Alteryx Inc - Ordinary Shares (AYX) 10-Q 1 Nov 22 2022 Q3 Quarterly report Financial data

Cover Page

Cover Page - shares	9 Months Ended
	Sep. 30, 2022	Oct. 25, 2022
Document Information [Line Items]
Document Type	10-Q
Document Quarterly Report	true
Document Period End Date	Sep. 30, 2022
Document Transition Report	false
Entity File Number	001-38034
Entity Registrant Name	Alteryx, Inc.
Entity Incorporation, State or Country Code	DE
Entity Tax Identification Number	90-0673106
Entity Address, Address Line One	17200 Laguna Canyon Road,
Entity Address, City or Town	Irvine,
Entity Address, State or Province	CA
Entity Address, Postal Zip Code	92618
City Area Code	888
Local Phone Number	836-4274
Title of 12(b) Security	Class A Common Stock, $0.0001 par value per share
Trading Symbol	AYX
Security Exchange Name	NYSE
Entity Current Reporting Status	Yes
Entity Interactive Data Current	Yes
Entity Filer Category	Large Accelerated Filer
Entity Small Business	false
Entity Emerging Growth Company	false
Entity Shell Company	false
Amendment Flag	false
Document Fiscal Year Focus	2022
Document Fiscal Period Focus	Q3
Entity Central Index Key	0001689923
Current Fiscal Year End Date	--12-31
Class A common stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding		61,206,350
Class B common stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding		7,886,450

Condensed Consolidated Statemen

Condensed Consolidated Statements of Operations and Comprehensive Loss - USD ($) shares in Thousands, $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Revenue:
Total revenue	$ 215,712	$ 123,501	$ 554,276	$ 362,330
Cost of revenue:
Total cost of revenue	31,994	15,466	86,007	39,237
Gross profit	183,718	108,035	468,269	323,093
Operating expenses:
Research and development	54,803	33,457	162,030	95,645
Sales and marketing	135,976	83,034	384,781	232,597
General and administrative	56,887	37,125	172,777	104,291
Impairment of long-lived assets	0	0	8,239	0
Total operating expenses	247,666	153,616	727,827	432,533
Loss from operations	(63,948)	(45,581)	(259,558)	(109,440)
Interest expense	(2,454)	(9,973)	(7,291)	(29,206)
Other expense, net	(6,905)	(2,363)	(15,698)	(1,561)
Loss before provision for income taxes	(73,307)	(57,917)	(282,547)	(140,207)
Provision for income taxes	1,206	122	4,299	1,928
Net loss	$ (74,513)	$ (58,039)	$ (286,846)	$ (142,135)
Net loss per share attributable to common stockholders, basic (in dollars per share)	$ (1.09)	$ (0.86)	$ (4.20)	$ (2.12)
Net loss per share attributable to common stockholders, diluted (in dollars per share)	$ (1.09)	$ (0.86)	$ (4.20)	$ (2.12)
Weighted-average shares used to compute net loss per share attributable to common stockholders, basic (in shares)	68,673	67,325	68,273	67,109
Weighted-average shares used to compute net loss per share attributable to common stockholders, diluted (in shares)	68,673	67,325	68,273	67,109
Other comprehensive income (loss), net of tax:
Net unrealized holding loss on investments, net of tax	$ (393)	$ (61)	$ (3,395)	$ (1,619)
Foreign currency translation adjustments	3,971	769	8,668	(133)
Other comprehensive income (loss), net of tax	3,578	708	5,273	(1,752)
Total comprehensive loss	(70,935)	(57,331)	(281,573)	(143,887)
Subscription-based software license
Revenue:
Total revenue	111,590	37,477	255,416	120,851
Cost of revenue:
Total cost of revenue	2,940	1,264	7,984	3,739
PCS and services
Revenue:
Total revenue	104,122	86,024	298,860	241,479
Cost of revenue:
Total cost of revenue	$ 29,054	$ 14,202	$ 78,023	$ 35,498

Condensed Consolidated Balance

Condensed Consolidated Balance Sheets - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
Current assets:
Cash and cash equivalents	$ 87,729	$ 152,375
Short-term investments	292,178	506,874
Accounts receivable, net	110,490	192,318
Prepaid expenses and other current assets	136,025	81,360
Total current assets	626,422	932,927
Property and equipment, net	75,887	71,270
Operating lease right-of-use assets	83,426	102,681
Long-term investments	59,414	343,213
Goodwill	397,720	57,415
Intangible assets, net	64,064	21,737
Other assets	117,095	70,445
Total assets	1,424,028	1,599,688
Current liabilities:
Accounts payable	25,126	8,086
Accrued payroll and payroll related liabilities	47,355	61,391
Accrued expenses and other current liabilities	51,515	53,917
Deferred revenue	182,784	208,154
Convertible senior notes, net	84,463	77,400
Total current liabilities	391,243	408,948
Convertible senior notes, net	792,188	686,016
Operating lease liabilities	65,612	78,784
Other liabilities	18,836	23,186
Total liabilities	1,267,879	1,196,934
Stockholders’ equity:
Preferred stock, $0.0001 par value: 10,000 shares authorized as of September 30, 2022 and December 31, 2021, respectively; no shares issued and outstanding as of September 30, 2022 and December 31, 2021, respectively	0	0
Common stock, $0.0001 par value: 500,000 Class A shares authorized, 61,171 and 59,771 shares issued and outstanding as of September 30, 2022 and December 31, 2021, respectively; 500,000 Class B shares authorized, 7,739 and 7,763 shares issued and outstanding as of September 30, 2022 and December 31, 2021, respectively	7	7
Additional paid-in capital	567,909	598,710
Accumulated deficit	(411,506)	(190,429)
Accumulated other comprehensive loss	(261)	(5,534)
Total stockholders’ equity	156,149	402,754
Total liabilities and stockholders’ equity	$ 1,424,028	$ 1,599,688

Condensed Consolidated Balanc_2

Condensed Consolidated Balance Sheets (Parenthetical) - $ / shares	Sep. 30, 2022	Dec. 31, 2021
Preferred stock, par value (in dollars per share)	$ 0.0001	$ 0.0001
Preferred stock, shares authorized (in shares)	10,000,000	10,000,000
Preferred stock, shares issued (in shares)	0	0
Preferred stock, shares outstanding (in shares)	0	0
Class A common stock
Common stock, par value (in dollars per share)	$ 0.0001	$ 0.0001
Common stock, shares authorized (in shares)	500,000,000	500,000,000
Common stock, shares issued (in shares)	61,171,000	59,771,000
Common stock, shares outstanding (in shares)	61,171,000	59,771,000
Class B common stock
Common stock, par value (in dollars per share)	$ 0.0001	$ 0.0001
Common stock, shares authorized (in shares)	500,000,000	500,000,000
Common stock, shares issued (in shares)	7,739,000	7,763,000
Common stock, shares outstanding (in shares)	7,739,000	7,763,000

Condensed Consolidated Statem_2

Condensed Consolidated Statements of Stockholders' Equity - USD ($) shares in Thousands, $ in Thousands	Total	Cumulative Effect, Period of Adoption, Adjustment	Common Stock	Additional Paid-in Capital	Additional Paid-in Capital Cumulative Effect, Period of Adoption, Adjustment	Accumulated Deficit	Accumulated Deficit Cumulative Effect, Period of Adoption, Adjustment	Accumulated Other Comprehensive Loss
Beginning balance (in shares) at Dec. 31, 2020			66,742
Beginning balance at Dec. 31, 2020	$ 476,791		$ 7	$ 489,025		$ (10,748)		$ (1,493)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Shares issued pursuant to restricted stock awards, net of tax withholdings related to vesting of restricted stock units (in shares)			204
Shares issued pursuant to restricted stock unit awards, net of tax withholdings related to vesting of restricted stock units	(13,071)			(13,071)
Exercise of stock options and issuance of shares in connection with employee stock purchase plan (in shares)			125
Exercise of stock options and issuance of shares in connection with employee stock purchase plan	5,243			5,243
Stock-based compensation	24,439			24,439
Cumulative translation adjustment	(662)							(662)
Unrealized gain (loss) on investments, net of tax	(598)							(598)
Net loss	(40,656)					(40,656)
Ending balance (in shares) at Mar. 31, 2021			67,071
Ending balance at Mar. 31, 2021	451,486		$ 7	505,636		(51,404)		(2,753)
Beginning balance (in shares) at Dec. 31, 2020			66,742
Beginning balance at Dec. 31, 2020	476,791		$ 7	489,025		(10,748)		(1,493)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Cumulative translation adjustment	(133)
Unrealized gain (loss) on investments, net of tax	(1,619)
Net loss	(142,135)
Ending balance (in shares) at Sep. 30, 2021			67,385
Ending balance at Sep. 30, 2021	409,327		$ 7	565,448		(152,883)		(3,245)
Beginning balance (in shares) at Mar. 31, 2021			67,071
Beginning balance at Mar. 31, 2021	451,486		$ 7	505,636		(51,404)		(2,753)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Shares issued pursuant to restricted stock awards, net of tax withholdings related to vesting of restricted stock units (in shares)			98
Shares issued pursuant to restricted stock unit awards, net of tax withholdings related to vesting of restricted stock units	(3,881)			(3,881)
Exercise of stock options and issuance of shares in connection with employee stock purchase plan (in shares)			49
Exercise of stock options and issuance of shares in connection with employee stock purchase plan	521			521
Stock-based compensation	28,148			28,148
Cumulative translation adjustment	(240)							(240)
Unrealized gain (loss) on investments, net of tax	(960)							(960)
Net loss	(43,440)					(43,440)
Ending balance (in shares) at Jun. 30, 2021			67,218
Ending balance at Jun. 30, 2021	431,634		$ 7	530,424		(94,844)		(3,953)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Shares issued pursuant to restricted stock awards, net of tax withholdings related to vesting of restricted stock units (in shares)			72
Shares issued pursuant to restricted stock unit awards, net of tax withholdings related to vesting of restricted stock units	(2,942)			(2,942)
Exercise of stock options and issuance of shares in connection with employee stock purchase plan (in shares)			95
Exercise of stock options and issuance of shares in connection with employee stock purchase plan	4,502			4,502
Stock-based compensation	33,464			33,464
Cumulative translation adjustment	769							769
Unrealized gain (loss) on investments, net of tax	(61)							(61)
Net loss	(58,039)					(58,039)
Ending balance (in shares) at Sep. 30, 2021			67,385
Ending balance at Sep. 30, 2021	409,327		$ 7	565,448		(152,883)		(3,245)
Beginning balance (in shares) at Dec. 31, 2021			67,534
Beginning balance at Dec. 31, 2021	402,754	$ (111,195)	$ 7	598,710	$ (176,964)	(190,429)	$ 65,769	(5,534)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Shares issued pursuant to restricted stock awards, net of tax withholdings related to vesting of restricted stock units (in shares)			434
Shares issued pursuant to restricted stock unit awards, net of tax withholdings related to vesting of restricted stock units	(14,126)			(14,126)
Exercise of stock options and issuance of shares in connection with employee stock purchase plan (in shares)			160
Exercise of stock options and issuance of shares in connection with employee stock purchase plan	4,741			4,741
Stock-based compensation	53,957			53,957
Cumulative translation adjustment	2,180							2,180
Unrealized gain (loss) on investments, net of tax	(2,151)							(2,151)
Net loss	(105,567)					(105,567)
Ending balance (in shares) at Mar. 31, 2022			68,128
Ending balance at Mar. 31, 2022	$ 230,593		$ 7	466,318		(230,227)		(5,505)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Accounting Standards Update [Extensible List]	Accounting Standards Update 2020-06
Beginning balance (in shares) at Dec. 31, 2021			67,534
Beginning balance at Dec. 31, 2021	$ 402,754	$ (111,195)	$ 7	598,710	$ (176,964)	(190,429)	$ 65,769	(5,534)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Cumulative translation adjustment	8,668
Unrealized gain (loss) on investments, net of tax	(3,395)
Net loss	(286,846)
Ending balance (in shares) at Sep. 30, 2022			68,910
Ending balance at Sep. 30, 2022	156,149		$ 7	567,909		(411,506)		(261)
Beginning balance (in shares) at Mar. 31, 2022			68,128
Beginning balance at Mar. 31, 2022	230,593		$ 7	466,318		(230,227)		(5,505)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Shares issued pursuant to restricted stock awards, net of tax withholdings related to vesting of restricted stock units (in shares)			329
Shares issued pursuant to restricted stock unit awards, net of tax withholdings related to vesting of restricted stock units	(12,012)			(12,012)
Exercise of stock options and issuance of shares in connection with employee stock purchase plan (in shares)			4
Exercise of stock options and issuance of shares in connection with employee stock purchase plan	57			57
Stock-based compensation	58,058			58,058
Cumulative translation adjustment	2,517							2,517
Unrealized gain (loss) on investments, net of tax	(851)							(851)
Net loss	(106,766)					(106,766)
Ending balance (in shares) at Jun. 30, 2022			68,461
Ending balance at Jun. 30, 2022	171,596		$ 7	512,421		(336,993)		(3,839)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Shares issued pursuant to restricted stock awards, net of tax withholdings related to vesting of restricted stock units (in shares)			325
Shares issued pursuant to restricted stock unit awards, net of tax withholdings related to vesting of restricted stock units	(11,084)			(11,084)
Exercise of stock options and issuance of shares in connection with employee stock purchase plan (in shares)			124
Exercise of stock options and issuance of shares in connection with employee stock purchase plan	5,016			5,016
Stock-based compensation	61,556			61,556
Cumulative translation adjustment	3,971							3,971
Unrealized gain (loss) on investments, net of tax	(393)							(393)
Net loss	(74,513)					(74,513)
Ending balance (in shares) at Sep. 30, 2022			68,910
Ending balance at Sep. 30, 2022	$ 156,149		$ 7	$ 567,909		$ (411,506)		$ (261)

Condensed Consolidated Statem_3

Condensed Consolidated Statements of Cash Flows - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021
Cash flows from operating activities:
Net loss	$ (286,846)	$ (142,135)
Adjustments to reconcile net loss to net cash provided by operating activities:
Depreciation and amortization	27,177	11,588
Non-cash operating lease cost	15,086	11,625
Stock-based compensation	164,428	85,556
Amortization of discounts and premiums on investments, net	641	3,562
Amortization of debt discount and issuance costs	2,455	24,379
Deferred income taxes	1,974	224
Foreign currency remeasurement (gains) losses	18,299	1,857
Impairment of long-lived assets	8,239	0
Other non-cash operating activities, net	2,914	(1,267)
Changes in operating assets and liabilities, net of effect of business acquisitions:
Accounts receivable	82,716	64,126
Deferred commissions	(9,446)	(52)
Prepaid expenses, other current assets, and other assets	(93,825)	(30,172)
Accounts payable	14,630	5,058
Accrued payroll and payroll related liabilities	(23,040)	(6,896)
Accrued expenses, other current liabilities, operating lease liabilities, and other liabilities	(13,314)	(13,941)
Deferred revenue	(24,812)	10,831
Net cash provided by (used in) operating activities	(112,724)	24,343
Cash flows from investing activities:
Capitalized software development costs	(7,740)	(3,413)
Purchases of property and equipment	(19,349)	(17,214)
Cash paid in acquisitions, net of cash acquired	(387,011)	0
Purchases of investments	(115,170)	(765,140)
Sales and maturities of investments	608,168	785,211
Net cash provided by (used in) investing activities	78,898	(556)
Cash flows from financing activities:
Proceeds from exercise of stock options	9,814	10,266
Minimum tax withholding paid on behalf of employees for restricted stock units	(37,222)	(19,894)
Net cash used in financing activities	(27,408)	(9,628)
Effect of exchange rate changes on cash, cash equivalents and restricted cash	(3,365)	(1,002)
Net increase (decrease) in cash, cash equivalents and restricted cash	(64,599)	13,157
Cash, cash equivalents and restricted cash—beginning of period	154,623	173,665
Cash, cash equivalents and restricted cash—end of period	90,024	186,822
Supplemental disclosure of cash flow information:
Cash paid for interest	6,212	6,212
Cash paid for income taxes	1,872	1,710
Cash paid for amounts included in the measurement of operating lease liabilities	17,089	13,356
Supplemental disclosure of noncash investing and financing activities:
Property and equipment recorded in accounts payable and accrued expenses and other current liabilities	3,500	5,508
Right-of-use assets obtained in exchange for new operating lease liabilities	2,727	57,179
Stock-based compensation included in capitalized software development costs	2,600	1,020
Commissions paid with Class A common stock	$ 8,455	$ 0

Business

Business	9 Months Ended
	Sep. 30, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Business	Business Our Company Alteryx, Inc. and its subsidiaries, or we, our, or us, powers analytics for all by providing our leading Analytics Automation Platform. Alteryx delivers easy end-to-end automation of data engineering, analytics, reporting, machine learning, and data science processes, enabling enterprises everywhere to democratize data analytics across their organizations for a broad range of use cases. Data workers, regardless of technical acumen, are empowered to be curious and solve problems. With Alteryx, users can automate the full range of analytics, data science and processes, embed intelligent decision-making and actions, and empower their organization to enable top and bottom-line impact, efficiency gains, and rapid upskilling. Basis of Presentation Our unaudited interim condensed consolidated financial statements are presented in accordance with accounting standards generally accepted in the United States of America, or U.S. GAAP, for interim financial information. Certain information and disclosures normally included in consolidated financial statements presented in accordance with U.S. GAAP have been condensed or omitted. Accordingly, these unaudited condensed consolidated financial statements should be read in conjunction with the audited consolidated financial statements and the related notes included in our Annual Report on Form 10-K for the year ended December 31, 2021, filed with the Securities and Exchange Commission, or SEC, on February 15, 2022. The unaudited interim condensed consolidated financial statements have been prepared on a basis consistent with that used to prepare the audited annual consolidated financial statements and reflect all adjustments which are, in the opinion of our management, of a normal recurring nature and necessary for a fair statement of the condensed consolidated financial statements. All intercompany accounts and transactions have been eliminated in consolidation. The operating results for the three and nine months ended September 30, 2022 are not necessarily indicative of the results expected for the full year ending December 31, 2022.

Significant Accounting Policies

Significant Accounting Policies	9 Months Ended
	Sep. 30, 2022
Accounting Policies [Abstract]
Significant Accounting Policies	Significant Accounting Policies Other than as described below, there have been no changes to our accounting policies disclosed in our audited consolidated financial statements and the related notes for the year ended December 31, 2021. Use of Estimates The preparation of condensed consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, disclosure of contingent liabilities at the date of the condensed consolidated financial statements, and the reported amounts of revenue and expenses during the reporting period. Actual results could differ from these estimates and assumptions. On an ongoing basis, our management evaluates these estimates and assumptions, including those related to determination of standalone selling prices of our products and services, income tax valuations, stock-based compensation, and goodwill and intangible assets valuations and recoverability. We base our estimates on historical data and experience, as well as various other factors that our management believes to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying value of assets and liabilities. Operating Segments Operating segments are defined as components of an enterprise for which separate financial information is evaluated regularly by the Chief Operating Decision Maker, or CODM, who is our chief executive officer, in deciding how to allocate resources and assess our financial and operational performance. Our CODM evaluates our financial information and resources and assesses the performance of these resources on a consolidated and aggregated basis. As a result, we have determined that our business operates in a single operating segment. Recently Adopted Accounting Pronouncements In August 2020, the Financial Accounting Standards Board, or FASB, issued Accounting Standards Update, or ASU, 2020-06, Debt - Debt with Conversion and Other Options (Subtopic 470-20) and Derivatives and Hedging - Contracts in Entity’s Own Equity (Subtopic 815-40): Accounting for Convertible Instruments and Contracts in an Entity’s Own Equity , or ASU 2020-06, which simplifies the accounting for convertible instruments by removing certain separation models required under current U.S. GAAP, including the beneficial conversion feature and cash conversion models. ASU 2020-06 removes certain settlement conditions that are required for equity contracts to qualify for the derivative scope exception, and it requires the use of the if-converted method when calculating diluted earnings per share. This guidance became effective for us for annual reporting periods beginning after December 15, 2021 and for interim periods within those annual periods, and can be applied utilizing either a modified or full retrospective transition method. Before January 1, 2022, we historically accounted for our Notes (as defined and described in Note 8 , Convertible Senior Notes ) utilizing the cash conversion model. Effective January 1, 2022, we adopted ASU 2020-06 In October 2021, the FASB issued ASU 2021-08, Business Combinations (Topic 805): Accounting for Contract Assets and Contract Liabilities from Contracts with Customers

Revenue

Revenue	9 Months Ended
	Sep. 30, 2022
Revenue from Contract with Customer [Abstract]
Revenue	Revenue Disaggregation of Revenue The disaggregation of revenue by region was as follows (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Revenue by region: United States $ 141,949 $ 81,813 $ 381,483 $ 240,110 International 73,763 41,688 172,793 122,220 Total $ 215,712 $ 123,501 $ 554,276 $ 362,330 Revenue attributable to the United Kingdom comprised 10.6% of the total revenue for the three months ended September 30, 2022 and 10.8% of the total revenue for the nine months ended September 30, 2021. Revenue attributable to Canada comprised 11.3% of the total revenue for the three months ended September 30, 2022. Other than the United Kingdom for the three months ended September 30, 2022 and the nine months ended September 30, 2021 and Canada for the three months ended September 30, 2022, no other country outside the United States comprised more than 10% of revenue for any of the periods presented. Our operations outside the United States include sales offices in Australia, Canada, France, Germany, Japan, the Netherlands, Singapore, Spain, the United Arab Emirates, and the United Kingdom, and research and development centers in Australia, the Czech Republic, India, and Ukraine. Revenue by location is determined by the billing address of the customer. Revenue related to our subscription-based software licenses is recognized at a point in time when the platform is first made available to the customer, or the beginning of the subscription term, if later. Revenue related to post-contract support, or PCS, service, hosted offerings, and subscriptions to third-party syndicated data is recognized ratably over the subscription term, with the exception of professional services related to training services. Revenue related to professional services is recognized at a point in time as the services are performed and represents less than 5% of total revenue for all periods presented. Contract Assets and Contract Liabilities Timing may differ between the satisfaction of performance obligations and the invoicing and collection of amounts related to our contracts with customers. Contract assets primarily relate to unbilled amounts for contracts with customers for which the amount of revenue recognized exceeds the amount billed to the customer. Contract assets are transferred to accounts receivable when the right to invoice becomes unconditional. Contract liabilities, or deferred revenue, are recorded for amounts that are collected in advance of the satisfaction of performance obligations. As of September 30, 2022, our contract assets are expected to be transferred to receivables within the next 12 to 24 months and, with respect to these contract assets, $65.9 million is included in prepaid expenses and other current assets and $64.2 million is included in other assets on our condensed consolidated balance sheet. As of December 31, 2021, we had contract assets of $22.0 million included in prepaid expenses and other current assets and $20.5 million included in other assets on our consolidated balance sheet. There were no impairments of contract assets during each of the three and nine months ended September 30, 2022 and 2021. As of September 30, 2022, we had deferred revenue of $182.8 million included in current deferred revenue and $5.2 million included in other liabilities on our condensed consolidated balance sheet. As of December 31, 2021, we had deferred revenue of $208.2 million included in current deferred revenue and $2.7 million included in other liabilities on our consolidated balance sheet. During the nine months ended September 30, 2022 and 2021, we recognized $180.3 million and $99.7 million, respectively, of revenue related to amounts that were included in deferred revenue as of December 31, 2021 and 2020, respectively. During the three months ended September 30, 2022 and 2021, we recognized $90.8 million and $50.1 million, respectively, of revenue related to amounts that were included in deferred revenue as of June 30, 2022 and 2021, respectively. We recognize an asset for the incremental costs of obtaining a contract with a customer if we expect the benefit of those costs to be longer than one year. This primarily consists of sales commissions and partner referral fees that are earned upon execution of the related contracts. We amortize these deferred commissions, which include partner referral fees, proportionate with related revenues over the benefit period. A summary of the activity impacting our deferred commissions during the three and nine months ended September 30, 2022 and 2021 is presented below (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Beginning balance (1) $ 71,007 $ 50,869 $ 69,817 $ 51,186 Additional deferred commissions 25,183 13,252 58,172 32,984 Amortization of deferred commissions (2) (19,422) (10,865) (49,810) (30,853) Effects of foreign currency translation (1,129) (371) (2,540) (432) Ending balance $ 75,639 $ 52,885 $ 75,639 $ 52,885 (1) Of the total amount of commissions deferred as of January 1, 2022, $6.3 million was paid in shares of the Company’s Class A common stock in the nine months ended September 30, 2022. No payments were made in shares in the three months ended September 30, 2022. (2) Of the total amounts amortized from deferred commissions during the three and nine months ended September 30, 2022, $0.4 million and $1.0 million, respectively, were paid in shares of the Company’s Class A common stock and are included in stock-based compensation. As of September 30, 2022 and 2021, $32.8 million and $26.9 million, respectively, of our deferred commissions were expected to be amortized within the next 12 months and therefore were included in prepaid expenses and other current assets. The remaining amount of our deferred commissions is included in other assets. There were no impairments of assets related to deferred commissions during each of the three and nine months ended September 30, 2022 and 2021. There were no assets recognized related to the costs to fulfill contracts during each of the three and nine months ended September 30, 2022 and 2021 as these costs were not material. Remaining Performance Obligations Transaction price allocated to the remaining performance obligations represents contracted revenue that has not yet been recognized, which includes deferred revenue on our condensed consolidated balance sheets and unbilled amounts that will be recognized as revenue in future periods. As of September 30, 2022, we had an aggregate transaction price of $488.3 million allocated to unsatisfied performance obligations related primarily to PCS, hosted offerings, and subscriptions to third-party syndicated data. We expect to recognize $452.3 million as revenue over the next 24 months, with the remaining amount expected to be recognized thereafter.

Business Combinations

Business Combinations	9 Months Ended
	Sep. 30, 2022
Business Combinations [Abstract]
Business Combinations	Business Combinations 2022 Acquisitions Trifacta Inc. On February 7, 2022, we acquired 100% of the outstanding equity of Trifacta Inc., or Trifacta, pursuant to an Agreement and Plan of Merger, dated January 6, 2022, or the Trifacta Merger Agreement. The acquisition was made to augment our product and go-to-market teams and acquire developed technology to advance our cloud-based functionalities. The aggregate consideration payable in exchange for all of the outstanding equity interests in Trifacta, inclusive of customary adjustments set forth in the Trifacta Merger Agreement, was $398.4 million. In connection with the acquisition, we entered into employment and share-based compensation agreements with certain employees of Trifacta, which include up to $75.0 million in equity-based incentive awards, subject to continued employment over a period of 36 months. We additionally held back $9.2 million of the purchase price that will vest and become payable to certain key employees in three annual installments based on each such employee’s continued service. As both the awards and hold back arrangements are subject to the continued employment of the employees, they were excluded from the purchase consideration and will be recognized as post-acquisition compensation. The transaction costs associated with the acquisition were approximately $11.3 million, of which $7.8 million was incurred during the nine months ended September 30, 2022 and was recorded in general and administrative expense. We accounted for the acquisition using the acquisition method of accounting, which requires the assets acquired and liabilities assumed to be recorded at the date of acquisition at their respective estimated fair values. The allocation of purchase consideration to the estimated fair values of the assets acquired and liabilities assumed as of the date of acquisition is as follows (in thousands): Fair Value Cash and cash equivalents $ 13,360 Accounts receivable, net 6,702 Other current and non-current assets 11,017 Goodwill 341,412 Intangible assets, net 51,000 Accounts payable, accrued expenses and other current and non-current liabilities (15,807) Deferred revenue (9,313) Net assets acquired $ 398,371 The excess of the purchase consideration over the fair value of other assets acquired and liabilities assumed was recorded as goodwill. The resulting goodwill is primarily attributed to the assembled workforce and expanded market opportunities, including integrating the Trifacta product offering with existing Company product offerings. The goodwill has no basis for U.S. income tax purposes. The following table sets forth the fair values of the components of identifiable intangible assets acquired (in thousands) and their estimated useful lives (in years) as of the date of acquisition: Fair Value Useful Life Completed technology $ 48,500 7 Customer relationships 1,000 3 Trade names 1,500 3 Total intangible assets subject to amortization $ 51,000 We determined the fair value of the developed technology acquired using the multi-period excess earnings model, which is a variation of the income approach that estimates the value of the assets based on the present value of the incremental after-tax cash flow attributable only to the intangible assets. This model utilizes certain unobservable inputs classified as Level 3 measurements as defined by ASC 820, Fair Value Measurements and Disclosures , or ASC 820. Key inputs utilized in the models include a discount rate of 16.5% and estimated revenue and expense forecasts. The operations of Trifacta are included in our operating results from the date of acquisition. We have not separately disclosed the amount of revenue or earnings related to the Trifacta acquisition as the operations of Trifacta were integrated into the operations of our company from the date of acquisition, and thus it would be immaterial or impractical to do so. In addition, the unaudited pro forma results of operations assuming the Trifacta acquisition had taken place at the beginning of each period are not provided as the historical operating results of Trifacta were not material. 2021 Acquisitions Hyper Anna Pty. Ltd. On October 6, 2021, we acquired 100% of the outstanding equity of Hyper Anna Pty. Ltd., or Hyper Anna, pursuant to an Agreement for the Sale and Purchase of Shares, dated as of October 6, 2021, or the Hyper Anna Purchase Agreement. The acquisition was made to augment our research and development team and acquire certain developed technology. The aggregate consideration payable in exchange for all of the outstanding equity interests in Hyper Anna, net of customary adjustments set forth in the Hyper Anna Purchase Agreement, was $24.9 million in cash. This includes $3.0 million and $2.0 million of cash consideration held back for customary indemnification matters for a period of 24 months and 36 months, respectively, following the acquisition date. In connection with the acquisition, we entered into employment agreements with certain employees from Hyper Anna, which include up to $16.8 million in equity incentive awards based on continued employment over a period of 36 months. As the awards are subject to the continued employment of the employees, they were excluded from the purchase consideration, and will be recognized as post-acquisition compensation. The purchase consideration for the acquisition of $24.9 million consisted of $10.6 million in developed technology, which is tax deductible; $10.5 million of goodwill; and $3.8 million of net assets assumed. We determined the fair value of the developed technology acquired using the multi-period excess earnings model, which is a variation of the income approach that estimates the value of the assets based on the present value of the incremental after-tax cash flow attributable only to the intangible assets. This model utilizes certain unobservable inputs classified as Level 3 measurements as defined by ASC 820. Key inputs utilized in the models include a discount rate of 29% and estimated revenue and expense forecasts. Based on the valuation model, we determined the fair value of the developed technology to be $10.6 million with an amortization period of 7 years. Lore IO, Inc. On October 21, 2021, we acquired 100% of the outstanding equity of Lore IO, Inc., or Lore IO, pursuant to an Agreement and Plan of Merger, dated as of October 18, 2021, or the Lore IO Merger Agreement. The acquisition was made to augment our research and development team. The aggregate consideration payable in exchange for all of the outstanding equity interests of Lore IO was $10.0 million in cash, subject to customary adjustments set forth in the Lore IO Merger Agreement. In connection with the acquisition, we entered into employment agreements with certain employees from Lore IO, which include up to $11.1 million in equity incentive awards based on continued employment over a period of 36 months. As the awards are subject to the continued employment of the employees, they were excluded from the purchase consideration and will be recognized as post-acquisition compensation. The purchase consideration for the acquisition of $10.0 million consisted of $10.0 million of goodwill, which is not tax deductible, and immaterial net assets assumed.

Fair Value Measurements

Fair Value Measurements	9 Months Ended
	Sep. 30, 2022
Fair Value Disclosures [Abstract]
Fair Value Measurements	Fair Value Measurements Instruments Measured at Fair Value on a Recurring Basis. The following tables present our cash and cash equivalents’ and investments’ costs, gross unrealized gains (losses), and fair value by major security type recorded as cash and cash equivalents or short-term or long-term investments as of September 30, 2022 and December 31, 2021 (in thousands): As of September 30, 2022 Cost Net Fair Value Cash and Short-term Long-term Cash $ 51,034 $ — $ 51,034 $ 51,034 $ — $ — Level 1: Money market funds $ 21,131 $ — $ 21,131 $ 21,131 $ — $ — Subtotal $ 21,131 $ — $ 21,131 $ 21,131 $ — $ — Level 2: Commercial paper $ 76,159 $ (199) $ 75,960 $ 15,564 $ 60,396 $ — Certificates of deposit 1,000 (12) 988 — 988 — U.S. Treasury and agency bonds 245,603 (4,087) 241,516 — 190,429 51,087 Corporate bonds 48,852 (910) 47,942 — 40,365 7,577 Subtotal $ 371,614 $ (5,208) $ 366,406 $ 15,564 $ 292,178 $ 58,664 Level 3: $ — $ — $ — $ — $ — $ — Total $ 443,779 $ (5,208) $ 438,571 $ 87,729 $ 292,178 $ 58,664 As of December 31, 2021 Cost Net Fair Value Cash and Short-term Long-term Cash $ 68,579 $ — $ 68,579 $ 68,579 $ — $ — Level 1: Money market funds $ 15,382 $ — $ 15,382 $ 15,382 $ — $ — Subtotal $ 15,382 $ — $ 15,382 $ 15,382 $ — $ — Level 2: Commercial paper $ 308,250 $ (97) $ 308,153 $ 68,414 $ 239,739 $ — Certificates of deposit 3,500 (3) 3,497 — — 3,497 U.S. Treasury and agency bonds 459,960 (1,264) 458,696 — 189,243 269,453 Corporate bonds 148,605 (450) 148,155 — 77,892 70,263 Subtotal $ 920,315 $ (1,814) $ 918,501 $ 68,414 $ 506,874 $ 343,213 Level 3: $ — $ — $ — $ — $ — $ — Total $ 1,004,276 $ (1,814) $ 1,002,462 $ 152,375 $ 506,874 $ 343,213 All long-term investments had maturities between one As of September 30, 2022, we had gross unrealized losses of $5.2 million with respect to our available-for-sale securities, and we do not intend to sell, nor is it more likely than not that we will be required to sell, these investments before recovery of their amortized cost basis. These gross unrealized losses were classified in accumulated other comprehensive loss in our condensed consolidated balance sheets as of September 30, 2022.

Allowance for Doubtful Accounts

Allowance for Doubtful Accounts and Sales Reserves	9 Months Ended
	Sep. 30, 2022
Credit Loss [Abstract]
Allowance for Doubtful Accounts and Sales Reserves	Allowance for Doubtful Accounts and Sales Reserves The following table summarizes the changes in the allowance for doubtful accounts and sales reserve included in accounts receivable and contract assets in our condensed consolidated balance sheets (in thousands): Accounts Receivable Reserve Contract Asset Reserve Nine Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Beginning Balance $ 3,546 $ 3,114 $ 1,479 $ 2,438 Provision 1,493 669 754 (539) Recoveries (674) (611) (22) (49) Charge-offs (712) (530) (67) (59) Ending Balance $ 3,653 $ 2,642 $ 2,144 $ 1,791

Goodwill and Intangible Assets

Goodwill and Intangible Assets	9 Months Ended
	Sep. 30, 2022
Goodwill and Intangible Assets Disclosure [Abstract]
Goodwill and Intangible Assets	Goodwill and Intangible Assets The change in carrying amount of goodwill for the nine months ended September 30, 2022 was as follows (in thousands): Goodwill as of December 31, 2021 $ 57,415 Goodwill recorded in connection with acquisition 341,412 Effects of foreign currency translation (1,107) Goodwill as of September 30, 2022 $ 397,720 Intangible assets consisted of the following (in thousands, except years): As of September 30, 2022 Remaining Weighted-Average Useful Life in Years Gross Carrying Accumulated Net Carrying Customer relationships 2.4 $ 2,392 $ (1,134) $ 1,258 Completed technology 5.7 81,631 (20,002) 61,629 Trade names 2.4 1,500 (323) 1,177 $ 85,523 $ (21,459) $ 64,064 As of December 31, 2021 Remaining Weighted-Average Useful Life in Years Gross Carrying Accumulated Net Carrying Customer relationships 3.1 $ 1,557 $ (862) $ 695 Completed technology 5.1 32,337 (11,295) 21,042 $ 33,894 $ (12,157) $ 21,737 We classified intangible asset amortization expense in the accompanying condensed consolidated statements of operations and comprehensive loss as follows (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Cost of revenue $ 3,315 $ 1,106 $ 8,953 $ 3,282 Sales and marketing 262 56 699 173 Total $ 3,577 $ 1,162 $ 9,652 $ 3,455 The following table presents our estimates of remaining amortization expense for finite-lived intangible assets at September 30, 2022 (in thousands): Remainder of 2022 $ 3,619 2023 12,367 2024 11,718 2025 10,137 2026 9,256 Thereafter 16,967 Total amortization expense $ 64,064

Convertible Senior Notes

Convertible Senior Notes	9 Months Ended
	Sep. 30, 2022
Debt Disclosure [Abstract]
Convertible Senior Notes	Convertible Senior Notes The following table presents details of our convertible senior notes, which are further discussed below (original principal in thousands): Month Issued Maturity Date Original Principal (including over-allotment) Coupon Interest Rate Effective Interest Rate (1) Conversion Rate Initial Conversion Price 2023 Notes May and June 2018 June 1, 2023 $ 230,000 0.5 % 1.01 % $ 22.5572 $ 44.33 2024 Notes August 2019 August 1, 2024 $ 400,000 0.5 % 0.93 % $ 5.2809 $ 189.36 2026 Notes August 2019 August 1, 2026 $ 400,000 1.0 % 1.32 % $ 5.2809 $ 189.36 (1) Prior to the adoption of ASU 2020-06, our effective interest rates were 7.00% for the 2023 Notes, 4.96% for the 2024 Notes, and 5.41% for the 2026 Notes due to the discount on the Notes related to the component previously allocated to equity. As further defined and described below, the 2024 Notes and the 2026 Notes are together referred to as the 2024 & 2026 Notes, and the 2023 Notes and the 2024 & 2026 Notes are collectively referred to as the Notes. In May and June 2018, we sold $230.0 million aggregate principal amount of our 0.50% Convertible Senior Notes due 2023, or the 2023 Notes, including the initial purchasers’ exercise in full of their option to purchase an additional $30.0 million of the 2023 Notes, in a private offering to qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act of 1933, as amended, or the Securities Act. The 2023 Notes are our senior, unsecured obligations and interest is payable semi-annually in arrears on June 1 and December 1 of each year beginning December 1, 2018. In August 2019, we sold $400.0 million aggregate principal amount of our 0.50% Convertible Senior Notes due 2024, or the 2024 Notes, and $400.0 million aggregate principal amount of our 1.00% Convertible Senior Notes due 2026, or the 2026 Notes, including the initial purchasers’ exercise in full of their options to purchase an additional $50.0 million of the 2024 Notes and an additional $50.0 million of the 2026 Notes, in a private offering to qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act. The 2024 & 2026 Notes are our senior, unsecured obligations and interest is payable semi-annually in arrears on February 1 and August 1 of each year beginning February 1, 2020. Prior to the close of business on the business day immediately preceding March 1, 2023, or the 2023 Conversion Date, in the case of the 2023 Notes, or May 1, 2024, or the 2024 Conversion Date, in the case of the 2024 Notes, or May 1, 2026, or the 2026 Conversion Date, in the case of the 2026 Notes, the respective Notes are convertible at the option of holders only upon satisfaction of certain conditions and during certain periods, and thereafter, at any time until the close of business on the second scheduled trading day immediately preceding the relevant maturity date. The applicable conversion rate is subject to customary adjustments for certain events as described in the applicable indenture between us and U.S. Bank National Association, as trustee, or, collectively, the Indentures. Upon conversion, the Notes may be settled in shares of our Class A common stock, cash, or a combination of cash and shares of our Class A common stock, at our election. It is our current intent to settle the principal amount of the Notes with cash. During the years ended December 31, 2019 and 2020, a portion of the 2023 Notes were exchanged, as further discussed below. Prior to the close of business on the business day immediately preceding the applicable Conversion Date, the applicable series of Notes is convertible at the option of the holders under the following circumstances: • during any calendar quarter commencing after the calendar quarter subsequent to the calendar quarter in which the applicable series of Notes was issued (and only during such calendar quarter), if the last reported sale price of our Class A common stock for at least 20 trading days (whether or not consecutive) during a period of 30 consecutive trading days ending on the last trading day of the immediately preceding calendar quarter is greater than or equal to 130% of the applicable conversion price of the applicable series of Notes on each applicable trading day; • during the five-business day period after any five consecutive trading day period in which the trading price per $1,000 principal amount of the applicable series of Notes for each day of that five day consecutive trading day period was less than 98% of the product of the last reported sale price of our Class A common stock and the applicable conversion rate of the applicable series of Notes on such applicable trading day; or • upon the occurrence of specified corporate events described in the applicable Indenture. For at least 20 trading days during the period of 30 consecutive trading days ending September 30, 2022, the last reported sale price of our Class A common stock was greater than or equal to 130% of the conversion price of the 2023 Notes on each applicable trading day and, as a result, the 2023 Notes are convertible at the holder’s option during the quarter ending December 31, 2022. As of September 30, 2022, the 2024 & 2026 Notes were not convertible. As the 2023 Notes mature on June 1, 2023 and are convertible at the holder’s option during the quarter ending December 31, 2022, they were classified as current liabilities on the condensed consolidated balance sheet as of September 30, 2022. As of September 30, 2022, the aggregate if-converted value of the 2023 Notes exceeded their aggregate principal amount by $22.0 million. We may not redeem any series of Notes prior to the relevant maturity date. Holders of any series of Notes have the right to require us to repurchase for cash all or a portion of their applicable series of Notes, at 100% of its respective principal amount, plus any accrued and unpaid interest, upon the occurrence of a fundamental change as defined in the applicable Indenture for such series of Notes. We are also required to increase the conversion rate for holders who convert their Notes in connection with certain corporate events occurring prior to the relevant maturity date. The Notes are our senior unsecured obligations and rank senior in right of payment to any of our indebtedness and other liabilities that are expressly subordinated in right of payment to the Notes, equal in right of payment among all series of Notes and to any other existing and future indebtedness and other liabilities that are not subordinated, effectively junior in right of payment to any of our secured indebtedness and other liabilities to the extent of the value of the assets securing such indebtedness and other liabilities, and structurally junior in right of payment to all of our existing and future indebtedness and other liabilities (including trade payables) of our current or future subsidiaries. Capped Call Transactions In connection with the pricing of the 2023 Notes, we entered into privately negotiated capped call transactions with an affiliate of one of the initial purchasers of the 2023 Notes and other financial institutions. In connection with the pricing of the 2024 & 2026 Notes, we entered into privately negotiated capped call transactions with other financial institutions. The capped call transactions are expected generally to reduce or offset potential dilution to holders of our common stock and/or offset the potential cash payments that we could be required to make in excess of the principal amount upon any conversion of the applicable series of Notes under certain circumstances, with such reduction and/or offset subject to a cap based on the cap price. Under the capped call transactions, we purchased capped call options that in the aggregate relate to the total number of shares of our Class A common stock underlying the applicable series of Notes, with an initial strike price of approximately $44.33 per share in the case of the 2023 Notes, which corresponds to the initial conversion price of the 2023 Notes, and approximately $189.36 per share in the case of the 2024 & 2026 Notes, which corresponds to the initial conversion price of each of the 2024 & 2026 Notes. Further, the capped call options are subject to anti-dilution adjustments substantially similar to those applicable to the conversion rate of the applicable series of Notes, and have a cap price of $62.22 per share in the case of the 2023 Notes, and $315.60 per share in the case of the 2024 & 2026 Notes. The cost of the purchased capped calls of $19.1 million in the case of the 2023 Notes and $87.4 million in the case of the 2024 & 2026 Notes was recorded as a reduction to additional paid-in-capital. We elected to integrate the applicable capped call options with the applicable series of Notes for federal income tax purposes pursuant to applicable U.S. Treasury Regulations. Accordingly, the $19.1 million gross cost of the purchased capped calls in the case of the 2023 Notes and the $87.4 million gross cost of the purchased capped calls in the case of the 2024 & 2026 Notes will be deductible for income tax purposes as original discount interest over the term of the 2023 Notes and the applicable series of the 2024 & 2026 Notes, respectively. We recorded deferred tax assets of $4.6 million with respect to the 2023 Notes and $20.9 million with respect to the 2024 & 2026 Notes, which represent the tax benefit of these deductions with an offsetting entry to additional paid-in capital. These deferred tax assets, as adjusted for activity through December 31, 2021, were written off as part of the ASU 2020-06 implementation. In connection with the exchange agreements discussed below, we terminated a corresponding portion of the existing capped call transactions that we entered into in connection with the issuance of the 2023 Notes, which resulted in the net share settlement and our receipt and retirement of 285,466 shares of Class A common stock. Exchange of 2023 Notes In connection with the issuance of the 2024 & 2026 Notes discussed above, during the year ended December 31, 2019, we entered into exchange agreements with certain holders of our outstanding 2023 Notes and, using a portion of the net proceeds from the issuance of the 2024 & 2026 Notes, we exchanged $145.2 million principal amount, together with accrued and unpaid interest thereon, of the 2023 Notes for aggregate consideration of $145.4 million in cash, representing the principal and accrued interest of the exchanged 2023 Notes, and 2.2 million shares of Class A common stock. Other than this exchange, we have received immaterial requests for conversion since the 2023 Notes initially became convertible but did not receive any additional requests for conversion during the three and nine months ended September 30, 2022. The Notes consisted of the following (in thousands): As of September 30, 2022 As of December 31, 2021 2023 Notes 2024 Notes 2026 Notes 2023 Notes 2024 Notes 2026 Notes Liability: Principal $ 84,748 $ 400,000 $ 400,000 $ 84,748 $ 400,000 $ 400,000 Less: debt discount and issuance costs, net of amortization (1) (285) (3,127) (4,685) (7,348) (42,941) (71,043) Net carrying amount $ 84,463 $ 396,873 $ 395,315 $ 77,400 $ 357,059 $ 328,957 Equity, net of issuance costs (2) $ — $ — $ — $ 46,473 $ 69,749 $ 93,380 (1) As of December 31, 2021, the debt discount component, net of amortization, which is not applicable under ASU 2020-06, was $6.7 million for the 2023 Notes, $38.6 million for the 2024 Notes, and $65.5 million for the 2026 Notes. See Note 2, Significant Accounting Policies , for additional information related to the adoption of this accounting standard. (2) Not applicable under ASU 2020-06. See Note 2, Significant Accounting Policies , for additional information related to the adoption of this accounting standard. The following table sets forth interest expense recognized related to the Notes (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Contractual interest expense $ 1,606 $ 1,606 $ 4,818 $ 4,818 Amortization of debt issuance costs and discount (1) 839 8,363 2,455 24,379 Total $ 2,445 $ 9,969 $ 7,273 $ 29,197 (1) The aggregate amortization expense related to the equity component of our Notes, which is not applicable under ASU 2020-06, for the three and nine months ended September 30, 2021 was $7.6 million and 22.0 million, respectively. The following table sets forth future contractual obligations of contractual interest and principal related to the Notes (in thousands): Payments Due by Period Remainder of 2022 $ 212 2023 90,960 2024 406,000 2025 4,000 2026 404,000 Total principal and related contractual interest $ 905,172

Equity Awards

Equity Awards	9 Months Ended
	Sep. 30, 2022
Share-Based Payment Arrangement [Abstract]
Equity Awards	Equity Awards Stock Options Stock option activity during the nine months ended September 30, 2022 consisted of the following (in thousands, except weighted-average information): Options Weighted- Options outstanding at December 31, 2021 2,008 $ 65.05 Granted — — Exercised (88) 11.97 Canceled/forfeited (637) 131.04 Options outstanding at September 30, 2022 1,283 $ 35.93 In September 2022, we extended an offer to certain executives to participate in a value-for-value exchange of certain outstanding out-of-the-money stock options for unvested restricted stock units. These replacement RSUs will vest over a period of two years, subject to continuous service by the grantee through each applicable vesting date, and settle in shares of our Class A common stock upon vesting. The non-cash incremental stock-based compensation cost associated with the option exchange was $1.1 million. The incremental cost was measured as the excess of the fair value of the replacement RSUs over the fair value of the stock options surrendered, measured immediately prior to the modification using a Black-Scholes option pricing model. For fully vested options, incremental cost was recognized as of the modification date. For unvested options, total remaining unrecognized compensation cost of the canceled options as of the modification date and incremental cost resulting from the modification will be recognized over the new service period. There were no options granted during the nine months ended September 30, 2022. As of September 30, 2022, there was $3.9 million of unrecognized compensation cost related to unvested stock options, which is expected to be recognized over a weighted-average period of 1.5 years. Restricted Stock Units Restricted stock unit, or RSU, and performance-based RSU, or PRSU, activity during the nine months ended September 30, 2022 consisted of the following (in thousands, except weighted-average information): Awards Outstanding (1) Weighted- Average Grant Date Fair Value (1) RSUs outstanding at December 31, 2021 3,693 $ 85.64 Granted 9,036 50.76 Vested (1,692) 75.82 Canceled/forfeited (897) 73.29 RSUs outstanding at September 30, 2022 10,140 $ 57.29 (1) Includes restricted stock units with market, performance, and/or service conditions. In March 2022, we granted 3.0 million market-based PRSUs to certain executives. These awards have an explicit service period of two years and a market performance period of seven years. The awards have six tranches, each representing a separate stock price hurdle. Provided the relevant stock price hurdle is met, each tranche will vest on the later of the (i) second anniversary of the grant date and (ii) certification date once the performance goal is achieved. The performance goal is defined as when the 60-trading day volume-weighted average price, or VWAP, equals or exceeds the relevant stock price hurdle. Awards subject to market conditions are valued on the date of grant using a Monte Carlo simulation valuation model. The grant date fair value of the market-based PRSUs, measured using a Monte Carlo simulation valuation model, was $109.7 million. The derived service period was also determined through use of the simulation model. Compensation cost associated with awards granted with market-based vesting conditions is recognized over the requisite service period for each tranche using the accelerated attribution method. The fair values of the market-based PRSUs granted have been estimated utilizing the following assumptions: Underlying stock price at valuation date $ 54.24 Estimated volatility 53 % Risk-free interest rate 2 % Simulation term (in years) 7 In February 2022, we also granted PRSUs to certain executives with a grant date fair value of $5.3 million. These PRSUs are subject to vesting based on performance and service conditions and, assuming such conditions are met, will vest quarterly beginning in 2023 based upon the percentage achievement of certain annual recurring revenue targets or will otherwise be forfeited on December 31, 2022 if the targets are not met. As of September 30, 2022, total unrecognized compensation expense related to unvested RSUs and PRSUs, including the market-based PRSUs described above, was approximately $474.2 million, which is expected to be recognized over a weighted-average period of 2.2 years. We classified stock-based compensation expense in the accompanying condensed consolidated statements of operations and comprehensive loss as follows (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Cost of revenue $ 4,786 $ 1,818 $ 12,711 $ 4,219 Research and development 14,386 8,258 40,258 21,913 Sales and marketing 21,641 11,018 56,035 26,105 General and administrative 20,494 12,236 55,424 33,319 Total $ 61,307 $ 33,330 $ 164,428 $ 85,556

Leases

Leases	9 Months Ended
	Sep. 30, 2022
Leases [Abstract]
Leases	Leases We have various non-cancelable operating leases for our corporate offices in California, Colorado, Massachusetts, Michigan, New York, and Texas in the United States and Australia, Canada, the Czech Republic, France, Germany, Japan, Singapore, Ukraine, the United Arab Emirates, and the United Kingdom. These leases expire at various times through 2029. Certain lease agreements contain renewal options, rent abatement, and escalation clauses that are factored into our determination of lease payments when appropriate. In March 2022, we ceased use of our previous corporate headquarters in Irvine, California and entered into a new sublease agreement for the remaining term of the underlying lease. As a result, we performed a recoverability test by comparing the future cash flows attributable to the asset group to the carrying value of the long-lived assets, including the right-of-use asset and fixed assets utilized by this facility. Based on this evaluation, we determined that long-lived assets with a carrying value of $11.6 million were no longer recoverable and recorded a right-of-use asset and fixed asset impairment of $6.1 million and $2.1 million, respectively. Lease Costs The following lease costs were included in our condensed consolidated statements of operations and comprehensive loss as follows (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Operating lease cost $ 5,748 $ 5,557 $ 17,902 $ 14,433 Short-term lease cost 207 13 507 54 Variable lease cost 1,406 1,244 4,062 3,417 Total lease cost $ 7,361 $ 6,814 $ 22,471 $ 17,904 Supplemental Information The table below presents supplemental balance sheet information related to operating leases: As of September 30, 2022 December 31, 2021 Weighted-average remaining lease term (in years) 4.7 5.3 Weighted-average discount rate 4.54 % 4.57 % Undiscounted Cash Flows The table below reconciles the undiscounted cash flows for each of the first five years and total of the remaining years to the operating lease liabilities recorded on the condensed consolidated balance sheet as of September 30, 2022 (in thousands): Operating Leases (1) Remainder of 2022 $ 7,607 2023 21,896 2024 19,746 2025 18,960 2026 15,817 2027 7,825 Thereafter 4,093 Total minimum lease payments 95,944 Less imputed interest (9,594) Present value of future minimum lease payments 86,350 Less current obligations under leases (2) (20,738) Long-term lease obligations $ 65,612 (1) Excludes expected sublease income of approximately $4.7 million over the next five years. accrued expenses and other current liabilities

Contingencies

Contingencies	9 Months Ended
	Sep. 30, 2022
Commitments and Contingencies Disclosure [Abstract]
Contingencies	Contingencies Indemnification In the ordinary course of business, we enter into agreements in which we may agree to indemnify other parties with respect to certain matters, including losses resulting from claims of intellectual property infringement, damages to property or persons, business losses, or other liabilities. In addition, we have entered into indemnification agreements with our directors, executive officers, and certain other employees that will require us to indemnify them against liabilities that may arise by reason of their status or service as directors, officers, or employees. The terms of these indemnification agreements with our directors, executive officers, and other employees are generally perpetual after execution of the agreement. The maximum potential amount of future payments we could be required to make under certain of these indemnification provisions is unlimited; however, we maintain insurance that reduces our exposure and enables us to recover a portion of any future amounts paid. As of September 30, 2022 and December 31, 2021, we have not accrued a liability for indemnification provisions we agree to in the ordinary course of business or with our directors, executive officers, and certain other employees pursuant to indemnification agreements because the likelihood of incurring a payment obligation, if any, in connection with these arrangements is not probable or reasonably estimable. Litigation From time to time, we may be involved in lawsuits, claims, investigations, and proceedings, consisting of intellectual property, commercial, employment, and other matters, which arise in the ordinary course of business. We are not currently party to any material legal proceedings or claims, nor are we aware of any pending or threatened legal proceedings or claims that could have a material adverse effect on our business, operating results, cash flows, or financial condition should such legal proceedings or claims be resolved unfavorably.

Income Taxes

Income Taxes	9 Months Ended
	Sep. 30, 2022
Income Tax Disclosure [Abstract]
Income Taxes	Income Taxes The following table presents details of the provision for income taxes and our effective tax rates (in thousands, except percentages): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Provision for income taxes $ 1,206 $ 122 $ 4,299 $ 1,928 Effective tax rate (1.6) % (0.2) % (1.5) % (1.4) % We account for income taxes according to ASC 740, which, among other things, requires that we estimate our annual effective income tax rate for the full year and apply it to pre-tax income (loss) for each interim period, taking into account year-to-date amounts and projected results for the full year. We periodically evaluate whether we will recover a portion or all of our deferred tax assets. We record a valuation allowance against our deferred tax assets if and to the extent it is more likely than not that we will not recover our deferred tax assets. In evaluating the need for a valuation allowance, we weight all relevant positive and negative evidence, including, among other factors, historical financial performance, forecasts of income over the applicable carryforward periods, and our market environment, with each piece weighted based on its reliability. As of September 30, 2022, we had insufficient objective positive evidence that we will generate sufficient future pre-tax income to overcome the negative evidence of cumulative losses. Accordingly, we continue to record a full valuation allowance against our U.S. and U.K. deferred tax assets as of September 30, 2022. We account for the tax effects of discrete events in the interim period they occur. The provision for income taxes consists of federal, foreign, state, and local income taxes. Our effective tax rate differs from the statutory U.S. income tax rate due to the effect of state and local income taxes, differing tax rates imposed on income earned in foreign jurisdictions and in the United States, losses in foreign jurisdictions, certain nondeductible expenses, excess tax deductions, and the changes in valuation allowances against our deferred tax assets. Our effective tax rate could change significantly from quarter to quarter because of recurring and nonrecurring factors. The provision for income taxes for each of the three and nine months ended September 30, 2021 and three and nine months ended September 30, 2022 was primarily attributable to a full valuation allowance against our U.S. and U.K. deferred tax assets. We did not recognize benefits from excess tax deductions from exercised stock options and settled RSUs or net operating losses for either the three and nine months ended September 30, 2021 or three and nine months ended September 30, 2022. Neither we nor any of our subsidiaries are currently under examination from tax authorities in the jurisdictions in which we do business.

Basic and Diluted Net Loss Per

Basic and Diluted Net Loss Per Share	9 Months Ended
	Sep. 30, 2022
Earnings Per Share [Abstract]
Basic and Diluted Net Income Loss Per Share	Basic and Diluted Net Loss Per Share The following table presents the computation of net loss per share (in thousands, except per share amounts): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Numerator: Net loss attributable to common stockholders $ (74,513) $ (58,039) $ (286,846) $ (142,135) Denominator: Weighted-average shares used to compute net loss per share attributable to common stockholders, basic and diluted 68,673 67,325 68,273 67,109 Net loss per share attributable to common stockholders, basic and diluted $ (1.09) $ (0.86) $ (4.20) $ (2.12) Since we were in a loss position for all periods presented, basic net loss is the same as diluted net loss per share for all periods as the inclusion of all potential common shares outstanding would have been anti-dilutive. The following weighted-average equivalent shares of common stock, excluding the impact of the treasury stock and if-converted methods, were excluded from the diluted net loss per share calculation because their inclusion would have been anti-dilutive (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Stock awards (1) 8,790 5,079 8,186 4,658 Convertible senior notes 6,136 6,137 6,136 6,137 Total shares excluded from net loss per share 14,926 11,216 14,322 10,795 (1) Excludes 3.0 million PRSUs because, as of September 30, 2022, the performance criteria had not yet been met for these contingently-issuable shares. Effective as of January 1, 2022 with our adoption of ASU 2020-06, we use the if-converted method for calculating any potential dilutive effect of the conversion options of the Notes on diluted net income per share, which assumes conversion as of the beginning of the period or at the time of issuance, if later. Prior to adopting ASU 2020-06, we had historically utilized the treasury stock method due to our intent and ability to settle the principal balance of the Notes in cash. As we have utilized the modified retrospective method of adoption, there is no change to our previously reported earnings per share amounts.

Significant Accounting Polici_2

Significant Accounting Policies (Policies)	9 Months Ended
	Sep. 30, 2022
Accounting Policies [Abstract]
Basis of Presentation	Basis of Presentation Our unaudited interim condensed consolidated financial statements are presented in accordance with accounting standards generally accepted in the United States of America, or U.S. GAAP, for interim financial information. Certain information and disclosures normally included in consolidated financial statements presented in accordance with U.S. GAAP have been condensed or omitted. Accordingly, these unaudited condensed consolidated financial statements should be read in conjunction with the audited consolidated financial statements and the related notes included in our Annual Report on Form 10-K for the year ended December 31, 2021, filed with the Securities and Exchange Commission, or SEC, on February 15, 2022. The unaudited interim condensed consolidated financial statements have been prepared on a basis consistent with that used to prepare the audited annual consolidated financial statements and reflect all adjustments which are, in the opinion of our management, of a normal recurring nature and necessary for a fair statement of the condensed consolidated financial statements. All intercompany accounts and transactions have been eliminated in consolidation. The operating results for the three and nine months ended September 30, 2022 are not necessarily indicative of the results expected for the full year ending December 31, 2022.
Use of Estimates	Use of Estimates The preparation of condensed consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, disclosure of contingent liabilities at the date of the condensed consolidated financial statements, and the reported amounts of revenue and expenses during the reporting period. Actual results could differ from these estimates and assumptions. On an ongoing basis, our management evaluates these estimates and assumptions, including those related to determination of standalone selling prices of our products and services, income tax valuations, stock-based compensation, and goodwill and intangible assets valuations and recoverability. We base our estimates on historical data and experience, as well as various other factors that our management believes to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying value of assets and liabilities.
Operating Segments	Operating Segments Operating segments are defined as components of an enterprise for which separate financial information is evaluated regularly by the Chief Operating Decision Maker, or CODM, who is our chief executive officer, in deciding how to allocate resources and assess our financial and operational performance. Our CODM evaluates our financial information and resources and assesses the performance of these resources on a consolidated and aggregated basis. As a result, we have determined that our business operates in a single operating segment.
Recently Adopted Accounting Pronouncements	Recently Adopted Accounting Pronouncements In August 2020, the Financial Accounting Standards Board, or FASB, issued Accounting Standards Update, or ASU, 2020-06, Debt - Debt with Conversion and Other Options (Subtopic 470-20) and Derivatives and Hedging - Contracts in Entity’s Own Equity (Subtopic 815-40): Accounting for Convertible Instruments and Contracts in an Entity’s Own Equity , or ASU 2020-06, which simplifies the accounting for convertible instruments by removing certain separation models required under current U.S. GAAP, including the beneficial conversion feature and cash conversion models. ASU 2020-06 removes certain settlement conditions that are required for equity contracts to qualify for the derivative scope exception, and it requires the use of the if-converted method when calculating diluted earnings per share. This guidance became effective for us for annual reporting periods beginning after December 15, 2021 and for interim periods within those annual periods, and can be applied utilizing either a modified or full retrospective transition method. Before January 1, 2022, we historically accounted for our Notes (as defined and described in Note 8 , Convertible Senior Notes ) utilizing the cash conversion model. Effective January 1, 2022, we adopted ASU 2020-06 In October 2021, the FASB issued ASU 2021-08, Business Combinations (Topic 805): Accounting for Contract Assets and Contract Liabilities from Contracts with Customers , or ASU 2021-08, which requires an acquirer in a business combination to recognize and measure contract assets and contract liabilities in accordance with Accounting Standards Codification, or ASC, Topic 606. ASU 2021-08 is effective for fiscal years beginning after December 15, 2022 and early adoption is permitted. Effective January 1, 2022, we early adopted this standard on a prospective basis. The impact of adoption of this standard on our condensed consolidated financial statements was not material.
Income Taxes	We account for income taxes according to ASC 740, which, among other things, requires that we estimate our annual effective income tax rate for the full year and apply it to pre-tax income (loss) for each interim period, taking into account year-to-date amounts and projected results for the full year. We periodically evaluate whether we will recover a portion or all of our deferred tax assets. We record a valuation allowance against our deferred tax assets if and to the extent it is more likely than not that we will not recover our deferred tax assets. In evaluating the need for a valuation allowance, we weight all relevant positive and negative evidence, including, among other factors, historical financial performance, forecasts of income over the applicable carryforward periods, and our market environment, with each piece weighted based on its reliability. As of September 30, 2022, we had insufficient objective positive evidence that we will generate sufficient future pre-tax income to overcome the negative evidence of cumulative losses. Accordingly, we continue to record a full valuation allowance against our U.S. and U.K. deferred tax assets as of September 30, 2022. We account for the tax effects of discrete events in the interim period they occur. The provision for income taxes consists of federal, foreign, state, and local income taxes. Our effective tax rate differs from the statutory U.S. income tax rate due to the effect of state and local income taxes, differing tax rates imposed on income earned in foreign jurisdictions and in the United States, losses in foreign jurisdictions, certain nondeductible expenses, excess tax deductions, and the changes in valuation allowances against our deferred tax assets. Our effective tax rate could change significantly from quarter to quarter because of recurring and nonrecurring factors.

Revenue (Tables)

Revenue (Tables)	9 Months Ended
	Sep. 30, 2022
Revenue from Contract with Customer [Abstract]
Disaggregation of Revenue	The disaggregation of revenue by region was as follows (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Revenue by region: United States $ 141,949 $ 81,813 $ 381,483 $ 240,110 International 73,763 41,688 172,793 122,220 Total $ 215,712 $ 123,501 $ 554,276 $ 362,330
Deferred Contract Costs	A summary of the activity impacting our deferred commissions during the three and nine months ended September 30, 2022 and 2021 is presented below (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Beginning balance (1) $ 71,007 $ 50,869 $ 69,817 $ 51,186 Additional deferred commissions 25,183 13,252 58,172 32,984 Amortization of deferred commissions (2) (19,422) (10,865) (49,810) (30,853) Effects of foreign currency translation (1,129) (371) (2,540) (432) Ending balance $ 75,639 $ 52,885 $ 75,639 $ 52,885 (1) Of the total amount of commissions deferred as of January 1, 2022, $6.3 million was paid in shares of the Company’s Class A common stock in the nine months ended September 30, 2022. No payments were made in shares in the three months ended September 30, 2022. (2) Of the total amounts amortized from deferred commissions during the three and nine months ended September 30, 2022, $0.4 million and $1.0 million, respectively, were paid in shares of the Company’s Class A common stock and are included in stock-based compensation.

Business Combinations (Tables)

Business Combinations (Tables)	9 Months Ended
	Sep. 30, 2022
Business Combinations [Abstract]
Schedule of Recognized Identified Assets Acquired and Liabilities Assumed	The allocation of purchase consideration to the estimated fair values of the assets acquired and liabilities assumed as of the date of acquisition is as follows (in thousands): Fair Value Cash and cash equivalents $ 13,360 Accounts receivable, net 6,702 Other current and non-current assets 11,017 Goodwill 341,412 Intangible assets, net 51,000 Accounts payable, accrued expenses and other current and non-current liabilities (15,807) Deferred revenue (9,313) Net assets acquired $ 398,371
Schedule of Finite-Lived Intangible Assets Acquired as Part of Business Combination	The following table sets forth the fair values of the components of identifiable intangible assets acquired (in thousands) and their estimated useful lives (in years) as of the date of acquisition: Fair Value Useful Life Completed technology $ 48,500 7 Customer relationships 1,000 3 Trade names 1,500 3 Total intangible assets subject to amortization $ 51,000

Fair Value Measurements (Tables

Fair Value Measurements (Tables)	9 Months Ended
	Sep. 30, 2022
Fair Value Disclosures [Abstract]
Summary of Cash and Cash Equivalents and Investments' Costs, Gross Unrealized Gains (Losses), and Fair Value by Major Security Type Recorded as Cash and Cash Equivalents or Short-Term or Long-Term Investments	The following tables present our cash and cash equivalents’ and investments’ costs, gross unrealized gains (losses), and fair value by major security type recorded as cash and cash equivalents or short-term or long-term investments as of September 30, 2022 and December 31, 2021 (in thousands): As of September 30, 2022 Cost Net Fair Value Cash and Short-term Long-term Cash $ 51,034 $ — $ 51,034 $ 51,034 $ — $ — Level 1: Money market funds $ 21,131 $ — $ 21,131 $ 21,131 $ — $ — Subtotal $ 21,131 $ — $ 21,131 $ 21,131 $ — $ — Level 2: Commercial paper $ 76,159 $ (199) $ 75,960 $ 15,564 $ 60,396 $ — Certificates of deposit 1,000 (12) 988 — 988 — U.S. Treasury and agency bonds 245,603 (4,087) 241,516 — 190,429 51,087 Corporate bonds 48,852 (910) 47,942 — 40,365 7,577 Subtotal $ 371,614 $ (5,208) $ 366,406 $ 15,564 $ 292,178 $ 58,664 Level 3: $ — $ — $ — $ — $ — $ — Total $ 443,779 $ (5,208) $ 438,571 $ 87,729 $ 292,178 $ 58,664 As of December 31, 2021 Cost Net Fair Value Cash and Short-term Long-term Cash $ 68,579 $ — $ 68,579 $ 68,579 $ — $ — Level 1: Money market funds $ 15,382 $ — $ 15,382 $ 15,382 $ — $ — Subtotal $ 15,382 $ — $ 15,382 $ 15,382 $ — $ — Level 2: Commercial paper $ 308,250 $ (97) $ 308,153 $ 68,414 $ 239,739 $ — Certificates of deposit 3,500 (3) 3,497 — — 3,497 U.S. Treasury and agency bonds 459,960 (1,264) 458,696 — 189,243 269,453 Corporate bonds 148,605 (450) 148,155 — 77,892 70,263 Subtotal $ 920,315 $ (1,814) $ 918,501 $ 68,414 $ 506,874 $ 343,213 Level 3: $ — $ — $ — $ — $ — $ — Total $ 1,004,276 $ (1,814) $ 1,002,462 $ 152,375 $ 506,874 $ 343,213

Allowance for Doubtful Accoun_2

Allowance for Doubtful Accounts and Sales Reserves (Tables)	9 Months Ended
	Sep. 30, 2022
Credit Loss [Abstract]
Allowance for Doubtful Accounts and Sales Reserves	The following table summarizes the changes in the allowance for doubtful accounts and sales reserve included in accounts receivable and contract assets in our condensed consolidated balance sheets (in thousands): Accounts Receivable Reserve Contract Asset Reserve Nine Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Beginning Balance $ 3,546 $ 3,114 $ 1,479 $ 2,438 Provision 1,493 669 754 (539) Recoveries (674) (611) (22) (49) Charge-offs (712) (530) (67) (59) Ending Balance $ 3,653 $ 2,642 $ 2,144 $ 1,791

Goodwill and Intangible Assets

Goodwill and Intangible Assets (Tables)	9 Months Ended
	Sep. 30, 2022
Goodwill and Intangible Assets Disclosure [Abstract]
Schedule of Change in Carrying Amount of Goodwill	The change in carrying amount of goodwill for the nine months ended September 30, 2022 was as follows (in thousands): Goodwill as of December 31, 2021 $ 57,415 Goodwill recorded in connection with acquisition 341,412 Effects of foreign currency translation (1,107) Goodwill as of September 30, 2022 $ 397,720
Schedule of Intangible Assets	Intangible assets consisted of the following (in thousands, except years): As of September 30, 2022 Remaining Weighted-Average Useful Life in Years Gross Carrying Accumulated Net Carrying Customer relationships 2.4 $ 2,392 $ (1,134) $ 1,258 Completed technology 5.7 81,631 (20,002) 61,629 Trade names 2.4 1,500 (323) 1,177 $ 85,523 $ (21,459) $ 64,064 As of December 31, 2021 Remaining Weighted-Average Useful Life in Years Gross Carrying Accumulated Net Carrying Customer relationships 3.1 $ 1,557 $ (862) $ 695 Completed technology 5.1 32,337 (11,295) 21,042 $ 33,894 $ (12,157) $ 21,737
Schedule of Intangible Asset Amortization Expense	We classified intangible asset amortization expense in the accompanying condensed consolidated statements of operations and comprehensive loss as follows (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Cost of revenue $ 3,315 $ 1,106 $ 8,953 $ 3,282 Sales and marketing 262 56 699 173 Total $ 3,577 $ 1,162 $ 9,652 $ 3,455
Schedule of Finite-Lived Intangible Assets Estimated Remaining Amortization Expense	The following table presents our estimates of remaining amortization expense for finite-lived intangible assets at September 30, 2022 (in thousands): Remainder of 2022 $ 3,619 2023 12,367 2024 11,718 2025 10,137 2026 9,256 Thereafter 16,967 Total amortization expense $ 64,064

Convertible Senior Notes (Table

Convertible Senior Notes (Tables)	9 Months Ended
	Sep. 30, 2022
Debt Disclosure [Abstract]
Summary of Convertible Debt	The following table presents details of our convertible senior notes, which are further discussed below (original principal in thousands): Month Issued Maturity Date Original Principal (including over-allotment) Coupon Interest Rate Effective Interest Rate (1) Conversion Rate Initial Conversion Price 2023 Notes May and June 2018 June 1, 2023 $ 230,000 0.5 % 1.01 % $ 22.5572 $ 44.33 2024 Notes August 2019 August 1, 2024 $ 400,000 0.5 % 0.93 % $ 5.2809 $ 189.36 2026 Notes August 2019 August 1, 2026 $ 400,000 1.0 % 1.32 % $ 5.2809 $ 189.36 (1) Prior to the adoption of ASU 2020-06, our effective interest rates were 7.00% for the 2023 Notes, 4.96% for the 2024 Notes, and 5.41% for the 2026 Notes due to the discount on the Notes related to the component previously allocated to equity. The Notes consisted of the following (in thousands): As of September 30, 2022 As of December 31, 2021 2023 Notes 2024 Notes 2026 Notes 2023 Notes 2024 Notes 2026 Notes Liability: Principal $ 84,748 $ 400,000 $ 400,000 $ 84,748 $ 400,000 $ 400,000 Less: debt discount and issuance costs, net of amortization (1) (285) (3,127) (4,685) (7,348) (42,941) (71,043) Net carrying amount $ 84,463 $ 396,873 $ 395,315 $ 77,400 $ 357,059 $ 328,957 Equity, net of issuance costs (2) $ — $ — $ — $ 46,473 $ 69,749 $ 93,380 (1) As of December 31, 2021, the debt discount component, net of amortization, which is not applicable under ASU 2020-06, was $6.7 million for the 2023 Notes, $38.6 million for the 2024 Notes, and $65.5 million for the 2026 Notes. See Note 2, Significant Accounting Policies , for additional information related to the adoption of this accounting standard. (2) Not applicable under ASU 2020-06. See Note 2, Significant Accounting Policies , for additional information related to the adoption of this accounting standard.
Summary of Interest Expense	The following table sets forth interest expense recognized related to the Notes (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Contractual interest expense $ 1,606 $ 1,606 $ 4,818 $ 4,818 Amortization of debt issuance costs and discount (1) 839 8,363 2,455 24,379 Total $ 2,445 $ 9,969 $ 7,273 $ 29,197 (1) The aggregate amortization expense related to the equity component of our Notes, which is not applicable under ASU 2020-06, for the three and nine months ended September 30, 2021 was $7.6 million and 22.0 million, respectively.
Contractual Obligation, Fiscal Year Maturity	The following table sets forth future contractual obligations of contractual interest and principal related to the Notes (in thousands): Payments Due by Period Remainder of 2022 $ 212 2023 90,960 2024 406,000 2025 4,000 2026 404,000 Total principal and related contractual interest $ 905,172

Equity Awards (Tables)

Equity Awards (Tables)	9 Months Ended
	Sep. 30, 2022
Share-Based Payment Arrangement [Abstract]
Schedule of Stock Option Activity	Stock option activity during the nine months ended September 30, 2022 consisted of the following (in thousands, except weighted-average information): Options Weighted- Options outstanding at December 31, 2021 2,008 $ 65.05 Granted — — Exercised (88) 11.97 Canceled/forfeited (637) 131.04 Options outstanding at September 30, 2022 1,283 $ 35.93
Schedule of RSU Activity	Restricted stock unit, or RSU, and performance-based RSU, or PRSU, activity during the nine months ended September 30, 2022 consisted of the following (in thousands, except weighted-average information): Awards Outstanding (1) Weighted- Average Grant Date Fair Value (1) RSUs outstanding at December 31, 2021 3,693 $ 85.64 Granted 9,036 50.76 Vested (1,692) 75.82 Canceled/forfeited (897) 73.29 RSUs outstanding at September 30, 2022 10,140 $ 57.29 (1) Includes restricted stock units with market, performance, and/or service conditions.
Schedule of Share-based Payment Award, Stock Options, Valuation Assumptions	The fair values of the market-based PRSUs granted have been estimated utilizing the following assumptions: Underlying stock price at valuation date $ 54.24 Estimated volatility 53 % Risk-free interest rate 2 % Simulation term (in years) 7
Schedule of Stock-based Compensation Expense	We classified stock-based compensation expense in the accompanying condensed consolidated statements of operations and comprehensive loss as follows (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Cost of revenue $ 4,786 $ 1,818 $ 12,711 $ 4,219 Research and development 14,386 8,258 40,258 21,913 Sales and marketing 21,641 11,018 56,035 26,105 General and administrative 20,494 12,236 55,424 33,319 Total $ 61,307 $ 33,330 $ 164,428 $ 85,556

Leases (Tables)

Leases (Tables)	9 Months Ended
	Sep. 30, 2022
Leases [Abstract]
Lease Costs	The following lease costs were included in our condensed consolidated statements of operations and comprehensive loss as follows (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Operating lease cost $ 5,748 $ 5,557 $ 17,902 $ 14,433 Short-term lease cost 207 13 507 54 Variable lease cost 1,406 1,244 4,062 3,417 Total lease cost $ 7,361 $ 6,814 $ 22,471 $ 17,904 Supplemental Information The table below presents supplemental balance sheet information related to operating leases: As of September 30, 2022 December 31, 2021 Weighted-average remaining lease term (in years) 4.7 5.3 Weighted-average discount rate 4.54 % 4.57 %
Undiscounted Cash Flows for Operating Lease Liabilities	The table below reconciles the undiscounted cash flows for each of the first five years and total of the remaining years to the operating lease liabilities recorded on the condensed consolidated balance sheet as of September 30, 2022 (in thousands): Operating Leases (1) Remainder of 2022 $ 7,607 2023 21,896 2024 19,746 2025 18,960 2026 15,817 2027 7,825 Thereafter 4,093 Total minimum lease payments 95,944 Less imputed interest (9,594) Present value of future minimum lease payments 86,350 Less current obligations under leases (2) (20,738) Long-term lease obligations $ 65,612 (1) Excludes expected sublease income of approximately $4.7 million over the next five years. accrued expenses and other current liabilities

Income Taxes (Tables)

Income Taxes (Tables)	9 Months Ended
	Sep. 30, 2022
Income Tax Disclosure [Abstract]
Schedule of Provision for Income Taxes and Effective Tax Rates	The following table presents details of the provision for income taxes and our effective tax rates (in thousands, except percentages): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Provision for income taxes $ 1,206 $ 122 $ 4,299 $ 1,928 Effective tax rate (1.6) % (0.2) % (1.5) % (1.4) %

Basic and Diluted Net Loss Pe_2

Basic and Diluted Net Loss Per Share (Tables)	9 Months Ended
	Sep. 30, 2022
Earnings Per Share [Abstract]
Schedule of Net Income Per Share	The following table presents the computation of net loss per share (in thousands, except per share amounts): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Numerator: Net loss attributable to common stockholders $ (74,513) $ (58,039) $ (286,846) $ (142,135) Denominator: Weighted-average shares used to compute net loss per share attributable to common stockholders, basic and diluted 68,673 67,325 68,273 67,109 Net loss per share attributable to common stockholders, basic and diluted $ (1.09) $ (0.86) $ (4.20) $ (2.12)
Schedule of Antidilutive Securities Excluded from Computation of Earnings Per Share	The following weighted-average equivalent shares of common stock, excluding the impact of the treasury stock and if-converted methods, were excluded from the diluted net loss per share calculation because their inclusion would have been anti-dilutive (in thousands): Three Months Ended September 30, Nine Months Ended September 30, 2022 2021 2022 2021 Stock awards (1) 8,790 5,079 8,186 4,658 Convertible senior notes 6,136 6,137 6,136 6,137 Total shares excluded from net loss per share 14,926 11,216 14,322 10,795 (1) Excludes 3.0 million PRSUs because, as of September 30, 2022, the performance criteria had not yet been met for these contingently-issuable shares.

Significant Accounting Polici_3

Significant Accounting Policies (Detail) $ in Thousands		3 Months Ended	9 Months Ended
	Jan. 01, 2022 USD ($)	Mar. 31, 2022	Sep. 30, 2022 USD ($) segment	Dec. 31, 2021 USD ($)
New Accounting Pronouncements or Change in Accounting Principle [Line Items]
Number of operating segments | segment			1
Accounting Standards Update [Extensible List]		Accounting Standards Update 2020-06
Retained earnings (accumulated deficit)			$ 411,506	$ 190,429
Additional paid in capital			(567,909)	(598,710)
Property and equipment, net			(75,887)	(71,270)
Convertible senior notes, current			(84,463)	(77,400)
Convertible senior notes, noncurrent			$ (792,188)	$ (686,016)
Cumulative Effect, Period of Adoption, Adjustment
New Accounting Pronouncements or Change in Accounting Principle [Line Items]
Accounting Standards Update [Extensible List]	Accounting Standards Update 2020-06
Accounting Standards Update 2020-06 | Cumulative Effect, Period of Adoption, Adjustment
New Accounting Pronouncements or Change in Accounting Principle [Line Items]
Retained earnings (accumulated deficit)	$ (65,800)
Additional paid in capital	177,000
Property and equipment, net	400
Convertible senior notes, current	(6,800)
Convertible senior notes, noncurrent	$ (104,000)

Revenue - Disaggregation of Rev

Revenue - Disaggregation of Revenue (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Disaggregation of Revenue [Line Items]
Total revenue	$ 215,712	$ 123,501	$ 554,276	$ 362,330
United States
Disaggregation of Revenue [Line Items]
Total revenue	141,949	81,813	381,483	240,110
International
Disaggregation of Revenue [Line Items]
Total revenue	$ 73,763	$ 41,688	$ 172,793	$ 122,220
United Kingdom | Revenue from contract with customer | Geographic concentration risk
Disaggregation of Revenue [Line Items]
Concentration risk, percentage	10.60%			10.80%
Canada | Revenue from contract with customer | Geographic concentration risk
Disaggregation of Revenue [Line Items]
Concentration risk, percentage	11.30%

Revenue - Contract Assets and C

Revenue - Contract Assets and Contract Liabilities (Details) - USD ($)	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021	Dec. 31, 2021
Contract With Customer, Contract Assets and Contract Liabilities [Line Items]
Contract assets, impairment	$ 0	$ 0	$ 0	$ 0
Deferred revenue	182,784,000		182,784,000		$ 208,154,000
Revenue recognized related to amounts that were included in deferred revenue	90,800,000	50,100,000	180,300,000	99,700,000
Capitalized contract cost, net, current	32,800,000	26,900,000	32,800,000	26,900,000
Impairments of assets related to deferred contract costs	0	$ 0	0	$ 0
Prepaid expenses and other current assets
Contract With Customer, Contract Assets and Contract Liabilities [Line Items]
Contract assets, current	65,900,000		65,900,000		22,000,000
Other noncurrent assets
Contract With Customer, Contract Assets and Contract Liabilities [Line Items]
Contract assets, noncurrent	64,200,000		64,200,000		20,500,000
Contract with Customer, Liability, Current
Contract With Customer, Contract Assets and Contract Liabilities [Line Items]
Deferred revenue	182,800,000		182,800,000		208,200,000
Other Noncurrent Liabilities
Contract With Customer, Contract Assets and Contract Liabilities [Line Items]
Deferred revenue	$ 5,200,000		$ 5,200,000		$ 2,700,000
Minimum
Contract With Customer, Contract Assets and Contract Liabilities [Line Items]
Transferred to receivables period			12 months
Maximum
Contract With Customer, Contract Assets and Contract Liabilities [Line Items]
Transferred to receivables period			24 months

Revenue - Assets Recognized fro

Revenue - Assets Recognized from Costs to Obtain Contracts with Customers (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021	Jan. 01, 2022
Change in Capitalized Contract Costs [Roll Forward]
Beginning balance	$ 71,007	$ 50,869	$ 69,817	$ 51,186
Additional deferred commissions	25,183	13,252	58,172	32,984
Amortization of deferred commissions	(19,422)	(10,865)	(49,810)	(30,853)
Effects of foreign currency translation	(1,129)	(371)	(2,540)	(432)
Ending balance	75,639	52,885	75,639	52,885
Capitalized contract cost, net	75,639	52,885	75,639	52,885
Amortization of deferred commissions	19,422	$ 10,865	49,810	$ 30,853
Class A common stock
Change in Capitalized Contract Costs [Roll Forward]
Amortization of deferred commissions	(400)		(1,000)
Capitalized contract cost, net					$ 6,300
Amortization of deferred commissions	$ 400		$ 1,000

Revenue - Remaining Performance

Revenue - Remaining Performance Obligation (Details) $ in Millions	Sep. 30, 2022 USD ($)
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]
Remaining performance obligation, amount	$ 488.3
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2022-10-01
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]
Remaining performance obligation, amount	$ 452.3
Remaining performance obligation, period	24 months
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2023-10-01
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]
Remaining performance obligation, period

Business Combinations - Additio

Business Combinations - Additional Information (Detail) - USD ($) $ in Thousands				9 Months Ended	12 Months Ended	13 Months Ended
	Feb. 07, 2022	Oct. 21, 2021	Oct. 06, 2021	Sep. 30, 2022	Dec. 31, 2021	Sep. 30, 2022
Business Acquisition [Line Items]
Goodwill				$ 397,720	$ 57,415	$ 397,720
Completed technology
Business Acquisition [Line Items]
Amortization period				5 years 8 months 12 days	5 years 1 month 6 days
Trifacta Inc.
Business Acquisition [Line Items]
Business combination acquired percentage	100%
Cash paid to acquire business	$ 398,400
Equity incentive awards based on continued employment	$ 75,000
Equity incentive awards service period	36 months
Cash consideration held back for customary indemnification matters amount	$ 9,200
Business combination, recognized identifiable assets acquired and liabilities assumed, finite-lived intangibles	51,000
Goodwill	341,412
Trifacta Inc. | General and administrative
Business Acquisition [Line Items]
Acquisition related costs				$ 7,800		$ 11,300
Trifacta Inc. | Completed technology
Business Acquisition [Line Items]
Business combination, recognized identifiable assets acquired and liabilities assumed, finite-lived intangibles	$ 48,500
Trifacta Inc. | Completed technology | Level 3 | Measurement Input, Discount Rate
Business Acquisition [Line Items]
Business combination, measurement input, discount rate	0.165
Hyper Anna Pty. Ltd.
Business Acquisition [Line Items]
Business combination acquired percentage			100%
Cash paid to acquire business			$ 24,900
Equity incentive awards based on continued employment			$ 16,800
Equity incentive awards service period			36 months
Aggregate consideration payable in exchange for outstanding equity interest			$ 24,900
Goodwill			10,500
Business combination, recognized identifiable assets acquired and liabilities assumed, net, excluding intangible assets			3,800
Hyper Anna Pty. Ltd. | Completed technology
Business Acquisition [Line Items]
Business combination, recognized identifiable assets acquired and liabilities assumed, finite-lived intangibles			$ 10,600
Amortization period			7 years
Hyper Anna Pty. Ltd. | Completed technology | Level 3 | Measurement Input, Discount Rate
Business Acquisition [Line Items]
Business combination, measurement input, discount rate			0.29
Hyper Anna Pty. Ltd. | 24 Month Period
Business Acquisition [Line Items]
Cash consideration held back for customary indemnification matters amount			$ 3,000
Cash consideration held back for customary indemnification matters period			24 months
Hyper Anna Pty. Ltd. | 36 Month Period
Business Acquisition [Line Items]
Cash consideration held back for customary indemnification matters amount			$ 2,000
Cash consideration held back for customary indemnification matters period			36 months
Lore IO, Inc.
Business Acquisition [Line Items]
Business combination acquired percentage		100%
Cash paid to acquire business		$ 10,000
Equity incentive awards based on continued employment		$ 11,100
Equity incentive awards service period		36 months
Aggregate consideration payable in exchange for outstanding equity interest		$ 10,000
Goodwill		$ 10,000

Business Combinations - Schedul

Business Combinations - Schedule of Recognized Identified Assets Acquired and Liabilities Assumed (Details) - USD ($) $ in Thousands	Sep. 30, 2022	Feb. 07, 2022	Dec. 31, 2021
Business Acquisition [Line Items]
Goodwill	$ 397,720		$ 57,415
Trifacta Inc.
Business Acquisition [Line Items]
Cash and cash equivalents		$ 13,360
Accounts receivable, net		6,702
Other current and non-current assets		11,017
Goodwill		341,412
Intangible assets, net		51,000
Accounts payable, accrued expenses and other current and non-current liabilities		(15,807)
Deferred revenue		(9,313)
Net assets acquired		$ 398,371

Business Combinations - Sched_2

Business Combinations - Schedule of Finite-Lived Intangible Assets Acquired as Part of Business Combination (Details) - Trifacta Inc. $ in Thousands	Feb. 07, 2022 USD ($)
Business Acquisition [Line Items]
Business combination, recognized identifiable assets acquired and liabilities assumed, finite-lived intangibles	$ 51,000
Completed technology
Business Acquisition [Line Items]
Business combination, recognized identifiable assets acquired and liabilities assumed, finite-lived intangibles	$ 48,500
Acquired finite-lived intangible assets, useful life	7 years
Customer relationships
Business Acquisition [Line Items]
Business combination, recognized identifiable assets acquired and liabilities assumed, finite-lived intangibles	$ 1,000
Acquired finite-lived intangible assets, useful life	3 years
Trade names
Business Acquisition [Line Items]
Business combination, recognized identifiable assets acquired and liabilities assumed, finite-lived intangibles	$ 1,500
Acquired finite-lived intangible assets, useful life	3 years

Fair Value Measurements - Summa

Fair Value Measurements - Summary of Cash and Cash Equivalents and Investments' Costs, Gross Unrealized Gains (Losses), and Fair Value by Major Security Type Recorded as Cash and Cash Equivalents or Short-Term or Long-Term Investments (Details) - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	$ 87,729	$ 152,375
Short-term Investments	292,178	506,874
Long-term Investments	59,414	343,213
Fair Value, Measurements, Recurring
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	87,729	152,375
Net Unrealized Gains (Losses)	(5,208)	(1,814)
Cash and cash equivalents and investment, cost	443,779	1,004,276
Cash and cash equivalents and investments, fair value	438,571	1,002,462
Short-term Investments	292,178	506,874
Long-term Investments	58,664	343,213
Fair Value, Measurements, Recurring | Cash
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	51,034	68,579
Cash and cash equivalents, fair value	51,034	68,579
Fair Value, Measurements, Recurring | Level 1
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	21,131	15,382
Cash and cash equivalents, fair value	21,131	15,382
Fair Value, Measurements, Recurring | Level 1 | Money market funds
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	21,131	15,382
Cash and cash equivalents, fair value	21,131	15,382
Fair Value, Measurements, Recurring | Level 2
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	15,564	68,414
Investments, cost	371,614	920,315
Net Unrealized Gains (Losses)	(5,208)	(1,814)
Investments, fair value	366,406	918,501
Short-term Investments	292,178	506,874
Long-term Investments	58,664	343,213
Fair Value, Measurements, Recurring | Level 2 | Commercial paper
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	15,564	68,414
Investments, cost	76,159	308,250
Net Unrealized Gains (Losses)	(199)	(97)
Investments, fair value	75,960	308,153
Short-term Investments	60,396	239,739
Long-term Investments	0	0
Fair Value, Measurements, Recurring | Level 2 | Certificates of deposit
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	0	0
Investments, cost	1,000	3,500
Net Unrealized Gains (Losses)	(12)	(3)
Investments, fair value	988	3,497
Short-term Investments	988	0
Long-term Investments	0	3,497
Fair Value, Measurements, Recurring | Level 2 | U.S. Treasury and agency bonds
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	0	0
Investments, cost	245,603	459,960
Net Unrealized Gains (Losses)	(4,087)	(1,264)
Investments, fair value	241,516	458,696
Short-term Investments	190,429	189,243
Long-term Investments	51,087	269,453
Fair Value, Measurements, Recurring | Level 2 | Corporate bonds
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	0	0
Investments, cost	48,852	148,605
Net Unrealized Gains (Losses)	(910)	(450)
Investments, fair value	47,942	148,155
Short-term Investments	40,365	77,892
Long-term Investments	7,577	70,263
Fair Value, Measurements, Recurring | Level 3
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Cash and Cash Equivalents	0	0
Investments, cost	0	0
Net Unrealized Gains (Losses)	0	0
Investments, fair value	0	0
Short-term Investments	0	0
Long-term Investments	$ 0	$ 0

Fair Value Measurements - Addit

Fair Value Measurements - Additional Information (Details) - USD ($) $ in Millions	9 Months Ended
	Sep. 30, 2022	Dec. 31, 2021
Fair Value Disclosures [Line Items]
Gross unrealized losses	$ 5.2
Fair value of convertible senior notes	$ 798.1	$ 857.3
Minimum
Fair Value Disclosures [Line Items]
Long-term investments maturity period	1 year
Maximum
Fair Value Disclosures [Line Items]
Long-term investments maturity period	2 years

Allowance for Doubtful Accoun_3

Allowance for Doubtful Accounts and Sales Reserves (Details) - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021
Accounts Receivable Reserve
Beginning Balance	$ 3,546	$ 3,114
Provision	1,493	669
Recoveries	(674)	(611)
Charge-offs	(712)	(530)
Ending Balance	3,653	2,642
Contract Asset Reserve
Beginning Balance	1,479	2,438
Provision	754	(539)
Recoveries	(22)	(49)
Charge-offs	(67)	(59)
Ending Balance	$ 2,144	$ 1,791

Goodwill and Intangible Asset_2

Goodwill and Intangible Assets - Schedule of Change in Carrying Amount of Goodwill (Details) $ in Thousands	9 Months Ended
	Sep. 30, 2022 USD ($)
Goodwill [Roll Forward]
Goodwill as of December 31, 2021	$ 57,415
Goodwill recorded in connection with acquisition	341,412
Effects of foreign currency translation	(1,107)
Goodwill as of September 30, 2022	$ 397,720

Goodwill and Intangible Asset_3

Goodwill and Intangible Assets - Schedule of Intangible Assets (Details) - USD ($) $ in Thousands	9 Months Ended	12 Months Ended
	Sep. 30, 2022	Dec. 31, 2021
Finite-Lived Intangible Assets [Line Items]
Gross Carrying Value	$ 85,523	$ 33,894
Accumulated Amortization	(21,459)	(12,157)
Net Carrying Value	$ 64,064	$ 21,737
Customer relationships
Finite-Lived Intangible Assets [Line Items]
Remaining Weighted-Average Useful Life in Years	2 years 4 months 24 days	3 years 1 month 6 days
Gross Carrying Value	$ 2,392	$ 1,557
Accumulated Amortization	(1,134)	(862)
Net Carrying Value	$ 1,258	$ 695
Completed technology
Finite-Lived Intangible Assets [Line Items]
Remaining Weighted-Average Useful Life in Years	5 years 8 months 12 days	5 years 1 month 6 days
Gross Carrying Value	$ 81,631	$ 32,337
Accumulated Amortization	(20,002)	(11,295)
Net Carrying Value	$ 61,629	$ 21,042
Trade names
Finite-Lived Intangible Assets [Line Items]
Remaining Weighted-Average Useful Life in Years	2 years 4 months 24 days
Gross Carrying Value	$ 1,500
Accumulated Amortization	(323)
Net Carrying Value	$ 1,177

Goodwill and Intangible Asset_4

Goodwill and Intangible Assets - Schedule of Intangible Asset Amortization Expense (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Finite-Lived Intangible Assets [Line Items]
Amortization of intangible assets	$ 3,577	$ 1,162	$ 9,652	$ 3,455
Cost of revenue
Finite-Lived Intangible Assets [Line Items]
Amortization of intangible assets	3,315	1,106	8,953	3,282
Sales and marketing
Finite-Lived Intangible Assets [Line Items]
Amortization of intangible assets	$ 262	$ 56	$ 699	$ 173

Goodwill and Intangible Asset_5

Goodwill and Intangible Assets - Schedule of Finite-Lived Intangible Assets Estimated Remaining Amortization Expense (Details) - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021
Goodwill and Intangible Assets Disclosure [Abstract]
Remainder of 2022	$ 3,619
2023	12,367
2024	11,718
2025	10,137
2026	9,256
Thereafter	16,967
Net Carrying Value	$ 64,064	$ 21,737

Convertible Senior Notes - Summ

Convertible Senior Notes - Summary of Debt (Details) - Convertible senior notes $ / shares in Units, $ in Thousands	1 Months Ended	2 Months Ended
	Aug. 31, 2019 USD ($) $ / shares	Jun. 30, 2018 USD ($) $ / shares	Sep. 30, 2022 USD ($)	Dec. 31, 2021 USD ($)
Convertible senior note due 2023, 0.5%
Debt Instrument [Line Items]
Original Principal (including over-allotment) | $		$ 230,000	$ 84,748	$ 84,748
Coupon Interest Rate		0.50%
Effective Interest Rate		1.01%
Conversion Rate		0.0225572
Initial Conversion Price (in usd per share) | $ / shares		$ 44.33
Convertible senior note due 2023, 0.5% | Previously Reported
Debt Instrument [Line Items]
Effective Interest Rate		7%
Convertible senior note due 2024, 0.50%
Debt Instrument [Line Items]
Original Principal (including over-allotment) | $	$ 400,000		400,000	400,000
Coupon Interest Rate	0.50%
Effective Interest Rate	0.93%
Conversion Rate	0.0052809
Initial Conversion Price (in usd per share) | $ / shares	$ 189.36
Convertible senior note due 2024, 0.50% | Previously Reported
Debt Instrument [Line Items]
Effective Interest Rate	4.96%
Convertible senior note due 2026, 1.0%
Debt Instrument [Line Items]
Original Principal (including over-allotment) | $	$ 400,000		$ 400,000	$ 400,000
Coupon Interest Rate	1%
Effective Interest Rate	1.32%
Conversion Rate	0.0052809
Initial Conversion Price (in usd per share) | $ / shares	$ 189.36
Convertible senior note due 2026, 1.0% | Previously Reported
Debt Instrument [Line Items]
Effective Interest Rate	5.41%

Convertible Senior Notes - Addi

Convertible Senior Notes - Additional Information (Details) $ in Thousands	1 Months Ended		9 Months Ended
	Aug. 31, 2019 USD ($) $ / option shares	Jun. 30, 2018 USD ($) $ / option	Sep. 30, 2022 USD ($) d	Dec. 31, 2021 USD ($)
Debt Instrument [Line Items]
Capped calls, cost	$ 87,400	$ 19,100
Capped calls, deferred tax asset	$ 20,900	$ 4,600
Price risk derivative
Debt Instrument [Line Items]
Capped calls, initial strike price (in dollars per share) | $ / option	189.36	44.33
Capped calls, cap price (in dollars per share) | $ / option	315.60	62.22
Class A common stock
Debt Instrument [Line Items]
Capped calls, retirement of common stock (in shares) | shares	285,466
Debt instrument, conversion, option two | Class A common stock
Debt Instrument [Line Items]
Convertible debt, converted instrument, shares issued (in shares) | shares	2,200,000
Convertible senior notes | Convertible senior note due 2023, 0.5%
Debt Instrument [Line Items]
Principal		$ 230,000	$ 84,748	$ 84,748
Coupon interest rate		0.50%
If-converted value in excess of principal			22,000
Convertible senior notes | Convertible senior note due 2023, 0.5% | Debt instrument, conversion, option one
Debt Instrument [Line Items]
Convertible debt, converted instrument, original amount	$ 145,200
Debt extinguishment with interest	145,400
Convertible senior notes | Convertible Senior Notes due 2023, Over-Allotment Option, 0.5%
Debt Instrument [Line Items]
Principal		$ 30,000
Convertible senior notes | Convertible senior note due 2024, 0.50%
Debt Instrument [Line Items]
Principal	$ 400,000		400,000	400,000
Coupon interest rate	0.50%
Convertible senior notes | Convertible senior note due 2026, 1.0%
Debt Instrument [Line Items]
Principal	$ 400,000		$ 400,000	$ 400,000
Coupon interest rate	1%
Convertible senior notes | Convertible senior notes due 2024, over-allotment option, 0.5%
Debt Instrument [Line Items]
Principal	$ 50,000
Convertible senior notes | Convertible senior notes due 2026, over-allotment option, 1.0%
Debt Instrument [Line Items]
Principal	$ 50,000
Convertible senior notes | Convertible senior notes due 2023, 2024, 2026 | Debt instrument, conversion, option one
Debt Instrument [Line Items]
Convertible debt, threshold trading days | d			20
Convertible debt, threshold consecutive trading days | d			30
Convertible debt, threshold percentage of stock price trigger			130%
Convertible senior notes | Convertible senior notes due 2023, 2024, 2026 | Debt instrument, conversion, option two
Debt Instrument [Line Items]
Convertible debt, threshold trading days | d			5
Convertible debt, threshold consecutive trading days | d			5
Convertible debt, threshold percentage of stock price trigger			98%

Convertible Senior Notes - Su_2

Convertible Senior Notes - Summary of Convertible Debt (Details) - Convertible senior notes - USD ($) $ in Thousands	Sep. 30, 2022	Dec. 31, 2021	Aug. 31, 2019	Jun. 30, 2018
Convertible senior note due 2023, 0.5%
Debt Instrument [Line Items]
Principal	$ 84,748	$ 84,748		$ 230,000
Less: debt discount and issuance costs, net of amortization	(285)	(7,348)
Net carrying amount	84,463	77,400
Equity, net of issuance costs	0	46,473
Unamortized discount		(6,700)
Convertible senior note due 2024, 0.50%
Debt Instrument [Line Items]
Principal	400,000	400,000	$ 400,000
Less: debt discount and issuance costs, net of amortization	(3,127)	(42,941)
Net carrying amount	396,873	357,059
Equity, net of issuance costs	0	69,749
Unamortized discount		(38,600)
Convertible senior note due 2026, 1.0%
Debt Instrument [Line Items]
Principal	400,000	400,000	$ 400,000
Less: debt discount and issuance costs, net of amortization	(4,685)	(71,043)
Net carrying amount	395,315	328,957
Equity, net of issuance costs	$ 0	93,380
Unamortized discount		$ (65,500)

Convertible Senior Notes - Su_3

Convertible Senior Notes - Summary of Interest Expense (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Debt Instrument [Line Items]
Amortization of debt discount and issuance costs			$ 2,455	$ 24,379
Amortization expense related to equity component		$ 7,600		22,000
Convertible senior notes | Convertible senior notes
Debt Instrument [Line Items]
Contractual interest expense	$ 1,606	1,606	4,818	4,818
Amortization of debt discount and issuance costs	839	8,363	2,455	24,379
Total	$ 2,445	$ 9,969	$ 7,273	$ 29,197

Convertible Senior Notes - Sche

Convertible Senior Notes - Schedule of Contractual Obligations and Contractual Interest (Details) $ in Thousands	Sep. 30, 2022 USD ($)
Debt Disclosure [Abstract]
Remainder of 2022	$ 212
2023	90,960
2024	406,000
2025	4,000
2026	404,000
Total principal and related contractual interest	$ 905,172

Equity Awards - Schedule of Sto

Equity Awards - Schedule of Stock Option Activity (Details) shares in Thousands	9 Months Ended
	Sep. 30, 2022 $ / shares shares
Options Outstanding
Options outstanding, beginning balance (in shares) | shares	2,008
Granted (in shares) | shares	0
Exercised (in shares) | shares	(88)
Canceled/forfeited (in shares) | shares	(637)
Options outstanding, ending balance (in shares) | shares	1,283
Weighted- Average Exercise Price
Weighted-average exercise price, beginning balance (in dollars per share) | $ / shares	$ 65.05
Weighted-average exercise price, granted (in dollars per share) | $ / shares	0
Weighted-average exercise price, exercised (in dollars per share) | $ / shares	11.97
Weighted-average exercise price, canceled/forfeited (in dollars per share) | $ / shares	131.04
Weighted-average exercise price, ending balance (in dollars per share) | $ / shares	$ 35.93

Equity Awards - Additional Info

Equity Awards - Additional Information (Details) shares in Thousands, $ in Millions	1 Months Ended		9 Months Ended
	Sep. 30, 2022 USD ($)	Mar. 31, 2022 d tranche shares	Sep. 30, 2022 USD ($) shares	Feb. 28, 2022 USD ($)
Restricted stock units
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Award vesting period	2 years
Incremental stock-based compensation cost	$ 1.1
Weighted-average period, expected to be recognized			2 years 2 months 12 days
Granted (in shares) | shares			9,036
Equity incentive awards service period		2 years
Equity incentive awards market performance period		7 years
Number of tranches | tranche		6
Convertible debt, threshold trading days | d		60
Unrecognized compensation expense, related to unvested RSUs	474.2		$ 474.2
Restricted stock units | Valuation Technique, Monte Carlo Simulation
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Aggregate grant date fair value	109.7		109.7
Restricted stock units | Executive Officer
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Granted (in shares) | shares		3,000
Aggregate grant date fair value				$ 5.3
Stock options
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Unrecognized compensation cost related to unvested stock options	$ 3.9		$ 3.9
Weighted-average period, expected to be recognized			1 year 6 months

Equity Awards - Schedule of RSU

Equity Awards - Schedule of RSU Activity (Details) - Restricted stock units shares in Thousands	9 Months Ended
	Sep. 30, 2022 $ / shares shares
Awards Outstanding
Beginning balance (in shares) | shares	3,693
Granted (in shares) | shares	9,036
Vested (in shares) | shares	(1,692)
Canceled/forfeited (in shares) | shares	(897)
Ending balance (in shares) | shares	10,140
Weighted- Average Grant Date Fair Value
Beginning balance (in dollars per share) | $ / shares	$ 85.64
Granted (in dollars per share) | $ / shares	50.76
Vested (in dollars per share) | $ / shares	75.82
Canceled/forfeited (in dollars per share) | $ / shares	73.29
Ending balance (in dollars per share) | $ / shares	$ 57.29

Equity Awards - Schedule of Val

Equity Awards - Schedule of Valuation Assumptions (Details) - Restricted stock units	9 Months Ended
	Sep. 30, 2022 $ / shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Underlying stock price at valuation date (in dollars per share)	$ 54.24
Estimated volatility	53%
Risk-free interest rate	2%
Simulation term (in years)	7 years

Equity Awards - Schedule of S_2

Equity Awards - Schedule of Stock-based Compensation Expense (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total	$ 61,307	$ 33,330	$ 164,428	$ 85,556
Cost of revenue
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total	4,786	1,818	12,711	4,219
Research and development
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total	14,386	8,258	40,258	21,913
Sales and marketing
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total	21,641	11,018	56,035	26,105
General and administrative
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]
Total	$ 20,494	$ 12,236	$ 55,424	$ 33,319

Leases - Narrative (Details)

Leases - Narrative (Details) - USD ($) $ in Thousands	1 Months Ended
	Mar. 31, 2022	Sep. 30, 2022	Dec. 31, 2021
Lessee, Lease, Description [Line Items]
Operating lease right-of-use assets		$ 83,426	$ 102,681
Corporate headquarters
Lessee, Lease, Description [Line Items]
Long-lived assets carrying value	$ 11,600
Operating lease right-of-use assets	6,100
Tangible asset impairment charges	$ 2,100

Leases - Lease Costs (Details)

Leases - Lease Costs (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Leases [Abstract]
Operating lease cost	$ 5,748	$ 5,557	$ 17,902	$ 14,433
Short-term lease cost	207	13	507	54
Variable lease cost	1,406	1,244	4,062	3,417
Total lease cost	$ 7,361	$ 6,814	$ 22,471	$ 17,904

Leases - Supplemental Informati

Leases - Supplemental Information (Details)	Sep. 30, 2022	Dec. 31, 2021
Leases [Abstract]
Weighted-average remaining lease term (in years)	4 years 8 months 12 days	5 years 3 months 18 days
Weighted-average discount rate	4.54%	4.57%

Leases - Undiscounted Cash Flow

Leases - Undiscounted Cash Flows (Details) - USD ($) $ in Thousands	60 Months Ended
	Oct. 01, 2027	Sep. 30, 2022	Dec. 31, 2021
Lessee, Lease, Description [Line Items]
Remainder of 2022		$ 7,607
2023		21,896
2024		19,746
2025		18,960
2026		15,817
2027		7,825
Thereafter		4,093
Total minimum lease payments		95,944
Less imputed interest		(9,594)
Present value of future minimum lease payments		86,350
Less current obligations under leases		(20,738)
Operating lease liabilities		$ 65,612	$ 78,784
Operating Lease, Liability, Current, Statement of Financial Position [Extensible List]		Accrued expenses and other current liabilities
Forecast
Lessee, Lease, Description [Line Items]
Sublease income	$ 4,700

Contingencies (Details)

Contingencies (Details) - USD ($)	Sep. 30, 2022	Dec. 31, 2021
Indemnification
Commitments And Contingencies [Line Items]
Loss contingency accrual	$ 0	$ 0

Income Taxes - Schedule of Prov

Income Taxes - Schedule of Provision for Income Taxes and Effective Tax Rates (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Income Tax Disclosure [Abstract]
Provision for income taxes	$ 1,206	$ 122	$ 4,299	$ 1,928
Effective tax rate	(1.60%)	(0.20%)	(1.50%)	(1.40%)

Basic and Diluted Net Loss Pe_3

Basic and Diluted Net Loss Per Share - Schedule of Computation of Net Loss per Share (Details) - USD ($) $ / shares in Units, shares in Thousands, $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Numerator:
Net loss attributable to common stockholders	$ (74,513)	$ (58,039)	$ (286,846)	$ (142,135)
Denominator:
Weighted-average shares used to compute net loss per share attributable to common stockholders, basic (in shares)	68,673	67,325	68,273	67,109
Weighted-average shares used to compute net loss per share attributable to common stockholders, diluted (in shares)	68,673	67,325	68,273	67,109
Net loss per share attributable to common stockholders, basic (in dollars per share)	$ (1.09)	$ (0.86)	$ (4.20)	$ (2.12)
Net loss per share attributable to common stockholders, diluted (in dollars per share)	$ (1.09)	$ (0.86)	$ (4.20)	$ (2.12)

Basic and Diluted Net Loss Pe_4

Basic and Diluted Net Loss Per Share - Weighted-average Equivalent Shares Excluded From Diluted Net Loss per Share Calculation (Details) - shares shares in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2022	Sep. 30, 2021	Sep. 30, 2022	Sep. 30, 2021
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Securities excluded from calculation of earnings per share (in shares)	14,926	11,216	14,322	10,795
Stock awards
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Securities excluded from calculation of earnings per share (in shares)	8,790	5,079	8,186	4,658
Convertible senior notes
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Securities excluded from calculation of earnings per share (in shares)	6,136	6,137	6,136	6,137
Restricted stock units
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Securities excluded from calculation of earnings per share (in shares)			3,000