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Condensed Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
9 Months Ended
Sep. 30, 2023
Sep. 30, 2022
Cash flows from operating activities:    
Consolidated net loss $ (833,597) $ (642,656)
Adjustments to reconcile net loss including noncontrolling interests to net cash and cash equivalents provided by operations:    
Depreciation and amortization 153,611 87,545
Stock-based compensation expense 617,288 420,042
Operating lease non-cash expense 70,801 49,115
(Accretion)/amortization on marketable securities, net (52,219) 0
Amortization of debt issuance costs 982 940
Impairment expense, (gain)/loss on investment and other asset sales, and other, net 7,747 (34)
Changes in operating assets and liabilities, net of effect of acquisitions:    
Accounts receivable 93,174 119,948
Accounts payable 3,855 (8,331)
Prepaid expenses and other current assets (1,861) (42,604)
Other assets (6,189) 498
Developer exchange liability 7,724 4,461
Accrued expenses and other current liabilities (2,599) 6,982
Other long-term liability 4,971 (579)
Operating lease liabilities (46,837) (32,989)
Deferred revenue 360,098 336,928
Deferred cost of revenue (62,074) (49,189)
Net cash and cash equivalents provided by operating activities 314,875 250,077
Cash flows from investing activities:    
Acquisition of property and equipment (255,470) (268,958)
Payments related to business combination, net of cash acquired (3,859) (6,165)
Purchases of intangible assets (13,500) (1,500)
Purchases of investments (3,803,911) 0
Maturities of investments 956,010 0
Sales of investments 346,766 0
Net cash and cash equivalents used in investing activities (2,773,964) (276,623)
Cash flows from financing activities:    
Proceeds from issuance of common stock 47,316 42,706
Payment of withholding taxes related to net share settlement of restricted stock units 0 (150)
Proceeds from debt issuances 14,700 0
Payment of debt issuance costs 0 (154)
Payments related to business combination, after acquisition date (750) (150)
Payment of term license related obligations 0 (420)
Net cash and cash equivalents provided by financing activities 61,266 41,832
Effect of exchange rate changes on cash and cash equivalents 398 1,921
Net increase/(decrease) in cash and cash equivalents (2,397,425) 17,207
Cash and cash equivalents    
Beginning of period 2,977,474 3,004,300
End of period 580,049 3,021,507
Supplemental disclosure of noncash investing and financing activities:    
Property and equipment additions in accounts payable and accrued expenses and other liabilities 62,248 111,121
Fair value of common stock and unregistered restricted stock units issued as consideration for business combination $ 0 $ 10,138