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CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2022
Dec. 31, 2021
Current assets:    
Cash and cash equivalents $ 353,684 $ 356,332
Marketable securities 39,240 72,180
Short-term investments 581,769 14,510
Accounts and notes receivable, net of allowance of $2,176 and $2,203 as of December 31, 2022 and December 31, 2021, respectively 358,190 320,819
Contract assets, net 196,902 180,421
Inventory 202,471 108,688
Prepaid expenses and other current assets 73,022 56,540
Total current assets 1,805,278 1,109,490
Property and equipment, net 169,843 138,457
Deferred tax assets, net 156,866 127,193
Intangible assets, net 12,158 15,470
Goodwill 44,983 43,592
Long-term investments 156,207 31,232
Long-term notes receivable, net 5,210 11,256
Long-term contract assets, net 45,170 29,753
Strategic investments 296,563 83,520
Other long-term assets 159,616 98,247
Total assets 2,851,894 1,688,210
Current liabilities:    
Accounts payable 59,918 32,220
Accrued liabilities 155,934 103,707
Current portion of deferred revenue 360,037 265,591
Customer deposits 20,399 10,463
Other current liabilities 6,358 6,540
Total current liabilities 602,646 418,521
Deferred revenue, net of current portion 248,003 185,721
Liability for unrecognized tax benefits 10,745 3,797
Long-term deferred compensation 6,285 5,679
Deferred tax liability, net 1 811
Long-term lease liabilities 37,143 20,440
Convertible notes, net 673,967  
Other long-term liabilities 4,613 5,392
Total liabilities 1,583,403 640,361
Commitments and contingencies (Note 13)
Stockholders' equity:    
Preferred stock, $0.00001 par value; 25,000,000 shares authorized; no shares issued and outstanding as of December 31, 2022 and December 31, 2021, respectively
Common stock, $0.00001 par value; 200,000,000 shares authorized; 71,474,581 and 70,896,856 shares issued and outstanding as of December 31, 2022 and December 31, 2021, respectively 1 1
Additional paid-in capital 1,174,594 1,095,229
Treasury stock at cost, 20,220,227 shares as of December 31, 2022 and December 31, 2021 (155,947) (155,947)
Retained earnings 257,022 109,883
Accumulated other comprehensive loss (7,179) (1,317)
Total stockholders' equity 1,268,491 1,047,849
Total liabilities and stockholders' equity $ 2,851,894 $ 1,688,210