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Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 179,339 $ 202,482
Marketable securities 568,190 681,225
Short-term deposits 38,380 37,259
Accounts receivable (net of allowances of $1,581 and $1,260 at March 31, 2026 and December 31, 2025, respectively) 156,617 242,822
Prepaid expenses and other short-term assets 138,511 134,767
Total current assets 1,081,037 1,298,555
Long-term assets:    
Long-term marketable securities 113,614 187,202
Operating lease right-of-use assets 57,008 57,677
Property and equipment, net 39,566 36,032
Intangible assets, net 56,596 16,687
Goodwill 216,801 135,276
Other assets 69,955 60,183
Total long-term assets 553,540 493,057
Total assets 1,634,577 1,791,612
Current liabilities:    
Trade payables 10,762 5,735
Accrued expenses and other short-term liabilities 211,469 225,411
Deferred revenues 416,383 427,811
Total current liabilities 638,614 658,957
Long-term liabilities:    
Convertible senior notes, net 452,769 452,259
Operating lease liabilities 58,431 59,749
Deferred revenues 23,067 14,406
Other liabilities 8,183 7,585
Total long-term liabilities 542,450 533,999
Stockholders’ equity:    
Common stock of $0.001 par value - Authorized: 200,000,000 shares at March 31, 2026 and December 31, 2025; Issued and outstanding: 114,814,150 shares at March 31, 2026 and 117,546,852 shares at December 31, 2025 115 118
Accumulated other comprehensive income 20,529 23,132
Additional paid-in capital 1,339,202 1,444,885
Accumulated deficit (906,333) (869,479)
Total stockholders’ equity 453,513 598,656
Total liabilities and stockholders’ equity $ 1,634,577 $ 1,791,612