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CONDENSED CONSOLIDATED STATEMENTS OF MEZZANINE EQUITY AND STOCKHOLDERS’ (DEFICIT) EQUITY - USD ($)
$ in Thousands
Total
Redeemable convertible preferred stock
Series F
Series G
Common stock
Additional paid-in capital
Accumulated other comprehensive income
Accumulated deficit
Balance at beginning of period, Redeemable convertible preferred stock (in shares) at Dec. 31, 2019   321,626,778            
Balance at beginning of period, Redeemable convertible preferred stock at Dec. 31, 2019   $ 912,411            
Increase (decrease) in mazzanine equity                
Issuance of convertible preferred stock, net of issuance costs (in shares)     48,000,000 43,116,119        
Issuance of convertible preferred stock, net of issuance costs     $ 599,284 $ 668,066        
Balance at end of period, Redeemable convertible preferred stock (in shares) at Sep. 30, 2020   412,742,897            
Balance at end of period, Redeemable convertible preferred stock at Sep. 30, 2020   $ 2,179,761            
Balance at beginning of period, Common stock (in shares) at Dec. 31, 2019         224,802,545      
Balance at beginning of period at Dec. 31, 2019 $ (97,048)       $ 1 $ 99,439 $ 189 $ (196,677)
Increase (decrease) in stockholder's equity                
Net loss (5,579)             (5,579)
Shares issued in connection with employee stock plans (in shares)         1,883,789      
Shares issued in connection with employee stock options 4,514         4,514    
Vesting of early-exercised stock options 439         439    
Repurchase of common stock (in shares)         (81,196)      
Repurchase of common stock (875)             (875)
Change in other comprehensive income 20           20  
Share-based compensation 5,914         5,914    
Balance at end of period, Common stock (in shares) at Sep. 30, 2020         226,605,138      
Balance at end of period at Sep. 30, 2020 (92,615)       $ 1 110,306 209 (203,131)
Balance at beginning of period, Redeemable convertible preferred stock (in shares) at Jun. 30, 2020   366,266,778            
Balance at beginning of period, Redeemable convertible preferred stock at Jun. 30, 2020   $ 1,469,708            
Increase (decrease) in mazzanine equity                
Issuance of convertible preferred stock, net of issuance costs (in shares)     3,360,000 43,116,119        
Issuance of convertible preferred stock, net of issuance costs     $ 41,987 $ 668,066        
Balance at end of period, Redeemable convertible preferred stock (in shares) at Sep. 30, 2020   412,742,897            
Balance at end of period, Redeemable convertible preferred stock at Sep. 30, 2020   $ 2,179,761            
Balance at beginning of period, Common stock (in shares) at Jun. 30, 2020         225,750,368      
Balance at beginning of period at Jun. 30, 2020 (86,949)       $ 1 105,505 15 (192,470)
Increase (decrease) in stockholder's equity                
Net loss (10,661)             (10,661)
Shares issued in connection with employee stock plans (in shares)         865,966      
Shares issued in connection with employee stock options 3,074         3,074    
Vesting of early-exercised stock options 127         127    
Repurchase of common stock (in shares)         (11,196)      
Change in other comprehensive income 194           194  
Share-based compensation 1,600         1,600    
Balance at end of period, Common stock (in shares) at Sep. 30, 2020         226,605,138      
Balance at end of period at Sep. 30, 2020 $ (92,615)       $ 1 110,306 209 (203,131)
Balance at beginning of period, Redeemable convertible preferred stock (in shares) at Dec. 31, 2020 412,742,897 412,742,897 48,000,000 43,116,119        
Balance at beginning of period, Redeemable convertible preferred stock at Dec. 31, 2020 $ 2,179,739 $ 2,179,739 $ 599,284 $ 668,044        
Balance at end of period, Redeemable convertible preferred stock (in shares) at Sep. 30, 2021 0 0            
Balance at end of period, Redeemable convertible preferred stock at Sep. 30, 2021 $ 0 $ 0            
Balance at beginning of period, Common stock (in shares) at Dec. 31, 2020 229,031,546       229,031,546 [1]      
Balance at beginning of period at Dec. 31, 2020 $ (55,322)       $ 1 [1] 134,307 473 (190,103)
Increase (decrease) in stockholder's equity                
Net loss (3,263,165)           0 (3,263,165)
Shares issued in connection with employee stock plans (in shares) [1]         5,819,965      
Shares issued in connection with employee stock options 11,665       $ 24 [1] 11,641    
Issuance of common stock in connection with initial public offering, net of issuance costs (in shares) [1]         56,729,194      
Issuance of common stock in connection with initial public offering, net of issuance costs 2,052,380       $ 6 [1] 2,052,374    
Issuance of common stock upon settlement of restricted stock units, net of shares withheld (in shares) [1]         13,759,434      
Issuance of common stock upon settlement of restricted stock units, net of shares withheld (411,772)         (411,772)    
Vesting of early-exercised stock options 281         281    
Conversion of preferred stock to common stock (in shares)   (412,742,897)     412,742,897 [1]      
Conversion of preferred stock to common stock 2,179,739 $ (2,179,739)     $ 41 [1] 2,179,698    
Conversion of convertible notes to common stock (in shares) [1]         137,305,156      
Conversion of convertible notes to common stock 5,217,597       $ 14 [1] 5,217,583    
Reclassification of warrant liability to stockholders' equity 380,036         380,036    
Vesting of replacement awards issued in connection with acquisition 639         639    
Repurchase of common stock (in shares) [1]         (3,110)      
Change in other comprehensive income (90)           (90)  
Share-based compensation $ 1,272,594         1,272,594    
Balance at end of period, Common stock (in shares) at Sep. 30, 2021 0       855,385,082 [1]      
Balance at end of period at Sep. 30, 2021 $ 7,384,582       $ 86 [1] 10,837,381 383 (3,453,268)
Balance at beginning of period, Redeemable convertible preferred stock (in shares) at Jun. 30, 2021   412,742,897            
Balance at beginning of period, Redeemable convertible preferred stock at Jun. 30, 2021   $ 2,179,739            
Balance at end of period, Redeemable convertible preferred stock (in shares) at Sep. 30, 2021 0 0            
Balance at end of period, Redeemable convertible preferred stock at Sep. 30, 2021 $ 0 $ 0            
Balance at beginning of period, Common stock (in shares) at Jun. 30, 2021 [2]         232,609,957      
Balance at beginning of period at Jun. 30, 2021 (1,984,764)       $ 1 [2] 151,281 525 (2,136,571)
Increase (decrease) in stockholder's equity                
Net loss (1,316,697)             (1,316,697)
Shares issued in connection with employee stock plans (in shares) [2]         2,238,444      
Shares issued in connection with employee stock options 5,086       $ 24 [2] 5,062    
Issuance of common stock in connection with initial public offering, net of issuance costs (in shares) [2]         56,729,194      
Issuance of common stock in connection with initial public offering, net of issuance costs 2,052,380       $ 6 [2] 2,052,374    
Issuance of common stock upon settlement of restricted stock units, net of shares withheld (in shares) [2]         13,759,434      
Issuance of common stock upon settlement of restricted stock units, net of shares withheld (411,772)         (411,772)    
Vesting of early-exercised stock options 108         108    
Conversion of preferred stock to common stock (in shares)   (412,742,897)     412,742,897 [2]      
Conversion of preferred stock to common stock 2,179,739 $ (2,179,739)     $ 41 [2] 2,179,698    
Conversion of convertible notes to common stock (in shares) [2]         137,305,156      
Conversion of convertible notes to common stock 5,217,597       $ 14 [2] 5,217,583    
Reclassification of warrant liability to stockholders' equity 380,036         380,036    
Vesting of replacement awards issued in connection with acquisition 639         639    
Change in other comprehensive income (142)           (142)  
Share-based compensation $ 1,262,372         1,262,372    
Balance at end of period, Common stock (in shares) at Sep. 30, 2021 0       855,385,082 [1]      
Balance at end of period at Sep. 30, 2021 $ 7,384,582       $ 86 [1] $ 10,837,381 $ 383 $ (3,453,268)
[1] The share amounts listed above combine common stock, Class A common stock and Class B common stock. In connection with the completion of our initial public offering, all previously outstanding shares of common stock were reclassified into Class A common stock and Class B common stock. Refer to Note 1 for more information.
[2] The share amounts listed above combine common stock, Class A common stock and Class B common stock. In connection with the completion of our initial public offering, all previously outstanding shares of common stock were reclassified into Class A common stock and Class B common stock. Refer to Note 1 for more information.