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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2024
Dec. 31, 2023
Current assets:    
Cash and cash equivalents $ 566,452 $ 598,545
Marketable securities 107,550 77,940
Short-term investments 402,470 644,054
Accounts and notes receivable, net of allowance of $3,258 and $2,392 as of June 30, 2024 and December 31, 2023, respectively 386,058 417,690
Contract assets, net 343,422 275,779
Inventory 277,753 269,855
Prepaid expenses and other current assets 122,033 112,786
Total current assets 2,205,738 2,396,649
Property and equipment, net 215,324 200,533
Deferred tax assets, net 226,801 229,513
Intangible assets, net 85,571 19,539
Goodwill 307,758 57,945
Long-term notes receivable, net 3,044 2,588
Long-term contract assets, net 107,216 77,710
Strategic investments 363,134 231,730
Other long-term assets 227,784 220,638
Total assets 3,742,370 3,436,845
Current liabilities:    
Accounts payable 104,077 88,326
Accrued liabilities 141,614 188,230
Current portion of deferred revenue 485,869 491,691
Customer deposits 23,049 21,935
Other current liabilities 11,504 9,787
Total current liabilities 766,113 799,969
Deferred revenue, net of current portion 291,424 281,852
Liability for unrecognized tax benefits 19,008 18,049
Long-term deferred compensation 14,050 11,342
Long-term lease liabilities 41,705 33,550
Convertible notes, net 678,678 677,113
Other long-term liabilities 2,552 2,936
Total liabilities 1,813,530 1,824,811
Commitments and contingencies (Note 14)
Stockholders' equity:    
Common stock, $0.00001 par value; 200,000,000 shares authorized; 75,573,214 and 75,301,424 shares issued and outstanding as of June 30, 2024, and December 31, 2023, respectively 1 1
Additional paid-in capital 1,493,716 1,347,410
Treasury stock at cost, 20,220,227 shares as of June 30, 2024 and December 31, 2023 (155,947) (155,947)
Retained earnings 605,264 431,249
Accumulated other comprehensive loss (14,194) (10,679)
Total stockholders' equity 1,928,840 1,612,034
Total liabilities and stockholders' equity $ 3,742,370 $ 3,436,845