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Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2021
Dec. 31, 2020
Dec. 31, 2019
Cash flows from operating activities:      
Consolidated net loss $ (503,480) $ (257,691) $ (71,114)
Adjustments to reconcile net loss including noncontrolling interests to net cash provided by operations:      
Depreciation and amortization 75,622 43,808 27,664
Stock-based compensation expense 341,942 79,158 17,634
Change in fair value of warrants 0 1,890 1,190
Operating lease non-cash expense 43,794 0 0
Other non-cash charges/(credits) 680 1,139 (693)
Amortization of debt issuance costs 216 0 0
Changes in operating assets and liabilities, net of effect of acquisitions:      
Accounts receivable (61,044) (156,865) (40,092)
Accounts payable 23,369 4,488 (113)
Prepaid expenses and other current assets (13,593) (4,826) (10,268)
Other assets (1,367) 1,373 339
Developer exchange liability 82,994 49,905 12,897
Accrued expenses and other current liabilities 58,809 30,906 10,719
Other long-term liability (1,189) (4,460) 11,415
Operating lease liabilities (34,743) 0 0
Deferred revenue 819,927 965,919 187,916
Deferred cost of revenue (172,828) (230,404) (48,309)
Net cash provided by operating activities 659,109 524,340 99,185
Cash flows from investing activities:      
Acquisition of property and equipment (93,273) (104,153) (83,264)
Payments related to business combination, net of cash acquired (45,692) (40,919) 0
Purchases of short-term investments 0 (5,991) (89,601)
Maturities of short-term investments 0 63,000 90,000
Purchases of intangible assets (7,856) (8,967) (1,465)
Net cash used in investing activities (146,821) (97,030) (84,330)
Cash flows from financing activities:      
Proceeds from issuance of preferred stock for warrant exercises 0 147 0
Proceeds from issuance of common stock 76,177 15,156 3,112
Net proceeds from issuance of preferred stock 534,286 149,669 0
Capital contribution from noncontrolling interest holder 0 0 50,000
Proceeds from 2030 Notes 990,000 0 0
Payment of debt issuance cost (2,339) 0 0
Net cash provided by financing activities 1,598,124 164,972 53,112
Effect of exchange rate changes on cash, cash equivalents and restricted cash (55) 168 12
Net increase in cash, cash equivalents and restricted cash 2,110,357 592,450 67,979
Cash, cash equivalents, and restricted cash      
Beginning balance 893,943 301,493 233,514
Ending balance 3,004,300 893,943 301,493
Supplemental disclosure of cash flow information:      
Cash paid for interest 0 0 0
Cash paid for income taxes 0 0 0
Supplemental disclosure of noncash investing and financing activities:      
Property and equipment additions in accounts payable and accrued expenses 50,388 13,990 12,169
Fair value of common stock and unregistered restricted units issued as consideration for business combination 31,274 40,696 0
Fair value of common stock issued in exchange for intangible asset purchase 0 2,854 0
Conversion of convertible preferred stock to common stock upon direct listing 879,113 0 0
Unpaid debt issuance costs $ 154 $ 0 $ 0