 818,379 20 (9,233) 809,166 — 809,166 — U.S. government agency securities 25,283 — (31) 25,252 — 25,252 — Commercial paper 357,334 — — 357,334 — 357,334 — Subtotal 1,459,613 66 (11,885) 1,447,794 2,035 1,445,759 — Total assets measured at fair value on a recurring basis $ 1,672,782 $ 66 $ (11,885) $ 1,660,963 $ 204,178 $ 1,445,759 $ 11,026

Balance Sheet Components (Table

Balance Sheet Components (Tables)	3 Months Ended
	Mar. 31, 2023
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Schedule of Property and Equipment, Net	Property and equipment, net consisted of the following: March 31, 2023 December 31, 2022 (in thousands) Property and equipment: Servers—network infrastructure $ 271,658 $ 239,828 Construction in progress 49,006 72,827 Capitalized internal-use software 95,151 88,541 Office and computer equipment 34,869 30,577 Office furniture 9,426 6,547 Software 6,563 5,962 Leasehold improvements 34,689 20,392 Asset retirement obligation 826 827 Gross property and equipment 502,188 465,501 Less accumulated depreciation and amortization (204,000) (178,901) Total property and equipment, net $ 298,188 $ 286,600
Schedule of Acquired Intangible Assets, Net	Acquired intangible assets, net consisted of the following: March 31, 2023 Gross Carrying Accumulated Net Book (in thousands) Developed technology $ 40,100 $ 23,504 $ 16,596 Trade name 1,700 850 850 Customer relationships 11,600 1,450 10,150 Total acquired intangible assets, net $ 53,400 $ 25,804 $ 27,596 December 31, 2022 Gross Carrying Accumulated Net Book (in thousands) Developed technology $ 40,100 $ 19,191 $ 20,909 Trade name 1,700 638 1,062 Customer relationships 11,600 1,088 10,512 Total acquired intangible assets, net $ 53,400 $ 20,917 $ 32,483
Schedule of Estimated Future Amortization Expense of Acquired Intangible Assets	As of March 31, 2023, the estimated future amortization expense of acquired intangible assets was as follows: Estimated (in thousands) Year ending December 31, 2023 (remaining nine months) $ 14,516 2024 5,468 2025 1,450 2026 1,450 2027 1,450 Thereafter 3,262 Total $ 27,596

Leases (Tables)

Leases (Tables)	3 Months Ended
	Mar. 31, 2023
Leases [Abstract]
Schedule of Lease Costs	The components of lease cost related to the Company's operating leases included in the condensed consolidated statements of operations were as follows: Three Months Ended March 31, 2023 2022 (in thousands) Operating lease cost $ 11,061 $ 8,610 Total lease cost $ 11,061 $ 8,610
Schedule of Lease Liability Maturities	Maturities of the operating lease liabilities as of March 31, 2023 are as follows: March 31, 2023 (in thousands) 2023 (remaining nine months) $ 30,393 2024 34,062 2025 26,807 2026 23,361 2027 20,028 Thereafter 25,571 Total lease payments $ 160,222 Less: Imputed interest $ (16,622) Total operating lease liabilities $ 143,600

Debt (Tables)

Debt (Tables)	3 Months Ended
	Mar. 31, 2023
Debt Disclosure [Abstract]
Schedule of Convertible Debt	The net carrying amounts of the Notes were as follows: March 31, 2023 December 31, 2022 2026 Notes 2025 Notes 2026 Notes 2025 Notes (in thousands) Principal $ 1,293,750 $ 158,429 $ 1,293,750 $ 158,429 Unamortized debt issuance costs (13,357) (1,467) (14,348) (1,639) Carrying amount, net $ 1,280,393 $ 156,962 $ 1,279,402 $ 156,790
Schedule of Interest Expense	The following tables set forth total interest expense recognized related to the Notes: Three Months Ended March 31, 2023 2022 2026 Notes 2025 Notes 2026 Notes 2025 Notes (in thousands) Coupon interest expense $ — $ 297 $ — $ 310 Amortization of debt issuance costs 990 173 990 180 Total $ 990 $ 470 $ 990 $ 490

Commitments and Contingencies (

Commitments and Contingencies (Tables)	3 Months Ended
	Mar. 31, 2023
Commitments and Contingencies Disclosure [Abstract]
Schedule of Purchase Commitments	Refer to the table below for long-term bandwidth and co-location commitments under non-cancelable contracts with various networks and Internet service providers as of March 31, 2023. For the lease components of co-location agreements, refer to Note 6 to these condensed consolidated financial statements. Payments Due by Period as of March 31, 2023 Total 2023 (remaining nine months) 2024 2025 2026 2027 Thereafter (in thousands) Non-cancelable: Open purchase agreements (1) $ 97,365 $ 31,039 $ 16,898 $ 41,905 $ 2,424 $ 1,122 $ 3,977 Bandwidth and other co-location related commitments (2) 120,728 37,364 36,038 19,338 13,221 10,316 4,451 Other commitments (3) 10,483 10,483 — — — — — Total $ 228,576 $ 78,886 $ 52,936 $ 61,243 $ 15,645 $ 11,438 $ 8,428 (1) Open purchase commitments are for the purchase of services under non-cancelable contracts. They were not recorded as liabilities on the condensed consolidated balance sheet as of March 31, 2023 as the Company had not yet received the related services. (2) Long-term commitments for bandwidth usage and other co-location related commitments with various networks and Internet service providers. The costs for services not yet received were not recorded as liabilities on the condensed consolidated balance sheet as of March 31, 2023. (3) Indemnity holdback consideration associated with the Area 1 and Vectrix acquisitions. See Note 13.

Common Stock (Tables)

Common Stock (Tables)	3 Months Ended
	Mar. 31, 2023
Equity [Abstract]
Schedule of Common Stock Reserved for Future Issuance	Shares of common stock reserved for future issuance, on an as-if converted basis, are as follows: March 31, 2023 December 31, 2022 (in thousands) 2025 Notes 5,503 5,503 2026 Notes 10,311 10,311 Stock options issued and outstanding 14,821 15,886 Remaining shares available for issuance under the 2019 Plan 60,353 44,693 Outstanding and unsettled RSUs 9,808 10,196 Shares available for issuance under the Employee Stock Purchase Plan (ESPP) 14,290 10,990 Total shares of common stock reserved 115,086 97,579

Stock-based Compensation (Table

Stock-based Compensation (Tables)	3 Months Ended
	Mar. 31, 2023
Share-based Payment Arrangement [Abstract]
Schedule of Stock-based Awards	The following table summarizes the stock options activity under the 2010 Plan and 2019 Plan for the three months ended March 31, 2023: Stock Options Outstanding (in thousands, except year and per share data) Shares Subject to Options Outstanding Weighted- Average Exercise Price per Option Weighted- Average Remaining Contractual Terms (in years) Aggregate Intrinsic Value Balances as of December 31, 2022 15,886 $ 34.21 6.3 $ 451,782 Options granted 530 $ 64.08 Options exercised (806) $ 4.13 $ 42,339 Options canceled/forfeited/expired (789) $ 88.80 Balances as of March 31, 2023 14,821 $ 34.02 6.1 $ 579,126 Vested and expected to vest as of March 31, 2023 14,776 $ 34.12 6.1 $ 576,526 Exercisable as of March 31, 2023 9,489 $ 3.44 4.6 $ 555,861
Schedule of Assumptions Used to Determine the Fair Value of Stock Options Granted	The weighted-average assumptions used to determine the fair value of the Performance Options granted were as follows: Three Months Ended March 31, 2023 Expected term (in years) 10.0 Expected volatility 63.7 % Risk-free interest rate 3.6 % Dividend yield — The weighted-average assumptions used to determine the fair value of the Assumed Area 1 Stock Options during the year ended December 31, 2022 were as follows: Year ended December 31, 2022 Expected term (in years) 2.3 Expected volatility 66.7 % Risk-free interest rate 2.5 % Dividend yield —
Schedule of Restricted Stock Units Activity	RSU and restricted stock activity for the three months ended March 31, 2023 was as follows: Restricted Stock and RSUs Weighted-Average (in thousands, except per share data) Unvested and outstanding as of December 31, 2022 9,580 $ 61.14 Granted - RSUs 1,507 $ 52.91 Granted - Restricted stock — $ — Vested - RSUs (904) $ 55.70 Vested - Restricted stock (198) $ 21.69 Forfeited (375) $ 61.51 Unvested as of March 31, 2023 9,610 $ 64.37 Vested and not yet released — $ — Outstanding as of March 31, 2023 9,610 $ 64.37
Schedule of Stock-based Compensation Expense	The following table sets forth the total stock-based compensation expense included in the Company’s condensed consolidated statements of operations: Three Months Ended March 31, 2023 2022 (in thousands) Cost of revenue $ 1,683 $ 1,078 Sales and marketing 14,820 8,919 Research and development 27,737 18,829 General and administrative 13,161 5,139 Total stock-based compensation expense $ 57,401 $ 33,965

Net Loss per Share Attributab_2

Net Loss per Share Attributable to Common Stockholders (Tables)	3 Months Ended
	Mar. 31, 2023
Earnings Per Share [Abstract]
Schedule of Computation of Basic and Diluted Net Loss per Share Attributable to Common Stockholders	The following table sets forth the computation of basic and diluted net loss per share attributable to common stockholders: Three Months Ended March 31, 2023 2022 Class A Class B Class A Class B (in thousands, except per share data) Net loss attributable to common stockholders $ (33,207) $ (4,875) $ (35,791) $ (5,590) Weighted-average shares used in computing net loss per share attributable to common stockholders, basic and diluted 288,096 42,293 279,658 43,676 Net loss per share attributable to common stockholders, basic and diluted $ (0.12) $ (0.12) $ (0.13) $ (0.13)
Schedule of Potential Shares of Common Stock Excluded from Computation of Basic and Diluted Net Loss per Share Attributable to Common Stockholders	The potential shares of common stock that were excluded from the computation of diluted net loss per share attributable to common stockholders for the periods presented because including them would have been antidilutive are as follows: March 31, 2023 2022 (in thousands) 2025 Notes 4,233 4,233 2026 Notes 6,762 6,762 Shares subject to repurchase 615 1,783 Unexercised stock options 14,821 12,743 Unvested restricted stock and RSUs 9,874 7,437 Shares issuable pursuant to the ESPP 245 61 Total 36,550 33,019

Business Combinations (Tables)

Business Combinations (Tables)	3 Months Ended
	Mar. 31, 2023
Business Combination and Asset Acquisition [Abstract]
Schedule of Assets Acquired and Liabilities Assumed	The fair values of assets acquired and liabilities assumed on the acquisition date are summarized as follows (in thousands): Accounts receivable, net $ 1,634 Prepaids and other current assets 953 Acquired Intangible Assets 43,300 Goodwill 119,743 Total assets acquired 165,630 Accounts Payable (254) Accrued expense and other current liabilities (595) Deferred revenue (5,736) Deferred revenue, noncurrent (1,213) Other noncurrent liabilities (1,267) Total purchase price $ 156,565 The fair values of assets acquired and liabilities assumed on the acquisition date are summarized as follows (in thousands): Developed technology $ 3,100 Goodwill 4,962 Total assets acquired 8,062 Accounts Payable (20) Other noncurrent liabilities (430) Total purchase price $ 7,612 Developed technology $ 1,400 Goodwill 6,176 Total assets acquired 7,576 Accrued compensation (82) Other noncurrent liabilities (322) Total purchase price $ 7,172

Segment and Geographic Inform_2

Segment and Geographic Information (Tables)	3 Months Ended
	Mar. 31, 2023
Segment Reporting [Abstract]
Schedule of Property and Equipment, Net by Geographic Area	The Company’s property and equipment, net, by geographic area were as follows: March 31, 2023 December 31, 2022 (in thousands) United States $ 190,586 $ 184,753 Rest of the world 107,602 101,847 Total property and equipment, net $ 298,188 $ 286,600

Revenue - Disaggregation of Rev

Revenue - Disaggregation of Revenue (Details) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Disaggregation of Revenue [Line Items]
Revenue	$ 290,175	$ 212,167
Geographic Concentration Risk | Revenue
Disaggregation of Revenue [Line Items]
Percentage of Revenue	100%	100%
Sales Channel Concentration Risk | Revenue
Disaggregation of Revenue [Line Items]
Percentage of Revenue	100%	100%
Channel partners
Disaggregation of Revenue [Line Items]
Revenue	$ 41,003	$ 24,356
Channel partners | Sales Channel Concentration Risk | Revenue
Disaggregation of Revenue [Line Items]
Percentage of Revenue	14%	11%
Direct customers
Disaggregation of Revenue [Line Items]
Revenue	$ 249,172	$ 187,811
Direct customers | Sales Channel Concentration Risk | Revenue
Disaggregation of Revenue [Line Items]
Percentage of Revenue	86%	89%
United States
Disaggregation of Revenue [Line Items]
Revenue	$ 152,918	$ 111,350
United States | Geographic Concentration Risk | Revenue
Disaggregation of Revenue [Line Items]
Percentage of Revenue	53%	53%
Europe, Middle East, and Africa
Disaggregation of Revenue [Line Items]
Revenue	$ 78,331	$ 55,792
Europe, Middle East, and Africa | Geographic Concentration Risk | Revenue
Disaggregation of Revenue [Line Items]
Percentage of Revenue	27%	26%
Asia Pacific
Disaggregation of Revenue [Line Items]
Revenue	$ 39,218	$ 29,925
Asia Pacific | Geographic Concentration Risk | Revenue
Disaggregation of Revenue [Line Items]
Percentage of Revenue	13%	14%
Other
Disaggregation of Revenue [Line Items]
Revenue	$ 19,708	$ 15,100
Other | Geographic Concentration Risk | Revenue
Disaggregation of Revenue [Line Items]
Percentage of Revenue	7%	7%

Revenue - Narratives (Details)

Revenue - Narratives (Details) - USD ($)	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Revenue from Contract with Customer [Abstract]
Revenue recognized	$ 107,600,000	$ 63,900,000
Impairment loss	$ 0	$ 0

Revenue - Deferred Contract Acq

Revenue - Deferred Contract Acquisition Costs (Details) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Capitalized Contract Cost [Roll Forward]
Beginning balance	$ 93,145	$ 70,320
Capitalization of contract acquisition costs	19,391	15,608
Amortization of deferred contract acquisition costs	(14,109)	(9,662)
Ending balance	$ 98,427	$ 76,266

Revenue - Remaining Performance

Revenue - Remaining Performance Obligations (Details) $ in Millions	Mar. 31, 2023 USD ($)
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]
Remaining performance obligation, amount	$ 958.9
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2023-04-01
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]
Remaining performance obligation, percent	75%
Remaining performance obligation, expected timing of satisfaction	12 months

Fair Value Measurements - Sched

Fair Value Measurements - Schedule of Cash and Available-for-sale Debt Securities' Amortized Cost, Unrealized Gains (Losses) and Fair Value by Significant Investment Category (Details) - USD ($)	Mar. 31, 2023	Dec. 31, 2022
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Amortized Cost	$ 256,363,000	$ 204,178,000
Amortized Cost	1,733,722,000	1,672,782,000
Unrealized Gain	529,000	66,000
Unrealized (Loss)	(6,590,000)	(11,885,000)
Fair Value	1,727,661,000	1,660,963,000
Cash
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Amortized Cost	38,074,000	87,719,000
Unrealized Gain	0	0
Unrealized (Loss)	0	0
Fair Value	38,074,000	87,719,000
Money market funds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Unrealized Gain	0	0
Unrealized (Loss)	0	0
Level I | Money market funds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Amortized Cost	230,358,000	125,450,000
Unrealized Gain	0	0
Unrealized (Loss)	0	0
Fair Value	230,358,000	125,450,000
Level II
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Amortized Cost	1,465,290,000	1,459,613,000
Unrealized Gain	529,000	66,000
Unrealized (Loss)	(6,590,000)	(11,885,000)
Fair Value	1,459,229,000	1,447,794,000
Level II | Corporate bonds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Amortized Cost	279,603,000	258,617,000
Unrealized Gain	64,000	46,000
Unrealized (Loss)	(2,018,000)	(2,621,000)
Fair Value	277,649,000	256,042,000
Level II | U.S. treasury securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Amortized Cost	740,621,000	818,379,000
Unrealized Gain	365,000	20,000
Unrealized (Loss)	(4,558,000)	(9,233,000)
Fair Value	736,428,000	809,166,000
Level II | Commercial paper
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Amortized Cost	381,763,000	357,334,000
Unrealized Gain	0	0
Unrealized (Loss)	(8,000)	0
Fair Value	381,755,000	357,334,000
Level II | U.S. government agency securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Amortized Cost	63,303,000	25,283,000
Unrealized Gain	100,000	0
Unrealized (Loss)	(6,000)	(31,000)
Fair Value	63,397,000	25,252,000
Cash & Cash Equivalents | Fair Value, Recurring
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Total assets measured at fair value on a recurring basis	256,363,000	204,178,000
Cash & Cash Equivalents | Fair Value, Recurring | Cash
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	26,005,000	77,164,000
Cash & Cash Equivalents | Fair Value, Recurring | Level I | Money market funds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	230,358,000	124,979,000
Cash & Cash Equivalents | Fair Value, Recurring | Level II
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	2,035,000
Cash & Cash Equivalents | Fair Value, Recurring | Level II | Corporate bonds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	2,035,000
Cash & Cash Equivalents | Fair Value, Recurring | Level II | U.S. treasury securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Cash & Cash Equivalents | Fair Value, Recurring | Level II | Commercial paper
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Cash & Cash Equivalents | Fair Value, Recurring | Level II | U.S. government agency securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Available-for-sale securities | Fair Value, Recurring
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	1,459,229,000	1,445,759,000
Available-for-sale securities | Fair Value, Recurring | Cash
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Available-for-sale securities | Fair Value, Recurring | Level I | Money market funds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Available-for-sale securities | Fair Value, Recurring | Level II
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	1,459,229,000	1,445,759,000
Available-for-sale securities | Fair Value, Recurring | Level II | Corporate bonds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	277,649,000	254,007,000
Available-for-sale securities | Fair Value, Recurring | Level II | U.S. treasury securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	736,428,000	809,166,000
Available-for-sale securities | Fair Value, Recurring | Level II | Commercial paper
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	381,755,000	357,334,000
Available-for-sale securities | Fair Value, Recurring | Level II | U.S. government agency securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	63,397,000	25,252,000
Restricted Cash (Current and Non-Current) | Fair Value, Recurring
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Total assets measured at fair value on a recurring basis	12,069,000	11,026,000
Restricted Cash (Current and Non-Current) | Fair Value, Recurring | Cash
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	12,069,000	10,555,000
Restricted Cash (Current and Non-Current) | Fair Value, Recurring | Level I | Money market funds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	471,000
Restricted Cash (Current and Non-Current) | Fair Value, Recurring | Level II
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Restricted Cash (Current and Non-Current) | Fair Value, Recurring | Level II | Corporate bonds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Restricted Cash (Current and Non-Current) | Fair Value, Recurring | Level II | U.S. treasury securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Restricted Cash (Current and Non-Current) | Fair Value, Recurring | Level II | Commercial paper
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	0	0
Restricted Cash (Current and Non-Current) | Fair Value, Recurring | Level II | U.S. government agency securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Fair Value	$ 0	$ 0

Fair Value Measurements - Narra

Fair Value Measurements - Narratives (Details) - USD ($)	Mar. 31, 2023	Dec. 31, 2022	Jan. 14, 2022
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Restricted cash	$ 12,100,000
Amortized cost of available-for-sale investments with maturities less than one year	1,255,200,000	$ 1,251,600,000
Amortized cost of available-for-sale investments with maturities greater than one year	210,100,000	205,900,000
Net loss on investments, net of tax	6,100,000	11,900,000
Convertible Debt
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument, fair value	271,600,000
Convertible Debt | 2026 Notes
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument, fair value	1,094,200,000
Money market funds
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Unrealized gain	0	0
Unrealized loss	0	0
Vectrix, Inc.
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Consideration held back	$ 10,500,000		$ 1,300,000
U.S. government agency securities
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Proceeds receivable from sale of securities		$ 37,500,000

Balance Sheet Components - Acco

Balance Sheet Components - Accounts Receivable, Net (Details) - USD ($) $ in Millions	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022	Dec. 31, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Allowance for doubtful accounts	$ 3.7		$ 3.1
Provision for bad debt expense	1.6	$ 1
Write-off of uncollectible accounts receivable	$ 1	$ 0.5

Balance Sheet Components - Prop

Balance Sheet Components - Property and Equipment, Net (Details) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022	Dec. 31, 2022
Property, Plant and Equipment [Line Items]
Gross property and equipment	$ 502,188		$ 465,501
Less accumulated depreciation and amortization	(204,000)		(178,901)
Total property and equipment, net	298,188		286,600
Depreciation and amortization expense	25,800	$ 18,900
Servers—network infrastructure
Property, Plant and Equipment [Line Items]
Gross property and equipment	271,658		239,828
Construction in progress
Property, Plant and Equipment [Line Items]
Gross property and equipment	49,006		72,827
Capitalized internal-use software
Property, Plant and Equipment [Line Items]
Gross property and equipment	95,151		88,541
Office and computer equipment
Property, Plant and Equipment [Line Items]
Gross property and equipment	34,869		30,577
Office furniture
Property, Plant and Equipment [Line Items]
Gross property and equipment	9,426		6,547
Software
Property, Plant and Equipment [Line Items]
Gross property and equipment	6,563		5,962
Depreciation and amortization expense	5,400	$ 4,800
Leasehold improvements
Property, Plant and Equipment [Line Items]
Gross property and equipment	34,689		20,392
Asset retirement obligation
Property, Plant and Equipment [Line Items]
Gross property and equipment	$ 826		$ 827

Balance Sheet Components - Good

Balance Sheet Components - Goodwill (Details) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022	Dec. 31, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Goodwill	$ 148,047		$ 148,047
Goodwill, impairment loss	$ 0	$ 0

Balance Sheet Components - Acqu

Balance Sheet Components - Acquired Intangible Assets, Net (Details) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022	Dec. 31, 2022
Finite-Lived Intangible Assets [Line Items]
Gross Carrying Amount	$ 53,400		$ 53,400
Accumulated Amortization	25,804		20,917
Net Book Value	27,596		32,483
Amortization of acquired intangible assets	4,900	$ 500
Developed technology
Finite-Lived Intangible Assets [Line Items]
Gross Carrying Amount	40,100		40,100
Accumulated Amortization	23,504		19,191
Net Book Value	16,596		20,909
Trade name
Finite-Lived Intangible Assets [Line Items]
Gross Carrying Amount	1,700		1,700
Accumulated Amortization	850		638
Net Book Value	850		1,062
Customer relationships
Finite-Lived Intangible Assets [Line Items]
Gross Carrying Amount	11,600		11,600
Accumulated Amortization	1,450		1,088
Net Book Value	$ 10,150		$ 10,512

Balance Sheet Components - Esti

Balance Sheet Components - Estimated Future Amortization Expense of Acquired Intangible Assets, Net (Details) - USD ($) $ in Thousands	Mar. 31, 2023	Dec. 31, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
2023 (remaining nine months)	$ 14,516
2024	5,468
2025	1,450
2026	1,450
2027	1,450
Thereafter	3,262
Net Book Value	$ 27,596	$ 32,483

Leases - Narratives (Details)

Leases - Narratives (Details) $ in Millions	Mar. 31, 2023 USD ($)
Lessee, Lease, Description [Line Items]
Remaining lease term (up to)	8 years 3 months 18 days
Lease not yet commenced, undiscounted amount	$ 46.7
Lease not yet commenced, term of contract	3 years 7 months 6 days
Weighted average remaining lease term	5 years 2 months 12 days
Operating lease, weighted average discount rate, percent	4.10%
Co-location Asset Lease
Lessee, Lease, Description [Line Items]
Remaining lease term (up to)	7 years 7 months 6 days

Leases - Schedule of Lease Cost

Leases - Schedule of Lease Costs (Details) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Leases [Abstract]
Operating lease cost	$ 11,061	$ 8,610
Total lease cost	$ 11,061	$ 8,610

Leases - Lease Liability Maturi

Leases - Lease Liability Maturities (Details) $ in Thousands	Mar. 31, 2023 USD ($)
Leases [Abstract]
2023 (remaining nine months)	$ 30,393
2024	34,062
2025	26,807
2026	23,361
2027	20,028
Thereafter	25,571
Total lease payments	160,222
Less: Imputed interest	(16,622)
Total operating lease liabilities	$ 143,600

Debt - 2026 Convertible Senior

Debt - 2026 Convertible Senior Notes (Details)		1 Months Ended	3 Months Ended
	Aug. 31, 2021 USD ($) day $ / shares	Aug. 31, 2021 USD ($) day $ / shares	Mar. 31, 2023 $ / shares
Debt Instrument [Line Items]
Closing share price (in dollars per share) | $ / shares			$ 61.66
2026 Notes | Convertible Debt
Debt Instrument [Line Items]
Debt principal amount | $	$ 1,293,800,000	$ 1,293,800,000
Face amount, additional principal issuable | $	$ 168,800,000	168,800,000
Proceeds from convertible debt | $		$ 1,274,000,000
Interest rate	0%	0%
Convertible debt, conversion ratio		0.0052263
Conversion price (in dollars per share) | $ / shares	$ 191.34	$ 191.34
Redemption price, percentage	100%	100%
Minimum redeemable face amount | $	$ 100,000,000	$ 100,000,000
Remaining life, convertible debt			41 months
2026 Notes | Convertible Debt | Last Reported Stock Price At Lease 130% Of The Debt Conversion Price
Debt Instrument [Line Items]
Conversion requirement, threshold trading days (at least) | day	20
Conversion requirement, threshold consecutive trading days | day	30	30
Conversion requirement, threshold percentage of stock price trigger (at least)	130%
2026 Notes | Convertible Debt | Principal Amount Less Than 98% of the Product
Debt Instrument [Line Items]
Conversion requirement, threshold trading days (at least) | day	5
Conversion requirement, threshold consecutive trading days | day	5
Conversion requirement, threshold percentage of stock price trigger (at least)	98%

Debt - 2026 Capped Call Transac

Debt - 2026 Capped Call Transactions (Details) - 2026 Notes - Convertible Debt - USD ($) $ / shares in Units, shares in Millions, $ in Millions		1 Months Ended
	Aug. 30, 2021	Aug. 31, 2021
Debt Instrument [Line Items]
Purchases of capped calls related to convertible senior notes		$ 86.3
Class A common stock
Debt Instrument [Line Items]
Shares covered by capped calls (in shares)	6.8
Capped Calls | Long | Class A common stock
Debt Instrument [Line Items]
Strike price (in dollars per share)	$ 191.34
Capped call, initial cap price (in dollars per share)	$ 250.94

Debt - 2025 Convertible Senior

Debt - 2025 Convertible Senior Notes (Details) - 2025 Notes		1 Months Ended	12 Months Ended
	Aug. 13, 2021 USD ($) shares	May 31, 2020 USD ($) day $ / shares	Dec. 31, 2022 USD ($) shares	Mar. 31, 2023 USD ($)
Debt Instrument [Line Items]
Proceeds from convertible debt		$ 562,500,000
Conversion price (in dollars per share) | $ / shares		$ 37.43
Last Reported Stock Price At Lease 130% Of The Debt Conversion Price
Debt Instrument [Line Items]
Conversion requirement, threshold trading days (at least) | day		20
Conversion requirement, threshold consecutive trading days | day		30
Conversion requirement, threshold percentage of stock price trigger (at least)		130%
Principal Amount Less Than 98% of the Product
Debt Instrument [Line Items]
Conversion requirement, threshold trading days (at least) | day		5
Conversion requirement, threshold consecutive trading days | day		5
Conversion requirement, threshold percentage of stock price trigger (at least)		98%
Convertible Debt
Debt Instrument [Line Items]
Debt principal amount		$ 575,000,000
Face amount, additional principal issuable		$ 75,000,000
Principal			$ 158,429,000	$ 158,429,000
Interest rate		0.75%
Convertible debt, conversion ratio		0.0267187
Redemption price, percentage		100%
Debt conversion, converted instrument, amount	$ 1,321,000,000
Convertible Debt | Class A common stock
Debt Instrument [Line Items]
Number of shares issued upon debt conversion | shares	7,600,000		298,909,000,000
Convertible Debt | Certain Holders Conversion
Debt Instrument [Line Items]
Debt conversion, converted instrument, amount			$ 16,600,000

Debt - 2025 Notes Exchange (Det

Debt - 2025 Notes Exchange (Details) - USD ($) $ / shares in Units, $ in Thousands		3 Months Ended	12 Months Ended
	Aug. 13, 2021	Mar. 31, 2023	Dec. 31, 2022
Debt Instrument [Line Items]
Closing share price (in dollars per share)		$ 61.66
Convertible Debt
Debt Instrument [Line Items]
Debt instrument, fair value		$ 271,600
2025 Notes | Convertible Debt
Debt Instrument [Line Items]
Repurchased face amount	$ 400,000
Repayments of convertible debt	400,700
Debt conversion, converted instrument, amount	1,321,000
Debt extinguishment loss	72,200
Debt instrument, fair value	355,300
Carrying amount, net	$ 283,100	156,962	$ 156,790
Effective interest rate	4.08%
Equity component of convertible debt	$ 965,700
Converted value in excess of principal		$ 102,600
Remaining life, convertible debt		26 months
2025 Notes | Convertible Debt | Class A common stock
Debt Instrument [Line Items]
Number of shares issued upon debt conversion	7,600,000		298,909,000,000

Debt - 2025 Capped Call Transac

Debt - 2025 Capped Call Transactions (Details) - 2025 Notes - Convertible Debt - USD ($) $ / shares in Units, shares in Millions, $ in Millions	Aug. 13, 2021	May 31, 2020
Debt Instrument [Line Items]
Purchases of capped calls related to convertible senior notes	$ 67.3
Capped Calls | Long | Class A common stock
Debt Instrument [Line Items]
Strike price (in dollars per share)		$ 37.43
Capped call, initial cap price (in dollars per share)		$ 57.58
Shares covered by capped calls (in shares)		15.4

Debt - Schedule of Net Carrying

Debt - Schedule of Net Carrying Amount of Notes (Details) - Convertible Debt - USD ($) $ in Thousands	Mar. 31, 2023	Dec. 31, 2022	Aug. 13, 2021
2026 Notes
Debt Instrument [Line Items]
Principal	$ 1,293,750	$ 1,293,750
Unamortized debt issuance costs	(13,357)	(14,348)
Carrying amount, net	1,280,393	1,279,402
2025 Notes
Debt Instrument [Line Items]
Principal	158,429	158,429
Unamortized debt issuance costs	(1,467)	(1,639)
Carrying amount, net	$ 156,962	$ 156,790	$ 283,100

Debt - Schedule of Interest Com

Debt - Schedule of Interest Components (Details) - Convertible Debt - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
2026 Notes
Debt Instrument [Line Items]
Coupon interest expense	$ 0	$ 0
Amortization of debt issuance costs	990	990
Total	990	990
2025 Notes
Debt Instrument [Line Items]
Coupon interest expense	297	310
Amortization of debt issuance costs	173	180
Total	$ 470	$ 490

Commitments and Contingencies -

Commitments and Contingencies - Narratives (Details) - USD ($) $ in Millions	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Commitments and Contingencies Disclosure [Abstract]
Cost and expenses related to bandwidth and other co-location commitments	$ 34.7	$ 25.8

Commitments and Contingencies_2

Commitments and Contingencies - Schedule of Purchase Commitments (Details) $ in Thousands	Mar. 31, 2023 USD ($)
Open purchase agreements
Total	$ 97,365
2023 (remaining three months)	31,039
2024	16,898
2025	41,905
2026	2,424
2027	1,122
Thereafter	3,977
Bandwidth and other co-location related commitments
Total	120,728
2023 (remaining three months)	37,364
2024	36,038
2025	19,338
2026	13,221
2027	10,316
Thereafter	4,451
Other commitments
Total	10,483
2023 (remaining three months)	10,483
2024	0
2025	0
2026	0
2027	0
Thereafter	0
Total
Total	228,576
2023 (remaining three months)	78,886
2024	52,936
2025	61,243
2026	15,645
2027	11,438
Thereafter	$ 8,428

Common Stock - Narratives (Deta

Common Stock - Narratives (Details)	Mar. 31, 2023 vote $ / shares shares	Dec. 31, 2022 $ / shares shares
Class A common stock
Class of Stock [Line Items]
Common stock, number of votes per share | vote	1
Common stock, shares authorized (in shares)	2,250,000,000	2,250,000,000
Common stock, par value (in dollars per share) | $ / shares	$ 0.001	$ 0.001
Common stock, shares issued (in shares)	289,372,222	286,560,947
Common stock, shares outstanding (in shares)	289,372,222	286,560,947
Class B common stock
Class of Stock [Line Items]
Common stock, number of votes per share | vote	10
Common stock, shares authorized (in shares)	315,000,000	315,000,000
Common stock, par value (in dollars per share) | $ / shares	$ 0.001	$ 0.001
Common stock, shares issued (in shares)	42,395,408	43,524,514
Common stock, shares outstanding (in shares)	42,395,408	43,524,514

Common Stock - Schedule of Comm

Common Stock - Schedule of Common Stock Reserved for Future Issuance (Details) - shares shares in Thousands	Mar. 31, 2023	Dec. 31, 2022
Class of Stock [Line Items]
Shares of common stock reserved (in shares)	115,086	97,579
Remaining shares available for issuance under the 2019 Plan
Class of Stock [Line Items]
Shares of common stock reserved (in shares)	60,353	44,693
Stock options issued and outstanding
Class of Stock [Line Items]
Shares of common stock reserved (in shares)	14,821	15,886
Outstanding and unsettled RSUs
Class of Stock [Line Items]
Shares of common stock reserved (in shares)	9,808	10,196
Shares available for issuance under the Employee Stock Purchase Plan (ESPP)
Class of Stock [Line Items]
Shares of common stock reserved (in shares)	14,290	10,990
Convertible Debt | 2025 Notes
Class of Stock [Line Items]
Shares of common stock reserved (in shares)	5,503	5,503
Convertible Debt | 2026 Notes
Class of Stock [Line Items]
Shares of common stock reserved (in shares)	10,311	10,311

Stock-based Compensation - Narr

Stock-based Compensation - Narrative (Details) - USD ($)			1 Months Ended	3 Months Ended		12 Months Ended
	Apr. 01, 2022	Feb. 14, 2022	Sep. 30, 2019	Mar. 31, 2023	Mar. 31, 2022	Dec. 31, 2022
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Stock-based compensation expense				$ 57,401,000	$ 33,965,000
2019 Equity Incentive Plan | Class A common stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of shares authorized for issuance (in shares)				66,661,953
Number of new shares authorized for issuance (in shares)				29,335,000
Number of additional shares authorized for issuance (in shares)				37,326,953
2019 Equity Incentive Plan | Class A and Class B Common Stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Potential increase in number of shares authorized, as a percentage of total common stock outstanding				5%
2010 Plan And 2019 Plan
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Total grant date fair value for vested options				$ 1,900,000	2,500,000
Stock options issued and outstanding
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Vesting period				4 years
Expiration period				10 years
Options unrecognized stock-based compensation expense				$ 9,700,000
Weighted-average remaining vesting period				2 years
Weighted-average grant date fair value for options granted (in dollars per share)				$ 93.32
Repurchase period				6 months
Liability for early exercise of stock options				$ 1,300,000		$ 1,900,000
Number of unvested shares expected to be repurchased (in shares)				615,211		899,691
Stock options issued and outstanding | Area 1 Security, Inc
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Vesting period	3 years
Stock-based compensation expense	$ 1,400,000			$ 0
Stock options issued and outstanding | Class A common stock | Area 1 Security, Inc
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of shares available for issuance (in shares)	156,770
Stock options issued and outstanding | 2010 Equity Incentive Plan | Common stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Exercise price of common stock, percentage of fair market value				100%
Stock options issued and outstanding | 2010 Equity Incentive Plan | Class A common stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Exercise stock option awards (in shares)				1
Stock options issued and outstanding | 2010 Equity Incentive Plan | Class B common stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Exercise stock option awards (in shares)				1
Stock options issued and outstanding | 2019 Equity Incentive Plan | Class A common stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Exercise stock option awards (in shares)				1
Stock options issued and outstanding | 2010 Plan And 2019 Plan
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Unvested options exercisable (in shares)				1,913,740		2,728,545
Options unrecognized stock-based compensation expense				$ 224,700,000
Weighted-average remaining vesting period				4 years 4 months 24 days
Other Performance Awards
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Options unrecognized stock-based compensation expense				$ 206,900,000
Weighted-average remaining vesting period				4 years 7 months 6 days
Weighted-average grant date fair value for options granted (in dollars per share)				$ 54.21
Requisite service period of awards				5 years 4 months 24 days
Stock-based compensation expense				$ 6,900,000
Other Performance Awards | Executive Officer
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Expiration period		10 years				10 years
Other Performance Awards | Other Key Employees
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Expiration period		10 years				10 years
Other Performance Awards | Class A common stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of shares authorized for issuance (in shares)		5,575,000
Expiration period		10 years
Other Performance Awards | Class A common stock | Other Key Employees
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Granted (in shares)				530,000
Restricted Stock Units (RSUs)
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Vesting period				4 years
Weighted-average remaining vesting period				3 years 2 months 12 days
Granted (in shares)				1,507,000
Stock-based compensation expense				$ 44,300,000	35,200,000
Total grant date fair value for vested shares				50,300,000	$ 22,400,000
Unrecognized stock-based compensation expense				$ 544,000,000
Shares issuable pursuant to the ESPP | 2019 Employee Stock Purchase Plan
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Weighted-average remaining vesting period				1 month 6 days
Unrecognized stock-based compensation expense				$ 1,400,000
Maximum ownership percentage threshold for participation			5%
Maximum contribution percentage per employee			10%
Shares issuable pursuant to the ESPP | 2019 Employee Stock Purchase Plan | Class A common stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of additional shares allowable under the plan (in shares)			5,870,000
Purchase price of common stock, percentage of fair value			85%
Offering period			6 months
Purchase period			6 months
Maximum number of shares available for repurchase for each employee (more than, in shares)			1,500
Maximum value of shares available for repurchase for each employee			$ 25,000
Share-Based Compensation Arrangement By Share-Based Payment Award, Purchase Period Block Period				1 year
Shares issuable pursuant to the ESPP | 2019 Employee Stock Purchase Plan | Class A and Class B Common Stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Potential increase in number of share authorized, as a percentage of total common stock outstanding			1%
Restricted Stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Granted (in shares)				0

Stock-based Compensation - Sche

Stock-based Compensation - Schedule of Stock-based Awards (Details) - USD ($) $ / shares in Units, shares in Thousands, $ in Thousands	3 Months Ended	12 Months Ended
	Mar. 31, 2023	Dec. 31, 2022
Shares Subject to Options Outstanding
Stock options outstanding, beginning balance (in shares)	15,886
Stock options granted (in shares)	530
Stock options exercised (in shares)	(806)
Stock options canceled, forfeited, expired (in shares)	(789)
Stock options outstanding, ending balance (in shares)	14,821	15,886
Stock options vested and expected to vest (in shares)	14,776
Stock options exercisable (in shares)	9,489
Weighted- Average Exercise Price per Option
Stock options outstanding, weighted-average exercise price, beginning balance (in dollars per share)	$ 34.21
Stock options granted, weighted-average exercise price (in dollars per share)	64.08
Stock options exercised, weighted-average exercise price (in dollars per share)	4.13
Stock options canceled, forfeited, expired, weighted-averaged exercise price (in dollars per share)	88.80
Stock options outstanding, weighted-average exercise price, ending balance (in dollars per share)	34.02	$ 34.21
Stock options vested and expected to vest, weighted-average exercise price (in dollars per share)	34.12
Stock options exercisable, weighted-average exercise price (in dollars per share)	$ 3.44
Weighted- Average Remaining Contractual Terms (in years)
Stock options outstanding, weighted-average remaining contractual term	6 years 1 month 6 days	6 years 3 months 18 days
Stock options vested and expected to vest, weighted-average remaining contractual term	6 years 1 month 6 days
Stock options exercisable, weighted-average remaining contractual term	4 years 7 months 6 days
Aggregate Intrinsic Value
Stock options outstanding, aggregate intrinsic value	$ 579,126	$ 451,782
Stock options exercised, aggregate intrinsic value	42,339
Stock options vested and expected to vest, aggregate intrinsic value	576,526
Stock options exercisable, aggregate intrinsic value	$ 555,861

Stock- based compensation - Sch

Stock- based compensation - Schedule of Assumptions Used to Determine the Fair Value of Stock Options Granted (Details) - Other Performance Awards	3 Months Ended
	Mar. 31, 2023
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Expected term (in years)	10 years
Expected volatility	63.70%
Risk-free interest rate	3.60%
Dividend yield	0%

Stock-based Compensation - Sc_2

Stock-based Compensation - Schedule of Restricted Stock Units Activity (Details) shares in Thousands	3 Months Ended
	Mar. 31, 2023 $ / shares shares
Restricted Stock and Restricted Stock Units
Restricted Stock and RSUs
Unvested and outstanding, beginning balance (in shares) | shares	9,580
Forfeited (in shares) | shares	(375)
Unvested, ending balance (in shares) | shares	9,610
Vested and not yet released (in shares) | shares	0
Outstanding at end of period (in shares) | shares	9,610
Weighted-Average Grant Date Fair Value
Unvested, weighted average grant date fair value, beginning balance (in dollars per share) | $ / shares	$ 61.14
Forfeited (in dollars per share) | $ / shares	61.51
Unvested, weighted average grant date fair value, ending balance (in dollars per share) | $ / shares	64.37
Vested and not yet released, weighted-average grant date fair value (in dollars per share) | $ / shares	0
Outstanding at end of period, weighted-average grant date fair value (in dollars per share) | $ / shares	$ 64.37
Restricted Stock Units (RSUs)
Restricted Stock and RSUs
Granted (in shares) | shares	1,507
Vested (in shares) | shares	(904)
Weighted-Average Grant Date Fair Value
Granted (in dollars per share) | $ / shares	$ 52.91
Vested (in dollars per share) | $ / shares	$ 55.70
Restricted Stock
Restricted Stock and RSUs
Granted (in shares) | shares	0
Vested (in shares) | shares	(198)
Weighted-Average Grant Date Fair Value
Granted (in dollars per share) | $ / shares	$ 0
Vested (in dollars per share) | $ / shares	$ 21.69

Stock-based Compensation - Sc_3

Stock-based Compensation - Schedule of Fair Value Assumptions for Employee Stock Purchase Plan (Details) - Stock options issued and outstanding - Area 1 Security, Inc	3 Months Ended
	Mar. 31, 2023
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Expected term (in years)	2 years 3 months 18 days
Risk-free interest rate	2.50%
Expected volatility	66.70%
Dividend yield	0%

Stock-based Compensation - Sc_4

Stock-based Compensation - Schedule of Stock-based Compensation Expense (Details) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total stock-based compensation expense	$ 57,401	$ 33,965
Cost of revenue
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total stock-based compensation expense	1,683	1,078
Sales and marketing
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total stock-based compensation expense	14,820	8,919
Research and development
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total stock-based compensation expense	27,737	18,829
General and administrative
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total stock-based compensation expense	$ 13,161	$ 5,139

Net Loss per Share Attributab_3

Net Loss per Share Attributable to Common Stockholders - Schedule of Computation of Basic and Diluted Earnings per Share Attributable to Common Stockholders (Details) - USD ($) $ / shares in Units, shares in Thousands, $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Earnings Per Share, Basic, by Common Class, Including Two Class Method [Line Items]
Net loss attributable to common stockholders	$ (38,082)	$ (41,381)
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares)	330,389	323,334
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares)	330,389	323,334
Net loss per share attributable to common stockholders, basic (in dollars per share)	$ (0.12)	$ (0.13)
Net loss per share attributable to common stockholders, diluted (in dollars per share)	$ (0.12)	$ (0.13)
Class A | Common stock
Earnings Per Share, Basic, by Common Class, Including Two Class Method [Line Items]
Net loss attributable to common stockholders	$ (33,207)	$ (35,791)
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares)	288,096	279,658
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares)	288,096	279,658
Net loss per share attributable to common stockholders, basic (in dollars per share)	$ (0.12)	$ (0.13)
Net loss per share attributable to common stockholders, diluted (in dollars per share)	$ (0.12)	$ (0.13)
Class B | Common stock
Earnings Per Share, Basic, by Common Class, Including Two Class Method [Line Items]
Net loss attributable to common stockholders	$ (4,875)	$ (5,590)
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares)	42,293	43,676
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares)	42,293	43,676
Net loss per share attributable to common stockholders, basic (in dollars per share)	$ (0.12)	$ (0.13)
Net loss per share attributable to common stockholders, diluted (in dollars per share)	$ (0.12)	$ (0.13)

Net Loss per Share Attributab_4

Net Loss per Share Attributable to Common Stockholders - Schedule of Potential Shares of Common Stock Excluded from Computation of Basic and Diluted Net Loss per Share Attributable to Common Stockholders (Details) - shares shares in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potential shares of common stock excluded from computation of diluted net loss per share attributable to common stockholders (in shares)	36,550	33,019
2025 Notes
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potential shares of common stock excluded from computation of diluted net loss per share attributable to common stockholders (in shares)	4,233	4,233
2026 Notes
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potential shares of common stock excluded from computation of diluted net loss per share attributable to common stockholders (in shares)	6,762	6,762
Shares subject to repurchase
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potential shares of common stock excluded from computation of diluted net loss per share attributable to common stockholders (in shares)	615	1,783
Unexercised stock options
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potential shares of common stock excluded from computation of diluted net loss per share attributable to common stockholders (in shares)	14,821	12,743
Unvested restricted stock and RSUs
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potential shares of common stock excluded from computation of diluted net loss per share attributable to common stockholders (in shares)	9,874	7,437
Shares issuable pursuant to the ESPP
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potential shares of common stock excluded from computation of diluted net loss per share attributable to common stockholders (in shares)	245	61

Income Taxes (Details)

Income Taxes (Details) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2023	Mar. 31, 2022
Income Tax Disclosure [Abstract]
Income tax expense (benefit)	$ 1,314	$ 374

Business Combinations - Narrati

Business Combinations - Narratives (Details) - USD ($)				3 Months Ended		12 Months Ended
	Apr. 01, 2022	Jan. 14, 2022	Oct. 15, 2021	Mar. 31, 2023	Mar. 31, 2022	Dec. 31, 2022	Dec. 31, 2021	Jan. 01, 2022
Business Acquisition [Line Items]
Cash paid for acquisitions				$ 0	$ 4,380,000
Stock-based compensation expense				57,401,000	$ 33,965,000
Area 1 Security, Inc
Business Acquisition [Line Items]
Consideration transferred	$ 156,600,000
Cash paid for acquisitions	82,600,000
Cash acquired	2,500,000
Value of shares issued	63,500,000
Payments to settle acquiree's outstanding debt	4,100,000
Goodwill expected to be tax deductible								$ 0
Area 1 Security, Inc | Scenario One
Business Acquisition [Line Items]
Cash holdback	$ 9,300,000
Contingent consideration, liability, period	12 months
Area 1 Security, Inc | Scenario Two
Business Acquisition [Line Items]
Cash holdback	$ 1,100,000
Area 1 Security, Inc | Stock options issued and outstanding
Business Acquisition [Line Items]
Compensation arrangements value	15,900,000
Stock-based compensation expense	$ 1,400,000			0
Vectrix, Inc.
Business Acquisition [Line Items]
Consideration transferred		$ 7,600,000
Cash paid for acquisitions		4,300,000
Cash acquired		800,000
Value of shares issued		$ 2,000,000
Contingent consideration, liability, period		18 months
Payments to settle acquiree's outstanding debt		$ 2,000,000
Compensation arrangements value		8,000,000
Goodwill purchase accounting adjustments						$ 0
Purchase accounting adjustment						0
Consideration held back		1,300,000		$ 10,500,000
Compensation arrangement with individual, compensation expense		$ 2,600,000
Vectrix, Inc. | Developed technology
Business Acquisition [Line Items]
Estimated useful life of acquired developed technology		2 years
Zaraz
Business Acquisition [Line Items]
Consideration transferred			$ 7,200,000
Cash paid for acquisitions			5,600,000
Cash acquired			800,000
Value of shares issued			1,600,000
Payments to settle acquiree's outstanding debt			1,100,000
Compensation arrangements value			$ 6,500,000
Goodwill purchase accounting adjustments						0
Purchase accounting adjustment						0
Compensation arrangement with individual, compensation expense							$ 500,000
Zaraz | Developed technology
Business Acquisition [Line Items]
Estimated useful life of acquired developed technology			2 years
Area 1
Business Acquisition [Line Items]
Goodwill purchase accounting adjustments						0
Purchase accounting adjustment						$ 0

Business Combinations - Schedul

Business Combinations - Schedule of Assets Acquired and Liabilities Assumed (Details) - USD ($) $ in Thousands	Mar. 31, 2023	Dec. 31, 2022	Apr. 01, 2022	Jan. 14, 2022	Oct. 15, 2021
Business Acquisition [Line Items]
Goodwill	$ 148,047	$ 148,047
Area 1 Security, Inc
Business Acquisition [Line Items]
Accounts receivable, net			$ 1,634
Prepaids and other current assets			953
Goodwill			119,743
Total assets acquired			165,630
Accounts Payable			(254)
Accrued expense and other current liabilities			(595)
Deferred revenue			(5,736)
Deferred revenue, noncurrent			(1,213)
Other noncurrent liabilities			(1,267)
Total purchase price			156,565
Area 1 Security, Inc | Developed technology
Business Acquisition [Line Items]
Acquired Intangible Assets			$ 43,300
Vectrix, Inc.
Business Acquisition [Line Items]
Goodwill				$ 4,962
Total assets acquired				8,062
Accounts Payable				(20)
Other noncurrent liabilities				(430)
Total purchase price				7,612
Vectrix, Inc. | Developed technology
Business Acquisition [Line Items]
Developed technology				$ 3,100
Zaraz
Business Acquisition [Line Items]
Goodwill					$ 6,176
Total assets acquired					7,576
Other noncurrent liabilities					(322)
Accrued compensation					(82)
Total purchase price					7,172
Zaraz | Developed technology
Business Acquisition [Line Items]
Developed technology					$ 1,400

Segment and Geographic Inform_3

Segment and Geographic Information - Narratives (Details)	3 Months Ended
	Mar. 31, 2023 segment
Segment Reporting [Abstract]
Number of operating segments	1

Segment and Geographic Inform_4

Segment and Geographic Information - Schedule of Property and Equipment, Net by Geographic Area (Details) - USD ($) $ in Thousands	Mar. 31, 2023	Dec. 31, 2022
Segment Reporting Information [Line Items]
Property and equipment, net	$ 298,188	$ 286,600
United States
Segment Reporting Information [Line Items]
Property and equipment, net	190,586	184,753
Rest of the world
Segment Reporting Information [Line Items]
Property and equipment, net	$ 107,602	$ 101,847

Subsequent Events (Details)

Subsequent Events (Details) $ in Thousands	1 Months Ended	3 Months Ended
	Apr. 30, 2023 USD ($)	Mar. 31, 2023 USD ($)	Mar. 31, 2022 USD ($)	Apr. 27, 2023 segment
Subsequent Event [Line Items]
Stock-based compensation expense		$ 57,401	$ 33,965
Other Performance Awards
Subsequent Event [Line Items]
Stock-based compensation expense		$ 6,900
Weighted average period (in years)		10 years
Subsequent Event | Other Performance Awards
Subsequent Event [Line Items]
Stock-based compensation expense	$ 28,000
Weighted average period (in years)	4 years 4 months 24 days
Number of tranches | segment				9

Uncategorized Items - cloud-202

Label	Element	Value
Accounting Standards Update [Extensible Enumeration]	us-gaap_AccountingStandardsUpdateExtensibleList	Accounting Standards Update 2020-06 [Member]