Datadog (DDOG) 10-Q 12 Nov 20 2020 Q3 Quarterly report Financial data

Document and Entity Information

Document and Entity Information - shares	9 Months Ended
	Sep. 30, 2020	Nov. 02, 2020
Document Information [Line Items]
Document Type	10-Q
Amendment Flag	false
Document Quarterly Report	true
Document Transition Report	false
Entity Interactive Data Current	Yes
Document Period End Date	Sep. 30, 2020
Document Fiscal Year Focus	2020
Document Fiscal Period Focus	Q3
Trading Symbol	DDOG
Entity Registrant Name	Datadog, Inc.
Entity Central Index Key	0001561550
Current Fiscal Year End Date	--12-31
Entity Filer Category	Non-accelerated Filer
Entity Small Business	false
Entity Emerging Growth Company	true
Entity Ex Transition Period	false
Entity Shell Company	false
Entity Current Reporting Status	Yes
Entity File Number	001-39051
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
Security Exchange Name	NASDAQ
Entity Incorporation, State or Country Code	DE
Class A Common Stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding		208,048,784
Class B Common Stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding		96,483,565

CONDENSED CONSOLIDATED BALANCE

CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited) - USD ($) $ in Thousands	Sep. 30, 2020	Dec. 31, 2019
CURRENT ASSETS:
Cash and cash equivalents	$ 198,523	$ 597,297
Marketable securities	1,296,261	176,674
Accounts receivable, net of allowance for credit losses of $2,589 and $817 as of September 30, 2020 and December 31, 2019, respectively	120,992	102,394
Deferred contract costs, current	11,544	8,346
Prepaid expenses and other current assets	25,655	19,231
Total current assets	1,652,975	903,942
Property and equipment, net	42,059	32,749
Operating lease assets	55,365	53,002
Goodwill	17,211	9,058
Intangible assets, net	2,327	1,435
Deferred contract costs, non-current	22,667	17,409
Restricted cash	3,607	3,456
Other assets	18,073	16,990
TOTAL ASSETS	1,814,284	1,038,041
CURRENT LIABILITIES:
Accounts payable	21,199	15,429
Accrued expenses and other current liabilities	54,383	38,746
Operating lease liabilities, current	15,058	11,916
Deferred revenue, current	164,010	134,148
Total current liabilities	254,650	200,239
Operating lease liabilities, non-current	49,675	48,510
Convertible senior notes, net	567,683
Deferred revenue, non-current	2,444	4,340
Other liabilities	3,644	2,611
Total liabilities	878,096	255,700
COMMITMENTS AND CONTINGENCIES (NOTE 8)
STOCKHOLDERS' EQUITY:
Additional paid-in capital	1,065,543	905,821
Accumulated other comprehensive income	2,645	133
Accumulated deficit	(132,003)	(123,616)
Total stockholders’ equity	936,188	782,341
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY	1,814,284	1,038,041
Class A Common Stock
STOCKHOLDERS' EQUITY:
Common stock, value	2	1
Class B Common Stock
STOCKHOLDERS' EQUITY:
Common stock, value	$ 1	$ 2

CONDENSED CONSOLIDATED BALANC_2

CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited) (Parenthetical) - USD ($) $ in Thousands	Sep. 30, 2020	Dec. 31, 2019
Accounts receivable, net of allowance for doubtful accounts	$ 2,589	$ 817
Class A Common Stock
Common stock, par value	$ 0.00001	$ 0.00001
Common stock, shares authorized	2,000,000,000	2,000,000,000
Common stock, shares issued	206,054,826	64,308,498
Common stock, shares outstanding	206,054,826	64,308,498
Class B Common Stock
Common stock, par value	$ 0.00001	$ 0.00001
Common stock, shares authorized	310,000,000	310,000,000
Common stock, shares issued	98,337,015	232,078,452
Common stock, shares outstanding	98,337,015	232,078,452

CONDENSED CONSOLIDATED STATEMEN

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited) - USD ($) shares in Thousands, $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Statement Of Income And Comprehensive Income [Abstract]
Revenue	$ 154,675	$ 95,864	$ 425,935	$ 249,136
Cost of revenue	33,984	23,297	89,340	63,225
Gross profit	120,691	72,567	336,595	185,911
Operating expenses:
Research and development	56,440	28,684	142,928	75,531
Sales and marketing	57,142	38,836	153,626	105,061
General and administrative	16,376	9,265	44,876	23,193
Total operating expenses	129,958	76,785	341,430	203,785
Operating loss	(9,267)	(4,218)	(4,835)	(17,874)
Other (expense) income:
Interest expense	(12,423)		(17,424)
Interest income and other income, net	7,135	90	15,204	646
Other (expense) income, net	(5,288)	90	(2,220)	646
Loss before provision for income taxes	(14,555)	(4,128)	(7,055)	(17,228)
Provision for income taxes	(595)	(33)	(1,332)	(373)
Net loss	(15,150)	(4,161)	(8,387)	(17,601)
Net loss attributable to common stockholders	$ (15,150)	$ (4,161)	$ (8,387)	$ (17,601)
Basic and diluted net loss per share	$ (0.05)	$ (0.04)	$ (0.03)	$ (0.20)
Weighted average shares used in calculating basic and diluted net loss per share	302,554	103,876	299,105	87,758

CONDENSED CONSOLIDATED STATEM_2

CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) (Unaudited) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Statement Of Income And Comprehensive Income [Abstract]
Net loss	$ (15,150)	$ (4,161)	$ (8,387)	$ (17,601)
Other comprehensive income (loss):
Foreign currency translation adjustments	536	(45)	446	(85)
Unrealized gain on available-for-sale marketable securities	44		2,066
Other comprehensive income (loss):	580	(45)	2,512	(85)
Comprehensive loss	$ (14,570)	$ (4,206)	$ (5,875)	$ (17,686)

CONDENSED CONSOLIDATED STATEM_3

CONDENSED CONSOLIDATED STATEMENTS OF CONVERTIBLE PREFERRED STOCK AND STOCKHOLDERS' EQUITY (DEFICIT) (Unaudited) - USD ($) $ in Thousands	Total	Initial Public Offering	Third-Party Tender Offer	Convertible Preferred Stock	Convertible Preferred StockInitial Public Offering	Convertible Preferred StockThird-Party Tender Offer	Class A and Class B Common Stock	Class A and Class B Common StockInitial Public Offering	Common Stock	Common StockThird-Party Tender Offer	Additional Paid-in Capital	Additional Paid-in CapitalInitial Public Offering	Additional Paid-in CapitalThird-Party Tender Offer	Accumulated Other Comprehensive (Loss) Income	Accumulated Deficit
Beginning balance at Dec. 31, 2018	$ (76,041)										$ 30,834			$ 31	$ (106,906)
Beginning balance, shares at Dec. 31, 2018									78,180,606
Convertible preferred stock, beginning balance at Dec. 31, 2018				$ 140,805
Convertible preferred stock, beginning balance, shares at Dec. 31, 2018				179,814,912
Issuance of common stock upon exercise of stock options	6,576										6,576
Issuance of common stock upon exercise of stock options, shares									10,117,557
Vesting of early exercised stock options	1,490										1,490
Stock-based compensation	10,153										10,153
Issuance of class A common stock in connection with initial public offering, net of underwriting discounts and issuance costs	705,938						$ 1				705,937
Issuance of class A common stock in connection with initial public offering, net of underwriting discounts and issuance costs, shares							27,600,000
Conversion of convertible preferred stock to common stock		$ 140,752	$ 53		$ (140,752)	$ (53)		$ 2				$ 140,750	$ 53
Conversion of convertible preferred stock to common stock, shares					(179,011,431)	(803,481)		179,011,431		803,481
Change in accumulated other comprehensive income (loss)	(85)													(85)
Reclassification of common stock to class A and class B common stock							89,101,644		(89,101,644)
Net loss	(17,601)														(17,601)
Ending balance at Sep. 30, 2019	771,235						$ 3				895,793			(54)	(124,507)
Ending balance, shares at Sep. 30, 2019							295,713,075
Beginning balance at Jun. 30, 2019	(79,223)										41,132			(9)	(120,346)
Beginning balance, shares at Jun. 30, 2019									86,823,234
Convertible preferred stock, beginning balance at Jun. 30, 2019				$ 140,752
Convertible preferred stock, beginning balance, shares at Jun. 30, 2019				179,011,431
Issuance of common stock upon exercise of stock options	2,106										2,106
Issuance of common stock upon exercise of stock options, shares									2,278,410
Vesting of early exercised stock options	1,177										1,177
Stock-based compensation	4,691										4,691
Issuance of class A common stock in connection with initial public offering, net of underwriting discounts and issuance costs	705,938						$ 1				705,937
Issuance of class A common stock in connection with initial public offering, net of underwriting discounts and issuance costs, shares							27,600,000
Conversion of convertible preferred stock to common stock		$ 140,752			$ (140,752)			$ 2				$ 140,750
Conversion of convertible preferred stock to common stock, shares					(179,011,431)			179,011,431
Change in accumulated other comprehensive income (loss)	(45)													(45)
Reclassification of common stock to class A and class B common stock							89,101,644		(89,101,644)
Net loss	(4,161)														(4,161)
Ending balance at Sep. 30, 2019	771,235						$ 3				895,793			(54)	(124,507)
Ending balance, shares at Sep. 30, 2019							295,713,075
Beginning balance at Dec. 31, 2019	782,341						$ 3				905,821			133	(123,616)
Beginning balance, shares at Dec. 31, 2019							296,386,950
Issuance of common stock upon exercise of stock options	$ 12,391										12,391
Issuance of common stock upon exercise of stock options, shares	7,555,561						7,555,561
Vesting of early exercised stock options	$ 883										883
Vesting of restricted stock units, shares							8,234
Issuance of restricted shares of common stock	5,169										5,169
Issuance of restricted shares of common stock, shares							120,992
Issuance of common stock under the employee stock purchase plan, net of shares withheld for taxes	6,703										6,703
Issuance of common stock under the employee stock purchase plan, net of shares withheld for taxes, shares							320,104
Stock-based compensation	51,131										51,131
Equity component of 2025 Convertible Senior Notes, net	173,070										173,070
Purchases of capped calls related to 2025 Convertible Senior Notes	(89,625)										(89,625)
Change in accumulated other comprehensive income (loss)	2,512													2,512
Net loss	(8,387)														(8,387)
Ending balance at Sep. 30, 2020	936,188						$ 3				1,065,543			2,645	(132,003)
Ending balance, shares at Sep. 30, 2020							304,391,841
Beginning balance at Jun. 30, 2020	$ 912,871						$ 3				1,027,656			2,065	(116,853)
Beginning balance, shares at Jun. 30, 2020							302,254,533
Accounting Standards Update [Extensible List]	us-gaap:AccountingStandardsUpdate201912Member
Issuance of common stock upon exercise of stock options	$ 5,156										5,156
Issuance of common stock upon exercise of stock options, shares							2,132,732
Vesting of early exercised stock options	295										295
Vesting of restricted stock units, shares							4,576
Stock-based compensation	21,936										21,936
Reversal of prior income tax associated with the issuance of the 2025 convertible senior notes	10,500										10,500
Change in accumulated other comprehensive income (loss)	580													580
Net loss	(15,150)														(15,150)
Ending balance at Sep. 30, 2020	$ 936,188						$ 3				$ 1,065,543			$ 2,645	$ (132,003)
Ending balance, shares at Sep. 30, 2020							304,391,841

CONDENSED CONSOLIDATED STATEM_4

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (Unaudited) - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019
CASH FLOWS FROM OPERATING ACTIVITIES:
Net loss	$ (8,387)	$ (17,601)
Adjustments to reconcile net loss to net cash provided by operating activities:
Depreciation and amortization	11,367	8,776
Amortization of discounts or premiums on marketable securities	5,344
Amortization of debt discount and issuance costs	10,546
Amortization of deferred contract costs	7,348	3,688
Stock-based compensation, net of amounts capitalized	49,610	10,016
Non-cash lease expense	10,004	8,403
Allowance for credit losses on accounts receivable	2,656	835
Loss on disposal of property and equipment	4	442
Changes in operating assets and liabilities:
Accounts receivable, net	(21,253)	(32,224)
Deferred contract costs	(15,804)	(10,894)
Prepaid expenses and other current assets	(6,821)	(9,476)
Other assets	(605)	(8,480)
Accounts payable	6,406	4,213
Accrued expenses and other liabilities	6,884	(1,990)
Deferred revenue	27,964	51,096
Net cash provided by operating activities	85,263	6,804
CASH FLOWS FROM INVESTING ACTIVITIES:
Purchases of marketable securities	(1,477,063)
Maturities of marketable securities	268,500
Proceeds from sale of marketable securities	85,700
Purchases of property and equipment	(4,336)	(9,813)
Capitalized software development costs	(14,371)	(7,058)
Cash paid for acquisition of businesses; net of cash acquired	(2,363)
Net cash used in investing activities	(1,143,933)	(16,871)
CASH FLOWS FROM FINANCING ACTIVITIES:
Proceeds from exercise of stock options	12,354	7,306
Proceeds from initial public offering, net of underwriting discounts and commissions and other offering cost	(421)	708,659
Proceeds from issuance of common stock under the employee stock purchase plan	7,680
Employee payroll taxes paid related to net share settlement under the employee stock purchase plan	(977)
Proceeds from issuance of convertible senior notes, net of issuance costs	730,207
Purchase of capped call related to convertible senior notes	(89,625)
Net cash provided by financing activities	659,218	715,965
Effect of exchange rate changes on cash, cash equivalents and restricted cash	393	49
NET (DECREASE) INCREASE IN CASH, CASH EQUIVALENTS AND RESTRICTED CASH	(399,059)	705,947
CASH, CASH EQUIVALENTS AND RESTRICTED CASH—Beginning of period	601,189	64,980
CASH, CASH EQUIVALENTS AND RESTRICTED CASH —End of period	202,130	770,927
SUPPLEMENTAL DISCLOSURES OF CASH FLOW INFORMATION:
Cash paid for income taxes	186	97
SUPPLEMENTAL DISCLOSURE OF NON-CASH INVESTING AND FINANCING ACTIVITIES:
Accrued property and equipment purchases	315	1,574
Stock-based compensation included in capitalized software development costs	1,521	137
Vesting of early exercised options	883	1,490
Costs related to initial public offering included in accounts payable and accrued liabilities		2,721
Issuance of restricted shares of common stock for the acquisition of businesses	5,169
Acquisition holdback	1,500
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	198,523	760,945
Restricted cash – Including amounts in prepaid expense and other current assets and other assets	$ 3,607	$ 9,982
Restricted Cash and Cash Equivalents, Asset, Statement of Financial Position [Extensible List]	ddog:PrepaidExpenseOtherCurrentAssetsAndOtherAssets	ddog:PrepaidExpenseOtherCurrentAssetsAndOtherAssets
CASH, CASH EQUIVALENTS AND RESTRICTED CASH —End of period	$ 202,130	$ 770,927

Organization and Description of

Organization and Description of Business	9 Months Ended
	Sep. 30, 2020
Organization Consolidation And Presentation Of Financial Statements [Abstract]
Organization and Description of Business	1. 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 analytics platform for developers, IT operations teams and business users in the cloud age. 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, 2020
Accounting Policies [Abstract]
Basis of Presentation and Summary of Significant Accounting Policies	2. 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, 2020 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, 2019, as filed with the SEC on February 25, 2020 (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. Stock Split On September 6, 2019, the Board and stockholders approved an amended and restated certificate of incorporation of the Company effecting a 3-for-1 stock split of the Company’s issued and outstanding shares of common stock and convertible preferred stock, and an increase to the authorized shares of the Company’s common stock and convertible preferred stock to 380,000,000 shares and 179,814,912 shares, respectively. The split was effected on September 6, 2019 and without any change in the par value per share. All information related to the Company’s common stock, convertible preferred stock and stock awards has been retroactively adjusted to give effect to the 3-for-1 stock split on September 6, 2019. 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 including the determination of the fair value of the Company’s stock prior to its initial public offering (“IPO”), fair value of common stock and redeemable convertible preferred stock prior to the IPO, valuation of long-lived assets and their recoverability, including goodwill, estimated expected period of benefit for deferred contract costs, the incremental borrowing rate for operating leases, 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 June 2016, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No. 2016-13, Financial Instruments—Credit Losses (Topic 326) Measurement of Credit Losses on Financial Instruments In August 2018, the FASB issued ASU No. 2018-15, Customer’s Accounting for Implementation Costs Incurred in a Cloud Computing Arrangement That Is a Service Contract Internal-Use Software In December 2019, the FASB issued ASU No. 2019-12, Income Taxes (Topic 740): Simplifying the Accounting for Income Taxes Accounting Pronouncements Not Yet Adopted In August 2020, the FASB issued ASU No. 2020-06, Debt—Debt with Conversion Options (“Subtopic 470-20”) and Derivatives and Hedging—Contracts in Entity’s Own Equity

Marketable Securities

Marketable Securities	9 Months Ended
	Sep. 30, 2020
Investments Debt And Equity Securities [Abstract]
Marketable Securities	3. 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, 2020 and December 31, 2019 (in thousands): September 30, 2020 Amortized Cost Unrealized Gain Unrealized Losses Fair Value Commercial debt securities $ 965,398 $ 1,784 $ (154 ) $ 967,028 Certificates of deposit 34,225 37 — 34,262 U.S. government treasury securities 169,306 427 (2 ) 169,731 Commercial paper 125,218 30 (8 ) 125,240 Marketable securities $ 1,294,147 $ 2,278 $ (164 ) $ 1,296,261 December 31, 2019 Amortized Cost Unrealized Gain Unrealized Losses Fair Value Commercial debt securities $ 80,376 $ 46 $ (5 ) $ 80,417 U.S. government treasury securities 72,467 10 (4 ) 72,473 Commercial paper 23,784 — — 23,784 Marketable securities $ 176,627 $ 56 $ (9 ) $ 176,674 As of September Due within one year $ 1,074,047 Due in one year through five years 222,214 Total $ 1,296,261 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 gain and losses on marketable securities are presented net of tax.

Fair Value Measurements

Fair Value Measurements	9 Months Ended
	Sep. 30, 2020
Fair Value Disclosures [Abstract]
Fair Value Measurements	4. 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 Sep Fair Value Measurement as of September 30, 2020 Level 1 Level 2 Level 3 Total Financial Assets: Cash equivalents: Money market funds $ 159,536 $ — $ — $ 159,536 Commercial paper — 10,500 — 10,500 Corporate debt securities — 10,601 — 10,601 Marketable Securities: Corporate debt securities — 967,028 — 967,028 Certificates of deposit — 34,261 — 34,261 U.S. government treasury securities — 169,731 — 169,731 Commercial paper — 125,240 — 125,240 Total financial assets $ 159,536 $ 1,317,361 $ — $ 1,476,897 Fair Value Measurement as of December 31, 2019 Level 1 Level 2 Level 3 Total Financial Assets: Cash equivalents: Money market funds $ 588,762 $ — $ — $ 588,762 Marketable Securities: Corporate debt securities — 80,417 — 80,417 U.S. government treasury securities — 72,473 — 72,473 Commercial paper — 23,784 — 23,784 Total financial assets $ 588,762 $ 176,674 $ — $ 765,436 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, and 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

Property and Equipment, Net

Property and Equipment, Net	9 Months Ended
	Sep. 30, 2020
Property Plant And Equipment [Abstract]
Property and Equipment, Net	5. Property and Equipment, Net Property and equipment, net consisted of the following (in thousands): September 30, 2020 December 31, 2019 Computers and equipment $ 10,544 $ 7,536 Furniture and fixtures 5,090 4,804 Leasehold improvements 17,510 16,517 Capitalized software development costs 40,522 24,630 Total property and equipment $ 73,666 $ 53,487 Less: accumulated depreciation and amortization (31,607 ) (20,738 ) Total property and equipment, net $ 42,059 $ 32,749 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 $3.7 million and $10.7 million for the three and nine months ended September 30, 2020, respectively. Depreciation and amortization expense was approximately $3.8 million and $8.3 million for the three and nine months ended September 30, 2019, respectively.

Acquisition, Intangible Assets

Acquisition, Intangible Assets and Goodwill	9 Months Ended
	Sep. 30, 2020
Business Combinations [Abstract]
Acquisition, Intangible Assets and Goodwill	6. Acquisition, Intangible Assets and Goodwill 2020 Acquisition During the nine months ended September 30, 2020, we completed an acquisition with the purchase price in cash and stock. The acquisition was accounted for as a business combination in accordance with ASC 805, Business Combinations Intangible Assets Intangible assets, net consisted of the following (in thousands): September 30, 2020 Gross Carrying Amount Accumulated Amortization Net Carrying Amount Amortization Period Developed technology $ 3,291 $ (964 ) $ 2,327 2-3 years December 31, 2019 Gross Carrying Amount Accumulated Amortization Net Carrying Amount Amortization Period Developed technology $ 3,046 $ (1,611 ) $ 1,435 2-3 years Intangible amortization expense was approximately $0.3 million and $0.2 million for the three months ended September 30, 2020 and 2019, respectively, and $0.7 million and $0.5 million for the nine months ended September 30, 2020 and 2019, respectively. Amortization of developed technology is included in cost of revenue on the Company’s condensed consolidated statement of operations. As of September 30, 2020, future amortization expense by year is expected to be as follows (in thousands): Amount Remainder of 2020 $ 273 2021 1,027 2022 774 2023 253 Total $ 2,327 Goodwill The changes in the carrying amount of goodwill were as follows (in thousands): Amount Balance as of December 31, 2019 $ 9,058 Foreign currency translation adjustments 339 2020 acquisition 7,814 Balance as of September 30, 2020 $ 17,211

Convertible Senior Notes

Convertible Senior Notes	9 Months Ended
	Sep. 30, 2020
Debt Disclosure [Abstract]
Convertible Senior Notes	7. Convertible Senior Notes On 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 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, 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. During the three months ended September 30, 2020, the conditions allowing holders of the 2025 Notes to convert have not been met. The 2025 Notes were therefore not convertible during the three months ended September 30, 2020 and were classified as long-term debt on the Company’s condensed consolidated balance sheets. 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 expected 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 representing the conversion option in additional paid-in capital The net carrying amount of the liability component of the 2025 Notes was as follows (in thousands): September 30, 2020 Principal $ 747,500 Unamortized debt discount (167,240 ) Unamortized debt issuance costs (12,577 ) Net carrying amount $ 567,683 The net carrying amount of the equity component of the 2025 Notes was as follows (in thousands): September 30, 2020 Debt discount for conversion option $ 177,169 Issuance costs (4,099 ) Net carrying amount $ 173,070 As of September 30, 2020, the total estimated fair value of the 2025 Notes was approximately $994.1 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 for each of the three and nine months ended September 30, 2020 (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2020 2020 Contractual interest expense $ 234 $ 306 Amortization of debt discount 7,589 9,929 Amortization of issuance costs 473 617 Total $ 8,296 $ 10,852 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 terms 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, 2020
Commitments And Contingencies Disclosure [Abstract]
Commitments and Contingencies	8. Commitments and Contingencies Non-cancelable Material Commitments —In January 2020, the Company entered into a cloud hosting agreement for a total purchase commitment of $21.0 million payable over the three years following the date of the applicable agreement. In September 2020, the Company entered into a cloud hosting agreement for a total purchase commitment of $76.7 million payable over three years through October 2023. Non-Income Tax Matters —In January 2016, the Company recorded a $5.4 million contingent Federal payroll tax liability in conjunction with common stock repurchase transactions, as part of a capital raise, with certain of its employees. The potential payroll tax treatment of these transactions was subject to uncertainty, and the contingent payroll tax liability was deemed probable and reasonably estimable. On April 15, 2020, the period of limitations for assessing the contingent Federal payroll tax liability expired and the Company was legally released from being the primary obligor. As a result, the Company recognized a $5.6 million benefit in the condensed consolidated statement of operations during the nine months ended September 30, 2020. 401(k) Plan —The Company sponsors a 401(k) defined contribution plan covering all eligible US employees. Contributions to the 401(k) plan are discretionary. The Company did not make any matching contributions to the 401(k) plan for the three and nine months ended September 30, 2020 and 2019. 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, 2020
Leases [Abstract]
Leases	9. Leases The Company has entered into various noncancelable operating leases for its facilities expiring between 2020 and 2029. 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 three years. 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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 Operating lease cost (1) $ 4,252 $ 3,885 $ 12,322 $ 9,715 Variable lease cost (2) — 126 — 136 Short-term lease cost 867 564 2,763 2,148 1) Includes non-cash lease expense of $3.4 million and $3.1 million for the three months ended September 30, 2020 and 2019, respectively, and $10.0 million and $7.6 million for the nine months ended September 30, 2020 and 2019, respectively. 2) Primarily related to Consumer Price Index adjustments, common area maintenance and property tax. Supplemental cash flow information and non-cash activity related to the Company’s operating leases are as follows (in thousands): Nine Months Ended September 30, 2020 2019 Cash paid for amounts included in measurement of lease liabilities $ 10,622 $ 6,077 Operating lease assets obtained in exchange for new lease liabilities 11,581 14,618 Maturities of lease liabilities by fiscal year for the Company’s operating leases are as follows (in thousands): Amount Remainder of 2020 $ 4,421 2021 17,627 2022 17,410 2023 15,291 2024 2,572 2025 and beyond 15,512 Total lease payments $ 72,833 Less: imputed interest (8,100 ) Present value of lease liabilities $ 64,733 As of September 30, 2020, the Company had two additional operating leases that had not yet commenced, which are excluded from the table above. The first operating lease will commence in fiscal year 2021 and had $19.0 million of undiscounted future payments with a lease term of 7.75 years. The second operating lease will commence in October 2020 and had $7.1 million of undiscounted future payments with a lease term of 3.25 years. Weighted average remaining lease term and discount rate for the Company’s operating leases are as follows: September 30, 2020 December 31, 2019 Weighted-average remaining lease term (years) 4.8 4.0 Weighted-average discount rate 4.75 % 4.98 %

Revenue

Revenue	9 Months Ended
	Sep. 30, 2020
Revenue From Contract With Customer [Abstract]
Revenue	10. 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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 North America $ 114,679 $ 70,904 $ 320,166 $ 186,340 International 39,996 24,960 105,769 62,796 Total $ 154,675 $ 95,864 $ 425,935 $ 249,136 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, 2020 and 2019 that was included in the deferred revenue balances at the beginning of each such period was $73.3 million and $43.5 million, respectively. Revenue recognized during the nine months ended September 30, 2020 and 2019 that was included in the deferred revenue balances at the beginning of each such period was $121.0 million and $62.9 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, 2020 and December 31, 2019, the aggregate transaction price allocated to remaining performance obligations was $316.3 million and $243.8 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. 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, 2020, and December 31, 2019, unbilled accounts receivable of approximately $17.2 million and $14.4 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 $34.2 million and $25.8 million as of September 30, 2020 and December 31, 2019, respectively. Amortization expense was $2.7 million and $1.4 million for the three months ended September 30, 2020 and 2019, respectively, and was $7.3 million and $3.7 million for the nine months ended September 30, 2020 and 2019, respectively. The following table represents a rollforward of the Company’s deferred contract costs (in thousands): Amount Balance as of December 31, 2019 $ 25,755 Additions to deferred contract costs 15,804 Amortization of deferred contract costs (7,348 ) Balance as of September 30, 2020 $ 34,211

Stockholders' Equity

Stockholders' Equity	9 Months Ended
	Sep. 30, 2020
Equity [Abstract]
Stockholders' Equity	11. 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 upon the sale or transfer to Class A common stock, subject to certain limited exceptions. During the three and nine months ended September 30, 2020, 16,808,933 shares and 134,419,844 shares of Class B common stock were converted into Class A common stock, respectively. As of September 30, 2020, 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 206,054,826 shares of Class A common stock and 98,337,015 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 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. Stock Options The following table summarizes the Company’s stock option activity and weighted-average exercise prices: Number Of Options Outstanding Weighted- Average Exercise Price Weighted- Average Remaining Contractual Life (in Years) Aggregate Intrinsic Value (in thousands) Balance outstanding—December 31, 2019 36,384,767 $ 2.96 7.6 $ 1,266,938 Options granted 14,600 41.19 Options exercised (7,555,561 ) 1.64 Options forfeited or expired (511,680 ) 4.63 Balance outstanding—September 30, 2020 28,332,126 $ 3.31 6.9 $ 2,800,772 As of September 30, 2020, there were 35,300 shares of Class A common stock and 28,296,826 shares of Class B common stock issuable upon the exercise of options outstanding. As of December 31, 2019, there were 20,700 shares of Class A common stock and 36,364,067 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 $67.8 million and $90.5 million as of September 30, 2020 and December 31, 2019, respectively. The weighted-average period over which this compensation cost related to unvested employee awards will be recognized is 2.2 years and 2.7 years as of September 30, 2020 and December 31, 2019, respectively. The weighted-average grant-date fair value of options granted during the nine months ended September 30, 2020 and 2019 was $16.55 and $8.68, respectively. The Company received approximately $12.4 million and $7.3 million in cash proceeds from options exercised during the nine months ended September 30, 2020 and 2019, respectively. The intrinsic value of options exercised during the nine months ended September 30, 2020 and 2019 was approximately $443.4 million and $106.0 million, respectively. The aggregate fair value of options vested during the nine months ended September 30, 2020 and 2019 was $19.6 million and $8.5 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 recorded liabilities related to early exercises of 639,000 shares of common stock and 1,239,750 shares of common stock as of September 30, 2020 and December 31, 2019, respectively. Restricted Stock Units The following table summarizes the activity for the Company’s unvested RSUs: Shares Weighted- Average Fair Value Balance—December 31, 2019 647,094 $ 36.08 Awarded 4,102,243 54.12 Vested (8,234 ) 35.81 Forfeited/canceled (101,468 ) 42.97 Unvested and outstanding—September 30, 2020 4,639,635 $ 51.88 In June 2020, the Company granted 96,210 restricted shares of Class A common stock, which are subject to service-based vesting conditions over approximately four years. Total compensation cost related to unvested RSUs and restricted shares of common stock not yet recognized was approximately $227.2 million and $30.4 million as of September 30, 2020 and December 31, 2019, respectively. The weighted-average period over which this compensation cost related to unvested RSUs and restricted shares will be recognized is 3.5 years and 3.9 years as of September 30, 2020 and December 31, 2019, 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 Company’s IPO (the “Final Prospectus”). As of September 30, 2020, 9,354,222 shares of Class A common stock remain available for grant under the ESPP. 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 $1.4 million and $3.5 million of stock-based compensation expense related to the ESPP during the three and nine months ended September 30, 2020, respectively. As of September 30, 2020, $5.9 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, 2020, the Company issued 320,104 shares of Class A common stock 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 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 is recognized on a straight-line basis over the requisite service period 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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 Cost of revenue $ 529 $ 161 $ 1,167 $ 372 Research and development 10,173 1,934 24,723 3,709 Sales and marketing 6,068 1,540 13,683 3,276 General and administrative 3,946 1,042 10,037 2,659 Stock-based compensation, net of amounts capitalized 20,716 4,677 49,610 10,016 Capitalized stock-based compensation expense 1,220 14 1,521 137 Total stock-based compensation expense $ 21,936 $ 4,691 $ 51,131 $ 10,153

Interest Income and Other Incom

Interest Income and Other Income, Net	9 Months Ended
	Sep. 30, 2020
Interest And Other Income [Abstract]
Interest Income and Other Income, Net	12. Interest Income and Other Income, Net Interest income and other income, net consist of the following (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2020 2019 2020 2019 Interest income $ 6,585 $ 507 $ 14,734 $ 1,036 Other income, net 550 (417 ) 470 (390 ) Interest income and other income, net $ 7,135 $ 90 $ 15,204 $ 646

Income Taxes

Income Taxes	9 Months Ended
	Sep. 30, 2020
Income Tax Disclosure [Abstract]
Income Taxes	13. Income Taxes The Company has an effective tax rate of (4.09)% and (0.8)% for the three months ended September 30, 2020 and 2019, respectively, and (18.88)% and (2.2)% for the nine months ended September 30, 2020 and 2019, respectively. The Company has incurred U.S. operating losses and has minimal profits in its foreign jurisdictions. The Company has applied ASC 740, Income Taxes The Company early adopted the provisions of ASU No. 2019-12, Income Taxes (Topic 740): Simplifying the Accounting for Income Taxes 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. On March 27, 2020 the Coronavirus Aid, Relief, and Economic Security Act ("CARES Act") was enacted and signed into law. The CARES Act makes changes to the U.S. tax code, including, but not limited to: (1) modifications to the business interest deduction limitation for tax years 2019 and 2020; (2) a technical correction of the recovery period of qualified improvement property from 39 to 15 years; and (3) a repeal of the 80% taxable income limitation on the deduction of net operating losses ("NOLs") for tax years beginning before January 1, 2021 as well as a five-year carryback period allowed for NOLs generated in tax years beginning after December 31, 2017 and before January 1, 2021. Under ASC 740, the effects of new legislation would need to be recognized in the period of enactment. Therefore, the effects of the CARES Act would need to be accounted for in the quarter that includes March 27, 2020. The Company evaluated the provisions of the CARES Act and determined that there was no material impact for the three and nine months ended September 30, 2020. The Company will continue to monitor any updates to the legislation and assess the potential income tax impact.

Net Income (Loss) Per Share

Net Income (Loss) Per Share	9 Months Ended
	Sep. 30, 2020
Earnings Per Share [Abstract]
Net Income (Loss) Per Share	14. Net Income (Loss) Per Share Basic and diluted net income (loss) per common share is presented in conformity with the two-class method required for participating securities. Immediately prior to the consummation of the Company’s IPO in September 2019, all outstanding shares of convertible preferred stock and common stock were converted into shares of Class B common stock. As a result, Class A and Class B common stock are the only outstanding equity in the Company. Basic and diluted net income (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 income (loss) per share of Class A common stock, the undistributed earnings are equal to net income (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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 Basic net loss per share: Class A Class B Class A Class B Numerator: Net loss $ (9,773 ) $ (5,377 ) $ (93 ) $ (4,068 ) $ (4,257 ) $ (4,130 ) $ (157 ) $ (17,444 ) Denominator: Weighted-average shares used in calculating net loss per share, basic 195,176 107,378 2,322 101,554 151,806 147,299 782 86,976 Basic net loss per share $ (0.05 ) $ (0.05 ) $ (0.04 ) $ (0.04 ) $ (0.03 ) $ (0.03 ) $ (0.20 ) $ (0.20 ) Diluted net loss per share: Numerator: Allocation of distributed loss for basic computation $ (9,773 ) $ (5,377 ) $ (93 ) $ (4,068 ) $ (4,257 ) $ (4,130 ) $ (157 ) $ (17,444 ) Reallocation of undistributed loss as a result of conversion of Class B to Class A shares (5,377 ) — (4,068 ) — (4,130 ) — (17,444 ) — Allocation of undistributed loss $ (15,150 ) $ (5,377 ) $ (4,161 ) $ (4,068 ) $ (8,387 ) $ (4,130 ) $ (17,601 ) $ (17,444 ) Denominator: Number of shares used in basic calculation 195,176 107,378 2,322 101,554 151,806 147,299 782 86,976 Weighted-average effect of diluted securities: Conversion of Class B to Class A common shares outstanding 107,378 — 101,554 — 147,299 — 86,976 — Number of shares used in diluted calculation 302,554 107,378 103,876 101,554 299,105 147,299 87,758 86,976 Diluted net loss per share $ (0.05 ) $ (0.05 ) $ (0.04 ) $ (0.04 ) $ (0.03 ) $ (0.03 ) $ (0.20 ) $ (0.20 ) Since the Company was in a loss position for the periods presented, basic net loss per share is the same as diluted net loss per share as the inclusion of all potential common shares outstanding would have been anti-dilutive. 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, 2020 2019 Shares subject to outstanding stock options and restricted stock units 32,972 37,153 Unvested early exercised stock options and restricted stock 919 1,548 Shares subject to the employee stock purchase plan 131 — Total 34,022 38,701 The Company uses the treasury stock method for calculating the potential dilutive effect of the conversion spread on diluted net income per share; if any, as the Company currently expects to settle the principal amount of the 2025 Notes in cash, and any excess in shares of the Company’s Class A common stock. The shares of the underlying conversion option for the 2025 Notes were not considered in the calculation of diluted net income per share as the effect would have been anti-dilutive. The effect of the conversion spread becomes dilutive when the average share price for the Company’s Class A common stock exceeds the conversion price of $92.30 per share, which did not occur as of September 30, 2020. 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, 2020
Accounting Policies [Abstract]
Unaudited Interim Condensed Consolidated Financial Information	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, 2020 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, 2019, as filed with the SEC on February 25, 2020 (the “Annual Report”).
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.
Stock Split	Stock Split On September 6, 2019, the Board and stockholders approved an amended and restated certificate of incorporation of the Company effecting a 3-for-1 stock split of the Company’s issued and outstanding shares of common stock and convertible preferred stock, and an increase to the authorized shares of the Company’s common stock and convertible preferred stock to 380,000,000 shares and 179,814,912 shares, respectively. The split was effected on September 6, 2019 and without any change in the par value per share. All information related to the Company’s common stock, convertible preferred stock and stock awards has been retroactively adjusted to give effect to the 3-for-1 stock split on September 6, 2019.
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 including the determination of the fair value of the Company’s stock prior to its initial public offering (“IPO”), fair value of common stock and redeemable convertible preferred stock prior to the IPO, valuation of long-lived assets and their recoverability, including goodwill, estimated expected period of benefit for deferred contract costs, the incremental borrowing rate for operating leases, 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 June 2016, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No. 2016-13, Financial Instruments—Credit Losses (Topic 326) Measurement of Credit Losses on Financial Instruments In August 2018, the FASB issued ASU No. 2018-15, Customer’s Accounting for Implementation Costs Incurred in a Cloud Computing Arrangement That Is a Service Contract Internal-Use Software In December 2019, the FASB issued ASU No. 2019-12, Income Taxes (Topic 740): Simplifying the Accounting for Income Taxes
Accounting Pronouncements Not Yet Adopted	Accounting Pronouncements Not Yet Adopted In August 2020, the FASB issued ASU No. 2020-06, Debt—Debt with Conversion Options (“Subtopic 470-20”) and Derivatives and Hedging—Contracts in Entity’s Own Equity

Marketable Securities (Tables)

Marketable Securities (Tables)	9 Months Ended
	Sep. 30, 2020
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, 2020 and December 31, 2019 (in thousands): September 30, 2020 Amortized Cost Unrealized Gain Unrealized Losses Fair Value Commercial debt securities $ 965,398 $ 1,784 $ (154 ) $ 967,028 Certificates of deposit 34,225 37 — 34,262 U.S. government treasury securities 169,306 427 (2 ) 169,731 Commercial paper 125,218 30 (8 ) 125,240 Marketable securities $ 1,294,147 $ 2,278 $ (164 ) $ 1,296,261 December 31, 2019 Amortized Cost Unrealized Gain Unrealized Losses Fair Value Commercial debt securities $ 80,376 $ 46 $ (5 ) $ 80,417 U.S. government treasury securities 72,467 10 (4 ) 72,473 Commercial paper 23,784 — — 23,784 Marketable securities $ 176,627 $ 56 $ (9 ) $ 176,674
Summary of Fair Values of Available-for-Sale Marketable Securities, by Remaining Contractual Maturity	As of September Due within one year $ 1,074,047 Due in one year through five years 222,214 Total $ 1,296,261

Fair Value Measurements (Tables

Fair Value Measurements (Tables)	9 Months Ended
	Sep. 30, 2020
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 Sep Fair Value Measurement as of September 30, 2020 Level 1 Level 2 Level 3 Total Financial Assets: Cash equivalents: Money market funds $ 159,536 $ — $ — $ 159,536 Commercial paper — 10,500 — 10,500 Corporate debt securities — 10,601 — 10,601 Marketable Securities: Corporate debt securities — 967,028 — 967,028 Certificates of deposit — 34,261 — 34,261 U.S. government treasury securities — 169,731 — 169,731 Commercial paper — 125,240 — 125,240 Total financial assets $ 159,536 $ 1,317,361 $ — $ 1,476,897 Fair Value Measurement as of December 31, 2019 Level 1 Level 2 Level 3 Total Financial Assets: Cash equivalents: Money market funds $ 588,762 $ — $ — $ 588,762 Marketable Securities: Corporate debt securities — 80,417 — 80,417 U.S. government treasury securities — 72,473 — 72,473 Commercial paper — 23,784 — 23,784 Total financial assets $ 588,762 $ 176,674 $ — $ 765,436

Property and Equipment, Net (Ta

Property and Equipment, Net (Tables)	9 Months Ended
	Sep. 30, 2020
Property Plant And Equipment [Abstract]
Components of Property and Equipment, Net	Property and equipment, net consisted of the following (in thousands): September 30, 2020 December 31, 2019 Computers and equipment $ 10,544 $ 7,536 Furniture and fixtures 5,090 4,804 Leasehold improvements 17,510 16,517 Capitalized software development costs 40,522 24,630 Total property and equipment $ 73,666 $ 53,487 Less: accumulated depreciation and amortization (31,607 ) (20,738 ) Total property and equipment, net $ 42,059 $ 32,749

Acquisition, Intangible Asset_2

Acquisition, Intangible Assets and Goodwill (Tables)	9 Months Ended
	Sep. 30, 2020
Business Combinations [Abstract]
Schedule of Intangible Assets, Net	Intangible assets, net consisted of the following (in thousands): September 30, 2020 Gross Carrying Amount Accumulated Amortization Net Carrying Amount Amortization Period Developed technology $ 3,291 $ (964 ) $ 2,327 2-3 years December 31, 2019 Gross Carrying Amount Accumulated Amortization Net Carrying Amount Amortization Period Developed technology $ 3,046 $ (1,611 ) $ 1,435 2-3 years
Schedule of Future Amortization Expense	As of September 30, 2020, future amortization expense by year is expected to be as follows (in thousands): Amount Remainder of 2020 $ 273 2021 1,027 2022 774 2023 253 Total $ 2,327
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, 2019 $ 9,058 Foreign currency translation adjustments 339 2020 acquisition 7,814 Balance as of September 30, 2020 $ 17,211

Convertible Senior Notes (Table

Convertible Senior Notes (Tables)	9 Months Ended
	Sep. 30, 2020
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, 2020 Principal $ 747,500 Unamortized debt discount (167,240 ) Unamortized debt issuance costs (12,577 ) Net carrying amount $ 567,683 The net carrying amount of the equity component of the 2025 Notes was as follows (in thousands): September 30, 2020 Debt discount for conversion option $ 177,169 Issuance costs (4,099 ) Net carrying amount $ 173,070
Interest Expense related to 2025 Notes	The following table sets forth the interest expense related to the 2025 Notes for each of the three and nine months ended September 30, 2020 (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2020 2020 Contractual interest expense $ 234 $ 306 Amortization of debt discount 7,589 9,929 Amortization of issuance costs 473 617 Total $ 8,296 $ 10,852

Leases (Tables)

Leases (Tables)	9 Months Ended
	Sep. 30, 2020
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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 Operating lease cost (1) $ 4,252 $ 3,885 $ 12,322 $ 9,715 Variable lease cost (2) — 126 — 136 Short-term lease cost 867 564 2,763 2,148 1) Includes non-cash lease expense of $3.4 million and $3.1 million for the three months ended September 30, 2020 and 2019, respectively, and $10.0 million and $7.6 million for the nine months ended September 30, 2020 and 2019, respectively. 2) Primarily related to Consumer Price Index adjustments, common area maintenance and property tax.
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 September 30, 2020 2019 Cash paid for amounts included in measurement of lease liabilities $ 10,622 $ 6,077 Operating lease assets obtained in exchange for new lease liabilities 11,581 14,618
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 2020 $ 4,421 2021 17,627 2022 17,410 2023 15,291 2024 2,572 2025 and beyond 15,512 Total lease payments $ 72,833 Less: imputed interest (8,100 ) Present value of lease liabilities $ 64,733
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, 2020 December 31, 2019 Weighted-average remaining lease term (years) 4.8 4.0 Weighted-average discount rate 4.75 % 4.98 %

Revenue (Tables)

Revenue (Tables)	9 Months Ended
	Sep. 30, 2020
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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 North America $ 114,679 $ 70,904 $ 320,166 $ 186,340 International 39,996 24,960 105,769 62,796 Total $ 154,675 $ 95,864 $ 425,935 $ 249,136
Schedule of Deferred Contract Costs	The following table represents a rollforward of the Company’s deferred contract costs (in thousands): Amount Balance as of December 31, 2019 $ 25,755 Additions to deferred contract costs 15,804 Amortization of deferred contract costs (7,348 ) Balance as of September 30, 2020 $ 34,211

Stockholders' Equity (Tables)

Stockholders' Equity (Tables)	9 Months Ended
	Sep. 30, 2020
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 Options Outstanding Weighted- Average Exercise Price Weighted- Average Remaining Contractual Life (in Years) Aggregate Intrinsic Value (in thousands) Balance outstanding—December 31, 2019 36,384,767 $ 2.96 7.6 $ 1,266,938 Options granted 14,600 41.19 Options exercised (7,555,561 ) 1.64 Options forfeited or expired (511,680 ) 4.63 Balance outstanding—September 30, 2020 28,332,126 $ 3.31 6.9 $ 2,800,772
Summary of Activity for Unvested RSUs	The following table summarizes the activity for the Company’s unvested RSUs: Shares Weighted- Average Fair Value Balance—December 31, 2019 647,094 $ 36.08 Awarded 4,102,243 54.12 Vested (8,234 ) 35.81 Forfeited/canceled (101,468 ) 42.97 Unvested and outstanding—September 30, 2020 4,639,635 $ 51.88
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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 Cost of revenue $ 529 $ 161 $ 1,167 $ 372 Research and development 10,173 1,934 24,723 3,709 Sales and marketing 6,068 1,540 13,683 3,276 General and administrative 3,946 1,042 10,037 2,659 Stock-based compensation, net of amounts capitalized 20,716 4,677 49,610 10,016 Capitalized stock-based compensation expense 1,220 14 1,521 137 Total stock-based compensation expense $ 21,936 $ 4,691 $ 51,131 $ 10,153

Interest Income and Other Inc_2

Interest Income and Other Income, Net (Tables)	9 Months Ended
	Sep. 30, 2020
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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 Interest income $ 6,585 $ 507 $ 14,734 $ 1,036 Other income, net 550 (417 ) 470 (390 ) Interest income and other income, net $ 7,135 $ 90 $ 15,204 $ 646

Net Income (Loss) Per Share (Ta

Net Income (Loss) Per Share (Tables)	9 Months Ended
	Sep. 30, 2020
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 September 30, Nine Months Ended September 30, 2020 2019 2020 2019 Basic net loss per share: Class A Class B Class A Class B Numerator: Net loss $ (9,773 ) $ (5,377 ) $ (93 ) $ (4,068 ) $ (4,257 ) $ (4,130 ) $ (157 ) $ (17,444 ) Denominator: Weighted-average shares used in calculating net loss per share, basic 195,176 107,378 2,322 101,554 151,806 147,299 782 86,976 Basic net loss per share $ (0.05 ) $ (0.05 ) $ (0.04 ) $ (0.04 ) $ (0.03 ) $ (0.03 ) $ (0.20 ) $ (0.20 ) Diluted net loss per share: Numerator: Allocation of distributed loss for basic computation $ (9,773 ) $ (5,377 ) $ (93 ) $ (4,068 ) $ (4,257 ) $ (4,130 ) $ (157 ) $ (17,444 ) Reallocation of undistributed loss as a result of conversion of Class B to Class A shares (5,377 ) — (4,068 ) — (4,130 ) — (17,444 ) — Allocation of undistributed loss $ (15,150 ) $ (5,377 ) $ (4,161 ) $ (4,068 ) $ (8,387 ) $ (4,130 ) $ (17,601 ) $ (17,444 ) Denominator: Number of shares used in basic calculation 195,176 107,378 2,322 101,554 151,806 147,299 782 86,976 Weighted-average effect of diluted securities: Conversion of Class B to Class A common shares outstanding 107,378 — 101,554 — 147,299 — 86,976 — Number of shares used in diluted calculation 302,554 107,378 103,876 101,554 299,105 147,299 87,758 86,976 Diluted net loss per share $ (0.05 ) $ (0.05 ) $ (0.04 ) $ (0.04 ) $ (0.03 ) $ (0.03 ) $ (0.20 ) $ (0.20 )
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, 2020 2019 Shares subject to outstanding stock options and restricted stock units 32,972 37,153 Unvested early exercised stock options and restricted stock 919 1,548 Shares subject to the employee stock purchase plan 131 — Total 34,022 38,701

Organization and Description _2

Organization and Description of Business - Additional Information (Details)	9 Months Ended
	Sep. 30, 2020
Organization Consolidation And Presentation Of Financial Statements [Abstract]
Date of Incorporation	Jun. 4, 2010

Basis of Presentation and Sum_3

Basis of Presentation and Summary of Significant Accounting Policies - Additional Information (Details)	Sep. 06, 2019shares	Sep. 30, 2020
Basis Of Presentation And Summary Of Significant Accounting Policies [Line Items]
Stock split, conversion ratio	0.333
Common stock, shares authorized	380,000,000
ASU No. 2016-13
Basis Of Presentation And Summary Of Significant Accounting Policies [Line Items]
Change in Accounting Principle, Accounting Standards Update, Adopted		true
Change in Accounting Principle, Accounting Standards Update, Adoption Date		Jan. 1, 2020
Change in Accounting Principle, Accounting Standards Update, Immaterial Effect		true
ASU No. 2018-15
Basis Of Presentation And Summary Of Significant Accounting Policies [Line Items]
Change in Accounting Principle, Accounting Standards Update, Adopted		true
Change in Accounting Principle, Accounting Standards Update, Adoption Date		Jan. 1, 2020
Change in Accounting Principle, Accounting Standards Update, Immaterial Effect		true
Change in Accounting Principle, Accounting Standards Update, Transition Option Elected [Extensible List]		us-gaap:AccountingStandardsUpdate201815ProspectiveMember
ASU No. 2019-12
Basis Of Presentation And Summary Of Significant Accounting Policies [Line Items]
Change in Accounting Principle, Accounting Standards Update, Immaterial Effect		true
Change In Accounting Principle Accounting Standards Update Early Adoption		true
Convertible Preferred Stock
Basis Of Presentation And Summary Of Significant Accounting Policies [Line Items]
Convertible preferred stock, shares authorized	179,814,912

Marketable Securities - Summary

Marketable Securities - Summary of Available-for-sale Marketable Securities (Details) - USD ($) $ in Thousands	Sep. 30, 2020	Dec. 31, 2019
Marketable Securities [Line Items]
Marketable securities, Amortized Cost	$ 1,294,147	$ 176,627
Marketable securities, Unrealized Gain	2,278	56
Marketable securities, Unrealized Losses	(164)	(9)
Marketable securities, Fair Value	1,296,261	176,674
Commercial Debt Securities
Marketable Securities [Line Items]
Marketable securities, Amortized Cost	965,398	80,376
Marketable securities, Unrealized Gain	1,784	46
Marketable securities, Unrealized Losses	(154)	(5)
Marketable securities, Fair Value	967,028	80,417
Certificates of Deposit
Marketable Securities [Line Items]
Marketable securities, Amortized Cost	34,225
Marketable securities, Unrealized Gain	37
Marketable securities, Fair Value	34,262
U.S. Government Treasury Securities
Marketable Securities [Line Items]
Marketable securities, Amortized Cost	169,306	72,467
Marketable securities, Unrealized Gain	427	10
Marketable securities, Unrealized Losses	(2)	(4)
Marketable securities, Fair Value	169,731	72,473
Commercial Paper
Marketable Securities [Line Items]
Marketable securities, Amortized Cost	125,218	23,784
Marketable securities, Unrealized Gain	30
Marketable securities, Unrealized Losses	(8)
Marketable securities, Fair Value	$ 125,240	$ 23,784

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, 2020USD ($)
Investments Debt And Equity Securities [Abstract]
Due within one year	$ 1,074,047
Due in one year through five years	222,214
Total	$ 1,296,261

Fair Value Measurements - Summa

Fair Value Measurements - Summary of Financial Assets and Liabilities Measured at Fair Value on Recurring Basis (Details) - USD ($) $ in Thousands	Sep. 30, 2020	Dec. 31, 2019
Financial Assets:
Marketable securities	$ 1,296,261	$ 176,674
Fair Value, Recurring
Financial Assets:
Total financial assets	1,476,897	765,436
Fair Value, Recurring | Money Market Funds
Financial Assets:
Cash equivalents	159,536	588,762
Fair Value, Recurring | Commercial Paper
Financial Assets:
Cash equivalents	10,500
Marketable securities	125,240	23,784
Fair Value, Recurring | Corporate Debt Securities
Financial Assets:
Cash equivalents	10,601
Marketable securities	967,028	80,417
Fair Value, Recurring | Certificates of Deposit
Financial Assets:
Marketable securities	34,261
Fair Value, Recurring | U.S. Government Treasury Securities
Financial Assets:
Marketable securities	169,731	72,473
Fair Value, Recurring | Level 1
Financial Assets:
Total financial assets	159,536	588,762
Fair Value, Recurring | Level 1 | Money Market Funds
Financial Assets:
Cash equivalents	159,536	588,762
Fair Value, Recurring | Level 2
Financial Assets:
Total financial assets	1,317,361	176,674
Fair Value, Recurring | Level 2 | Commercial Paper
Financial Assets:
Cash equivalents	10,500
Marketable securities	125,240	23,784
Fair Value, Recurring | Level 2 | Corporate Debt Securities
Financial Assets:
Cash equivalents	10,601
Marketable securities	967,028	80,417
Fair Value, Recurring | Level 2 | Certificates of Deposit
Financial Assets:
Marketable securities	34,261
Fair Value, Recurring | Level 2 | U.S. Government Treasury Securities
Financial Assets:
Marketable securities	$ 169,731	$ 72,473

Property and Equipment, Net - C

Property and Equipment, Net - Components of Property and Equipment, Net (Details) - USD ($) $ in Thousands	Sep. 30, 2020	Dec. 31, 2019
Property Plant And Equipment [Line Items]
Total property and equipment	$ 73,666	$ 53,487
Less: accumulated depreciation and amortization	(31,607)	(20,738)
Total property and equipment, net	42,059	32,749
Computers and Equipment
Property Plant And Equipment [Line Items]
Total property and equipment	10,544	7,536
Furniture and Fixtures
Property Plant And Equipment [Line Items]
Total property and equipment	5,090	4,804
Leasehold Improvements
Property Plant And Equipment [Line Items]
Total property and equipment	17,510	16,517
Capitalized Software Development Costs
Property Plant And Equipment [Line Items]
Total property and equipment	$ 40,522	$ 24,630

Property and Equipment, Net - A

Property and Equipment, Net - Additional Information (Details) - USD ($) $ in Millions	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Property Plant And Equipment [Abstract]
Depreciation and amortization expense	$ 3.7	$ 3.8	$ 10.7	$ 8.3

Acquisition, Intangible Asset_3

Acquisition, Intangible Assets and Goodwill - Additional Information (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019	Dec. 31, 2019
Acquisition Intangible Assets And Goodwill [Line Items]
Goodwill	$ 17,211		$ 17,211		$ 9,058
Intangible amortization expense	300	$ 200	700	$ 500
2020 Acquisition
Acquisition Intangible Assets And Goodwill [Line Items]
Purchase price allocated to estimated fair value of intangible assets	1,500		1,500
Goodwill	$ 7,800		$ 7,800

Acquisition, Intangible Asset_4

Acquisition, Intangible Assets and Goodwill - Schedule of Intangible Assets, Net (Details) - USD ($) $ in Thousands	9 Months Ended	12 Months Ended
	Sep. 30, 2020	Dec. 31, 2019
Finite Lived Intangible Assets [Line Items]
Net Carrying Amount	$ 2,327	$ 1,435
Developed Technology
Finite Lived Intangible Assets [Line Items]
Gross Carrying Amount	3,291	3,046
Accumulated Amortization	(964)	(1,611)
Net Carrying Amount	$ 2,327	$ 1,435
Developed Technology | Minimum
Finite Lived Intangible Assets [Line Items]
Amortization Period	2 years	2 years
Developed Technology | Maximum
Finite Lived Intangible Assets [Line Items]
Amortization Period	3 years	3 years

Acquisition, Intangible Asset_5

Acquisition, Intangible Assets and Goodwill - Schedule of Future Amortization Expense (Details) - USD ($) $ in Thousands	Sep. 30, 2020	Dec. 31, 2019
Goodwill And Intangible Assets Disclosure [Abstract]
Remainder of 2020	$ 273
2021	1,027
2022	774
2023	253
Net Carrying Amount	$ 2,327	$ 1,435

Acquisition, Intangible Asset_6

Acquisition, Intangible Assets and Goodwill - Schedule of Changes in Carrying Amount of Goodwill (Details) $ in Thousands	9 Months Ended
	Sep. 30, 2020USD ($)
Goodwill And Intangible Assets Disclosure [Abstract]
Balance as of December 31, 2019	$ 9,058
Foreign currency translation adjustments	339
2020 acquisition	7,814
Balance as of September 30, 2020	$ 17,211

Convertible Senior Notes - Addi

Convertible Senior Notes - Additional Information (Details) - 0.125% Convertible Senior Notes due 2025 $ / shares in Units, shares in Millions	Jun. 02, 2020USD ($)	Sep. 30, 2020USD ($)d$ / sharesshares
Debt Instrument [Line Items]
Debt instrument, aggregate principal amount	$ 747,500,000	$ 747,500,000
Debt instrument, interest rate	0.125%
Debt instrument, net proceeds from sale of notes	$ 730,200,000
Debt instrument, date of first required payment	Dec. 15, 2020
Debt instrument, maturity date	Jun. 15, 2025
Debt instrument, payment terms		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.
Debt Instrument, frequency of interest payment		semiannually
Debt instrument, convertible carrying amount of equity component		$ 177,169,000
Debt issuance costs		17,300,000
Issuance cost attributable to liability component		13,200,000
Issuance cost attributable to equity component		$ 4,099,000
Debt instrument, effective interest rate		5.97%
Debt instrument, estimated fair value		$ 994,100,000
Initial strike price per share of capped calls | $ / shares		$ 92.30
Initial cap price per share of capped calls | $ / shares		$ 151.04
Cost incurred to purchase capped calls		$ 89,600,000
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		100.00%
Class A Common Stock
Debt Instrument [Line Items]
Common stock covered under capped calls | shares		8.1
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
Class A Common Stock | Minimum | Redemption, On or After June 20, 2023, and Prior to 31st Scheduled Trading Day
Debt Instrument [Line Items]
Debt instrument, threshold percentage of conversion price		130.00%
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		130.00%
Conversion Preceding March 15, 2025, Scenario Two
Debt Instrument [Line Items]
Debt instrument, consecutive trading days | d		10
Number of consecutive business days after any five consecutive trading day period during the note 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		98.00%
Conversion, On or After March 15, 2025
Debt Instrument [Line Items]
Debt instrument, principal amount denomination used in conversion		$ 1,000
Debt instrument, conversion price per share | $ / shares		$ 92.30
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		10.8338
Debt instrument, conversion price 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, 2020	Jun. 02, 2020
Debt Instrument [Line Items]
Net carrying amount	$ 567,683,000
0.125% Convertible Senior Notes due 2025
Debt Instrument [Line Items]
Principal	747,500,000	$ 747,500,000
Unamortized debt discount	(167,240,000)
Unamortized debt issuance costs	(12,577,000)
Net carrying amount	$ 567,683,000

Convertible Senior Notes - Su_2

Convertible Senior Notes - Summary of Net Carrying Amount of Equity Component of 2025 Notes (Details) - 0.125% Convertible Senior Notes due 2025 $ in Thousands	Sep. 30, 2020USD ($)
Debt Instrument [Line Items]
Debt discount for conversion option	$ 177,169
Issuance costs	(4,099)
Net carrying amount	$ 173,070

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, 2020	Sep. 30, 2020
Debt Instrument [Line Items]
Contractual interest expense	$ 234	$ 306
Amortization of debt discount	7,589	9,929
Amortization of issuance costs	473	617
Total	$ 8,296	$ 10,852

Commitments and Contingencies -

Commitments and Contingencies - Additional Information (Details) - USD ($)	1 Months Ended		3 Months Ended		9 Months Ended
	Sep. 30, 2020	Jan. 31, 2020	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019	Jan. 31, 2016
Commitments And Contingencies Disclosure [Abstract]
Total purchase commitment	$ 76,700,000	$ 21,000,000
Purchase commitment payable period	3 years	3 years
Contingent federal payroll tax liability							$ 5,400,000
Benefit on federal payroll tax liability					$ 5,600,000
Matching contributions to the 401(k) plan			$ 0	$ 0	$ 0	$ 0

Leases - Additional Information

Leases - Additional Information (Details) $ in Thousands	9 Months Ended
	Sep. 30, 2020USD ($)
Lessee Lease Description [Line Items]
Operating lease, option to terminate	option to terminate a lease early within three years
Lessee, Operating Lease, Existence of Option to Terminate [true false]	true
Lease, Practical Expedient, Lessor Single Lease Component [true false]	true
Lessee, operating lease, lease not yet commenced, description	As of September 30, 2020, the Company had two additional operating leases that had not yet commenced, which are excluded from the table above. The first operating lease will commence in fiscal year 2021 and had $19.0 million of undiscounted future payments with a lease term of 7.75 years. The second operating lease will commence in October 2020 and had $7.1 million of undiscounted future payments with a lease term of 3.25 years.
Undiscounted future payments	$ 72,833
Operating Lease Not Yet Commenced One
Lessee Lease Description [Line Items]
Lessee, operating lease, lease not yet commenced, term of contract	7 years 9 months
Lessee operating lease commencing period	2021
Undiscounted future payments	$ 19,000
Operating Lease Not Yet Commenced Two
Lessee Lease Description [Line Items]
Lessee, operating lease, lease not yet commenced, term of contract	3 years 3 months
Lessee operating lease commencing period	2020-10
Undiscounted future payments	$ 7,100
Minimum
Lessee Lease Description [Line Items]
Noncancelable operating lease expiration period	2020
Maximum
Lessee Lease Description [Line Items]
Noncancelable operating lease expiration period	2029
Operating lease, renewal term	5 years
Operating lease, termination term	3 years

Leases - Summary of Components

Leases - Summary of Components of Lease Cost Recognized (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Leases [Abstract]
Operating lease cost	$ 4,252	$ 3,885	$ 12,322	$ 9,715
Variable lease cost		126		136
Short-term lease cost	$ 867	$ 564	$ 2,763	$ 2,148

Leases - Summary of Component_2

Leases - Summary of Components of Lease Cost Recognized (Parenthetical) (Details) - USD ($) $ in Millions	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Leases [Abstract]
Operating lease, non-cash lease expense	$ 3.4	$ 3.1	$ 10	$ 7.6

Leases - Summary of Supplementa

Leases - Summary of Supplemental Cash Flow Information and Non-cash Activity (Details) - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019
Leases [Abstract]
Cash paid for amounts included in measurement of lease liabilities	$ 10,622	$ 6,077
Operating lease assets obtained in exchange for new lease liabilities	$ 11,581	$ 14,618

Leases - Summary of Maturities

Leases - Summary of Maturities of Lease Liabilities (Details) $ in Thousands	Sep. 30, 2020USD ($)
Leases [Abstract]
Remainder of 2020	$ 4,421
2021	17,627
2022	17,410
2023	15,291
2024	2,572
2025 and beyond	15,512
Total lease payments	72,833
Less: imputed interest	(8,100)
Present value of lease liabilities	$ 64,733

Leases - Summary of Weighted Av

Leases - Summary of Weighted Average Remaining Lease Term and Discount Rate (Details)	Sep. 30, 2020	Dec. 31, 2019
Leases [Abstract]
Weighted-average remaining lease term (years)	4 years 9 months 18 days	4 years
Weighted-average discount rate	4.75%	4.98%

Revenue - Schedule of Revenue b

Revenue - Schedule of Revenue by Geographic Area (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Disaggregation Of Revenue [Line Items]
Revenue by geographic area	$ 154,675	$ 95,864	$ 425,935	$ 249,136
North America
Disaggregation Of Revenue [Line Items]
Revenue by geographic area	114,679	70,904	320,166	186,340
International
Disaggregation Of Revenue [Line Items]
Revenue by geographic area	$ 39,996	$ 24,960	$ 105,769	$ 62,796

Revenue - Additional Informatio

Revenue - Additional Information (Details) - USD ($) $ in Millions	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019	Dec. 31, 2019
Revenue From Contract With Customer [Abstract]
Revenue recognized	$ 73.3	$ 43.5	$ 121	$ 62.9
Allowance for doubtful accounts receivable deemed uncollectible	0.9	0.2	0.9	0.2
Unbilled accounts receivable	$ 17.2		$ 17.2		$ 14.4
Deferred contract costs amortization period	4 years		4 years
Deferred contract costs	$ 34.2		$ 34.2		$ 25.8
Amortization expense	$ 2.7	$ 1.4	$ 7.3	$ 3.7

Revenue - Additional Informat_2

Revenue - Additional Information (Details 1) - USD ($) $ in Millions	Sep. 30, 2020	Dec. 31, 2019
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date: 2020-01-01
Revenue Remaining Performance Obligation Expected Timing Of Satisfaction [Line Items]
Remaining performance obligations		$ 243.8
Remaining performance obligations, expected to recognize period		24 months
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date: 2020-10-01
Revenue Remaining Performance Obligation Expected Timing Of Satisfaction [Line Items]
Remaining performance obligations	$ 316.3
Remaining performance obligations, expected to recognize period	24 months

Revenue - Schedule of Deferred

Revenue - Schedule of Deferred Contract Costs (Details) - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019
Capitalized Contract Cost [Abstract]
Balance as of December 31, 2019	$ 25,755
Additions to deferred contract costs	15,804
Amortization of deferred contract costs	(7,348)	$ (3,688)
Balance as of September 30, 2020	$ 34,211

Stockholders' Equity - Addition

Stockholders' Equity - Additional Information (Details) - USD ($) $ / shares in Units, $ in Thousands	1 Months Ended		3 Months Ended		9 Months Ended		12 Months Ended
	Jun. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019	Dec. 31, 2019	Sep. 06, 2019
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]
Common stock, shares authorized								380,000,000
Stock issuable upon the exercise of options outstanding			28,332,126		28,332,126		36,384,767
Proceeds from exercise of stock options					$ 12,354	$ 7,306
Share-based payment arrangement, expense			$ 20,716	$ 4,677	49,610	$ 10,016
Amounts withheld on behalf of employees for a future purchase					977
Stock Option
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]
Total compensation cost related to unvested awards not yet recognized			$ 67,800		$ 67,800		$ 90,500
Weighted average period over compensation cost related to unvested employee awards					2 years 2 months 12 days		2 years 8 months 12 days
Weighted average grant-date fair value of options granted					$ 16.55	$ 8.68
Proceeds from exercise of stock options					$ 12,400	$ 7,300
Intrinsic value of options exercised					443,400	106,000
Aggregate fair value of options vested					$ 19,600	$ 8,500
Early exercise of common stock			639,000		639,000		1,239,750
RSU
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]
Weighted average period over compensation cost related to unvested employee awards					3 years 6 months		3 years 10 months 24 days
Common stock granted					4,102,243
Total compensation cost related to unvested awards not yet recognized			$ 227,200		$ 227,200		$ 30,400
Employee Stock Purchase Plan
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]
Percentage of purchase the shares at a price per share		85.00%
Share-based payment arrangement, expense			$ 1,400		3,500
Amounts withheld on behalf of employees for a future purchase					$ 5,900
Class B Common Stock
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]
Common stock, number of shares converted			16,808,933		134,419,844
Common stock, shares authorized			310,000,000		310,000,000		310,000,000
Common stock, par value			$ 0.00001		$ 0.00001		$ 0.00001
Common stock, shares issued			98,337,015		98,337,015		232,078,452
Common stock, shares outstanding			98,337,015		98,337,015		232,078,452
Stock issuable upon the exercise of options outstanding			28,296,826		28,296,826		36,364,067
Class A Common Stock
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]
Common stock, shares authorized			2,000,000,000		2,000,000,000		2,000,000,000
Common stock, par value			$ 0.00001		$ 0.00001		$ 0.00001
Common stock, shares issued			206,054,826		206,054,826		64,308,498
Common stock, shares outstanding			206,054,826		206,054,826		64,308,498
Stock issuable upon the exercise of options outstanding			35,300		35,300		20,700
Class A Common Stock | Service-based Restricted Shares
Share Based Compensation Arrangement By Share Based Payment Award [Line Items]
Common stock granted	96,210
Service based vesting period	4 years
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			43,324,876		43,324,876
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			9,354,222		9,354,222
Issuance of common stock under the employee stock purchase plan					320,104

Stockholders' Equity - Summary

Stockholders' Equity - Summary of Stock Option Activity and Weighted Average Exercise Prices (Details) $ / shares in Units, $ in Thousands	9 Months Ended	12 Months Ended
	Sep. 30, 2020USD ($)$ / sharesshares	Dec. 31, 2019USD ($)$ / sharesshares
Number Of Options Outstanding
Balance outstanding—December 31, 2019 | shares	36,384,767
Options granted | shares	14,600
Options exercised | shares	(7,555,561)
Options forfeited or expired | shares	(511,680)
Balance outstanding—September 30, 2020 | shares	28,332,126	36,384,767
Weighted-Average Exercise Price
Balance outstanding—December 31, 2019 | $ / shares	$ 2.96
Options granted | $ / shares	41.19
Options exercised | $ / shares	1.64
Options forfeited or expired | $ / shares	4.63
Balance outstanding—September 30, 2020 | $ / shares	$ 3.31	$ 2.96
Weighted-Average Remaining Contractual Life (in Years)
Options outstanding	6 years 10 months 24 days	7 years 7 months 6 days
Balance outstanding | $	$ 2,800,772	$ 1,266,938

Stockholders' Equity - Summar_2

Stockholders' Equity - Summary of Activity for Unvested RSUs (Details) - Restricted Stock Units (RSUs)	9 Months Ended
	Sep. 30, 2020$ / sharesshares
Unvested Shares
Balance—December 31, 2019 | shares	647,094
Awarded | shares	4,102,243
Vested | shares	(8,234)
Forfeited/canceled | shares	(101,468)
Unvested and outstanding—September 30, 2020 | shares	4,639,635
Weighted-Average Fair Value
Balance—December 31, 2019 | $ / shares	$ 36.08
Awarded | $ / shares	54.12
Vested | $ / shares	35.81
Forfeited/canceled | $ / shares	42.97
Unvested and outstanding—September 30, 2020 | $ / shares	$ 51.88

Stockholders' Equity - Summar_3

Stockholders' Equity - Summary of Stock-based Compensation Expense (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]
Stock-based compensation, net of amounts capitalized	$ 20,716	$ 4,677	$ 49,610	$ 10,016
Capitalized stock-based compensation expense	1,220	14	1,521	137
Total stock-based compensation expense	21,936	4,691	51,131	10,153
Cost of Revenue
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]
Stock-based compensation, net of amounts capitalized	529	161	1,167	372
Research and Development
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]
Stock-based compensation, net of amounts capitalized	10,173	1,934	24,723	3,709
Sales and Marketing
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]
Stock-based compensation, net of amounts capitalized	6,068	1,540	13,683	3,276
General and Administrative
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]
Stock-based compensation, net of amounts capitalized	$ 3,946	$ 1,042	$ 10,037	$ 2,659

Interest Income and Other Inc_3

Interest Income and Other Income, Net - Schedule of Interest Income and Other Income, Net (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Interest And Other Income [Abstract]
Interest income	$ 6,585	$ 507	$ 14,734	$ 1,036
Other income, net	550	(417)	470	(390)
Interest income and other income, net	$ 7,135	$ 90	$ 15,204	$ 646

Income Taxes - Additional Infor

Income Taxes - Additional Information (Details)	Mar. 27, 2020	Sep. 30, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Income Taxes [Line Items]
Effective tax rate		(4.09%)	(0.80%)	(18.88%)	(2.20%)
Net operating loss deductible limitation percentage	80.00%
Net operating losses carryback period	5 years
Maximum
Income Taxes [Line Items]
Property recovery correction period	39 years
Minimum
Income Taxes [Line Items]
Property recovery correction period	15 years

Net Income (Loss) Per Share - S

Net Income (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, 2020	Sep. 30, 2019	Sep. 30, 2020	Sep. 30, 2019
Basic net loss per share:
Net loss	$ (15,150)	$ (4,161)	$ (8,387)	$ (17,601)
Diluted net loss per share:
Net loss attributable to common stockholders	(15,150)	(4,161)	(8,387)	(17,601)
Class A Common Stock
Basic net loss per share:
Net loss	$ (9,773)	$ (93)	$ (4,257)	$ (157)
Weighted-average shares used in calculating net loss per share, basic	195,176	2,322	151,806	782
Basic net loss per share	$ (0.05)	$ (0.04)	$ (0.03)	$ (0.20)
Diluted net loss per share:
Net loss attributable to common stockholders	$ (9,773)	$ (93)	$ (4,257)	$ (157)
Reallocation of undistributed loss as a result of conversion of Class B to Class A shares	(5,377)	(4,068)	(4,130)	(17,444)
Allocation of undistributed loss	$ (15,150)	$ (4,161)	$ (8,387)	$ (17,601)
Weighted-average shares used in calculating net loss per share, basic	195,176	2,322	151,806	782
Conversion of Class B to Class A common shares outstanding	107,378	101,554	147,299	86,976
Number of shares used in diluted calculation	302,554	103,876	299,105	87,758
Diluted net loss per share	$ (0.05)	$ (0.04)	$ (0.03)	$ (0.20)
Class B Common Stock
Basic net loss per share:
Net loss	$ (5,377)	$ (4,068)	$ (4,130)	$ (17,444)
Weighted-average shares used in calculating net loss per share, basic	107,378	101,554	147,299	86,976
Basic net loss per share	$ (0.05)	$ (0.04)	$ (0.03)	$ (0.20)
Diluted net loss per share:
Net loss attributable to common stockholders	$ (5,377)	$ (4,068)	$ (4,130)	$ (17,444)
Allocation of undistributed loss	$ (5,377)	$ (4,068)	$ (4,130)	$ (17,444)
Weighted-average shares used in calculating net loss per share, basic	107,378	101,554	147,299	86,976
Number of shares used in diluted calculation	107,378	101,554	147,299	86,976
Diluted net loss per share	$ (0.05)	$ (0.04)	$ (0.03)	$ (0.20)

Net Income (Loss) Per Share -_2

Net Income (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, 2020	Sep. 30, 2019
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]
Potentially dilutive securities not included in diluted per share calculations	34,022	38,701
Shares Subject to Outstanding Stock Options and Restricted Stock Units
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]
Potentially dilutive securities not included in diluted per share calculations	32,972	37,153
Unvested Early Exercised Stock Options and Restricted Stock
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]
Potentially dilutive securities not included in diluted per share calculations	919	1,548
Shares Subject to 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	131

Net Income (Loss) Per Share - A

Net Income (Loss) Per Share - Additional Information (Details)	Sep. 30, 2020$ / shares
0.125% Convertible Senior Notes due 2025 | Conversion, On or After March 15, 2025
Antidilutive Securities Excluded From Computation Of Earnings Per Share [Line Items]
Debt instrument, conversion price per share	$ 92.30