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CONDENSED CONSOLIDATED STATEMENTS OF REDEEMABLE CONVERTIBLE PREFERRED STOCK AND STOCKHOLDERS’ EQUITY (DEFICIT) - USD ($)
$ in Thousands
Total
Conversion of Class B to Class A common stock
Additional paid-in capital
Accumulated deficit
Accumulated other comprehensive income (loss)
Redeemable convertible preferred stock
Class A common stock
Class A common stock
Common stock
Class A common stock
Common stock
Conversion of Class B to Class A common stock
Class B common stock
Class B common stock
Common stock
Class B common stock
Common stock
Conversion of Class B to Class A common stock
Beginning balance (in shares) at Dec. 31, 2018           165,658,000            
Beginning balance at Dec. 31, 2018           $ 331,521            
Increase (Decrease) in Temporary Equity [Roll Forward]                        
Conversion of redeemable convertible preferred stock to common stock upon initial public offering (in shares)           (165,658,000)            
Conversion of redeemable convertible preferred stock to common stock upon initial offering           $ (331,521)            
Ending balance (in shares) at Sep. 30, 2019           0            
Ending balance at Sep. 30, 2019           $ 0            
Beginning balance (in shares) at Dec. 31, 2018               0     91,542,000  
Beginning balance at Dec. 31, 2018 $ (113,505)   $ 82,345 $ (195,878) $ (57)     $ 0     $ 85  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Issuance of common stock upon initial public offering, net of underwriting discounts and issuance costs (in shares)               40,250,000        
Issuance of common stock upon initial public offering, net of underwriting discounts and issuance costs 565,041   565,001         $ 40        
Conversion of redeemable convertible preferred stock to common stock upon initial public offering (in shares)               31,381,000     134,277,000  
Conversion of redeemable convertible preferred stock to common stock upon initial offering 331,521   331,355         $ 31     $ 135  
Conversion of redeemable convertible preferred stock warrants into common stock warrants and issuance of common stock upon net exercise of common stock warrants (in shares)                     174,000  
Conversion of redeemable convertible preferred stock warrants into common stock warrants and issuance of common stock upon net exercise of common stock warrants 3,135   3,135                  
Issuance of common stock in connection with acquisition (in shares)                     7,000  
Issuance of common stock in connection with acquisition 18   18                  
Issuance of common stock upon exercise of stock options (in shares)               9,000     1,689,000  
Issuance of common stock upon exercise of stock options 2,902   2,899         $ 1     $ 2  
Repurchases of unvested common stock (in shares)                     (73,000)  
Issuance of common stock related to early exercised stock options (in shares)                     891,000  
Vesting of shares issued upon early exercise of stock options 2,389   2,389                  
Conversion of Class B to Class A common stock (in shares)                 (15,199,000)     (15,199,000)
Conversion of Class B to Class A common stock   $ 0             $ 15     $ (15)
Stock-based compensation 26,440   26,440                  
Net loss (77,673)     (77,673)       $ (3,588)     $ (74,085)  
Other comprehensive income (loss) 130       130              
Ending balance (in shares) at Sep. 30, 2019               86,839,000     213,308,000  
Ending balance at Sep. 30, 2019 740,398   1,013,582 (273,551) 73     $ 87     $ 207  
Beginning balance (in shares) at Dec. 31, 2018           165,658,000            
Beginning balance at Dec. 31, 2018           $ 331,521            
Ending balance (in shares) at Dec. 31, 2019           0            
Ending balance at Dec. 31, 2019           $ 0            
Beginning balance (in shares) at Dec. 31, 2018               0     91,542,000  
Beginning balance at Dec. 31, 2018 (113,505)   82,345 (195,878) (57)     $ 0     $ 85  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Conversion of redeemable convertible preferred stock warrants into common stock warrants and issuance of common stock upon net exercise of common stock warrants (in shares)                   174,347    
Ending balance (in shares) at Dec. 31, 2019             87,071,783 87,072,000   213,101,364 213,101,000  
Ending balance at Dec. 31, 2019 725,828   1,027,179 (301,706) 61     $ 87     $ 207  
Beginning balance (in shares) at Jun. 30, 2019           165,658,000            
Beginning balance at Jun. 30, 2019           $ 331,521            
Increase (Decrease) in Temporary Equity [Roll Forward]                        
Conversion of redeemable convertible preferred stock to common stock upon initial public offering (in shares)           (165,658,000)            
Conversion of redeemable convertible preferred stock to common stock upon initial offering           $ (331,521)            
Ending balance (in shares) at Sep. 30, 2019           0            
Ending balance at Sep. 30, 2019           $ 0            
Beginning balance (in shares) at Jun. 30, 2019               0     92,686,000  
Beginning balance at Jun. 30, 2019 (145,435)   87,111 (232,698) 66     $ 0     $ 86  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Issuance of common stock upon initial public offering, net of underwriting discounts and issuance costs (in shares)               40,250,000        
Issuance of common stock upon initial public offering, net of underwriting discounts and issuance costs 565,041   565,001         $ 40        
Conversion of redeemable convertible preferred stock to common stock upon initial public offering (in shares)               31,381,000     134,277,000  
Conversion of redeemable convertible preferred stock to common stock upon initial offering 331,521   331,355         $ 31     $ 135  
Conversion of redeemable convertible preferred stock warrants into common stock warrants and issuance of common stock upon net exercise of common stock warrants (in shares)                     174,000  
Conversion of redeemable convertible preferred stock warrants into common stock warrants and issuance of common stock upon net exercise of common stock warrants 3,135   3,135                  
Issuance of common stock upon exercise of stock options (in shares)               9,000     1,108,000  
Issuance of common stock upon exercise of stock options 1,835   1,833 0       $ 1     $ 1  
Repurchases of unvested common stock (in shares)                     (33,000)  
Issuance of common stock related to early exercised stock options (in shares)                     295,000  
Vesting of shares issued upon early exercise of stock options 951   951                  
Conversion of Class B to Class A common stock (in shares)                 (15,199,000)     (15,199,000)
Conversion of Class B to Class A common stock   0             $ 15     $ (15)
Stock-based compensation 24,196   24,196                  
Net loss (40,853)     (40,853)       $ (4,573)     $ (36,280)  
Other comprehensive income (loss) 7       7              
Ending balance (in shares) at Sep. 30, 2019               86,839,000     213,308,000  
Ending balance at Sep. 30, 2019 740,398   1,013,582 (273,551) 73     $ 87     $ 207  
Beginning balance (in shares) at Dec. 31, 2019           0            
Beginning balance at Dec. 31, 2019           $ 0            
Ending balance (in shares) at Sep. 30, 2020           0            
Ending balance at Sep. 30, 2020           $ 0            
Beginning balance (in shares) at Dec. 31, 2019             87,071,783 87,072,000   213,101,364 213,101,000  
Beginning balance at Dec. 31, 2019 $ 725,828   1,027,179 (301,706) 61     $ 87     $ 207  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Issuance of common stock in connection with acquisition (in shares) 948,000             107,000        
Issuance of common stock in connection with acquisition $ 1,821   1,821                  
Issuance of unvested restricted stock in connection with acquisition (in shares)               841,000        
Issuance of common stock upon exercise of stock options (in shares) 3,587,000                   3,509,000  
Issuance of common stock upon exercise of stock options $ 5,725   5,721               $ 4  
Repurchases of unvested common stock (in shares)               (39,000)     0  
Issuance of common stock related to early exercised stock options (in shares)                     78,000  
Vesting of shares issued upon early exercise of stock options 3,651   3,649               $ 2  
Issuance of common stock related to settlement of RSUs (in shares)               279,000     2,094,000  
Issuance of common stock related to settlement of RSUs 0   (2)               $ 2  
Tax withholding on RSU settlement (in shares)               (11,000)     (410,000)  
Tax withholding on RSU settlement (7,606)   (7,606)                  
Conversion of Class B to Class A common stock (in shares)                 (144,852,000)     (144,852,000)
Conversion of Class B to Class A common stock   0             $ 146     $ (146)
Equity component of convertible senior notes, net of issuance costs 200,812   200,812                  
Purchases of capped calls related to convertible senior notes (67,333)   (67,333)                  
Common stock issued under employee stock purchase plan (in shares)               421,000        
Common stock issued under employee stock purchase plan 5,447   5,447                  
Tax withholding on common stock issued under employee stock purchase plan (in shares)               (13,000)        
Tax withholding on common stock issued under employee stock purchase plan (376)   (376)                  
Stock-based compensation 42,762   42,762                  
Net loss (85,349)     (85,349)       $ (45,059)     $ (40,290)  
Other comprehensive income (loss) 509       509              
Ending balance (in shares) at Sep. 30, 2020             233,509,363 233,509,000   73,520,225 73,520,000  
Ending balance at Sep. 30, 2020 826,447   1,212,074 (386,499) 570     $ 233     $ 69  
Beginning balance (in shares) at Jun. 30, 2020           0            
Beginning balance at Jun. 30, 2020           $ 0            
Ending balance (in shares) at Sep. 30, 2020           0            
Ending balance at Sep. 30, 2020           $ 0            
Beginning balance (in shares) at Jun. 30, 2020               184,900,000     120,524,000  
Beginning balance at Jun. 30, 2020 835,618   1,194,125 (360,031) 1,224     $ 184     $ 116  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Issuance of common stock upon exercise of stock options (in shares)                     927,000  
Issuance of common stock upon exercise of stock options 1,390   1,388               $ 2  
Repurchases of unvested common stock (in shares)               (2,000)        
Issuance of common stock related to early exercised stock options (in shares)                     42,000  
Vesting of shares issued upon early exercise of stock options 1,140   1,140               $ 0  
Issuance of common stock related to settlement of RSUs (in shares)               197,000     449,000  
Issuance of common stock related to settlement of RSUs (1)   (1)               $ 0  
Tax withholding on RSU settlement (in shares)                     (8,000)  
Tax withholding on RSU settlement (299)   (299)                  
Conversion of Class B to Class A common stock (in shares)                 (48,414,000)     (48,414,000)
Conversion of Class B to Class A common stock   $ 0             $ 49     $ (49)
Stock-based compensation 15,721   15,721                  
Net loss (26,468)     (26,468)       $ (18,119)     $ (8,349)  
Other comprehensive income (loss) (654)       (654)              
Ending balance (in shares) at Sep. 30, 2020             233,509,363 233,509,000   73,520,225 73,520,000  
Ending balance at Sep. 30, 2020 $ 826,447   $ 1,212,074 $ (386,499) $ 570     $ 233     $ 69