Datadog (DDOG) 10-Q 4 Nov 22 2022 Q3 Quarterly report Financial data

Cover Page

Cover Page - shares	9 Months Ended
	Sep. 30, 2022	Oct. 26, 2022
Document Information [Line Items]
Document Type	10-Q
Document Quarterly Report	true
Document Period End Date	Sep. 30, 2022
Document Transition Report	false
Entity File Number	001-39051
Entity Registrant Name	Datadog, Inc.
Entity Incorporation, State or Country Code	DE
Entity Tax Identification Number	27-2825503
Entity Address, Address Line One	620 8th Avenue,
Entity Address, Address Line Two	45th Floor
Entity Address, City or Town	New York,
Entity Address, State or Province	NY
Entity Address, Postal Zip Code	10018
City Area Code	866
Local Phone Number	329-4466
Title of 12(b) Security	Class A common stock, par value $0.00001 per share
Trading Symbol	DDOG
Security Exchange Name	NASDAQ
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
Document Fiscal Year Focus	2022
Document Fiscal Period Focus	Q3
Entity Central Index Key	0001561550
Current Fiscal Year End Date	--12-31
Class A Common Stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding (in shares)		292,049,852
Class B Common Stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding (in shares)		25,509,986

CONDENSED CONSOLIDATED BALANCE

CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
CURRENT ASSETS:
Cash and cash equivalents	$ 294,815	$ 270,973
Marketable securities	1,471,448	1,283,473
Accounts receivable, net of allowance for credit losses of $5,430 and $2,997 as of September 30, 2022 and December 31, 2021, respectively	348,830	268,824
Deferred contract costs, current	29,873	23,235
Prepaid expenses and other current assets	31,603	24,443
Total current assets	2,176,569	1,870,948
Property and equipment, net	110,889	75,152
Operating lease assets	88,930	61,355
Goodwill	332,649	292,176
Intangible assets, net	15,616	15,704
Deferred contract costs, non-current	50,154	42,062
Restricted cash	3,019	3,490
Other assets	19,777	19,907
TOTAL ASSETS	2,797,603	2,380,794
CURRENT LIABILITIES:
Accounts payable	27,625	25,270
Accrued expenses and other current liabilities	146,290	111,284
Operating lease liabilities, current	21,751	20,157
Deferred revenue, current	478,742	371,985
Total current liabilities	674,408	528,696
Operating lease liabilities, non-current	76,934	52,106
Convertible senior notes, net	738,003	735,482
Deferred revenue, non-current	9,455	13,896
Other liabilities	9,364	9,411
Total liabilities	1,508,164	1,339,591
COMMITMENTS AND CONTINGENCIES
STOCKHOLDERS' EQUITY:
Additional paid-in capital	1,487,992	1,197,136
Accumulated other comprehensive loss	(25,324)	(3,830)
Accumulated deficit	(173,232)	(152,106)
Total stockholders’ equity	1,289,439	1,041,203
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY	2,797,603	2,380,794
Class A Common Stock
STOCKHOLDERS' EQUITY:
Common stock, value	3	2
Class B Common Stock
STOCKHOLDERS' EQUITY:
Common stock, value	$ 0	$ 1

CONDENSED CONSOLIDATED BALANC_2

CONDENSED CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
Accounts receivable, net of allowance for doubtful accounts	$ 5,430	$ 2,997
Class A Common Stock
Common stock, par value (in dollars per share)	$ 0.00001	$ 0.00001
Common stock, authorized (in shares)	2,000,000,000	2,000,000,000
Common stock, issued (in shares)	292,014,760	263,339,585
Common stock, outstanding (in shares)	292,014,760	263,339,585
Class B Common Stock
Common stock, par value (in dollars per share)	$ 0.00001	$ 0.00001
Common stock, authorized (in shares)	310,000,000	310,000,000
Common stock, issued (in shares)	25,509,986	50,025,852
Common stock, outstanding (in shares)	25,509,986	50,025,852

CONDENSED CONSOLIDATED STATEMEN

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Income Statement [Abstract]
Revenue	$ 436,533	$ 270,488	$ 1,205,701	$ 702,586
Cost of revenue	93,599	63,332	249,986	167,096
Gross profit	342,934	207,156	955,715	535,490
Operating expenses:
Research and development	205,388	112,675	533,695	286,720
Sales and marketing	129,493	75,827	345,929	210,592
General and administrative	39,395	23,549	100,158	65,789
Total operating expenses	374,276	212,051	979,782	563,101
Operating loss	(31,342)	(4,895)	(24,067)	(27,611)
Other income (loss):
Interest expense	(3,728)	(4,912)	(13,516)	(15,448)
Interest income and other income, net	12,011	5,040	25,367	16,105
Other income, net	8,283	128	11,851	657
Loss before provision for income taxes	(23,059)	(4,767)	(12,216)	(26,954)
Provision for income taxes	(2,926)	(717)	(8,910)	(960)
Net loss	(25,985)	(5,484)	(21,126)	(27,914)
Net loss attributable to common stockholders, basic	(25,985)	(5,484)	(21,126)	(27,914)
Net loss attributable to common stockholders, diluted	$ (25,985)	$ (5,484)	$ (21,126)	$ (27,914)
Basic net loss per share (in dollars per share)	$ (0.08)	$ (0.02)	$ (0.07)	$ (0.09)
Diluted net loss per share (in dollars per share)	$ (0.08)	$ (0.02)	$ (0.07)	$ (0.09)
Weighted average shares used in calculating basic net loss per share (in shares)	315,990	310,247	314,753	308,115
Weighted average shares used in calculating diluted net loss per share (in shares)	315,990	310,247	314,753	308,115

CONDENSED CONSOLIDATED STATEM_2

CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Statement of Comprehensive Income [Abstract]
Net loss	$ (25,985)	$ (5,484)	$ (21,126)	$ (27,914)
Other comprehensive loss:
Foreign currency translation adjustments	(5,678)	(652)	(8,782)	(1,346)
Unrealized loss on available-for-sale marketable securities	(1,137)	(368)	(12,712)	(1,129)
Other comprehensive loss	(6,815)	(1,020)	(21,494)	(2,475)
Comprehensive loss	$ (32,800)	$ (6,504)	$ (42,620)	$ (30,389)

CONDENSED CONSOLIDATED STATEM_3

CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($) $ in Thousands	Total	Cumulative Effect, Period of Adoption, Adjustment	Cumulative Effect, Period of Adoption, Adjusted Balance	Class A and Class B Common Stock	Class A and Class B Common Stock Cumulative Effect, Period of Adoption, Adjusted Balance	Additional Paid-in Capital	Additional Paid-in Capital Cumulative Effect, Period of Adoption, Adjustment	Additional Paid-in Capital Cumulative Effect, Period of Adoption, Adjusted Balance	Accumulated Other Comprehensive Income (Loss)	Accumulated Other Comprehensive Income (Loss) Cumulative Effect, Period of Adoption, Adjusted Balance	Accumulated Deficit	Accumulated Deficit Cumulative Effect, Period of Adoption, Adjustment	Accumulated Deficit Cumulative Effect, Period of Adoption, Adjusted Balance
Beginning balance, shares at Dec. 31, 2020				305,880,063	305,880,063
Beginning balance at Dec. 31, 2020	$ 957,432	$ (156,268)	$ 801,164	$ 3	$ 3	$ 1,103,305	$ (173,070)	$ 930,235	$ 2,287	$ 2,287	$ (148,163)	$ 16,802	$ (131,361)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Issuance of common stock upon exercise of stock options (in shares)				4,246,592
Issuance of common stock upon exercise of stock options	10,676					10,676
Vesting of early exercised stock options	533					533
Vesting of restricted stock units (in shares)				1,133,572
Issuance of restricted shares of common stock from acquisition (in shares)				501,583
Issuance of restricted shares of common stock from acquisitions	51,501					51,501
Issuance of common stock under the Employee Stock Purchase Plan (in shares)				139,649
Issuance of common stock under the Employee Stock Purchase Plan	9,794					9,794
Stock-based compensation	114,133					114,133
Change in accumulated other comprehensive loss	(2,475)								(2,475)
Net income (loss)	(27,914)										(27,914)
Ending balance, shares at Sep. 30, 2021				311,901,459
Ending balance at Sep. 30, 2021	957,412			$ 3		1,116,872			(188)		(159,275)
Beginning balance, shares at Jun. 30, 2021				309,841,134
Beginning balance at Jun. 30, 2021	912,879			$ 3		1,065,835			832		(153,791)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Issuance of common stock upon exercise of stock options (in shares)				1,715,963
Issuance of common stock upon exercise of stock options	4,459					4,459
Vesting of early exercised stock options	33					33
Vesting of restricted stock units (in shares)				344,362
Stock-based compensation	46,545					46,545
Change in accumulated other comprehensive loss	(1,020)								(1,020)
Net income (loss)	(5,484)										(5,484)
Ending balance, shares at Sep. 30, 2021				311,901,459
Ending balance at Sep. 30, 2021	957,412			$ 3		1,116,872			(188)		(159,275)
Beginning balance, shares at Dec. 31, 2021				313,365,437
Beginning balance at Dec. 31, 2021	$ 1,041,203			$ 3		1,197,136			(3,830)		(152,106)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Issuance of common stock upon exercise of stock options (in shares)	2,089,044			2,089,044
Issuance of common stock upon exercise of stock options	$ 8,253					8,253
Vesting of early exercised stock options	33					33
Vesting of restricted stock units (in shares)				1,732,731
Issuance of restricted shares of common stock from acquisition (in shares)				191,019
Issuance of restricted shares of common stock from acquisitions	7,608					7,608
Issuance of common stock under the Employee Stock Purchase Plan (in shares)				146,515
Issuance of common stock under the Employee Stock Purchase Plan	13,557					13,557
Stock-based compensation	261,405					261,405
Change in accumulated other comprehensive loss	(21,494)								(21,494)
Net income (loss)	(21,126)										(21,126)
Ending balance, shares at Sep. 30, 2022				317,524,746
Ending balance at Sep. 30, 2022	1,289,439			$ 3		1,487,992			(25,324)		(173,232)
Beginning balance, shares at Jun. 30, 2022				316,415,782
Beginning balance at Jun. 30, 2022	1,215,120			$ 3		1,380,873			(18,509)		(147,247)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Issuance of common stock upon exercise of stock options (in shares)				415,291
Issuance of common stock upon exercise of stock options	1,837					1,837
Vesting of restricted stock units (in shares)				693,673
Stock-based compensation	105,282					105,282
Change in accumulated other comprehensive loss	(6,815)								(6,815)
Net income (loss)	(25,985)										(25,985)
Ending balance, shares at Sep. 30, 2022				317,524,746
Ending balance at Sep. 30, 2022	$ 1,289,439			$ 3		$ 1,487,992			$ (25,324)		$ (173,232)

CONDENSED CONSOLIDATED STATEM_4

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021
CASH FLOWS FROM OPERATING ACTIVITIES:
Net loss	$ (21,126)	$ (27,914)
Adjustments to reconcile net income (loss) to net cash provided by operating activities:
Depreciation and amortization	24,825	16,062
Amortization of discounts or premiums on marketable securities	7,217	11,829
Amortization of issuance costs	2,525	2,510
Amortization of deferred contract costs	19,941	12,557
Stock-based compensation, net of amounts capitalized	250,645	107,371
Non-cash lease expense	15,236	12,605
Allowance for credit losses on accounts receivable	3,929	1,226
Loss on disposal of property and equipment	1,152	258
Changes in operating assets and liabilities:
Accounts receivable, net	(83,738)	(61,880)
Deferred contract costs	(34,671)	(27,610)
Prepaid expenses and other current assets	(11,280)	(941)
Other assets	(1,920)	(1,844)
Accounts payable	2,483	12,432
Accrued expenses and other liabilities	27,350	19,226
Deferred revenue	101,398	94,865
Net cash provided by operating activities	303,966	170,752
CASH FLOWS FROM INVESTING ACTIVITIES:
Purchases of marketable securities	(1,067,732)	(897,412)
Maturities of marketable securities	857,193	935,692
Proceeds from sale of marketable securities	2,090	61,132
Purchases of property and equipment	(25,207)	(7,551)
Capitalized software development costs	(21,592)	(19,364)
Cash paid for acquisition of businesses; net of cash acquired	(40,302)	(200,202)
Net cash used in investing activities	(295,550)	(127,705)
CASH FLOWS FROM FINANCING ACTIVITIES:
Proceeds from exercise of stock options	8,267	10,651
Proceeds from issuance of common stock under the employee stock purchase plan	13,557	9,794
Employee payroll taxes paid related to net share settlement under the employee stock purchase plan	0	(245)
Repayments of convertible senior notes	(3)	0
Net cash provided by financing activities	21,821	20,200
Effect of exchange rate changes on cash, cash equivalents and restricted cash	(6,866)	(1,420)
NET INCREASE IN CASH, CASH EQUIVALENTS AND RESTRICTED CASH	23,371	61,827
CASH, CASH EQUIVALENTS AND RESTRICTED CASH—Beginning of period	274,463	228,711
CASH, CASH EQUIVALENTS AND RESTRICTED CASH—End of period	297,834	290,538
SUPPLEMENTAL DISCLOSURES OF CASH FLOW INFORMATION:
Cash paid for income taxes	1,082	939
SUPPLEMENTAL DISCLOSURE OF NON-CASH INVESTING AND FINANCING ACTIVITIES:
Accrued property and equipment purchases	1,662	1,250
Stock-based compensation included in capitalized software development costs	10,760	6,762
Vesting of early exercised options	33	533
Issuance of restricted shares of common stock for the acquisition of businesses	7,608	51,501
Acquisition holdback	5,473	1,195
RECONCILIATION OF CASH, CASH EQUIVALENTS AND RESTRICTED CASH WITHIN THE CONDENSED CONSOLIDATED BALANCE SHEETS TO THE AMOUNTS SHOWN IN THE STATEMENTS OF CASH FLOWS ABOVE:
Cash and cash equivalents	294,815	286,966
Restricted cash	3,019	3,572
Total cash, cash equivalents and restricted cash	$ 297,834	$ 290,538

Organization and Description of

Organization and Description of Business	9 Months Ended
	Sep. 30, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Organization and Description of Business	Organization and Description of Business Description of Business Datadog, Inc. (“Datadog” or the “Company”) was incorporated in the State of Delaware on June 4, 2010. The Company is the monitoring and security platform for cloud applications. The Company’s SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management and security monitoring to provide unified, real-time observability of its customers’ entire technology stack. The Company is headquartered in New York City and has various other global office locations.

Basis of Presentation and Summa

Basis of Presentation and Summary of Significant Accounting Policies	9 Months Ended
	Sep. 30, 2022
Accounting Policies [Abstract]
Basis of Presentation and Summary of Significant Accounting Policies	Basis of Presentation and Summary of Significant Accounting Policies Unaudited Interim Condensed Consolidated Financial Information The unaudited condensed consolidated financial statements include the accounts of Datadog, Inc. and its wholly-owned subsidiaries, and have been prepared in accordance with generally accepted accounting principles in the United States (“GAAP”) and following the requirements of the Securities and Exchange Commission (“SEC”) for interim reporting. As permitted under those rules, certain footnotes or other financial information that are normally required by GAAP can be condensed or omitted. These financial statements have been prepared on the same basis as the Company’s annual financial statements and, in the opinion of management, reflect all adjustments, consisting only of normal recurring adjustments, which are necessary for the fair statement of the Company’s financial information. These interim results are not necessarily indicative of the results to be expected for the fiscal year ending December 31, 2022 or for any other interim period or for any other future year. The accompanying unaudited condensed consolidated financial statements and related financial information should be read in conjunction with the audited consolidated financial statements and the related notes contained in the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2021, as filed with the SEC on February 25, 2022 (the “Annual Report”). Basis of Presentation The accompanying condensed consolidated financial statements have been prepared in accordance with GAAP. Principles of Consolidation The condensed consolidated financial statements include the accounts of Datadog, Inc. and its wholly-owned subsidiaries. All intercompany transactions and balances have been eliminated in consolidation. Use of Estimates The preparation of condensed consolidated financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the amounts reported in the condensed consolidated financial statements and accompanying notes. Such estimates include the fair value of marketable securities, the allowance for credit losses, the fair value of acquired assets and assumed liabilities from business combinations, useful lives of property, equipment, software and finite lived intangibles, stock-based compensation, valuation of long-lived assets and their recoverability, including goodwill, the incremental borrowing rate for operating leases, estimated expected period of benefit for deferred contract costs, fair value of the liability component of the convertible debt, realization of deferred tax assets and uncertain tax positions, revenue recognition and the allocation of overhead costs between cost of revenue and operating expenses. The Company bases its estimates on historical experience and also on assumptions that management considers reasonable. The Company assesses these estimates on a regular basis; however, actual results could materially differ from these estimates. Accounting Pronouncements Recently Adopted In October 2021, the FASB issued ASU No. 2021-08, Business Combinations (Topic 805): Accounting for Contract Assets and Contract Liabilities from Contracts with Customers ("ASU No. 2021-08"), which intends to improve the accounting for acquired revenue contracts with customers in a business combination by addressing diversity in practice and inconsistency related to recognition of an acquired contract liability and payment terms and their effect on subsequent revenue recognized by

Marketable Securities

Marketable Securities	9 Months Ended
	Sep. 30, 2022
Investments, Debt and Equity Securities [Abstract]
Marketable Securities	Marketable Securities The following is a summary of available-for-sale marketable securities, excluding those securities classified within cash and cash equivalents on the condensed consolidated balance sheets as of September 30, 2022 and December 31, 2021 (in thousands): September 30, 2022 Amortized Unrealized Unrealized Fair Commercial debt securities $ 898,044 $ 7 $ (12,689) $ 885,362 Commercial paper 261,266 18 (1,127) 260,157 U.S. government treasury securities 173,578 — (1,618) 171,960 Certificates of deposit 133,908 21 (549) 133,380 U.S. government agency securities 12,654 — (60) 12,594 Non-U.S. government securities 8,004 — (9) 7,995 Marketable securities $ 1,487,454 $ 46 $ (16,052) $ 1,471,448 December 31, 2021 Amortized Unrealized Unrealized Fair Commercial debt securities $ 1,034,573 $ 43 $ (2,564) $ 1,032,052 Commercial paper 151,379 14 (37) 151,356 U.S. government treasury securities 77,628 18 (204) 77,442 Certificates of deposit 14,574 5 (10) 14,569 Non-U.S. government securities 8,071 — (17) 8,054 Marketable securities $ 1,286,225 $ 80 $ (2,832) $ 1,283,473 As of September 30, 2022, the fair values of available-for-sale marketable securities, by remaining contractual maturity, were as follows (in thousands): Due within one year $ 1,427,583 Due in one year through five years 43,865 Total $ 1,471,448 The Company does not believe that any unrealized losses are attributable to credit-related factors based on its evaluation of available evidence. To determine whether a decline in value is related to credit loss, the Company evaluates, among other factors: the extent to which the fair value is less than the amortized cost basis, changes to the rating of the security by a rating agency and any adverse conditions specifically related to an issuer of a security or its industry. Unrealized gains and losses on marketable securities are presented net of tax.

Fair Value Measurements

Fair Value Measurements	9 Months Ended
	Sep. 30, 2022
Fair Value Disclosures [Abstract]
Fair Value Measurements	Fair Value Measurements The following tables present information about the Company’s financial assets and liabilities that have been measured at fair value on a recurring basis as of September 30, 2022 and December 31, 2021, and indicate the fair value hierarchy of the valuation inputs utilized to determine such fair value (in thousands): Fair Value Measurement as of September 30, 2022 Level 1 Level 2 Level 3 Total Financial Assets: Cash equivalents: Money market funds $ 251,471 $ — $ — $ 251,471 Corporate debt securities — 4,116 — 4,116 Marketable Securities: Corporate debt securities — 885,362 — 885,362 Commercial paper — 260,157 — 260,157 U.S. government treasury securities — 171,960 — 171,960 Certificates of deposit — 133,380 — 133,380 U.S. government agency securities — 12,594 — 12,594 Non-U.S. government treasury securities — 7,995 — 7,995 Total financial assets $ 251,471 $ 1,475,564 $ — $ 1,727,035 Fair Value Measurement as of December 31, 2021 Level 1 Level 2 Level 3 Total Financial Assets: Cash equivalents: Money market funds $ 241,571 $ — $ — $ 241,571 Marketable Securities: Corporate debt securities — 1,032,052 — 1,032,052 Commercial paper — 151,356 — 151,356 U.S. government treasury securities — 77,442 — 77,442 Certificates of deposit — 14,569 — 14,569 Non-U.S. government treasury securities — 8,054 — 8,054 Total financial assets $ 241,571 $ 1,283,473 $ — $ 1,525,044 The Company classifies its highly liquid money market funds within Level 1 of the fair value hierarchy because they are valued based on quoted market prices in active markets. The Company classifies its commercial paper, corporate debt securities, certificates of deposit, U.S. government agency securities, and U.S. and non-U.S. government treasury securities within Level 2 because they are valued using inputs other than quoted prices that are directly or indirectly observable in the market, including readily available pricing sources for the identical underlying security which may not be actively traded. In addition to its cash equivalents and marketable securities, the Company measures the fair value of its outstanding convertible senior notes on a quarterly basis for disclosure purposes. The Company considers the fair value of the convertible senior notes to be a Level 2 measurement due to limited trading activity of the convertible senior notes. Refer to Note 7, Convertible Senior Notes , to the condensed consolidated financial statements for further details.

Property and Equipment, Net

Property and Equipment, Net	9 Months Ended
	Sep. 30, 2022
Property, Plant and Equipment [Abstract]
Property and Equipment, Net	Property and Equipment, Net Property and equipment, net consisted of the following (in thousands): September 30, December 31, Computers and equipment $ 32,625 $ 16,885 Furniture and fixtures 9,982 6,595 Leasehold improvements 23,481 20,669 Capitalized software development costs 121,643 86,189 Total property and equipment $ 187,731 $ 130,338 Less: accumulated depreciation and amortization (76,842) (55,186) Total property and equipment, net $ 110,889 $ 75,152 The Company capitalizes costs related to the development of computer software for internal use and is included in capitalized software development costs within property and equipment, net. Depreciation and amortization expense was approximately $7.2 million and $19.4 million for the three and nine months ended September 30, 2022, respectively. Depreciation and amortization expense was approximately $4.7 million and $13.1 million for the three and nine months ended September 30, 2021, respectively.

Acquisitions, Intangible Assets

Acquisitions, Intangible Assets and Goodwill	9 Months Ended
	Sep. 30, 2022
Acquisitions, Intangible Assets And Goodwill [Abstract]
Acquisitions, Intangible Assets and Goodwill	Acquisitions, Intangible Assets and Goodwill 2022 Acquisitions In June 2022, the Company entered into two purchase agreements for acquisitions of businesses, both of which transactions were accounted for as business combinations in accordance with ASC 805, Business Combinations . The Company does not consider these acquisitions to be material, individually or in aggregate. The total purchase price was allocated to intangible assets in the amount of $5.6 million and goodwill in the amount of $44.4 million based on the respective estimated fair values. The resulting goodwill from both acquisitions is not deductible for income tax purposes. Pro forma results of operations from these acquisitions have not been presented because they were not material to the consolidated results of operations. 2021 Acquisitions In October and December 2021, the Company entered into two purchase agreements for the acquisitions of businesses, both of which transactions were accounted for as business combinations in accordance with ASC 805, Business Combinations . The Company does not consider these acquisitions to be material, individually or in aggregate. The total purchase price was allocated to intangible assets in the amount of $4.3 million and goodwill in the amount of $36.6 million based on the respective estimated fair values. The resulting goodwill from both acquisitions is not deductible for income tax purposes. Pro forma results of operations from these acquisitions have not been presented because they were not material to the consolidated results of operations. In April 2021, the Company entered into a Stock Purchase Agreement pursuant to which the Company acquired all of the issued and outstanding shares of a SaaS based security platform company. The consideration was approximately $219.4 million, comprising cash and Class A common stock. The acquisition was accounted for as a business combination in accordance with ASC 805, Business Combinations , and accordingly, the total fair value of the purchase consideration was allocated to the tangible and intangible assets acquired and liabilities assumed based on their estimated fair values on the acquisition date. The total preliminary purchase price allocated to intangible assets and goodwill was $12.0 million and $204.3 million, respectively. The resulting goodwill is not deductible for income tax purposes. Intangible assets consisted of developed technology in the amount of $8.7 million and customer relationships in the amount of $3.3 million. The useful life for developed technology and customer relationships are three In February 2021, the Company entered into a Stock Purchase Agreement pursuant to which the Company acquired all of the issued and outstanding shares of a target company with the purchase price paid in cash and Class A common stock. The acquisition was accounted for as a business combination in accordance with ASC 805, Business Combinations . The purchase price was allocated to intangible assets in the amount of $1.7 million and goodwill in the amount of $34.3 million based on the respective estimated fair values. Goodwill resulted primarily from the expectation of enhancing the Company's current observability tools. The resulting goodwill is not deductible for income tax purposes. Pro forma results of operations for this acquisition have not been presented because they were not material to the condensed consolidated results of operations. Intangible Assets Intangible assets, net consisted of the following (in thousands): September 30, 2022 Gross Accumulated Net Amortization Developed technology $ 22,746 $ (9,213) $ 13,533 3 years Customer relationships 3,300 (1,217) 2,083 4 years Total $ 26,046 $ (10,430) $ 15,616 December 31, 2021 Gross Accumulated Net Amortization Developed technology $ 17,186 $ (4,182) $ 13,004 3 years Customer relationships 3,300 (600) 2,700 4 years Total $ 20,486 $ (4,782) $ 15,704 Intangible amortization expense was approximately $2.1 million and $1.5 million for the three months ended September 30, 2022 and 2021, respectively, and $5.4 million and $3.0 million for the nine months ended September 30, 2022 and 2021, respectively. As of September 30, 2022, future amortization expense by year is expected to be as follows (in thousands): Amount Remainder of 2022 $ 2,052 2023 7,755 2024 4,755 2025 1,054 Total $ 15,616 Goodwill The changes in the carrying amount of goodwill were as follows (in thousands): Amount Balance as of December 31, 2021 $ 292,176 2022 Acquisitions 44,446 Foreign currency translation adjustments (3,973) Balance as of September 30, 2022 $ 332,649
Acquisitions, Intangible Assets and Goodwill	Acquisitions, Intangible Assets and Goodwill 2022 Acquisitions In June 2022, the Company entered into two purchase agreements for acquisitions of businesses, both of which transactions were accounted for as business combinations in accordance with ASC 805, Business Combinations . The Company does not consider these acquisitions to be material, individually or in aggregate. The total purchase price was allocated to intangible assets in the amount of $5.6 million and goodwill in the amount of $44.4 million based on the respective estimated fair values. The resulting goodwill from both acquisitions is not deductible for income tax purposes. Pro forma results of operations from these acquisitions have not been presented because they were not material to the consolidated results of operations. 2021 Acquisitions In October and December 2021, the Company entered into two purchase agreements for the acquisitions of businesses, both of which transactions were accounted for as business combinations in accordance with ASC 805, Business Combinations . The Company does not consider these acquisitions to be material, individually or in aggregate. The total purchase price was allocated to intangible assets in the amount of $4.3 million and goodwill in the amount of $36.6 million based on the respective estimated fair values. The resulting goodwill from both acquisitions is not deductible for income tax purposes. Pro forma results of operations from these acquisitions have not been presented because they were not material to the consolidated results of operations. In April 2021, the Company entered into a Stock Purchase Agreement pursuant to which the Company acquired all of the issued and outstanding shares of a SaaS based security platform company. The consideration was approximately $219.4 million, comprising cash and Class A common stock. The acquisition was accounted for as a business combination in accordance with ASC 805, Business Combinations , and accordingly, the total fair value of the purchase consideration was allocated to the tangible and intangible assets acquired and liabilities assumed based on their estimated fair values on the acquisition date. The total preliminary purchase price allocated to intangible assets and goodwill was $12.0 million and $204.3 million, respectively. The resulting goodwill is not deductible for income tax purposes. Intangible assets consisted of developed technology in the amount of $8.7 million and customer relationships in the amount of $3.3 million. The useful life for developed technology and customer relationships are three In February 2021, the Company entered into a Stock Purchase Agreement pursuant to which the Company acquired all of the issued and outstanding shares of a target company with the purchase price paid in cash and Class A common stock. The acquisition was accounted for as a business combination in accordance with ASC 805, Business Combinations . The purchase price was allocated to intangible assets in the amount of $1.7 million and goodwill in the amount of $34.3 million based on the respective estimated fair values. Goodwill resulted primarily from the expectation of enhancing the Company's current observability tools. The resulting goodwill is not deductible for income tax purposes. Pro forma results of operations for this acquisition have not been presented because they were not material to the condensed consolidated results of operations. Intangible Assets Intangible assets, net consisted of the following (in thousands): September 30, 2022 Gross Accumulated Net Amortization Developed technology $ 22,746 $ (9,213) $ 13,533 3 years Customer relationships 3,300 (1,217) 2,083 4 years Total $ 26,046 $ (10,430) $ 15,616 December 31, 2021 Gross Accumulated Net Amortization Developed technology $ 17,186 $ (4,182) $ 13,004 3 years Customer relationships 3,300 (600) 2,700 4 years Total $ 20,486 $ (4,782) $ 15,704 Intangible amortization expense was approximately $2.1 million and $1.5 million for the three months ended September 30, 2022 and 2021, respectively, and $5.4 million and $3.0 million for the nine months ended September 30, 2022 and 2021, respectively. As of September 30, 2022, future amortization expense by year is expected to be as follows (in thousands): Amount Remainder of 2022 $ 2,052 2023 7,755 2024 4,755 2025 1,054 Total $ 15,616 Goodwill The changes in the carrying amount of goodwill were as follows (in thousands): Amount Balance as of December 31, 2021 $ 292,176 2022 Acquisitions 44,446 Foreign currency translation adjustments (3,973) Balance as of September 30, 2022 $ 332,649

Convertible Senior Notes

Convertible Senior Notes	9 Months Ended
	Sep. 30, 2022
Debt Disclosure [Abstract]
Convertible Senior Notes	Convertible Senior NotesOn June 2, 2020, the Company issued $747.5 million aggregate principal amount of 0.125% convertible senior notes due 2025 (the “2025 Notes”) in a private placement to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (“Securities Act”). The total net proceeds from the sale of the 2025 Notes, after deducting the initial purchasers’ discounts and debt issuance costs, were approximately $730.2 million. The 2025 Notes bear interest at a rate of 0.125% per year, payable semiannually in arrears on June 15 and December 15 of each year, beginning on December 15, 2020. The 2025 Notes will mature on June 15, 2025, unless earlier converted, redeemed or repurchased. Holders may convert their notes at their option at any time prior to the close of business on the business day immediately preceding March 15, 2025 only under the following circumstances: (1) during any calendar quarter commencing after the calendar quarter ending on September 30, 2020 (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 ten consecutive trading day period (the "Measurement Period") in which the trading price per $1,000 principal amount of 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 scheduled trading day immediately preceding the redemption date; or (4) upon the occurrence of specified corporate events, as set forth in the indenture governing the 2025 Notes (“the Indenture”). On or after March 15, 2025 until the close of business on the second scheduled trading day immediately preceding the maturity date, holders may convert all or any portion of their notes, in integral multiples of $1,000 principal amount, at the option of the holder regardless of the foregoing circumstances. The conversion rate for the 2025 Notes is initially 10.8338 shares of Class A common stock per $1,000 principal amount of notes (equivalent to an initial conversion price of approximately $92.30 per share of Class A common stock), subject to adjustment as set forth in the Indenture. Upon conversion, the Company will pay or deliver, as the case may be, cash, shares of Class A common stock or a combination of cash and shares of Class A common stock, at the Company’s election. If the Company satisfies its conversion obligation solely in cash or through payment and delivery, as the case may be, of a combination of cash and shares of Class A common stock, the amount of cash and shares of Class A common stock, if any, due upon conversion will be based on a daily conversion value calculated on a proportionate basis for each trading day in a 30 trading day observation period as described in the Indenture. In addition, if specific corporate events occur prior to the applicable maturity date, or if the Company elects to redeem the 2025 Notes, the Company will increase the conversion rate for a holder who elects to convert their notes in connection with such a corporate event or redemption in certain circumstances. During the three months ended September 30, 2022, the conditional conversion feature of the 2025 Notes was not triggered as the last reported sale price of the Company's Class A common stock was not greater than or equal to 130% of the conversion price 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 quarter ended September 30, 2022. Therefore the 2025 Notes are not convertible, in whole or in part, at the option of the holders between October 1, 2022 through December 31, 2022. Whether the 2025 Notes will be convertible following such period will depend on the continued satisfaction of this condition or another conversion condition in the future. When a conversion notice is received, the Company has the option to pay or deliver cash, shares of the Company’s common stock, or a combination thereof. As of September 30, 2022, the Company has received an immaterial amount of conversion notices from the holders and the 2025 Notes were classified as long-term debt on the Company's condensed consolidated balance sheet. The Company may not redeem the 2025 Notes prior to June 20, 2023. On or after June 20, 2023, and prior to the 31st scheduled trading day immediately preceding the maturity date, the Company may redeem for cash all or any portion of the 2025 Notes, at its option, if the last reported sale price of its Class A common stock was 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 immediately preceding the date on which the Company provides a notice of redemption at a redemption price equal to 100% of the principal amount of the 2025 Notes to be redeemed, plus accrued and unpaid interest to, but excluding, the redemption date. In accounting for the issuance of the 2025 Notes, the 2025 Notes were separated into liability and equity components. The carrying amount of the liability component was calculated by measuring the fair value of similar liabilities that do not have associated convertible features. The carrying amount of the equity component representing the conversion option was determined by deducting the fair value of the liability component from the par value of the respective 2025 Notes. This difference represents the debt discount that is amortized to interest expense over the contractual terms of the 2025 Notes using the effective interest rate method. The carrying amount of the equity component representing the conversion option was $177.2 million. The equity component was recorded in additional paid-in capital and is not remeasured as long as it continues to meet the conditions for equity classification. In accounting for the debt issuance costs of $17.3 million related to the 2025 Notes, the Company allocated the total amount incurred to the liability and equity components of the 2025 Notes in the same proportion as the allocation of the proceeds. Issuance costs attributable to the liability component were $13.2 million and will be amortized, along with the debt discount to interest expense over the contractual term of the 2025 Notes at an effective interest rate of 5.97%. Issuance costs attributable to the equity component were $4.1 million and are netted against the equity component in additional paid-in capital. On January 1, 2021 the Company adopted ASU No. 2020-06, Accounting for Convertible Instruments and Contracts in an Entity’s Own Equity (“ASU No. 2020-06”) . As a result of the adoption, the debt conversion option of $177.2 million and debt issuance costs of $4.1 million previously attributable to the equity component are no longer presented in equity. Similarly, the debt discount, that is equal to the carrying value of the embedded conversion feature upon issuance, is no longer amortized into income as interest expense over the life of the instrument. This resulted in a $16.8 million decrease to the opening balance of accumulated deficit, a $173.1 million decrease to the opening balance of additional paid-in capital and a $156.3 million increase to the opening balance of convertible senior notes, net on the condensed consolidated balance sheet. The net carrying amount of the liability component of the 2025 Notes was as follows (in thousands): September 30, December 31, Convertible senior notes, net: Principal $ 747,496 $ 747,500 Unamortized debt issuance costs (9,493) (12,018) Net carrying amount $ 738,003 $ 735,482 As of September 30, 2022, the total estimated fair value of the 2025 Notes was approximately $892.8 million. The fair value was determined based on the closing trading price per $100 of the 2025 Notes as of the last day of trading for the period. The fair value of the 2025 Notes is primarily affected by the trading price of the Company’s Class A common stock and market interest rates. The following table sets forth the interest expense related to the 2025 Notes (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Contractual interest expense $ 234 $ 234 $ 701 $ 701 Amortization of issuance costs 843 838 2,525 2,510 Total $ 1,077 $ 1,072 $ 3,226 $ 3,211 Capped Calls In connection with the pricing of the 2025 Notes, the Company entered into privately negotiated capped call transactions with certain counterparties (“Capped Calls”). The Capped Calls each have an initial strike price of approximately $92.30 per share, subject to certain adjustments, which corresponds to the initial conversion price of the 2025 Notes. The Capped Calls have initial cap prices of $151.04 per share, subject to certain adjustments. The Capped Calls are expected to partially offset the potential dilution to the Company’s Class A common stock upon any conversion of the 2025 Notes, with such offset subject to a cap based on the cap price. The Capped Calls cover, subject to anti-dilution adjustments, approximately 8.1 million shares of the Company’s Class A common stock. For accounting purposes, the Capped Calls are separate transactions, and not part of the 2025 Notes. As these transactions meet certain accounting criteria, the Capped Calls are recorded in stockholders' equity and are not accounted for as derivatives. The cost of $89.6 million incurred to purchase the Capped Calls was recorded as a reduction to additional paid-in capital and will not be remeasured.

Commitments and Contingencies

Commitments and Contingencies	9 Months Ended
	Sep. 30, 2022
Commitments and Contingencies Disclosure [Abstract]
Commitments and Contingencies	Commitments and Contingencies Non-cancelable Material Commitments— During the nine months ended September 30, 2022, other than certain non-cancelable operating leases described in Note 9, Leases , there have been no other material changes outside the ordinary course of business to the Company's contractual obligations and commitments from those disclosed in the Annual Report. 401(k) Plan —The Company sponsors a 401(k) defined contribution plan covering all eligible U.S. employees. The Company is responsible for administrative costs of the 401(k) plan and beginning on January 1, 2022, the Company began making matching contributions to the 401(k) plan. For the three and nine months ended September 30, 2022, the Company incurred expense of $1.6 million and $4.3 million, respectively, for matching contributions. The Company did not make any matching contributions to the 401(k) plan for the three and nine months ended September 30, 2021. Legal Matters —The Company is involved from time to time in various claims and legal actions arising in the ordinary course of business. While it is not feasible to predict or determine the ultimate outcome of these matters, the Company believes that none of its current legal proceedings will have a material adverse effect on its financial position or results of operations. Indemnification —The Company enters into indemnification provisions under some agreements with other parties in the ordinary course of business, including business partners, investors, contractors, customers and the Company’s officers, directors and certain employees. The Company has agreed to indemnify and defend the indemnified party claims and related losses suffered or incurred by the indemnified party from actual or threatened third-party claim because of the Company’s activities or non-compliance with certain representations and warranties made by the Company. It is not possible to determine the maximum potential loss under these indemnification provisions due to the Company’s limited history of prior indemnification claims and the unique facts and circumstances involved in each particular provision. To date, losses recorded in the Company’s condensed consolidated statements of operations in connection with the indemnification provisions have not been material.

Leases

Leases	9 Months Ended
	Sep. 30, 2022
Leases [Abstract]
Leases	Leases The Company has entered into various non-cancelable operating leases for its facilities expiring between 2022 and 2033. Certain lease agreements contain an option for the Company to renew a lease for a term of up to five years or an option to terminate a lease early within one year. The Company considers these options, which may be elected at the Company’s sole discretion, in determining the lease term on a lease-by-lease basis. Lease expense for these leases is recognized on a straight-line basis over the lease term, with variable lease payments recognized in the period those payments are incurred. The components of lease cost recognized within the Company’s condensed consolidated statements of operations were as follows (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Operating lease cost (1) $ 6,438 $ 5,245 $ 17,703 $ 14,765 Short-term lease cost 2,789 1,075 6,113 2,528 1) Includes non-cash lease expense of $5.5 million and $4.5 million for the three months ended September 30, 2022 and 2021, respectively, and $15.2 million and $12.6 million for the nine months ended September 30, 2022 and 2021, respectively. Supplemental cash flow information and non-cash activity related to the Company’s operating leases are as follows (in thousands): Nine Months Ended 2022 2021 Cash paid for amounts included in measurement of lease liabilities $ 18,198 $ 14,878 Operating lease assets obtained in exchange for new lease liabilities 44,013 17,476 Maturities of lease liabilities by fiscal year for the Company’s operating leases are as follows (in thousands): Amount Remainder of 2022 $ 6,481 2023 10,406 2024 17,838 2025 16,281 2026 14,385 2027 and beyond 61,111 Total lease payments $ 126,502 Less: imputed interest (27,817) Present value of lease liabilities $ 98,685 As of September 30, 2022, the Company had various operating leases that had not yet commenced, which are excluded from the table above. The operating leases will commence between fiscal year 2022 and 2025 with total undiscounted future payments of $140.6 million and a weighted-average lease term of 8.9 years. Weighted average remaining lease term and discount rate for the Company’s operating leases are as follows: September 30, Weighted-average remaining lease term (years) 6.2 Weighted-average discount rate 5.06 %

Revenue

Revenue	9 Months Ended
	Sep. 30, 2022
Revenue from Contract with Customer [Abstract]
Revenue	Revenue Geographical Information Revenue by location is determined by the billing address of the customer. The following table sets forth revenue by geographic area (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 North America $ 312,676 $ 192,269 $ 863,697 $ 503,356 International 123,857 78,219 342,004 199,230 Total $ 436,533 $ 270,488 $ 1,205,701 $ 702,586 Deferred Revenue and Remaining Performance Obligations Certain of the Company’s customers pay in advance of satisfaction of performance obligations and other customers with monthly contract terms are billed in arrears on a monthly basis. The Company records contract liabilities to deferred revenue when customers are billed or when the Company receives customer payments in advance of the performance obligations being satisfied on the Company’s contracts. Revenue recognized during the three months ended September 30, 2022 and 2021, which was included in the deferred revenue balances at the beginning of each such period, was $200.4 million and $131.6 million, respectively. Revenue recognized during the nine months ended September 30, 2022 and 2021 that was included in the deferred revenue balances at the beginning of each such period was $344.4 million and $192.4 million, respectively. Remaining performance obligations represent the aggregate amount of the transaction price in contracts allocated to performance obligations not delivered, or partially undelivered, as of the end of the reporting period. Remaining performance obligations include unearned revenue, multi-year contracts with future installment payments and certain unfulfilled orders against accepted customer contracts at the end of any given period. As of September 30, 2022 and December 31, 2021, the aggregate transaction price allocated to remaining performance obligations was $941.0 million and $815.0 million, respectively. There is uncertainty in the timing of revenues associated with the Company’s drawdown contracts, as future revenue can often vary significantly from past revenue. However, the Company expects to recognize substantially all of the remaining performance obligations over the next 24 months. Accounts Receivable Accounts receivable deemed uncollectible are charged against the allowance for credit losses when identified. During the nine months ended September 30, 2022 and 2021, the Company charged $1.5 million and $1.2 million, respectively, of accounts receivable deemed uncollectible against the allowance for credit losses. Unbilled accounts receivable represents revenue recognized on contracts for which billings have not yet been presented to customers because the amounts were earned but not contractually billable as of the balance sheet date. The unbilled accounts receivable balance is due within one year. As of September 30, 2022 and December 31, 2021, unbilled accounts receivable of approximately $63.1 million and $44.2 million, respectively, was included in accounts receivable on the Company’s condensed consolidated balance sheets. Deferred Contract Costs Sales commissions earned by the Company’s sales force are considered incremental and recoverable costs of obtaining a contract with a customer. These costs are deferred and then amortized over a period of benefit which is determined to be four years. Amounts expected to be recognized within one year of the balance sheet date are recorded as deferred contract costs, current; the remaining portion is recorded as deferred contract costs, non-current, in the condensed consolidated balance sheets. Deferred contract costs on the Company’s condensed consolidated balance sheets were $80.0 million and $65.3 million as of September 30, 2022 and December 31, 2021, respectively. Amortization expense was $7.3 million and $4.7 million for the three months ended September 30, 2022 and 2021, respectively, and was $19.9 million and $12.6 million for the nine months ended September 30, 2022 and 2021, respectively.

Stockholders' Equity

Stockholders' Equity	9 Months Ended
	Sep. 30, 2022
Equity [Abstract]
Stockholders' Equity	Stockholders’ Equity Class A and Class B Common Stock The Company has two classes of common stock, Class A and Class B. The rights of the holders of Class A and Class B common stock are identical, except with respect to voting and conversion. Each share of Class A common stock is entitled to one vote per share and each share of Class B common stock is entitled to ten votes per share. Shares of Class B common stock may be converted into Class A common stock at any time at the option of the stockholder, and are automatically converted to Class A common stock upon sale or transfer, subject to certain limited exceptions. During the three and nine months ended September 30, 2022, 122,356 shares and 24,515,866 shares of Class B common stock were converted into Class A common stock, respectively. As of September 30, 2022, the Company had authorized 2,000,000,000 shares of Class A common stock and 310,000,000 shares of Class B common stock, each at a par value per share of $0.00001, of which 292,014,760 shares of Class A common stock and 25,509,986 shares of Class B common stock were issued and outstanding. Equity Incentive Plans The Company has two equity incentive plans, the 2012 Equity Incentive Plan (the “2012 Plan”) and the 2019 Equity Incentive Plan (the “2019 Plan”). In connection with the Company's initial public offering of Class A common stock (the "IPO"), the Company ceased granting awards under the 2012 Plan, and all shares that remained available for issuance under the 2012 Plan at that time were transferred to the 2019 Plan. Additionally, as of September 30, 2022, there were 19,127,195 shares of Class A common stock issuable upon conversion of Class B common stock underlying options outstanding under the 2012 Plan. Under the 2019 Plan, the Board and any other committee or subcommittee of the Board may grant stock options, stock appreciation rights, restricted stock awards, restricted stock units (“RSUs”) and performance stock units ("PSUs") and other awards, each equity award valued or based on the Company’s Class A common stock, to employees, directors, consultants and advisors of the Company. As of September 30, 2022, there were 64,768,179 shares available for grant under the 2019 Plan. Stock Options The following table summarizes the Company’s stock option activity and weighted-average exercise prices: Number Of Weighted- Weighted- Aggregate Balance outstanding—December 31, 2021 21,372,561 $ 3.31 5.5 $ 3,735,819 Options granted — — Options exercised (2,089,044) 3.95 Options forfeited or expired (127,640) 5.79 Balance outstanding—September 30, 2022 19,155,877 $ 3.23 4.7 $ 1,638,803 Ending Exercisable—September 30, 2022 17,395,549 $ 2.54 4.4 $ 1,500,215 As of September 30, 2022, there were 28,682 shares of Class A common stock and 19,127,195 shares of Class B common stock issuable upon the exercise of options outstanding. As of December 31, 2021, there were 31,671 shares of Class A common stock and 21,340,890 shares of Class B common stock issuable upon the exercise of options outstanding. Total compensation cost related to unvested awards not yet recognized was approximately $14.7 million and $31.6 million as of September 30, 2022 and December 31, 2021, respectively. The weighted-average period over which this compensation cost related to unvested employee awards will be recognized is 0.8 years and 1.3 years as of September 30, 2022 and December 31, 2021, respectively. There were no options granted during the nine months ended September 30, 2022 and 2021. The Company received approximately $8.3 million and $10.7 million in cash proceeds from options exercised during the nine months ended September 30, 2022 and 2021, respectively. The intrinsic value of options exercised during the nine months ended September 30, 2022 and 2021 was approximately $258.4 million and $434.1 million, respectively. The aggregate fair value of options vested during the nine months ended September 30, 2022 and 2021 was $18.7 million and $21.5 million, respectively. Common stock purchased pursuant to an early exercise of stock options is not deemed to be outstanding for accounting purposes until those shares vest. The consideration received for an exercise of an option is considered to be a deposit of the exercise price and the related dollar amount is recorded as a liability. The shares issued upon the early exercise of these unvested stock option awards, which are reflected as exercises in the table above, are considered to be legally issued and outstanding on the date of exercise. Upon termination of service, the Company may repurchase unvested shares acquired through early exercise of stock options at a price equal to the price per share paid upon the exercise of such options. The Company has no liability recorded related to early exercises of options as of September 30, 2022. As of December 31, 2021, the Company had recorded liabilities related to early exercises of options for 31,500 shares of Class B common stock. Restricted Stock Units, Restricted Stock Awards and Performance Stock Units The following table summarizes the activity for the Company’s unvested RSUs and PSUs: Shares Weighted- Balance—December 31, 2021 8,081,269 $ 101.21 Awarded 5,966,568 115.16 Vested (1,732,731) 82.50 Forfeited/canceled (659,515) 105.38 Unvested and outstanding—September 30, 2022 11,655,591 $ 110.90 The Company granted a total of 994,356 restricted shares of Class A common stock in connection with acquisitions during the period from November 2019 to June 2022, which are subject to service-based vesting conditions over approximately four years from the respective grant dates. Total compensation cost related to unvested RSUs, PSUs and restricted shares of common stock not yet recognized was approximately $1,167.9 million and $773.6 million as of September 30, 2022 and December 31, 2021, respectively. The weighted-average period over which this compensation cost related to unvested RSUs, PSUs and restricted shares will be recognized is 3.0 years and 3.1 years as of September 30, 2022 and December 31, 2021, respectively. Employee Stock Purchase Plan In September 2019, the Board adopted and approved the 2019 Employee Stock Purchase Plan (the “ESPP”), which became effective on the date of the final prospectus for the IPO. The ESPP is implemented through a series of offerings under which eligible employees are granted purchase rights to purchase shares of the Company’s Class A common stock on specified dates during such offerings. Under the ESPP, the Company may specify offerings with durations of not more than 27 months, and may specify shorter purchase periods within each offering. On each purchase date, eligible employees will purchase the shares at a price per share equal to 85% of the lesser of (1) the fair market value of the Company’s Class A common stock on the first trading day of the offering period, or (2) the fair market value of the Company’s Class A common stock on the purchase date, as defined in the ESPP. The Company recognized $2.8 million and $7.5 million of stock-based compensation expense related to the ESPP during the three and nine months ended September 30, 2022, respectively. As of September 30, 2022, $12.5 million has been withheld on behalf of employees for a future purchase under the ESPP due to the timing of payroll deductions. During the nine months ended September 30, 2022, the Company issued 146,515 shares of Class A common stock under the ESPP. As of September 30, 2022, 14,976,951 shares of Class A common stock remain available for grant under the ESPP. Stock-Based Compensation The Company uses the Black-Scholes option-pricing model to estimate the fair value of stock options on the date of grant. The Company recognizes and measures compensation expense for all stock-based payment awards granted to employees, directors and nonemployees based on the fair value of the awards on the date of grant. The determination of the grant date fair value using an option-pricing model is affected by the estimated fair value of the Company’s common stock as well as assumptions regarding a number of other complex and subjective variables. These variables include expected stock price volatility over the expected term of the award, actual and projected employee stock option exercise behaviors, the risk-free interest rate for the expected term of the award and expected dividends. The fair value of RSUs and PSUs is determined by the closing price on the date of grant of the Company’s Class A common stock, as reported on the Nasdaq Global Select Market. The Company estimates the fair value of the rights to acquire stock under the ESPP using the Black-Scholes option-pricing model. Stock-based compensation for stock options and RSUs is recognized on a straight-line basis over the requisite service period and account for forfeitures as they occur. Stock-based compensation for PSUs is amortized under the accelerated attribution method and may be adjusted over the vesting period based on interim estimates of performance against pre-set objectives. PSUs will vest upon achievement of specified performance targets and subject to continuous service through the applicable vesting dates. The compensation cost is recognized over the requisite service period when it is considered probable that the performance condition will be satisfied and account for forfeitures as they occur. Stock-based compensation expense was included in the condensed consolidated statement of operations as follows (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Cost of revenue $ 3,165 $ 1,427 $ 7,173 $ 2,957 Research and development 65,321 27,239 163,326 64,947 Sales and marketing 21,145 9,739 53,330 23,355 General and administrative 11,731 5,590 26,816 16,112 Stock-based compensation, net of amounts capitalized 101,362 43,995 250,645 107,371 Capitalized stock-based compensation expense 3,920 2,550 10,760 6,762 Total stock-based compensation expense $ 105,282 $ 46,545 $ 261,405 $ 114,133

Interest Income and Other Incom

Interest Income and Other Income, Net	9 Months Ended
	Sep. 30, 2022
Interest and Other Income [Abstract]
Interest Income and Other Income, Net	Interest Income and Other Income, Net Interest income and other income, net consist of the following (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Interest income $ 9,087 $ 4,830 $ 21,338 $ 15,970 Other income (loss), net 2,924 210 4,029 135 Interest income and other income, net $ 12,011 $ 5,040 $ 25,367 $ 16,105

Income Taxes

Income Taxes	9 Months Ended
	Sep. 30, 2022
Income Tax Disclosure [Abstract]
Income Taxes	Income Ta xes The Compa ny has an effective tax rate of (12.7)% and (15.0)% for the three months ended September 30, 2022 and 2021, respectively, and (72.9)% and (3.6)% for the nine months ended September 30, 2022 and 2021 . The Company has incurred U.S. operating losses and has minimal profits in its foreign jurisdictions during the quarter. The Company has applied ASC 740, Income Taxes , and has determined that it has uncertain positions that would result in a tax reserve deemed immaterial for each of the nine months ended September 30, 2022 and 2021. The Company’s policy is to recognize interest and penalties related to uncertain tax positions in income tax expense. The Company is subject to U.S. federal tax authority, U.S . state tax authority and foreign tax authority examinations. The Company has evaluated the available evidence supporting the realization of its deferred tax assets, including the amount and timing of future taxable income, and has determined that it is more likely than not that its net deferred tax assets will not be realized in the United States. Due to uncertainties surrounding the realization of the deferred tax assets, the Company recorded a full valuation allowance against substantially all of its net deferred tax assets. When the Company determines that it will be able to realize some portion or all of its deferred tax assets, an adjustment to its valuation allowance on its deferred tax assets would have the effect of increasing net income in the period such determination is made. For tax years beginning on or after January 1, 2022, the Tax Cuts and Jobs Act of 2017 eliminates the option to deduct research and development expenditures, as defined under IRC Section 174, in the year incurred. Instead, taxpayers are required to amortize such expenditures over five years if incurred in the U.S. and over fifteen years if incurred in a foreign jurisdiction. For the nine months ended September 30, 2022, the Company conformed to this change in tax law. On August 16, 2022, the Inflation Reduction Act ("the Act") was signed into law. The Act includes a 15.0% corporate alternative minimum tax on the adjusted financial statement income of applicable corporations and a 1.0% excise tax on all corporate stock buybacks of public companies for tax years beginning after December 31, 2022. For the nine months ended September 30, 2022, the impact of the tax provisions of the Act were not material to the Company's provision for income taxes. The Company will continue to monitor any changes in tax law.

Net Loss Per Share

Net Loss Per Share	9 Months Ended
	Sep. 30, 2022
Earnings Per Share [Abstract]
Net Loss Per Share	Net Loss Per ShareBasic and diluted net loss per common share is presented in conformity with the two-class method required for participating securities. Basic and diluted net loss per share is computed using the weighted-average number of shares of common stock outstanding during the period. The undistributed earnings are allocated based on the contractual participation rights of the Class A and Class B common stock as if the earnings for the year have been distributed. As the liquidation and dividend rights are identical, the undistributed earnings are allocated on a proportionate basis. Further, as the conversion of Class B common stock is assumed in the computation of the diluted net loss per share of Class A common stock, the undistributed earnings are equal to net loss for that computation. The following table presents the calculation of basic and diluted net loss per share (in thousands, except per share data): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Basic net loss per share: Class A Class B Class A Class B Class A Class B Class A Class B Numerator: Net loss $ (23,878) $ (2,107) $ (4,338) $ (1,146) $ (18,884) $ (2,242) $ (21,287) $ (6,627) Denominator: Weighted-average shares used in calculating net loss per share, basic 290,369 25,621 245,431 64,816 281,355 33,398 234,969 73,146 Basic net loss per share $ (0.08) $ (0.08) $ (0.02) $ (0.02) $ (0.07) $ (0.07) $ (0.09) $ (0.09) Diluted net loss per share: Numerator: Allocation of distributed net loss for basic computation $ (23,878) $ (2,107) $ (4,338) $ (1,146) $ (18,884) $ (2,242) $ (21,287) $ (6,627) Reallocation of undistributed net loss as a result of conversion of Class B to Class A shares (2,107) — (1,146) — (2,242) — (6,627) — Allocation of undistributed loss $ (25,985) $ (2,107) $ (5,484) $ (1,146) $ (21,126) $ (2,242) $ (27,914) $ (6,627) Denominator: Number of shares used in basic calculation 290,369 25,621 245,431 64,816 281,355 33,398 234,969 73,146 Weighted-average effect of diluted securities: Conversion of Class B to Class A common shares outstanding 25,621 — 64,816 — 33,398 — 73,146 — Number of shares used in diluted calculation 315,990 25,621 310,247 64,816 314,753 33,398 308,115 73,146 Diluted net loss per share $ (0.08) $ (0.08) $ (0.02) $ (0.02) $ (0.07) $ (0.07) $ (0.09) $ (0.09) Potentially dilutive securities that were not included in the diluted per share calculations because they would be anti-dilutive were as follows (in thousands): As of September 30, 2022 2021 Shares subject to outstanding stock options and RSUs 30,811 29,556 Unvested early exercised stock options and restricted shares of common stock 1,056 903 Shares subject to the employee stock purchase plan 166 169 Shares issuable upon conversion of the convertible senior notes 8,098 8,098 Total 40,131 38,726 ASU No. 2020-06 requires the application of the if-converted method to calculate the impact of convertible instruments on diluted earnings per share when the instruments may be settled in cash or shares. The Company uses the if-converted method for calculating any potential dilutive effect of the conversion options embedded in the 2025 Notes on diluted net income per share as required under ASU No. 2020-06 to determine the dilutive effect of the Notes. The Company entered into Capped Calls in connection with the issuance of the 2025 Notes. The effect of the Capped Calls was also excluded from the calculation of diluted net income per share as the effect of the Capped Calls would have been anti-dilutive. The Capped Calls are expected to partially offset the potential dilution to the Company’s Class A common stock upon any conversion of the 2025 Notes.

Basis of Presentation and Sum_2

Basis of Presentation and Summary of Significant Accounting Policies (Policies)	9 Months Ended
	Sep. 30, 2022
Accounting Policies [Abstract]
Basis of Presentation	Basis of Presentation The accompanying condensed consolidated financial statements have been prepared in accordance with GAAP.
Principles of Consolidation	Principles of Consolidation The condensed consolidated financial statements include the accounts of Datadog, Inc. and its wholly-owned subsidiaries. All intercompany transactions and balances have been eliminated in consolidation.
Use of Estimates	Use of Estimates The preparation of condensed consolidated financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the amounts reported in the condensed consolidated financial statements and accompanying notes. Such estimates include the fair value of marketable securities, the allowance for credit losses, the fair value of acquired assets and assumed liabilities from business combinations, useful lives of property, equipment, software and finite lived intangibles, stock-based compensation, valuation of long-lived assets and their recoverability, including goodwill, the incremental borrowing rate for operating leases, estimated expected period of benefit for deferred contract costs, fair value of the liability component of the convertible debt, realization of deferred tax assets and uncertain tax positions, revenue recognition and the allocation of overhead costs between cost of revenue and operating expenses. The Company bases its estimates on historical experience and also on assumptions that management considers reasonable. The Company assesses these estimates on a regular basis; however, actual results could materially differ from these estimates.
Accounting Pronouncements Recently Adopted	Accounting Pronouncements Recently Adopted In October 2021, the FASB issued ASU No. 2021-08, Business Combinations (Topic 805): Accounting for Contract Assets and Contract Liabilities from Contracts with Customers ("ASU No. 2021-08"), which intends to improve the accounting for acquired revenue contracts with customers in a business combination by addressing diversity in practice and inconsistency related to recognition of an acquired contract liability and payment terms and their effect on subsequent revenue recognized by

Marketable Securities (Tables)

Marketable Securities (Tables)	9 Months Ended
	Sep. 30, 2022
Investments, Debt and Equity Securities [Abstract]
Summary of Available-for-Sale Marketable Securities	The following is a summary of available-for-sale marketable securities, excluding those securities classified within cash and cash equivalents on the condensed consolidated balance sheets as of September 30, 2022 and December 31, 2021 (in thousands): September 30, 2022 Amortized Unrealized Unrealized Fair Commercial debt securities $ 898,044 $ 7 $ (12,689) $ 885,362 Commercial paper 261,266 18 (1,127) 260,157 U.S. government treasury securities 173,578 — (1,618) 171,960 Certificates of deposit 133,908 21 (549) 133,380 U.S. government agency securities 12,654 — (60) 12,594 Non-U.S. government securities 8,004 — (9) 7,995 Marketable securities $ 1,487,454 $ 46 $ (16,052) $ 1,471,448 December 31, 2021 Amortized Unrealized Unrealized Fair Commercial debt securities $ 1,034,573 $ 43 $ (2,564) $ 1,032,052 Commercial paper 151,379 14 (37) 151,356 U.S. government treasury securities 77,628 18 (204) 77,442 Certificates of deposit 14,574 5 (10) 14,569 Non-U.S. government securities 8,071 — (17) 8,054 Marketable securities $ 1,286,225 $ 80 $ (2,832) $ 1,283,473
Summary of Fair Values of Available-for-Sale Marketable Securities, by Remaining Contractual Maturity	As of September 30, 2022, the fair values of available-for-sale marketable securities, by remaining contractual maturity, were as follows (in thousands): Due within one year $ 1,427,583 Due in one year through five years 43,865 Total $ 1,471,448

Fair Value Measurements (Tables

Fair Value Measurements (Tables)	9 Months Ended
	Sep. 30, 2022
Fair Value Disclosures [Abstract]
Summary of Financial Assets and Liabilities Measured at Fair Value on Recurring Basis	The following tables present information about the Company’s financial assets and liabilities that have been measured at fair value on a recurring basis as of September 30, 2022 and December 31, 2021, and indicate the fair value hierarchy of the valuation inputs utilized to determine such fair value (in thousands): Fair Value Measurement as of September 30, 2022 Level 1 Level 2 Level 3 Total Financial Assets: Cash equivalents: Money market funds $ 251,471 $ — $ — $ 251,471 Corporate debt securities — 4,116 — 4,116 Marketable Securities: Corporate debt securities — 885,362 — 885,362 Commercial paper — 260,157 — 260,157 U.S. government treasury securities — 171,960 — 171,960 Certificates of deposit — 133,380 — 133,380 U.S. government agency securities — 12,594 — 12,594 Non-U.S. government treasury securities — 7,995 — 7,995 Total financial assets $ 251,471 $ 1,475,564 $ — $ 1,727,035 Fair Value Measurement as of December 31, 2021 Level 1 Level 2 Level 3 Total Financial Assets: Cash equivalents: Money market funds $ 241,571 $ — $ — $ 241,571 Marketable Securities: Corporate debt securities — 1,032,052 — 1,032,052 Commercial paper — 151,356 — 151,356 U.S. government treasury securities — 77,442 — 77,442 Certificates of deposit — 14,569 — 14,569 Non-U.S. government treasury securities — 8,054 — 8,054 Total financial assets $ 241,571 $ 1,283,473 $ — $ 1,525,044

Property and Equipment, Net (Ta

Property and Equipment, Net (Tables)	9 Months Ended
	Sep. 30, 2022
Property, Plant and Equipment [Abstract]
Schedule of Property and Equipment, Net	Property and equipment, net consisted of the following (in thousands): September 30, December 31, Computers and equipment $ 32,625 $ 16,885 Furniture and fixtures 9,982 6,595 Leasehold improvements 23,481 20,669 Capitalized software development costs 121,643 86,189 Total property and equipment $ 187,731 $ 130,338 Less: accumulated depreciation and amortization (76,842) (55,186) Total property and equipment, net $ 110,889 $ 75,152

Acquisitions, Intangible Asse_2

Acquisitions, Intangible Assets and Goodwill (Tables)	9 Months Ended
	Sep. 30, 2022
Acquisitions, Intangible Assets And Goodwill [Abstract]
Schedule of Intangible Assets, Net	Intangible assets, net consisted of the following (in thousands): September 30, 2022 Gross Accumulated Net Amortization Developed technology $ 22,746 $ (9,213) $ 13,533 3 years Customer relationships 3,300 (1,217) 2,083 4 years Total $ 26,046 $ (10,430) $ 15,616 December 31, 2021 Gross Accumulated Net Amortization Developed technology $ 17,186 $ (4,182) $ 13,004 3 years Customer relationships 3,300 (600) 2,700 4 years Total $ 20,486 $ (4,782) $ 15,704
Schedule of Future Amortization Expense	As of September 30, 2022, future amortization expense by year is expected to be as follows (in thousands): Amount Remainder of 2022 $ 2,052 2023 7,755 2024 4,755 2025 1,054 Total $ 15,616
Schedule of Changes in Carrying Amount of Goodwill	The changes in the carrying amount of goodwill were as follows (in thousands): Amount Balance as of December 31, 2021 $ 292,176 2022 Acquisitions 44,446 Foreign currency translation adjustments (3,973) Balance as of September 30, 2022 $ 332,649

Convertible Senior Notes (Table

Convertible Senior Notes (Tables)	9 Months Ended
	Sep. 30, 2022
Debt Disclosure [Abstract]
Summary of Net Carrying Amount of Liability and Equity Component of 2025 Notes	The net carrying amount of the liability component of the 2025 Notes was as follows (in thousands): September 30, December 31, Convertible senior notes, net: Principal $ 747,496 $ 747,500 Unamortized debt issuance costs (9,493) (12,018) Net carrying amount $ 738,003 $ 735,482
Interest Expense related to 2025 Notes	The following table sets forth the interest expense related to the 2025 Notes (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Contractual interest expense $ 234 $ 234 $ 701 $ 701 Amortization of issuance costs 843 838 2,525 2,510 Total $ 1,077 $ 1,072 $ 3,226 $ 3,211

Leases (Tables)

Leases (Tables)	9 Months Ended
	Sep. 30, 2022
Leases [Abstract]
Summary of Components of Lease Cost Recognized	The components of lease cost recognized within the Company’s condensed consolidated statements of operations were as follows (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Operating lease cost (1) $ 6,438 $ 5,245 $ 17,703 $ 14,765 Short-term lease cost 2,789 1,075 6,113 2,528 1) Includes non-cash lease expense of $5.5 million and $4.5 million for the three months ended September 30, 2022 and 2021, respectively, and $15.2 million and $12.6 million for the nine months ended September 30, 2022 and 2021, respectively.
Summary of Supplemental Cash Flow Information and Non-cash Activity	Supplemental cash flow information and non-cash activity related to the Company’s operating leases are as follows (in thousands): Nine Months Ended 2022 2021 Cash paid for amounts included in measurement of lease liabilities $ 18,198 $ 14,878 Operating lease assets obtained in exchange for new lease liabilities 44,013 17,476
Summary of Maturities of Lease Liabilities	Maturities of lease liabilities by fiscal year for the Company’s operating leases are as follows (in thousands): Amount Remainder of 2022 $ 6,481 2023 10,406 2024 17,838 2025 16,281 2026 14,385 2027 and beyond 61,111 Total lease payments $ 126,502 Less: imputed interest (27,817) Present value of lease liabilities $ 98,685
Summary of Weighted Average Remaining Lease Term and Discount Rate	Weighted average remaining lease term and discount rate for the Company’s operating leases are as follows: September 30, Weighted-average remaining lease term (years) 6.2 Weighted-average discount rate 5.06 %

Revenue (Tables)

Revenue (Tables)	9 Months Ended
	Sep. 30, 2022
Revenue from Contract with Customer [Abstract]
Schedule of Revenue by Geographic Area	Revenue by location is determined by the billing address of the customer. The following table sets forth revenue by geographic area (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 North America $ 312,676 $ 192,269 $ 863,697 $ 503,356 International 123,857 78,219 342,004 199,230 Total $ 436,533 $ 270,488 $ 1,205,701 $ 702,586

Stockholders' Equity (Tables)

Stockholders' Equity (Tables)	9 Months Ended
	Sep. 30, 2022
Equity [Abstract]
Summary of Stock Option Activity and Weighted Average Exercise Prices	The following table summarizes the Company’s stock option activity and weighted-average exercise prices: Number Of Weighted- Weighted- Aggregate Balance outstanding—December 31, 2021 21,372,561 $ 3.31 5.5 $ 3,735,819 Options granted — — Options exercised (2,089,044) 3.95 Options forfeited or expired (127,640) 5.79 Balance outstanding—September 30, 2022 19,155,877 $ 3.23 4.7 $ 1,638,803 Ending Exercisable—September 30, 2022 17,395,549 $ 2.54 4.4 $ 1,500,215
Summary of Activity for Unvested RSUs	The following table summarizes the activity for the Company’s unvested RSUs and PSUs: Shares Weighted- Balance—December 31, 2021 8,081,269 $ 101.21 Awarded 5,966,568 115.16 Vested (1,732,731) 82.50 Forfeited/canceled (659,515) 105.38 Unvested and outstanding—September 30, 2022 11,655,591 $ 110.90
Summary of Activity for Unvested PSUs	The following table summarizes the activity for the Company’s unvested RSUs and PSUs: Shares Weighted- Balance—December 31, 2021 8,081,269 $ 101.21 Awarded 5,966,568 115.16 Vested (1,732,731) 82.50 Forfeited/canceled (659,515) 105.38 Unvested and outstanding—September 30, 2022 11,655,591 $ 110.90
Summary of Stock-based Compensation Expense	Stock-based compensation expense was included in the condensed consolidated statement of operations as follows (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Cost of revenue $ 3,165 $ 1,427 $ 7,173 $ 2,957 Research and development 65,321 27,239 163,326 64,947 Sales and marketing 21,145 9,739 53,330 23,355 General and administrative 11,731 5,590 26,816 16,112 Stock-based compensation, net of amounts capitalized 101,362 43,995 250,645 107,371 Capitalized stock-based compensation expense 3,920 2,550 10,760 6,762 Total stock-based compensation expense $ 105,282 $ 46,545 $ 261,405 $ 114,133

Interest Income and Other Inc_2

Interest Income and Other Income, Net (Tables)	9 Months Ended
	Sep. 30, 2022
Interest and Other Income [Abstract]
Schedule of Interest Income and Other Income, Net	Interest income and other income, net consist of the following (in thousands): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Interest income $ 9,087 $ 4,830 $ 21,338 $ 15,970 Other income (loss), net 2,924 210 4,029 135 Interest income and other income, net $ 12,011 $ 5,040 $ 25,367 $ 16,105

Net Loss Per Share (Tables)

Net Loss Per Share (Tables)	9 Months Ended
	Sep. 30, 2022
Earnings Per Share [Abstract]
Schedule of Calculation of Basic and Diluted Net Loss Per Share	The following table presents the calculation of basic and diluted net loss per share (in thousands, except per share data): Three Months Ended Nine Months Ended 2022 2021 2022 2021 Basic net loss per share: Class A Class B Class A Class B Class A Class B Class A Class B Numerator: Net loss $ (23,878) $ (2,107) $ (4,338) $ (1,146) $ (18,884) $ (2,242) $ (21,287) $ (6,627) Denominator: Weighted-average shares used in calculating net loss per share, basic 290,369 25,621 245,431 64,816 281,355 33,398 234,969 73,146 Basic net loss per share $ (0.08) $ (0.08) $ (0.02) $ (0.02) $ (0.07) $ (0.07) $ (0.09) $ (0.09) Diluted net loss per share: Numerator: Allocation of distributed net loss for basic computation $ (23,878) $ (2,107) $ (4,338) $ (1,146) $ (18,884) $ (2,242) $ (21,287) $ (6,627) Reallocation of undistributed net loss as a result of conversion of Class B to Class A shares (2,107) — (1,146) — (2,242) — (6,627) — Allocation of undistributed loss $ (25,985) $ (2,107) $ (5,484) $ (1,146) $ (21,126) $ (2,242) $ (27,914) $ (6,627) Denominator: Number of shares used in basic calculation 290,369 25,621 245,431 64,816 281,355 33,398 234,969 73,146 Weighted-average effect of diluted securities: Conversion of Class B to Class A common shares outstanding 25,621 — 64,816 — 33,398 — 73,146 — Number of shares used in diluted calculation 315,990 25,621 310,247 64,816 314,753 33,398 308,115 73,146 Diluted net loss per share $ (0.08) $ (0.08) $ (0.02) $ (0.02) $ (0.07) $ (0.07) $ (0.09) $ (0.09)
Schedule of Potentially Dilutive Securities not Included in Diluted Per Share Calculations	Potentially dilutive securities that were not included in the diluted per share calculations because they would be anti-dilutive were as follows (in thousands): As of September 30, 2022 2021 Shares subject to outstanding stock options and RSUs 30,811 29,556 Unvested early exercised stock options and restricted shares of common stock 1,056 903 Shares subject to the employee stock purchase plan 166 169 Shares issuable upon conversion of the convertible senior notes 8,098 8,098 Total 40,131 38,726

Marketable Securities - Summary

Marketable Securities - Summary of Available-for-sale Marketable Securities (Details) - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
Marketable Securities [Line Items]
Amortized Cost	$ 1,487,454	$ 1,286,225
Unrealized Gain	46	80
Unrealized Losses	(16,052)	(2,832)
Fair Value	1,471,448	1,283,473
Commercial debt securities
Marketable Securities [Line Items]
Amortized Cost	898,044	1,034,573
Unrealized Gain	7	43
Unrealized Losses	(12,689)	(2,564)
Fair Value	885,362	1,032,052
Commercial paper
Marketable Securities [Line Items]
Amortized Cost	261,266	151,379
Unrealized Gain	18	14
Unrealized Losses	(1,127)	(37)
Fair Value	260,157	151,356
U.S. government treasury securities
Marketable Securities [Line Items]
Amortized Cost	173,578	77,628
Unrealized Gain	0	18
Unrealized Losses	(1,618)	(204)
Fair Value	171,960	77,442
Certificates of deposit
Marketable Securities [Line Items]
Amortized Cost	133,908	14,574
Unrealized Gain	21	5
Unrealized Losses	(549)	(10)
Fair Value	133,380	14,569
U.S. government agency securities
Marketable Securities [Line Items]
Amortized Cost	12,654
Unrealized Gain	0
Unrealized Losses	(60)
Fair Value	12,594
Non-U.S. government securities
Marketable Securities [Line Items]
Amortized Cost	8,004	8,071
Unrealized Gain	0	0
Unrealized Losses	(9)	(17)
Fair Value	$ 7,995	$ 8,054

Marketable Securities - Summa_2

Marketable Securities - Summary of Fair Values of Available-for-Sale Marketable Securities, by Remaining Contractual Maturity (Details) $ in Thousands	Sep. 30, 2022 USD ($)
Investments, Debt and Equity Securities [Abstract]
Due within one year	$ 1,427,583
Due in one year through five years	43,865
Total	$ 1,471,448

Fair Value Measurements (Detail

Fair Value Measurements (Details) - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
Financial Assets:
Marketable Securities:	$ 1,471,448	$ 1,283,473
Commercial paper
Financial Assets:
Marketable Securities:	260,157	151,356
Certificates of deposit
Financial Assets:
Marketable Securities:	133,380	14,569
U.S. government agency securities
Financial Assets:
Marketable Securities:	12,594
Non-U.S. government treasury securities
Financial Assets:
Marketable Securities:	7,995	8,054
Fair Value, Recurring
Financial Assets:
Total financial assets	1,727,035	1,525,044
Fair Value, Recurring | Money market funds
Financial Assets:
Cash equivalents:	251,471	241,571
Fair Value, Recurring | Corporate debt securities
Financial Assets:
Cash equivalents:	4,116
Marketable Securities:	885,362	1,032,052
Fair Value, Recurring | Commercial paper
Financial Assets:
Marketable Securities:	260,157	151,356
Fair Value, Recurring | U.S. government treasury securities
Financial Assets:
Marketable Securities:	171,960	77,442
Fair Value, Recurring | Certificates of deposit
Financial Assets:
Marketable Securities:	133,380	14,569
Fair Value, Recurring | U.S. government agency securities
Financial Assets:
Marketable Securities:	12,594
Fair Value, Recurring | Non-U.S. government treasury securities
Financial Assets:
Marketable Securities:	7,995	8,054
Fair Value, Recurring | Level 1
Financial Assets:
Total financial assets	251,471	241,571
Fair Value, Recurring | Level 1 | Money market funds
Financial Assets:
Cash equivalents:	251,471	241,571
Fair Value, Recurring | Level 1 | Corporate debt securities
Financial Assets:
Cash equivalents:	0
Marketable Securities:	0	0
Fair Value, Recurring | Level 1 | Commercial paper
Financial Assets:
Marketable Securities:	0	0
Fair Value, Recurring | Level 1 | U.S. government treasury securities
Financial Assets:
Marketable Securities:	0	0
Fair Value, Recurring | Level 1 | Certificates of deposit
Financial Assets:
Marketable Securities:	0	0
Fair Value, Recurring | Level 1 | U.S. government agency securities
Financial Assets:
Marketable Securities:	0
Fair Value, Recurring | Level 1 | Non-U.S. government treasury securities
Financial Assets:
Marketable Securities:	0	0
Fair Value, Recurring | Level 2
Financial Assets:
Total financial assets	1,475,564	1,283,473
Fair Value, Recurring | Level 2 | Money market funds
Financial Assets:
Cash equivalents:	0	0
Fair Value, Recurring | Level 2 | Corporate debt securities
Financial Assets:
Cash equivalents:	4,116
Marketable Securities:	885,362	1,032,052
Fair Value, Recurring | Level 2 | Commercial paper
Financial Assets:
Marketable Securities:	260,157	151,356
Fair Value, Recurring | Level 2 | U.S. government treasury securities
Financial Assets:
Marketable Securities:	171,960	77,442
Fair Value, Recurring | Level 2 | Certificates of deposit
Financial Assets:
Marketable Securities:	133,380	14,569
Fair Value, Recurring | Level 2 | U.S. government agency securities
Financial Assets:
Marketable Securities:	12,594
Fair Value, Recurring | Level 2 | Non-U.S. government treasury securities
Financial Assets:
Marketable Securities:	7,995	8,054
Fair Value, Recurring | Level 3
Financial Assets:
Total financial assets	0	0
Fair Value, Recurring | Level 3 | Money market funds
Financial Assets:
Cash equivalents:	0	0
Fair Value, Recurring | Level 3 | Corporate debt securities
Financial Assets:
Cash equivalents:	0
Marketable Securities:	0	0
Fair Value, Recurring | Level 3 | Commercial paper
Financial Assets:
Marketable Securities:	0	0
Fair Value, Recurring | Level 3 | U.S. government treasury securities
Financial Assets:
Marketable Securities:	0	0
Fair Value, Recurring | Level 3 | Certificates of deposit
Financial Assets:
Marketable Securities:	0	0
Fair Value, Recurring | Level 3 | U.S. government agency securities
Financial Assets:
Marketable Securities:	0
Fair Value, Recurring | Level 3 | Non-U.S. government treasury securities
Financial Assets:
Marketable Securities:	$ 0	$ 0

Property and Equipment, Net - C

Property and Equipment, Net - Components of Property and Equipment, Net (Details) - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
Property, Plant and Equipment [Line Items]
Total property and equipment	$ 187,731	$ 130,338
Less: accumulated depreciation and amortization	(76,842)	(55,186)
Total property and equipment, net	110,889	75,152
Computers and equipment
Property, Plant and Equipment [Line Items]
Total property and equipment	32,625	16,885
Furniture and fixtures
Property, Plant and Equipment [Line Items]
Total property and equipment	9,982	6,595
Leasehold improvements
Property, Plant and Equipment [Line Items]
Total property and equipment	23,481	20,669
Capitalized software development costs
Property, Plant and Equipment [Line Items]
Total property and equipment	$ 121,643	$ 86,189

Property and Equipment, Net - A

Property and Equipment, Net - Additional Information (Details) - USD ($) $ in Millions	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Property, Plant and Equipment [Abstract]
Depreciation and amortization expense	$ 7.2	$ 4.7	$ 19.4	$ 13.1

Acquisitions, Intangible Asse_3

Acquisitions, Intangible Assets and Goodwill - Additional Information (Details) $ in Thousands	1 Months Ended		3 Months Ended			9 Months Ended
	Jun. 30, 2022 businessCombination	Apr. 30, 2021 USD ($)	Sep. 30, 2022 USD ($)	Dec. 31, 2021 USD ($) businessCombination	Sep. 30, 2021 USD ($)	Sep. 30, 2022 USD ($)	Sep. 30, 2021 USD ($)	Feb. 28, 2021 USD ($)
Business Acquisition [Line Items]
Goodwill			$ 332,649	$ 292,176		$ 332,649
Intangible amortization expense			2,100		$ 1,500	5,400	$ 3,000
Series of Individually Immaterial Business Acquisitions
Business Acquisition [Line Items]
Number of purchase agreements | businessCombination	2			2
Purchase price allocated to intangible assets			5,600	$ 4,300		5,600
Goodwill			$ 44,400	$ 36,600		$ 44,400
Acquisition in April 2021
Business Acquisition [Line Items]
Purchase price allocated to intangible assets		$ 12,000
Goodwill		204,300
Consideration to acquire business		219,400
Severance charge		1,300
Acquisition in April 2021 | Developed technology
Business Acquisition [Line Items]
Purchase price allocated to intangible assets		$ 8,700
Acquired intangible assets, useful life		3 years
Acquisition in April 2021 | Customer relationships
Business Acquisition [Line Items]
Purchase price allocated to intangible assets		$ 3,300
Acquired intangible assets, useful life		4 years
Acquisition in February 2021
Business Acquisition [Line Items]
Purchase price allocated to intangible assets								$ 1,700
Goodwill								$ 34,300

Acquisitions, Intangible Asse_4

Acquisitions, Intangible Assets and Goodwill - Schedule of Intangible Assets, Net (Details) - USD ($) $ in Thousands	9 Months Ended	12 Months Ended
	Sep. 30, 2022	Dec. 31, 2021
Finite-Lived Intangible Assets [Line Items]
Gross Carrying Amount	$ 26,046	$ 20,486
Accumulated Amortization	(10,430)	(4,782)
Net Carrying Amount	$ 15,616	$ 15,704
Amortization Period
Developed technology
Finite-Lived Intangible Assets [Line Items]
Gross Carrying Amount	$ 22,746	$ 17,186
Accumulated Amortization	(9,213)	(4,182)
Net Carrying Amount	$ 13,533	$ 13,004
Amortization Period	3 years	3 years
Customer relationships
Finite-Lived Intangible Assets [Line Items]
Gross Carrying Amount	$ 3,300	$ 3,300
Accumulated Amortization	(1,217)	(600)
Net Carrying Amount	$ 2,083	$ 2,700
Amortization Period	4 years	4 years

Acquisitions, Intangible Asse_5

Acquisitions, Intangible Assets and Goodwill - Schedule of Future Amortization Expense (Details) - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
Acquisitions, Intangible Assets And Goodwill [Abstract]
Remainder of 2022	$ 2,052
2023	7,755
2024	4,755
2025	1,054
Net Carrying Amount	$ 15,616	$ 15,704

Acquisitions, Intangible Asse_6

Acquisitions, Intangible Assets and Goodwill - Schedule of Changes in Carrying Amount of Goodwill (Details) $ in Thousands	9 Months Ended
	Sep. 30, 2022 USD ($)
Goodwill [Roll Forward]
Goodwill, beginning balance	$ 292,176
2022 Acquisitions	44,446
Foreign currency translation adjustments	(3,973)
Goodwill, ending balance	$ 332,649

Convertible Senior Notes - Addi

Convertible Senior Notes - Additional Information (Details) $ / shares in Units, shares in Millions		9 Months Ended
	Jun. 02, 2020 USD ($) d $ / shares	Sep. 30, 2022 USD ($) $ / shares shares	Jun. 30, 2022 USD ($)	Dec. 31, 2021 USD ($)	Sep. 30, 2021 USD ($)	Jun. 30, 2021 USD ($)	Jan. 01, 2021 USD ($)	Dec. 31, 2020 USD ($)
Debt Instrument [Line Items]
Stockholders' equity		$ 1,289,439,000	$ 1,215,120,000	$ 1,041,203,000	$ 957,412,000	$ 912,879,000		$ 957,432,000
Convertible senior notes, net		738,003,000		735,482,000
Accumulated Deficit
Debt Instrument [Line Items]
Stockholders' equity		(173,232,000)	(147,247,000)	(152,106,000)	(159,275,000)	(153,791,000)		(148,163,000)
Additional Paid-in Capital
Debt Instrument [Line Items]
Stockholders' equity		1,487,992,000	$ 1,380,873,000	1,197,136,000	$ 1,116,872,000	$ 1,065,835,000		1,103,305,000
Cumulative Effect, Period of Adoption, Adjustment
Debt Instrument [Line Items]
Stockholders' equity								(156,268,000)
Cumulative Effect, Period of Adoption, Adjustment | Accumulated Deficit
Debt Instrument [Line Items]
Stockholders' equity								16,802,000
Cumulative Effect, Period of Adoption, Adjustment | Additional Paid-in Capital
Debt Instrument [Line Items]
Stockholders' equity								$ (173,070,000)
Cumulative Effect, Period of Adoption, Adjustment | Accounting Standards Update 2020-06
Debt Instrument [Line Items]
Convertible senior notes, net							$ 156,300,000
Cumulative Effect, Period of Adoption, Adjustment | Accounting Standards Update 2020-06 | Accumulated Deficit
Debt Instrument [Line Items]
Stockholders' equity							16,800,000
Cumulative Effect, Period of Adoption, Adjustment | Accounting Standards Update 2020-06 | Additional Paid-in Capital
Debt Instrument [Line Items]
Stockholders' equity							$ (173,100,000)
0.125% Convertible Senior Notes due 2025
Debt Instrument [Line Items]
Principal	$ 747,500,000	747,496,000		747,500,000
Debt instrument, interest rate	0.125%
Debt instrument, net proceeds from sale of notes	$ 730,200,000
Debt instrument, principal amount denomination used in conversion		100
Debt instrument, convertible carrying amount of equity component	177,200,000
Debt issuance costs	17,300,000
Issuance cost attributable to liability component	$ 13,200,000
Debt instrument, effective interest rate	5.97%
Issuance cost attributable to equity component	$ 4,100,000
Convertible senior notes, net		738,003,000		$ 735,482,000
Debt instrument, estimated fair value		$ 892,800,000
Initial cap price per share of capped calls | $ / shares		$ 151.04
Cost incurred to purchase capped calls		$ 89,600,000
0.125% Convertible Senior Notes due 2025 | Redemption, On or After June 20, 2023, and Prior to 31st Scheduled Trading Day
Debt Instrument [Line Items]
Debt instrument redemption price percentage of principal amount redeemed	100%
0.125% Convertible Senior Notes due 2025 | Class A Common Stock
Debt Instrument [Line Items]
Debt instrument, consecutive trading days | d	30
Common stock covered under capped calls (in shares) | shares		8.1
0.125% Convertible Senior Notes due 2025 | Class A Common Stock | Redemption, On or After June 20, 2023, and Prior to 31st Scheduled Trading Day
Debt Instrument [Line Items]
Debt instrument, trading days | d	20
Debt instrument, consecutive trading days | d	30
0.125% Convertible Senior Notes due 2025 | Class A Common Stock | Redemption, On or After June 20, 2023, and Prior to 31st Scheduled Trading Day | Maximum
Debt Instrument [Line Items]
Debt instrument, threshold percentage of conversion price	130%
0.125% Convertible Senior Notes due 2025 | Class A Common Stock | Redemption, On or After June 20, 2023, and Prior to 31st Scheduled Trading Day | Minimum
Debt Instrument [Line Items]
Debt instrument, threshold percentage of conversion price	130%
0.125% Convertible Senior Notes due 2025 | Conversion Preceding March 15, 2025, Scenario One
Debt Instrument [Line Items]
Debt instrument, trading days | d	20
Debt instrument, consecutive trading days | d	30
Debt instrument, threshold percentage of conversion price	130%
0.125% Convertible Senior Notes due 2025 | Conversion Preceding March 15, 2025, Scenario Two
Debt Instrument [Line Items]
Debt instrument, consecutive trading days | d	10
Debt instrument, convertible, measurement period | d	5
Debt instrument, principal amount denomination used in conversion	$ 1,000
Debt instrument, convertible, threshold maximum percentage of product of last reported sale price of common stock	98%
0.125% Convertible Senior Notes due 2025 | Conversion, On or After March 15, 2025
Debt Instrument [Line Items]
Debt instrument, principal amount denomination used in conversion	$ 1,000
0.125% Convertible Senior Notes due 2025 | Conversion, On or After March 15, 2025 | Class A Common Stock
Debt Instrument [Line Items]
Debt instrument, principal amount denomination used in conversion	$ 1,000
Debt instrument, conversion ratio	0.0108338
Debt instrument, conversion price per share (in dollars per share) | $ / shares	$ 92.30
Initial strike price per share of capped calls (in dollars per share) | $ / shares		$ 92.30

Convertible Senior Notes - Summ

Convertible Senior Notes - Summary of Net Carrying Amount of Liability Component of 2025 Notes (Details) - USD ($)	Sep. 30, 2022	Dec. 31, 2021	Jun. 02, 2020
Debt Instrument [Line Items]
Net carrying amount	$ 738,003,000	$ 735,482,000
0.125% Convertible Senior Notes due 2025
Debt Instrument [Line Items]
Principal	747,496,000	747,500,000	$ 747,500,000
Unamortized debt issuance costs	(9,493,000)	(12,018,000)
Net carrying amount	$ 738,003,000	$ 735,482,000

Convertible Senior Notes - Inte

Convertible Senior Notes - Interest Expense related to 2025 Notes (Details) - 0.125% Convertible Senior Notes due 2025 - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Debt Instrument [Line Items]
Contractual interest expense	$ 234	$ 234	$ 701	$ 701
Amortization of issuance costs	843	838	2,525	2,510
Total	$ 1,077	$ 1,072	$ 3,226	$ 3,211

Commitments and Contingencies (

Commitments and Contingencies (Details) - USD ($) $ in Millions	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Commitments and Contingencies Disclosure [Abstract]
Matching contributions to the 401(k) plan	$ 1.6	$ 0	$ 4.3	$ 0

Leases - Additional Information

Leases - Additional Information (Details) $ in Millions	9 Months Ended
	Sep. 30, 2022 USD ($)
Leases [Abstract]
Operating lease, renewal term	5 years
Operating lease, termination term	1 year
Operating lease not yet commenced, undiscounted future payments	$ 140.6
Operating lease not yet commenced, term of contract	8 years 10 months 24 days

Leases - Summary of Components

Leases - Summary of Components of Lease Cost Recognized (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Leases [Abstract]
Operating lease cost	$ 6,438	$ 5,245	$ 17,703	$ 14,765
Short-term lease cost	2,789	1,075	6,113	2,528
Operating lease, non-cash lease expense	$ 5,500	$ 4,500	$ 15,200	$ 12,600

Leases - Summary of Supplementa

Leases - Summary of Supplemental Cash Flow Information and Non-cash Activity (Details) - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021
Leases [Abstract]
Cash paid for amounts included in measurement of lease liabilities	$ 18,198	$ 14,878
Operating lease assets obtained in exchange for new lease liabilities	$ 44,013	$ 17,476

Leases - Summary of Maturities

Leases - Summary of Maturities of Lease Liabilities (Details) $ in Thousands	Sep. 30, 2022 USD ($)
Leases [Abstract]
Remainder of 2022	$ 6,481
2023	10,406
2024	17,838
2025	16,281
2026	14,385
2027 and beyond	61,111
Total lease payments	126,502
Less: imputed interest	(27,817)
Present value of lease liabilities	$ 98,685

Leases - Summary of Weighted Av

Leases - Summary of Weighted Average Remaining Lease Term and Discount Rate (Details)	Sep. 30, 2022
Leases [Abstract]
Weighted-average remaining lease term (years)	6 years 2 months 12 days
Weighted-average discount rate	5.06%

Revenue - Schedule of Revenue b

Revenue - Schedule of Revenue by Geographic Area (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Disaggregation of Revenue [Line Items]
Revenue by geographic area	$ 436,533	$ 270,488	$ 1,205,701	$ 702,586
North America
Disaggregation of Revenue [Line Items]
Revenue by geographic area	312,676	192,269	863,697	503,356
International
Disaggregation of Revenue [Line Items]
Revenue by geographic area	$ 123,857	$ 78,219	$ 342,004	$ 199,230

Revenue - Additional Informatio

Revenue - Additional Information (Details) - USD ($) $ in Millions	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021	Dec. 31, 2021
Revenue from Contract with Customer [Abstract]
Revenue recognized	$ 200.4	$ 131.6	$ 344.4	$ 192.4
Allowance for doubtful accounts receivable deemed uncollectible	1.5	1.2	1.5	1.2
Unbilled accounts receivable	$ 63.1		$ 63.1		$ 44.2
Deferred contract costs amortization period	4 years		4 years
Deferred contract costs	$ 80		$ 80		$ 65.3
Amortization expense	$ 7.3	$ 4.7	$ 19.9	$ 12.6

Revenue - Revenue, Remaining Pe

Revenue - Revenue, Remaining Performance Obligation (Details) - USD ($) $ in Millions	Sep. 30, 2022	Dec. 31, 2021
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]
Remaining performance obligations	$ 941	$ 815
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date: 2022-10-01
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]
Remaining performance obligations, expected to recognize period	24 months

Stockholders' Equity - Addition

Stockholders' Equity - Additional Information (Details) $ / shares in Units, $ in Thousands	1 Months Ended	3 Months Ended		9 Months Ended		12 Months Ended	32 Months Ended
	Sep. 30, 2019	Sep. 30, 2022 USD ($) plan class $ / shares shares	Sep. 30, 2021 USD ($)	Sep. 30, 2022 USD ($) plan class $ / shares shares	Sep. 30, 2021 USD ($) shares	Dec. 31, 2021 USD ($) $ / shares shares	Jun. 30, 2022 shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of common stock classes | class		2		2
Number of equity incentive plan | plan		2		2
Stock issuable upon the exercise of options outstanding (in shares)		19,155,877		19,155,877		21,372,561
Options granted (in shares)				0	0
Proceeds from exercise of stock options | $				$ 8,267	$ 10,651
Intrinsic value of options exercised | $				258,400	434,100
Aggregate fair value of options vested | $				18,700	21,500
Share-based payment arrangement, expense | $		$ 101,362	$ 43,995	250,645	107,371
Amounts withheld on behalf of employees for a future purchase | $				0	$ 245
Employee stock options
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Total compensation cost related to unvested awards not yet recognized | $		$ 14,700		$ 14,700		$ 31,600
Weighted average period over compensation cost related to unvested employee awards				9 months 18 days		1 year 3 months 18 days
Early exercise of common stock (in shares)		0		0		31,500
Unvested restricted stock in connection with acquisition
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Common stock granted (in shares)							994,356
Service based vesting period							4 years
Restricted Stock Units, Restricted Stock Awards and Performance Stock Units
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Weighted average period over compensation cost related to unvested employee awards				3 years		3 years 1 month 6 days
Common stock granted (in shares)				5,966,568
Total compensation cost related to unvested awards not yet recognized | $		$ 1,167,900		$ 1,167,900		$ 773,600
Employee Stock Purchase Plan
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Share-based payment arrangement, expiration period	27 months
Percentage of purchase the shares at a price per share	85%
Share-based payment arrangement, expense | $		$ 2,800		7,500
Amounts withheld on behalf of employees for a future purchase | $				$ 12,500
Class A Common Stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of voting rights entitled to stockholders per share (in dollars per share) | $ / shares		$ 1		$ 1
Common stock, authorized (in shares)		2,000,000,000		2,000,000,000		2,000,000,000
Common stock, par value (in dollars per share) | $ / shares		$ 0.00001		$ 0.00001		$ 0.00001
Common stock, issued (in shares)		292,014,760		292,014,760		263,339,585
Common stock, outstanding (in shares)		292,014,760		292,014,760		263,339,585
Stock issuable upon the exercise of options outstanding (in shares)		28,682		28,682		31,671
Class A Common Stock | 2019 Equity Incentive Plan
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of shares available for grant (in shares)		64,768,179		64,768,179
Class A Common Stock | Employee Stock Purchase Plan
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of shares available for grant (in shares)		14,976,951		14,976,951
Issuance of common stock under the Employee Stock Purchase Plan (in shares)				146,515
Class B Common Stock
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Number of voting rights entitled to stockholders per share (in dollars per share) | $ / shares		$ 10		$ 10
Common stock, number of shares converted (in shares)		122,356		24,515,866
Common stock, authorized (in shares)		310,000,000		310,000,000		310,000,000
Common stock, par value (in dollars per share) | $ / shares		$ 0.00001		$ 0.00001		$ 0.00001
Common stock, issued (in shares)		25,509,986		25,509,986		50,025,852
Common stock, outstanding (in shares)		25,509,986		25,509,986		50,025,852
Stock issuable upon the exercise of options outstanding (in shares)		19,127,195		19,127,195		21,340,890

Stockholders' Equity - Summary

Stockholders' Equity - Summary of Stock Option Activity and Weighted Average Exercise Prices (Details) - USD ($) $ / shares in Units, $ in Thousands	9 Months Ended		12 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Dec. 31, 2021
Number Of Options Outstanding
Beginning balance (in shares)	21,372,561
Options granted (in shares)	0	0
Options exercised (in shares)	(2,089,044)
Options forfeited or expired (in shares)	(127,640)
Ending balance (in shares)	19,155,877		21,372,561
Exercisable (in shares)	17,395,549
Weighted- Average Exercise Price
Beginning balance (in dollars per share)	$ 3.31
Options granted (in dollars per share)	0
Options exercised (in dollars per share)	3.95
Options forfeited or expired (in dollars per share)	5.79
Ending balance (in dollars per share)	3.23		$ 3.31
Exercisable (in dollars per share)	$ 2.54
Weighted- Average Remaining Contractual Life (in Years)
Options outstanding	4 years 8 months 12 days		5 years 6 months
Exercisable	4 years 4 months 24 days
Aggregate Intrinsic Value (in thousands)
Balance	$ 1,638,803		$ 3,735,819
Exercisable	$ 1,500,215

Stockholders' Equity - Summar_2

Stockholders' Equity - Summary of Activity for Unvested RSUs and PSUs (Details) - Restricted Stock Units, Restricted Stock Awards and Performance Stock Units	9 Months Ended
	Sep. 30, 2022 $ / shares shares
Shares
Beginning balance (in shares) | shares	8,081,269
Awarded (in shares) | shares	5,966,568
Vested (in shares) | shares	(1,732,731)
Forfeited/canceled (in shares) | shares	(659,515)
Ending balance (in shares) | shares	11,655,591
Weighted- Average Grant Date Fair Value
Beginning balance (in dollars per share) | $ / shares	$ 101.21
Awarded (in dollars per share) | $ / shares	115.16
Vested (in dollars per share) | $ / shares	82.50
Forfeited/cancelled (in dollars per share) | $ / shares	105.38
Ending balance (in dollars per share) | $ / shares	$ 110.90

Stockholders' Equity - Summar_3

Stockholders' Equity - Summary of Stock-based Compensation Expense (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Stock-based compensation, net of amounts capitalized	$ 101,362	$ 43,995	$ 250,645	$ 107,371
Capitalized stock-based compensation expense	3,920	2,550	10,760	6,762
Total stock-based compensation expense	105,282	46,545	261,405	114,133
Cost of revenue
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Stock-based compensation, net of amounts capitalized	3,165	1,427	7,173	2,957
Research and development
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Stock-based compensation, net of amounts capitalized	65,321	27,239	163,326	64,947
Sales and marketing
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Stock-based compensation, net of amounts capitalized	21,145	9,739	53,330	23,355
General and administrative
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Stock-based compensation, net of amounts capitalized	$ 11,731	$ 5,590	$ 26,816	$ 16,112

Interest Income and Other Inc_3

Interest Income and Other Income, Net (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Interest and Other Income [Abstract]
Interest income	$ 9,087	$ 4,830	$ 21,338	$ 15,970
Other income (loss), net	2,924	210	4,029	135
Interest income and other income, net	$ 12,011	$ 5,040	$ 25,367	$ 16,105

Income Taxes (Details)

Income Taxes (Details)	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Income Tax Disclosure [Abstract]
Effective tax rate	(12.70%)	(15.00%)	(72.90%)	(3.60%)

Net Loss Per Share - Schedule o

Net Loss Per Share - Schedule of Calculation of Basic and Diluted Net Loss Per Share (Details) - USD ($) $ / shares in Units, shares in Thousands, $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Basic net loss per share:
Net loss	$ (25,985)	$ (5,484)	$ (21,126)	$ (27,914)
Weighted-average shares used in calculating net loss per share, basic (in shares)	315,990	310,247	314,753	308,115
Basic net loss per share (in dollars per share)	$ (0.08)	$ (0.02)	$ (0.07)	$ (0.09)
Diluted net loss per share:
Allocation of distributed net loss for basic computation	$ (25,985)	$ (5,484)	$ (21,126)	$ (27,914)
Number of shares used in basic calculation (in shares)	315,990	310,247	314,753	308,115
Weighted-average effect of diluted securities:
Number of shares used in diluted calculation (in shares)	315,990	310,247	314,753	308,115
Diluted net loss per share (in dollars per share)	$ (0.08)	$ (0.02)	$ (0.07)	$ (0.09)
Class A Common Stock
Basic net loss per share:
Net loss	$ (23,878)	$ (4,338)	$ (18,884)	$ (21,287)
Weighted-average shares used in calculating net loss per share, basic (in shares)	290,369	245,431	281,355	234,969
Basic net loss per share (in dollars per share)	$ (0.08)	$ (0.02)	$ (0.07)	$ (0.09)
Diluted net loss per share:
Allocation of distributed net loss for basic computation	$ (23,878)	$ (4,338)	$ (18,884)	$ (21,287)
Reallocation of undistributed net loss as a result of conversion of Class B to Class A shares	(2,107)	(1,146)	(2,242)	(6,627)
Allocation of undistributed loss	$ (25,985)	$ (5,484)	$ (21,126)	$ (27,914)
Number of shares used in basic calculation (in shares)	290,369	245,431	281,355	234,969
Weighted-average effect of diluted securities:
Conversion of Class B to Class A common shares outstanding (in shares)	25,621	64,816	33,398	73,146
Number of shares used in diluted calculation (in shares)	315,990	310,247	314,753	308,115
Diluted net loss per share (in dollars per share)	$ (0.08)	$ (0.02)	$ (0.07)	$ (0.09)
Class B Common Stock
Basic net loss per share:
Net loss	$ (2,107)	$ (1,146)	$ (2,242)	$ (6,627)
Weighted-average shares used in calculating net loss per share, basic (in shares)	25,621	64,816	33,398	73,146
Basic net loss per share (in dollars per share)	$ (0.08)	$ (0.02)	$ (0.07)	$ (0.09)
Diluted net loss per share:
Allocation of distributed net loss for basic computation	$ (2,107)	$ (1,146)	$ (2,242)	$ (6,627)
Reallocation of undistributed net loss as a result of conversion of Class B to Class A shares	0	0	0	0
Allocation of undistributed loss	$ (2,107)	$ (1,146)	$ (2,242)	$ (6,627)
Number of shares used in basic calculation (in shares)	25,621	64,816	33,398	73,146
Weighted-average effect of diluted securities:
Conversion of Class B to Class A common shares outstanding (in shares)	0	0	0	0
Number of shares used in diluted calculation (in shares)	25,621	64,816	33,398	73,146
Diluted net loss per share (in dollars per share)	$ (0.08)	$ (0.02)	$ (0.07)	$ (0.09)

Net Loss Per Share - Schedule_2

Net Loss Per Share - Schedule of Potentially Dilutive Securities not Included in Diluted Per Share Calculations (Details) - shares shares in Thousands	9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potentially dilutive securities not included in diluted per share calculations (in shares)	40,131	38,726
Shares subject to outstanding stock options and RSUs
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potentially dilutive securities not included in diluted per share calculations (in shares)	30,811	29,556
Unvested early exercised stock options and restricted shares of common stock
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potentially dilutive securities not included in diluted per share calculations (in shares)	1,056	903
Shares subject to the employee stock purchase plan
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potentially dilutive securities not included in diluted per share calculations (in shares)	166	169
Shares issuable upon conversion of the convertible senior notes
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Potentially dilutive securities not included in diluted per share calculations (in shares)	8,098	8,098

Uncategorized Items - ddog-2022

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