0001193125-25-267056 | 10-Q | XBRL Viewer

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Net Income (Loss) per Share - Schedule of Potentially Dilutive Common Stock Equivalents (Detail) - shares shares in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Employee Stock Option
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Antidilutive securities excluded from computation of earnings per share	20	67	195	339
RSUs and PSUs [Member]
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Antidilutive securities excluded from computation of earnings per share	1,299	769	1,545	1,706
Conversion Option of the 2025 Notes [Member]
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Antidilutive securities excluded from computation of earnings per share		1,625		1,625
ESPP [Member]
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Antidilutive securities excluded from computation of earnings per share	76		76

Derivatives

9 Months Ended

Sep. 30, 2025

Derivative Instruments and Hedging Activities Disclosure [Abstract]

Derivatives

6. Derivatives

Cash flow hedges

The Company enters into foreign currency forward contracts to reduce the risk of variability in future cash flow due to foreign currency exchange rate fluctuation from certain forecasted revenue transactions billed in currencies other than the U.S. Dollar. These transactions are designated as cash flow hedges. The foreign currency forward contracts have maturities of 12 months or less. Hedge effectiveness is assessed at inception and at each reporting period utilizing statistical regression analysis. The Company is subject to master netting arrangements with certain counterparties of the contracts, under which the Company is allowed to net settle transactions of the same currency. The Company's policy is to present the derivatives on a gross basis on the consolidated balance sheets. Unrealized foreign exchange gains or losses related to those designated cash flow hedge contracts are recorded in accumulated other comprehensive income ("AOCI") and are reclassified into revenues in the same periods when the hedged transactions are recognized in earnings. Cash flows from the settlement of these forward contracts are classified as operating activities on the consolidated statements of cash flows. As of September 30, 2025, the Company had designated cash flow hedge forward contracts with notional amounts equivalent to $43.4 million.

Balance sheet hedges

The Company also enters into foreign currency forward contracts to hedge certain foreign currency denominated monetary assets or liabilities, which are not designated as cash flow hedges. These contracts have maturities of 12 months or less. Changes in the value of the foreign exchange contracts are recognized in other (expense) income, net and are designed to offset the foreign exchange gain or loss on the underlying net monetary assets or liabilities. Cash flows from the settlement of these forward contracts are classified as operating activities on the consolidated statements of cash flows. As of September 30, 2025, the Company had non-designated forward contracts with notional amounts of $42.5 million.

The following summarizes the fair value of derivative financial instruments as of September 30, 2025 and December 31, 2024:


	September 30, 2025		December 31, 2024
	(in thousands)
Prepaid expenses and other current assets
Cash flow hedges	$	939	$	—
Balance sheet hedges		37		—
Total	$	976	$	—

Accrued expenses and other current liabilities
Cash flow hedges	$	260	$	584
Total	$	260	$	584

The following table presents the activity of foreign currency forward contracts designated as hedging instruments and the impact of these derivatives on AOCI:


	Nine Months Ended September 30,
	2025			2024
	(in thousands)
Beginning accumulated other comprehensive (income) loss at January 1	$	921		$	—
Net (income) losses recognized in other comprehensive income, net of tax		(1,605	)		1,245
Net losses reclassified from AOCI to earnings		(397	)		(310	)
Ending accumulated other comprehensive (income) loss at September 30	$	(1,081	)	$	935

The effect of hedges on the consolidated statements of operations are as follows:


	Three Months Ended September 30,					Nine Months Ended September 30,
	2025		2024			2025			2024
	(in thousands)
Income (losses) reclassified from AOCI related to cash flow hedges
Revenue	$	162	$	(254	)	$	(397	)	$	(310	)

Gains related to non-designated hedges
Other (expense) income	$	428	$	—		$	2,401		$	—

As of September 30, 2025, the Company estimates the net amount of unrealized gain (losses) before tax on the foreign currency contracts expected to be reclassified into revenue over the next 12 months is approximately $0.5 million.

- Definition

The entire disclosure for derivative instruments and hedging activities including, but not limited to, risk management strategies, non-hedging derivative instruments, assets, liabilities, revenue and expenses, and methodologies and assumptions used in determining the amounts.

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+ Details

Unaudited Consolidated Balance Sheets - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Current assets:
Cash and cash equivalents	$ 614,352	$ 512,667
Short-term investments	871,547	1,556,828
Accounts receivable - net of allowance for doubtful accounts of $5,912 at September 30, 2025 and $6,088 at December 31, 2024	314,510	334,829
Deferred commission expense	203,848	148,693
Prepaid expenses and other current assets	110,076	80,586
Total current assets	2,114,333	2,633,603
Long-term investments	172,214	154,212
Property and equipment, net	137,391	114,165
Capitalized software development costs, net	206,659	154,484
Right-of-use assets	207,225	216,230
Deferred commission expense, net of current portion	196,300	160,814
Other assets	156,530	115,254
Intangible assets, net	36,918	37,563
Goodwill	274,788	209,508
Total assets	3,502,358	3,795,833
Current liabilities:
Accounts payable	24,873	3,649
Accrued compensation costs	106,503	67,442
Accrued commissions	109,625	102,043
Accrued expenses and other current liabilities	154,178	125,135
Operating lease liabilities	38,705	32,693
Convertible senior notes		458,184
Deferred revenue	882,099	784,253
Total current liabilities	1,315,983	1,573,399
Operating lease liabilities, net of current portion	233,232	254,539
Deferred revenue, net of current portion	6,669	3,969
Other long-term liabilities	90,632	55,640
Total liabilities	1,646,516	1,887,547
Commitments and contingencies (Note 12)
Stockholders’ equity:
Common stock, $0.001 par value - 500,000 shares authorized; 54,494 and 52,667 shares issued; 52,217 and 51,767 shares outstanding at September 30, 2025 and December 31, 2024, respectively	52	52
Treasury stock, $0.001 par value - 2,277 and 900 shares held at September 30, 2025 and December 31, 2024, respectively	2
Additional paid-in capital	2,658,305	2,713,697
Accumulated other comprehensive income (loss)	5,807	(5,654)
Accumulated deficit	(808,324)	(799,809)
Total stockholders’ equity	1,855,842	1,908,286
Total liabilities and stockholders’ equity	$ 3,502,358	$ 3,795,833

Business Acquisitions - Summary of Preliminary Fair Value of Assets Acquired and Liabilities Assumed (Detail) - USD ($) $ in Thousands	Sep. 30, 2025	May 01, 2025	Jan. 06, 2025	Dec. 31, 2024
Business Acquisition [Line Items]
Goodwill	$ 274,788			$ 209,508
Dashworks Technologies, Inc. [Member]
Business Acquisition [Line Items]
Cash		$ 414
Accounts receivable		30
Acquired technology		1,550
Goodwill		16,653
Accrued expenses and other liabilities		(344)
Deferred revenue		(91)
Total purchase price		$ 18,212
Frame Technology, Inc. [Member]
Business Acquisition [Line Items]
Cash			$ 527
Accounts receivable			592
Acquired technology			6,300
Goodwill			44,998
Accrued expenses and other liabilities			(804)
Deferred revenue			(169)
Total purchase price			$ 51,444

Business Acquisitions - Additional Information (Detail) - USD ($) $ in Thousands			9 Months Ended
	May 01, 2025	Jan. 06, 2025	Sep. 30, 2025
Business Acquisition [Line Items]
Cash purchase price for the acquisition, net of cash acquired			$ 71,471
Dashworks Technologies, Inc. [Member]
Business Acquisition [Line Items]
Acquisition effective date	May 01, 2025
Cash purchase price for the acquisition, net of cash acquired	$ 17,800
Post-combination consideration	$ 6,600
Contingent consideration recognition period	3 years
Transaction costs associated with acquisition	$ 900
Acquired technology	$ 1,550
Weighted average amortization period	5 years
Frame Technology, Inc. [Member]
Business Acquisition [Line Items]
Acquisition effective date		Jan. 06, 2025
Cash purchase price for the acquisition, net of cash acquired		$ 50,900
Post-combination consideration		$ 8,200
Contingent consideration recognition period		2 years
Transaction costs associated with acquisition		$ 1,000
Acquired technology		$ 6,300
Weighted average amortization period		5 years

Investments - Summary of Strategic Investments Broken Down by Categories (Detail) - Strategic Investments [Member] - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Schedule of Investments [Line Items]
Measurement alternative method	$ 88,235	$ 72,456
Fair value	16,904	9,409
Equity method	14,463	11,678
Total	$ 119,602	$ 93,543

- Definition

This item represents the carrying amount on the entity's balance sheet of its investment in common stock of an equity method investee. This is not an indicator of the fair value of the investment, rather it is the initial cost adjusted for the entity's share of earnings and losses of the investee, adjusted for any distributions (dividends) and other than temporary impairment (OTTI) losses recognized.

+ References + Details

- Definition

Fair value portion of investment securities, including, but not limited to, marketable securities, derivative financial instruments, and investments accounted for under the equity method.

+ References + Details

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

+ References

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+ Details

Unaudited Consolidated Balance Sheets (Parenthetical) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Statement of Financial Position [Abstract]
Accounts receivable, allowance for doubtful accounts	$ 5,912	$ 6,088
Common stock, par value	$ 0.001	$ 0.001
Common stock, shares authorized	500,000,000	500,000,000
Common stock, shares issued	54,494,000	52,667,000
Common stock, shares outstanding	52,217,000	51,767,000
Treasury stock, par value	$ 0.001	$ 0.001
Treasury stock, shares	2,277,000	900,000

Capitalized Software Development Costs - Summary of Capitalized Software Development Costs, Exclusive of those Recorded within Property and Equipment (Detail) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Capitalized Computer Software, Net [Abstract]
Gross capitalized software development costs	$ 500,535	$ 374,127
Accumulated amortization	(293,876)	(219,643)
Capitalized software development costs, net	$ 206,659	$ 154,484

Organization and Operations (Policies)	9 Months Ended
Organization and Operations (Policies)	Sep. 30, 2025
Accounting Policies [Abstract]
Recent Accounting Pronouncements	Recent Accounting Pronouncements Recent accounting standards not included below are not expected to have a material impact on our consolidated financial statements. In December 2023, the FASB issued guidance enhancing income tax disclosure requirements by requiring specified categories and greater disaggregation within the rate reconciliation table, disclosure of income taxes paid by jurisdiction, and providing clarification on uncertain tax positions and related financial statement impacts. The new standard is effective for the Company for the annual period beginning on January 1, 2025. The adoption of this standard only impacts annual disclosures and is not expected to have a material impact on the Company's consolidated financial statements. In November 2024, the FASB issued guidance that requires the disclosure about specific types of expenses included in the expense captions presented on the face of the income statement. The new standard will be effective for the Company for the annual period beginning January 1, 2027, and for interim periods beginning January 1, 2028, with early adoption permitted. The adoption of this standard only impacts annual and quarterly disclosures and is not expected to have a material impact on the Company's consolidated financial statements. In September 2025, the FASB issued guidance which modernizes the accounting for internal-use software costs. The guidance removes all references to software project development stages and clarifies the recognition threshold entities must meet to begin capitalizing costs. The new standard will be effective for the Company for the annual and interim periods beginning January 1, 2028, with early adoption permitted. The Company is currently evaluating the impact that the adoption of this standard will have on its consolidated financial statements and disclosures.
Revenues	Disaggregation of Revenue The Company provides disaggregation of revenue based on geographic region (Note 15) and based on the subscription versus professional services and other classification on the consolidated statements of operations as it believes these best depict how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors. Deferred Revenue and Deferred Commission Expense Amounts that have been invoiced are recorded in accounts receivable and deferred revenue or revenue, depending on whether the revenue recognition criteria have been met. Deferred revenue represents amounts billed for which revenue has not yet been recognized. Deferred revenue that will be recognized during the succeeding 12-month period is recorded as current deferred revenue, and the remaining portion is recorded as long-term deferred revenue. $488.5 million of revenue was recognized during the three months ended September 30, 2025 that was included in deferred revenue at the beginning of the period. $745.5 million of revenue was recognized during the nine months ended September 30, 2025 that was included in deferred revenue at the beginning of the period. As of September 30, 2025, approximately $1.4 billion of revenue is expected to be recognized from remaining performance obligations for contracts with original performance obligations that exceed one year. The Company expects to recognize revenue on approximately 89% of these remaining performance obligations over the next 24 months, with the balance recognized thereafter. Additional contract liabilities of $5.6 million and $6.4 million were included in accrued expenses and other current liabilities on the consolidated balance sheet as of September 30, 2025 and December 31, 2024. The incremental direct costs of obtaining a contract, which primarily consist of employee sales and Solutions Partners commissions paid for new subscription contracts, are deferred and amortized on a straight-line basis over a period of approximately two to four years. The two to four-year period has been determined by taking into consideration the commitment term of the customer contract, the nature of the Company’s technology development life-cycle, and an estimated customer relationship period. Sales and Solutions Partner commissions for upgrade contracts are deferred and amortized on a straight-line basis over the remaining estimated customer relationship period of the related customer. Deferred commission expense that will be recorded as expense during the succeeding 12-month period is recorded as current deferred commission expense, and the remaining portion is recorded as long-term deferred commission expense. Deferred commission expense during the three months ended September 30, 2025 increased by $23.0 million as a result of deferring incremental costs of obtaining a contract of $77.5 million and was offset by amortization of $54.5 million during the same period.

Capitalized Software Development Costs - Additional Information (Detail) - USD ($) $ in Millions	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Capitalized Computer Software, Net [Abstract]
Amortization of capitalized software development costs, exclusive of costs recorded within property and equipment	$ 33.2	$ 21.0	$ 88.8	$ 54.8

Leases - Schedule of Operating Sublease Income Generated under Operating Lease Agreements (Detail) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Leases [Abstract]
Operating sublease income	$ 1,867	$ 1,404	$ 5,196	$ 5,330

Convertible Senior Notes (Tables)

9 Months Ended

Sep. 30, 2025

0.375% Convertible Senior Notes Due 2025 [Member]

Debt Instrument [Line Items]

Schedule of Interest Expense

Interest expense related to the 2025 Notes is as follows:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)
Contractual interest expense	$	—	$	430	$	284	$	1,291
Amortization of issuance costs		—		499		577		1,501
Total interest expense	$	—	$	929	$	861	$	2,792

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

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+ Details

Derivatives - Schedule of Effect of Hedges on Consolidated Statements of Operations (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Derivative Instruments and Hedging Activities Disclosure [Abstract]
Revenue	$ 162	$ (254)	$ (397)	$ (310)
Other (expense) income	$ 428		$ 2,401

Revenues - Additional Information (Detail) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024	Dec. 31, 2024
Disaggregation of Revenue [Line Items]
Total revenues	$ 809,518	$ 669,721	$ 2,284,520	$ 1,924,365
Deferred revenue, revenue recognized	488,500		745,500
Revenue remaining performance obligation, contracts exceeds one year	1,400,000		$ 1,400,000
Revenue remaining performance obligation contract period			1 year
Revenue remaining performance obligation percentage recognized			89.00%
Short-term deferred revenue	882,099		$ 882,099		$ 784,253
Increase (decrease) in deferred commission expense	23,000		90,600
Incremental costs of deferred sales commission expense	77,500		219,700
Amortization of deferred commission expense	54,500		$ 129,100
Minimum [Member]
Disaggregation of Revenue [Line Items]
Amortization period of deferred commissions			2 years
Maximum [Member]
Disaggregation of Revenue [Line Items]
Amortization period of deferred commissions			4 years
Accrued Expenses and Other Current Liabilities [Member]
Disaggregation of Revenue [Line Items]
Short-term deferred revenue	$ 5,600		$ 5,600		$ 6,400

Insider Trading Arrangements	3 Months Ended
Insider Trading Arrangements	Sep. 30, 2025
Trading Arrangements, by Individual
Rule 10b5-1 Arrangement Adopted	false
Non-Rule 10b5-1 Arrangement Adopted	false
Rule 10b5-1 Arrangement Terminated	false
Non-Rule 10b5-1 Arrangement Terminated	false

Restricted cash (Tables)

9 Months Ended

Sep. 30, 2025

Cash and Cash Equivalents [Abstract]

Summary of Reconciliation of Cash, Cash Equivalents and Restricted Cash

The following table provides a reconciliation of cash, cash equivalents, and restricted cash reported within the consolidated balance sheets that sum to the total of the same such amounts shown in the statement of cash flows for the nine months ended September 30, 2025 and 2024.


	September 30, 2025		September 30, 2024		December 31, 2024
	(in thousands)
Cash and cash equivalents	$	614,352	$	410,060	$	512,667
Restricted cash, included in prepaid expenses and other current assets and other assets		2,703		4,053		4,053
Total cash, cash equivalents, and restricted cash	$	617,055	$	414,113	$	516,720

Capitalized Software Development Costs

9 Months Ended

Sep. 30, 2025

Research and Development [Abstract]

Capitalized Software Development Costs

9. Capitalized Software Development Costs

Capitalized software development costs, exclusive of those recorded within property and equipment, consisted of the following:


	September 30, 2025			December 31, 2024
	(in thousands)
Gross capitalized software development costs	$	500,535		$	374,127
Accumulated amortization		(293,876	)		(219,643	)
Capitalized software development costs, net	$	206,659		$	154,484

These capitalized software development costs are associated with software developed for the Company's customer platform. Capitalized software development costs recorded within property and equipment are associated with software developed for Company use.

Amortization of capitalized software development costs, exclusive of costs recorded within property and equipment, was $33.2 million for the three months ended September 30, 2025, $88.8 million for the nine months ended September 30, 2025, $21.0 million for three months ended September 30, 2024, and $54.8 million for the nine months ended September 30, 2024. Amortization expense is included in cost of subscription revenue in the consolidated statement of operations.

Restricted Cash

9 Months Ended

Sep. 30, 2025

Cash and Cash Equivalents [Abstract]

Restricted Cash

7. Restricted Cash


	September 30, 2025		September 30, 2024		December 31, 2024
	(in thousands)
Cash and cash equivalents	$	614,352	$	410,060	$	512,667
Restricted cash, included in prepaid expenses and other current assets and other assets		2,703		4,053		4,053
Total cash, cash equivalents, and restricted cash	$	617,055	$	414,113	$	516,720

Derivatives - Summary of Fair Value of Derivative Financial Instruments (Detail) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Derivative Instruments, Gain (Loss) [Line Items]
Derivative Asset	$ 976
Derivative Asset, Statement of Financial Position [Extensible Enumeration]	Prepaid Expense and Other Assets, Current
Derivative Liability	$ 260	$ 584
Derivative Liability, Statement of Financial Position [Extensible Enumeration]	Accrued Liabilities and Other Liabilities	Accrued Liabilities and Other Liabilities
Cash Flow Hedges [Member]
Derivative Instruments, Gain (Loss) [Line Items]
Derivative Asset	$ 939
Derivative Liability	260	$ 584
Balance Sheet Hedges [Member]
Derivative Instruments, Gain (Loss) [Line Items]
Derivative Asset	$ 37

- Definition

Fair value, after the effects of master netting arrangements, of a financial asset or other contract with one or more underlyings, notional amount or payment provision or both, and the contract can be net settled by means outside the contract or delivery of an asset. Includes assets not subject to a master netting arrangement and not elected to be offset.

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Investments - Additional Information (Detail) - USD ($)	Sep. 30, 2025	Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]
Allowance for credit losses in investments	$ 0	$ 0

Changes in Accumulated Other Comprehensive Income (Loss) - Changes in Accumulated Other Comprehensive Income (Loss) (Detail) - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024
Accumulated Other Comprehensive Income Loss [Line Items]
Beginning Balance, Amount	$ 1,908,286	$ 1,334,348
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Accumulated Other Comprehensive Income Loss [Line Items]
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Ending Balance, Amount	3,295	3,498
Unrealized Gain (Loss) on Investments [Member]
Accumulated Other Comprehensive Income Loss [Line Items]
Beginning Balance, Amount	1,195	877
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Ending Balance, Amount	1,431	3,086
Unrealized Gain (Loss) on Derivate Instruments [Member]
Accumulated Other Comprehensive Income Loss [Line Items]
Beginning Balance, Amount	(921)
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Ending Balance, Amount	1,081	(935)
Accumulated Other Comprehensive Loss [Member]
Accumulated Other Comprehensive Income Loss [Line Items]
Beginning Balance, Amount	(5,654)	1,827
Ending Balance, Amount	$ 5,807	$ 5,649

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+ Details

Segment Information and Geographic Data - Additional Information (Detail) - Segment	3 Months Ended		9 Months Ended		12 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024	Dec. 31, 2024
Segment Reporting Information [Line Items]
Number of operating segment			1
Segment Reporting, CODM, Individual Title and Position or Group Name [Extensible Enumeration]			srt:ChiefExecutiveOfficerMember
Segment Reporting, CODM, Profit (Loss) Measure, How Used, Description			The CODM considers net income (loss) in the annual forecasting process and reviews actual results when making decisions about allocating resources. Since the Company operates as one operating segment, financial segment information, including profit or loss and asset information, can be found in the consolidated financial statements.
Revenue [Member] \| Outside Of United States [Member] \| Geographic Concentration Risk [Member]
Segment Reporting Information [Line Items]
Concentration risk, percentage	49.00%	47.00%	48.00%	47.00%
Revenue [Member] \| United States [Member] \| Geographic Concentration Risk [Member]
Segment Reporting Information [Line Items]
Concentration risk, percentage	96.00%	95.00%	96.00%	96.00%
Revenue [Member] \| Ireland [Member] \| Geographic Concentration Risk [Member]
Segment Reporting Information [Line Items]
Concentration risk, percentage	50.00%	46.00%	51.00%	47.00%
Assets Total [Member] \| United States [Member] \| Geographic Concentration Risk [Member]
Segment Reporting Information [Line Items]
Concentration risk, percentage			97.00%		97.00%
Assets Total [Member] \| Ireland [Member] \| Geographic Concentration Risk [Member]
Segment Reporting Information [Line Items]
Concentration risk, percentage			81.00%		80.00%

Commitments and Contingencies (Tables)

9 Months Ended

Sep. 30, 2025

Commitments and Contingencies Disclosure [Abstract]

Schedule of Future Minimum Payments

Future minimum payments under all operating lease agreements as of September 30, 2025 are as follows:


	(in thousands)
Remainder of 2025	$	15,011
2026		56,492
2027		50,202
2028		37,411
2029		37,647
Thereafter		131,470
Total	$	328,233

Schedule of Future Minimum Payments Under Non-Cancelable Vendor Commitments

Future minimum payments under all non-cancelable vendor commitments as of September 30, 2025 are as follows:


	(in thousands)
Remainder of 2025	$	26,091
2026		257,430
2027		199,201
2028		3,721
2029		1,025
Thereafter		—
Total	$	487,468

Revenues - Additional Information1 (Detail)	Sep. 30, 2025
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date: 2025-10-01
Disaggregation of Revenue [Line Items]
Revenue remaining performance obligations recognition period	24 months

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

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+ Details

Leases (Tables)

9 Months Ended

Sep. 30, 2025

Leases [Abstract]

Schedule of Operating Lease Expense and Cash Payments Related to Operating Lease Liabilities

Operating lease expense and cash payments related to operating lease liabilities for the three and nine months ended September 30, 2025 and 2024 are as follows:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)				(in thousands)
Operating lease expense	$	10,530	$	9,838	$	30,856	$	29,577
Cash payments	$	11,526	$	12,577	$	35,166	$	42,002

Schedule of Operating Sublease Income Generated under Operating Lease Agreements

The Company subleases some of its unused spaces to third parties. Operating sublease income generated under all operating lease agreements for the three and nine months ended September 30, 2025 and 2024 are as follows:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)				(in thousands)
Operating sublease income	$	1,867	$	1,404	$	5,196	$	5,330

Investments (Tables)

9 Months Ended

Sep. 30, 2025

Investments, Debt and Equity Securities [Abstract]

Summary of Composition of Short and Long Term Investments

The following tables summarize the composition of our short- and long-term investments at September 30, 2025 and December 31, 2024.


	September 30, 2025
	Amortized Cost		Unrealized Gains		Unrealized Losses			Aggregate Fair Value
	(in thousands)
Commercial paper	$	2,248	$	—	$	—		$	2,248
Corporate bonds		276,437		986		(7	)		277,416
U.S. Government agency securities		71,865		72		(9	)		71,928
U.S. Treasury securities		691,753		417		(1	)		692,169
Total	$	1,042,303	$	1,475	$	(17	)	$	1,043,761


	December 31, 2024
	Amortized Cost		Unrealized Gains		Unrealized Losses			Aggregate Fair Value
	(in thousands)
Commercial paper	$	4,941	$	—	$	—		$	4,941
Corporate bonds		284,337		533		(295	)		284,575
U.S. Government agency securities		117,158		260		(49	)		117,369
U.S. Treasury securities		1,303,384		780		(9	)		1,304,155
Total	$	1,709,820	$	1,573	$	(353	)	$	1,711,040

Summary of Contractual Maturities of Short-Term and Long-Term Investments Held

The contractual maturities of short-term and long-term investments held at September 30, 2025 and December 31, 2024 are as follows:


	September 30, 2025				December 31, 2024
	Amortized Cost Basis		Aggregate Fair Value		Amortized Cost Basis		Aggregate Fair Value
	(in thousands)				(in thousands)
Due within one year	$	870,786	$	871,547	$	1,555,656	$	1,556,828
Due after 1 year through 2 years		171,517		172,214		154,164		154,212
Total	$	1,042,303	$	1,043,761	$	1,709,820	$	1,711,040

Summary of Carrying Values Strategic Investments

The carrying values of Company’s strategic investments broken down by categories mentioned above are as follows:


	September 30, 2025		December 31, 2024
	(in thousands)
Measurement alternative method	$	88,235	$	72,456
Fair value		16,904		9,409
Equity method		14,463		11,678
Total	$	119,602	$	93,543

Summary of Activity Associated with Strategic Investments Other Income (Expense)

The following table summarizes the activity associated with the Company’s strategic investments, which is reported on the Company’s consolidated statement of operations as other (expense) income:


	Three Months Ended September 30,					Nine Months Ended September 30,
	2025			2024		2025			2024
	(in thousands)					(in thousands)
Strategic investments:
Gains	$	117		$	99	$	1,986		$	18,555
Impairments		(2,075	)		—		(3,675	)		(4,094	)
Total included in other income	$	(1,958	)	$	99	$	(1,689	)	$	14,461

- Definition

Tabular disclosure of investment in debt security measured at fair value with change in fair value recognized in other comprehensive income (available-for-sale).

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+ Details

Investments - Summary of Activity Associated With Strategic Investments (Detail) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Debt Securities, Available-for-Sale [Line Items]
Total included in other income	$ (2,346)	$ (565)	$ (3,560)	$ 14,381
Strategic Investments [Member]
Debt Securities, Available-for-Sale [Line Items]
Gains	117	99	1,986	18,555
Impairments	(2,075)		(3,675)	(4,094)
Total included in other income	$ (1,958)	$ 99	$ (1,689)	$ 14,461

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

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+ Details

Unaudited Consolidated Statements of Comprehensive Loss (Parenthetical) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Statement of Comprehensive Income [Abstract]
Changes in unrealized loss on investments, income taxes	$ 0	$ 0	$ 0	$ 0
Changes in unrealized loss on cash flow hedges, income taxes	$ 51	$ 52	$ 243	$ 115

Segment Information and Geographic Data - Revenues by Geographical Region (Detail) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Segment Reporting Information [Line Items]
Total revenues	$ 809,518	$ 669,721	$ 2,284,520	$ 1,924,365
Americas [Member]
Segment Reporting Information [Line Items]
Total revenues	476,957	404,347	1,372,742	1,165,218
Europe [Member]
Segment Reporting Information [Line Items]
Total revenues	267,871	210,893	731,468	603,689
Asia Pacific [Member]
Segment Reporting Information [Line Items]
Total revenues	$ 64,690	$ 54,481	$ 180,310	$ 155,458
Revenue [Member] \| Outside Of Americas [Member] \| Geographic Concentration Risk [Member]
Segment Reporting Information [Line Items]
Percentage of revenues generated outside of the Americas	41.00%	40.00%	40.00%	39.00%

- Definition

For an entity that discloses a concentration risk in relation to quantitative amount, which serves as the "benchmark" (or denominator) in the equation, this concept represents the concentration percentage derived from the division.

+ References + Details

- Definition

Amount, excluding tax collected from customer, of revenue from satisfaction of performance obligation by transferring promised good or service to customer. Tax collected from customer is tax assessed by governmental authority that is both imposed on and concurrent with specific revenue-producing transaction, including, but not limited to, sales, use, value added and excise.

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Reference 14: http://www.xbrl.org/2003/role/disclosureRef
-Topic 280
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-Name Accounting Standards Codification
-Section 50
-Paragraph 40
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-Topic 280
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-Name Accounting Standards Codification
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Reference 16: http://www.xbrl.org/2003/role/disclosureRef
-Topic 606
-SubTopic 10
-Name Accounting Standards Codification
-Section 50
-Paragraph 4
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-Publisher FASB
-URI https://asc.fasb.org/1943274/2147479806/606-10-50-4

+ Details

Unaudited Consolidated Statements of Cash Flows - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024
Operating Activities:
Net loss	$ (8,515)	$ (355)
Adjustments to reconcile net loss to net cash and cash equivalents provided by operating activities, net of acquisitions
Depreciation and amortization	97,726	68,447
Stock-based compensation	395,754	370,382
Gain on strategic investments	(1,986)	(18,555)
Impairment of strategic investments	3,675	4,094
Provision for (benefit from) deferred income taxes	(270)	(611)
Amortization of debt discount and issuance costs	577	1,501
Accretion of bond discount	(33,422)	(36,694)
Unrealized currency translation	(1,835)	(3,377)
Changes in assets and liabilities
Accounts receivable	35,810	13,861
Prepaid expenses and other assets	(37,209)	(8,606)
Deferred commission expense	(73,153)	(61,425)
Right-of-use assets	19,321	26,461
Accounts payable	20,131	1,449
Accrued expenses and other liabilities	61,617	39,322
Operating lease liabilities	(26,301)	(32,555)
Deferred revenue	61,367	41,119
Net cash and cash equivalents provided by operating activities	513,287	404,458
Investing Activities:
Purchases of investments	(1,184,999)	(1,486,338)
Maturities of investments	1,885,937	1,155,555
Sale of investment		1,997
Purchases of property and equipment	(39,715)	(25,213)
Purchases of strategic investments	(27,747)	(11,566)
Purchases of intangible assets	(279)
Capitalization of software development costs	(100,355)	(66,721)
Proceeds from net working capital settlement		1,933
Business acquisitions, net of cash acquired	(71,471)
Net cash and cash equivalents provided by (used in) investing activities	461,371	(430,353)
Financing Activities:
Employee taxes paid related to the net share settlement of stock-based awards	(18,176)	(17,777)
Payment for settlement of 2025 Convertible Notes	(459,811)
Proceeds related to the issuance of common stock under stock plans	62,717	61,211
Repurchases of common stock	(485,273)
Net cash and cash equivalents (used in) provided by financing activities	(900,543)	43,434
Effect of exchange rate changes on cash, cash equivalents, and restricted cash	26,220	4,534
Net increase in cash, cash equivalents and restricted cash	100,335	22,073
Cash, cash equivalents and restricted cash, beginning of period	516,720	392,040
Cash, cash equivalents and restricted cash, end of period	617,055	414,113
Supplemental cash flow disclosure:
Cash paid for income taxes	14,552	11,037
Cash paid for interest	422	861
Right-of-use assets obtained in exchange for operating lease liabilities	1,276	503
Non-cash investing and financing activities:
Capital expenditures incurred but not yet paid	2,767	$ 793
Repurchases of common stock in accrued expenses	14,746
Settlement of Capped Call Options related to the 2025 Convertible Notes	$ 50,600

Net Income (Loss) per Share (Tables)

9 Months Ended

Sep. 30, 2025

Earnings Per Share [Abstract]

Summary of Reconciliation of Denominator Used in Calculation of Basic and Diluted Net (Income) Loss Per Share

A reconciliation of the denominator used in the calculation of basic and diluted net income (loss) per share is as follows:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025			2024
Net income (loss)	$	16,536	$	8,146	$	(8,515	)	$	(355	)
Weighted-average common shares outstanding — basic		52,507		51,354		52,454			51,017
Dilutive effect of share equivalents resulting from stock options, RSUs, ESPP, PSUs, and the Conversion Options		164		424		—			—
Weighted-average common shares, outstanding — diluted		52,671		51,778		52,454			51,017
Net income (loss) per share, basic	$	0.31	$	0.16	$	(0.16	)	$	(0.01	)
Net income (loss) income per share, diluted	$	0.31	$	0.16	$	(0.16	)	$	(0.01	)

Schedule of Potentially Dilutive Common Stock Equivalents

The weighted-average number of shares outstanding used in the computation of diluted net income (loss) per share does not include the effect of the following potentially outstanding common stock, as the effect would have been anti-dilutive:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)
Options to purchase common shares		20		67		195		339
RSUs and PSUs		1,299		769		1,545		1,706
Conversion Option of the 2025 Notes		—		1,625		—		1,625
ESPP		76		—		76		—

Property and Equipment (Tables)

9 Months Ended

Sep. 30, 2025

Property, Plant and Equipment [Abstract]

Schedule of Property and Equipment

Property and equipment consists of the following:


	September 30, 2025			December 31, 2024
	(in thousands)
Computer equipment and purchased software	$	19,146		$	16,919
Employee related computer equipment		46,455			36,699
Furniture and fixtures		20,192			20,642
Leasehold improvements		122,408			112,758
Internal-use software		94,620			72,112
Construction in progress		1,602			1,612
Total property and equipment		304,423			260,742
Less accumulated depreciation		(167,032	)		(146,577	)
Property and equipment, net	$	137,391		$	114,165

Leases

9 Months Ended

Sep. 30, 2025

Leases [Abstract]

Leases

11. Leases

The Company leases office facilities under non-cancelable operating leases that expire at various dates through February 2035.

Operating lease expense and cash payments related to operating lease liabilities for the three and nine months ended September 30, 2025 and 2024 are as follows:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)				(in thousands)
Operating lease expense	$	10,530	$	9,838	$	30,856	$	29,577
Cash payments	$	11,526	$	12,577	$	35,166	$	42,002


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)				(in thousands)
Operating sublease income	$	1,867	$	1,404	$	5,196	$	5,330

Property and Equipment - Schedule of Property and Equipment (Detail) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Property, Plant and Equipment [Line Items]
Total property and equipment	$ 304,423	$ 260,742
Less accumulated depreciation	(167,032)	(146,577)
Property and equipment, net	137,391	114,165
Computer Equipment and Purchased Software [Member]
Property, Plant and Equipment [Line Items]
Total property and equipment	19,146	16,919
Employee Related Computer Equipment [Member]
Property, Plant and Equipment [Line Items]
Total property and equipment	46,455	36,699
Furniture and Fixtures [Member]
Property, Plant and Equipment [Line Items]
Total property and equipment	20,192	20,642
Leasehold Improvements [Member]
Property, Plant and Equipment [Line Items]
Total property and equipment	122,408	112,758
Internal Use Software [Member]
Property, Plant and Equipment [Line Items]
Total property and equipment	94,620	72,112
Construction in Progress [Member]
Property, Plant and Equipment [Line Items]
Total property and equipment	$ 1,602	$ 1,612

Leases - Schedule of Operating Lease Expense and Cash Payments Related to Operating Lease Liabilities (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Leases [Abstract]
Operating lease expense	$ 10,530	$ 9,838	$ 30,856	$ 29,577
Cash payments	$ 11,526	$ 12,577	$ 35,166	$ 42,002

Investments

9 Months Ended

Sep. 30, 2025

Investments, Debt and Equity Securities [Abstract]

Investments

5. Investments

Available-for-sale Investments

The following tables summarize the composition of our short- and long-term investments at September 30, 2025 and December 31, 2024.


	September 30, 2025
	Amortized Cost		Unrealized Gains		Unrealized Losses			Aggregate Fair Value
	(in thousands)
Commercial paper	$	2,248	$	—	$	—		$	2,248
Corporate bonds		276,437		986		(7	)		277,416
U.S. Government agency securities		71,865		72		(9	)		71,928
U.S. Treasury securities		691,753		417		(1	)		692,169
Total	$	1,042,303	$	1,475	$	(17	)	$	1,043,761


	December 31, 2024
	Amortized Cost		Unrealized Gains		Unrealized Losses			Aggregate Fair Value
	(in thousands)
Commercial paper	$	4,941	$	—	$	—		$	4,941
Corporate bonds		284,337		533		(295	)		284,575
U.S. Government agency securities		117,158		260		(49	)		117,369
U.S. Treasury securities		1,303,384		780		(9	)		1,304,155
Total	$	1,709,820	$	1,573	$	(353	)	$	1,711,040

For available-for-sale debt securities, any realized gains and losses are determined based on the specific identification method and are reported in other (expense) income in the consolidated statements of operations. For securities in an unrealized loss position, the Company first assesses whether it intends to sell or if it is more likely than not that the Company will be required to sell the security before the recovery of its entire amortized cost basis. If either of these criteria is met, the security’s amortized cost basis is written down to fair value through other (expense) income in the consolidated statements of operations. The Company does not intend to sell these investments and it is more likely than not that the Company will not be required to sell these investments before recovery of their amortized cost basis.

If neither of the above criteria is met, the Company further assesses whether the decline in fair value below amortized cost is due to credit or non-credit related factors. In making this assessment, the Company considers the extent to which fair value is less than amortized cost, credit ratings, the financial health of the industry and sector of the issuer, the overall risk profile of the securities, overall macroeconomic conditions, and more. Any credit-related unrealized losses are recognized as an allowance on the consolidated balance sheets with a corresponding charge in other (expense) income in the consolidated statements of operations. Non-credit related unrealized losses and unrealized gains on available-for-sale debt securities are included in accumulated other comprehensive income (loss). In considering the underlying risk of its portfolio, the Company notes that it has a zero-loss expectation for U.S. treasury and

U.S. government agency securities, which represents the majority of its debt investment available-for-sale securities portfolio. As of September 30, 2025 and December 31, 2024, no allowance for credit losses in investments was recorded.

The contractual maturities of short-term and long-term investments held at September 30, 2025 and December 31, 2024 are as follows:


	September 30, 2025				December 31, 2024
	Amortized Cost Basis		Aggregate Fair Value		Amortized Cost Basis		Aggregate Fair Value
	(in thousands)				(in thousands)
Due within one year	$	870,786	$	871,547	$	1,555,656	$	1,556,828
Due after 1 year through 2 years		171,517		172,214		154,164		154,212
Total	$	1,042,303	$	1,043,761	$	1,709,820	$	1,711,040

Strategic Investments

The Company holds strategic investments in non-marketable equity securities of privately held companies. These investments are included in other assets on the consolidated balance sheets.

Strategic investments that consist of non-controlling equity investments without readily determinable fair values in privately held companies for which the Company does not have the ability to exercise significant influence are measured under the measurement alternative method. Under the measurement alternative method of accounting, the non-marketable equity securities are carried at cost less any impairment, plus or minus adjustments resulting from observable price changes in orderly transactions for the identical or a similar investment of the same issuer. Any associated gains and losses are recorded in other (expense) income in the consolidated statement of operations. The Company has certain other non-marketable strategic investments that do not qualify for the measurement alternative method. These investments are measured at fair value with any gains and losses recorded in other (expense) income in the consolidated statement of operations.

Strategic investments that consist of non-controlling equity investments without readily determinable fair values, in which the Company has significant influence over the investee’s operating and financial policies, are accounted for under the equity method of accounting. Under the equity method of accounting, the Company's proportionate share of the investments' net earnings are recorded in other (expense) income in the consolidated statements of operations and the related increase or decrease to the investment balance is recorded on the consolidated balance sheets.

The carrying values of Company’s strategic investments broken down by categories mentioned above are as follows:


	September 30, 2025		December 31, 2024
	(in thousands)
Measurement alternative method	$	88,235	$	72,456
Fair value		16,904		9,409
Equity method		14,463		11,678
Total	$	119,602	$	93,543

The following table summarizes the activity associated with the Company’s strategic investments, which is reported on the Company’s consolidated statement of operations as other (expense) income:


	Three Months Ended September 30,					Nine Months Ended September 30,
	2025			2024		2025			2024
	(in thousands)					(in thousands)
Strategic investments:
Gains	$	117		$	99	$	1,986		$	18,555
Impairments		(2,075	)		—		(3,675	)		(4,094	)
Total included in other income	$	(1,958	)	$	99	$	(1,689	)	$	14,461

Segment Information and Geographic Data

9 Months Ended

Sep. 30, 2025

Segment Reporting [Abstract]

Segment Information and Geographic Data

15. Segment Information and Geographic Data

The Company provides a customer platform that helps businesses connect and grow better. The Company generates revenue from subscriptions to its customer platform and related professional services and other revenue consisting mainly of customer on-boarding, training and consulting services and Commerce Hub.

The Company operates as one operating segment. Operating segments are defined as components of an enterprise for which separate financial information is regularly evaluated by the CODM, which is the Company’s chief executive officer, in deciding how to allocate resources and assess performance. The Company’s CODM evaluates the Company’s financial information and resources and assesses the performance of these resources on a consolidated basis. There is no expense or asset information supplemental to those disclosed in these consolidated financial statements that is regularly provided to the CODM. The allocation of resources and assessment of performance of the operating segment is based on consolidated net income (loss) as shown in the consolidated statements of operations. The CODM considers net income (loss) in the annual forecasting process and reviews actual results when making decisions about allocating resources. Since the Company operates as one operating segment, financial segment information, including profit or loss and asset information, can be found in the consolidated financial statements.

Geographic information

Revenues by geographical region:


	Three Months Ended September 30,						Nine Months Ended September 30,
	2025			2024			2025			2024
	(in thousands)
Americas	$	476,957		$	404,347		$	1,372,742		$	1,165,218
Europe		267,871			210,893			731,468			603,689
Asia Pacific		64,690			54,481			180,310			155,458
Total	$	809,518		$	669,721		$	2,284,520		$	1,924,365
Percentage of revenues generated outside of the Americas		41	%		40	%		40	%		39	%

Revenue derived from customers outside the United States (international) was approximately 49% of total revenue in the three months ended September 30, 2025, 48% in the nine months ended September 30, 2025, and 47% in the three and nine months ended September 30, 2024. Revenues of Americas attributed to the United States were 96% in the three and nine months ended September 30, 2025, 95% in the three months ended September 30, 2024, and 96% in the nine months ended September 30, 2024. Revenues of Europe attributed to Ireland were 50% in the three months ended September 30, 2025, 51% in the nine months ended September 30, 2025, 46% in the three months ended September 30, 2024, and 47% in the nine months ended September 30, 2024.

Total long-lived assets by geographical region:


	September 30, 2025			December 31, 2024
	(in thousands)
Americas	$	237,767		$	231,984
Europe		97,339			93,288
Asia Pacific		9,510			5,123
Total long-lived assets	$	344,616		$	330,395
Percentage of long-lived assets held outside of the Americas		31	%		30	%

Long-lived assets of Americas attributed to the United States were 97% as of September 30, 2025 and December 31, 2024. Long-lived assets of Europe attributed to Ireland were 81% as of September 30, 2025 and 80% as of December 31, 2024.

- Definition

The entire disclosure for reporting segments including data and tables. Reportable segments include those that meet any of the following quantitative thresholds a) it's reported revenue, including sales to external customers and intersegment sales or transfers is 10 percent or more of the combined revenue, internal and external, of all operating segments b) the absolute amount of its reported profit or loss is 10 percent or more of the greater, in absolute amount of 1) the combined reported profit of all operating segments that did not report a loss or 2) the combined reported loss of all operating segments that did report a loss c) its assets are 10 percent or more of the combined assets of all operating segments.

+ References

Reference 1: http://www.xbrl.org/2003/role/disclosureRef
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+ Details

Business Acquisitions (Tables)

9 Months Ended

Sep. 30, 2025

Dashworks Technologies, Inc. [Member]

Business Combination [Line Items]

Summary of Fair Value of Assets Acquired and Liabilities Assumed

The following table summarizes the fair value of assets acquired and liabilities assumed as of the date of acquisition.


	Fair value
	(in thousands)
Cash	$	414
Accounts receivable		30
Acquired technology		1,550
Goodwill		16,653
Accrued expenses and other liabilities		(344	)
Deferred revenue		(91	)
Total purchase price	$	18,212

Frame Technology, Inc. [Member]

Business Combination [Line Items]

Summary of Fair Value of Assets Acquired and Liabilities Assumed

The following table summarizes the fair value of assets acquired and liabilities assumed as of the date of acquisition.


	Fair value
	(in thousands)
Cash	$	527
Accounts receivable		592
Acquired technology		6,300
Goodwill		44,998
Accrued expenses and other liabilities		(804	)
Deferred revenue		(169	)
Total purchase price	$	51,444

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

+ References

Reference 1: http://www.xbrl.org/2003/role/disclosureRef
-Topic 350
-SubTopic 20
-Name Accounting Standards Codification
-Section 50
-Paragraph 4
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+ Details

Business Acquisitions

9 Months Ended

Sep. 30, 2025

Business Combination [Abstract]

Business Acquisitions

16. Business Acquisitions

Dashworks Technologies, Inc.

On May 1, 2025, the Company acquired all outstanding shares of Dashworks Technologies, Inc. (“Dashworks”), an AI-powered knowledge search assistant. The total cash purchase price for the acquisition was $17.8 million, net of cash acquired. There was approximately $6.6 million of post-combination consideration, which is contingent upon post-acquisition employment that will be recognized as compensation expense in the consolidated statement of operations over a period of three years. The transaction costs associated with the acquisition were approximately $0.9 million and were recorded in general and administrative expense.

The following table summarizes the fair value of assets acquired and liabilities assumed as of the date of acquisition.


	Fair value
	(in thousands)
Cash	$	414
Accounts receivable		30
Acquired technology		1,550
Goodwill		16,653
Accrued expenses and other liabilities		(344	)
Deferred revenue		(91	)
Total purchase price	$	18,212

The excess of the purchase consideration over the fair value of net tangible and identifiable intangible assets and liabilities acquired was recorded as goodwill. The Company expects to leverage Dashworks' expertise in deep search and reasoning to advance the Company's vision of equipping every go-to-market team member with an AI assistant and enhancing search and context gathering capabilities across Breeze. The goodwill recognized is not deductible for U.S. income tax purposes.

The intangible asset acquired in the business combination was developed technology and the fair value of the developed technology was estimated to be $1.6 million. The developed technology was valued using a replacement cost approach and the key assumptions include the Company’s estimates of the direct and indirect costs required to replace the asset. The Company began amortizing the acquired technology on the date of acquisition over a period of five years on a straight-line basis. The amortization expense is recorded to cost of subscription revenue in the consolidated statements of operations.

The Company has included the operating results of Dashworks in its consolidated financial statements since the date of the acquisition. The acquisition did not have a material effect on the revenue or earnings in the consolidated statement of operations for the reporting periods presented. Separate financial results and pro forma financial information for Dashworks have not been presented as the effect of this acquisition was not material to our financial results.

Frame Technology, Inc.

On January 6, 2025, the Company acquired all outstanding shares of Frame Technology, Inc. (“Frame AI”), an AI-powered conversation intelligence platform. The total cash purchase price for the acquisition was $50.9 million, net of cash acquired. There was approximately $8.2 million of post-combination consideration, which is contingent upon post-acquisition employment that will be recognized as compensation expense in the consolidated statement of operations over a period of two years. The transaction costs associated with the acquisition were approximately $1.0 million and were recorded in general and administrative expense.

The following table summarizes the fair value of assets acquired and liabilities assumed as of the date of acquisition.


	Fair value
	(in thousands)
Cash	$	527
Accounts receivable		592
Acquired technology		6,300
Goodwill		44,998
Accrued expenses and other liabilities		(804	)
Deferred revenue		(169	)
Total purchase price	$	51,444

The excess of the purchase consideration over the fair value of net tangible and identifiable intangible assets and liabilities acquired was recorded as goodwill. The Company expects to derive value from Frame AI's capabilities by accelerating its ability to unify structured and unstructured data across the customer journey at scale and empower go-to-market teams to transform conversations into actionable intelligence. The goodwill recognized is not deductible for U.S. income tax purposes.

The intangible asset acquired in the business combination was developed technology and the fair value of the developed technology was estimated to be $6.3 million. The developed technology was valued using a replacement cost approach and the key assumptions include the Company’s estimates of the direct and indirect costs required to replace the asset. The Company began amortizing the acquired technology on the date of acquisition over a period of five years on a straight-line basis. The amortization expense is recorded to cost of subscription revenue in the consolidated statements of operations.

The Company has included the operating results of Frame AI in its consolidated financial statements since the date of the acquisition. The acquisition did not have a material effect on the revenue or earnings in the consolidated statement of operations for the reporting periods presented. Separate financial results and pro forma financial information for Frame AI have not been presented as the effect of this acquisition was not material to our financial results.

- Definition

The entire disclosure for business combination.

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+ Details

Commitments and Contingencies - Additional Information (Detail) $ in Millions	9 Months Ended
	Sep. 30, 2025 USD ($)
Commitments and Contingencies [Line Items]
Increase in future lease commitments	$ 93.1

Fair Value of Financial Instruments - Schedule of Fair Value of Financial Assets and Liabilities (Detail) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of cash and cash equivalents	$ 137,327	$ 64,109
Fair value of restricted cash	$ 2,703	$ 4,053
Investment, Type [Extensible Enumeration]	us-gaap:MoneyMarketFundsMember	us-gaap:MoneyMarketFundsMember
Fair value of short and long term investments	$ 1,043,761	$ 1,711,040
Fair value of financial assets	1,201,671	1,791,819
Fair value of financial liabilities	260	584
Fair Value, Inputs, Level 1 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of cash and cash equivalents	$ 137,327	$ 64,109
Investment, Type [Extensible Enumeration]	us-gaap:MoneyMarketFundsMember	us-gaap:MoneyMarketFundsMember
Fair value of financial assets	$ 137,327	$ 64,109
Fair Value, Inputs, Level 2 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of restricted cash	$ 2,703	$ 4,053
Investment, Type [Extensible Enumeration]	us-gaap:MoneyMarketFundsMember	us-gaap:MoneyMarketFundsMember
Fair value of financial assets	$ 1,047,440	$ 1,718,301
Fair value of financial liabilities	260	584
Fair Value, Inputs, Level 3 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	16,904	9,409
Commercial Paper [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	2,248	4,941
Commercial Paper [Member] \| Fair Value, Inputs, Level 2 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	2,248	4,941
Corporate Bonds [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	277,416	284,575
Corporate Bonds [Member] \| Fair Value, Inputs, Level 2 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	277,416	284,575
U.S. Government Agency Securities [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	71,928	117,369
U.S. Government Agency Securities [Member] \| Fair Value, Inputs, Level 2 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	71,928	117,369
US Treasury Securities [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	692,169	1,307,363
US Treasury Securities [Member] \| Fair Value, Inputs, Level 2 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	692,169	1,307,363
Strategic Investments [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	16,904	9,409
Strategic Investments [Member] \| Fair Value, Inputs, Level 3 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of short and long term investments	16,904	9,409
Foreign Currency Derivative Liabilities [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of prepaid expenses and other current assets	976
Fair value of accrued expenses and other current liabilities	260	584
Foreign Currency Derivative Liabilities [Member] \| Fair Value, Inputs, Level 2 [Member]
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]
Fair value of prepaid expenses and other current assets	976
Fair value of accrued expenses and other current liabilities	$ 260	$ 584

Fair Value of Financial Instruments (Tables)

9 Months Ended

Sep. 30, 2025

Fair Value Disclosures [Abstract]

Schedule of Fair Value Measurements of Financial Assets and Liabilities

The following table details the fair value measurements within the fair value hierarchy of the Company’s financial assets and liabilities at September 30, 2025 and December 31, 2024:


	September 30, 2025
	Level 1		Level 2		Level 3		Total
	(in thousands)
Cash equivalents and investments:
Money market funds	$	137,327	$	—	$	—	$	137,327
Commercial paper		—		2,248		—		2,248
Corporate bonds		—		277,416		—		277,416
U.S. Government agency securities		—		71,928		—		71,928
U.S. Treasury securities		—		692,169		—		692,169
Strategic investments		—		—		16,904		16,904
Restricted cash:
Money market funds		—		2,703		—		2,703
Prepaid expenses and other current assets:
Foreign currency derivative assets		—		976		—		976
Total assets	$	137,327	$	1,047,440	$	16,904	$	1,201,671

Accrued expenses and other current liabilities:
Foreign currency derivative liabilities	$	—	$	260	$	—	$	260
Total liabilities	$	—	$	260	$	—	$	260


	December 31, 2024
	Level 1		Level 2		Level 3		Total
	(in thousands)
Cash equivalents and investments:
Money market funds	$	64,109	$	—	$	—	$	64,109
Commercial paper		—		4,941		—		4,941
Corporate bonds		—		284,575		—		284,575
U.S. Government agency securities		—		117,369		—		117,369
U.S. Treasury securities		—		1,307,363		—		1,307,363
Strategic investments		—		—		9,409		9,409
Restricted cash:
Money market funds		—		4,053		—		4,053
Total assets	$	64,109	$	1,718,301	$	9,409	$	1,791,819

Accrued expenses and other current liabilities:
Foreign currency derivative liabilities	$	—	$	584	$	—	$	584
Total liabilities	$	—	$	584	$	—	$	584

Commitments and Contingencies

9 Months Ended

Sep. 30, 2025

Commitments and Contingencies Disclosure [Abstract]

Commitments and Contingencies

12. Commitments and Contingencies

Contractual Obligations

The Company leases its office facilities under non-cancelable operating leases that expire at various dates through February 2035. Certain leases contain optional termination dates. The table below only includes payments up to the optional termination date. If the Company were to extend leases beyond the optional termination date, the future commitments would increase by approximately $93.1 million.

Future minimum payments under all operating lease agreements as of September 30, 2025 are as follows:


	(in thousands)
Remainder of 2025	$	15,011
2026		56,492
2027		50,202
2028		37,411
2029		37,647
Thereafter		131,470
Total	$	328,233

The Company has entered into certain non-cancelable vendor commitments, which require the future purchase of goods or services. Future minimum payments under all non-cancelable vendor commitments as of September 30, 2025 are as follows:


	(in thousands)
Remainder of 2025	$	26,091
2026		257,430
2027		199,201
2028		3,721
2029		1,025
Thereafter		—
Total	$	487,468

Legal Contingencies

From time to time, the Company may become a party to litigation and subject to claims incident to the ordinary course of business, including intellectual property claims, labor and employment claims, and threatened claims, breach of contract claims, tax, and other matters. The Company currently has no material pending litigation.

Derivatives - Additional Information (Detail) $ in Millions	Sep. 30, 2025 USD ($)
Derivative Instruments, Gain (Loss) [Line Items]
Unrealized gain (losses) before tax on foreign currency contracts expected to be reclassified into revenue over next 12 months	$ 0.5
Forward Contracts [Member]
Derivative Instruments, Gain (Loss) [Line Items]
Derivative notional amount	42.5
Cash Flow Hedges [Member] \| Forward Contracts [Member]
Derivative Instruments, Gain (Loss) [Line Items]
Derivative notional amount	$ 43.4

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

+ References

+ Details

Organization and Operations

9 Months Ended

Sep. 30, 2025

Accounting Policies [Abstract]

Organization and Operations

1. Organization and Operations

HubSpot, Inc. (the “Company”) provides a customer platform that helps businesses connect and grow better. The Company delivers seamless connection for customer-facing teams with a unified platform that includes three layers: Artificial Intelligence (“AI”)- powered engagement hubs, a Smart customer relationship management product (“CRM”), and a connected ecosystem that extends the customer platform with app marketplace integrations, a community network, and an academy of educational content.

The AI-powered engagement hubs include Marketing, Sales, Service, Data, Content, and Commerce, as well as other tools and integrations that enable companies to attract, engage, and delight customers throughout the customer experience. The Smart CRM is the foundational layer that combines customer data with AI to power the entire customer platform.

The accompanying unaudited consolidated financial statements have been prepared in accordance with generally accepted accounting principles in the United States (“GAAP”) applicable to interim periods, under the rules and regulations of the United States Securities and Exchange Commission (“SEC”). In the opinion of management, the Company has prepared the accompanying unaudited consolidated financial statements on a basis substantially consistent with the audited consolidated financial statements of the Company as of and for the year ended December 31, 2024, and these consolidated financial statements include all adjustments, consisting only of normal recurring adjustments, necessary for a fair statement of the results of the interim periods presented. All intercompany balances and transactions have been eliminated in consolidation.

The results of operations for the interim periods presented are not necessarily indicative of the results to be expected for any subsequent quarter or for the entire year ending December 31, 2025. The December 31, 2024 balance sheet data was derived from audited financial statements, but this Form 10-Q does not include all disclosures required under GAAP. Certain information and note disclosures normally included in annual financial statements prepared in accordance with GAAP have been omitted under the rules and regulations of the SEC.

These interim financial statements should be read in conjunction with the audited consolidated financial statements and related notes contained in the Company’s Annual Report on Form 10-K filed with the SEC on February 12, 2025. Other than the addition of the accounting policy related to share repurchases in Note 14, there have been no changes in the Company’s significant accounting policies from those that were disclosed in the Company’s Annual Report on Form 10-K that have had a material impact on our consolidated financial statements and related notes.

Recent Accounting Pronouncements

Recent accounting standards not included below are not expected to have a material impact on our consolidated financial statements.

In December 2023, the FASB issued guidance enhancing income tax disclosure requirements by requiring specified categories and greater disaggregation within the rate reconciliation table, disclosure of income taxes paid by jurisdiction, and providing clarification on uncertain tax positions and related financial statement impacts. The new standard is effective for the Company for the annual period beginning on January 1, 2025. The adoption of this standard only impacts annual disclosures and is not expected to have a material impact on the Company's consolidated financial statements.

In November 2024, the FASB issued guidance that requires the disclosure about specific types of expenses included in the expense captions presented on the face of the income statement. The new standard will be effective for the Company for the annual period beginning January 1, 2027, and for interim periods beginning January 1, 2028, with early adoption permitted. The adoption of this standard only impacts annual and quarterly disclosures and is not expected to have a material impact on the Company's consolidated financial statements.

In September 2025, the FASB issued guidance which modernizes the accounting for internal-use software costs. The guidance removes all references to software project development stages and clarifies the recognition threshold entities must meet to begin capitalizing costs. The new standard will be effective for the Company for the annual and interim periods beginning January 1, 2028, with early adoption permitted. The Company is currently evaluating the impact that the adoption of this standard will have on its consolidated financial statements and disclosures.

Restricted Cash - Summary of Reconciliation of Cash, Cash Equivalents and Restricted Cash (Detail) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024	Sep. 30, 2024
Cash and Cash Equivalents [Abstract]
Cash and cash equivalents	$ 614,352	$ 512,667	$ 410,060
Restricted cash, included in prepaid expenses and other current assets and other assets	$ 2,703	$ 4,053	$ 4,053
Restricted Cash, Asset, Statement of Financial Position [Extensible List]	Other assets, Prepaid expenses and other current assets	Other assets, Prepaid expenses and other current assets	Other assets, Prepaid expenses and other current assets
Total cash, cash equivalents, and restricted cash	$ 617,055	$ 516,720	$ 414,113

Stockholders' Equity and Stock-Based Compensation Expense - Summary of Stock Repurchase Activity (Details) - 2025 Share Repurchase Program [Member] - USD ($) $ / shares in Units, shares in Thousands, $ in Thousands	3 Months Ended	9 Months Ended
	Sep. 30, 2025	Sep. 30, 2025
Share Repurchase Program [Line Items]
Number of shares repurchased	780	997
Average stock price per share	$ 480.72	$ 501.67
Aggregate repurchase amount	$ 375,000	$ 500,000

- Definition

Number of shares that have been repurchased during the period and have not been retired and are not held in treasury. Some state laws may govern the circumstances under which an entity may acquire its own stock and prescribe the accounting treatment therefore. This element is used when state law does not recognize treasury stock.

+ References + Details

- Definition

Equity impact of the value of stock that has been repurchased during the period and has not been retired and is not held in treasury. Some state laws may mandate the circumstances under which an entity may acquire its own stock and prescribe the accounting treatment therefore. This element is used when state law does not recognize treasury stock.

+ References + Details

Convertible Senior Notes - Additional Information (Detail) - 0.375% Convertible Senior Notes Due 2025 [Member]	1 Months Ended		9 Months Ended
	Jun. 30, 2025 USD ($) shares	Jun. 30, 2020 USD ($) $ / shares shares	Sep. 30, 2025 USD ($) shares
Debt Instrument [Line Items]
Debt instrument, interest rate, stated percentage		0.375%
Debt instrument, maturity date			Jun. 01, 2025
Debt instrument, payment terms			The interest rate was fixed at 0.375% per annum and was payable semi-annually in arrears on June 1 and December 1 of each year.
Proceeds from issuance of notes		$ 450,100,000
Principal amount of each convertible note		$ 1,000
Debt instrument, conversion ratio		3.5396
Debt instrument, convertible, conversion of shares premium in excess of principal amount \| shares	400,000		500,000
Debt instrument, conversion price per share \| $ / shares		$ 282.52
Principal balance paid	$ 225,600,000		$ 233,400,000
Capped Call Options [Member]
Debt Instrument [Line Items]
Cost of purchased capped call options		$ 50,600,000
Common stock shares settled and received upon exercise of capped call options \| shares		400,000
Derivative, price risk option strike price \| $ / shares		$ 282.52
Derivative, cap price \| $ / shares		$ 426.44
Private Offering [Member]
Debt Instrument [Line Items]
Principal amount of long term debt		$ 400,000,000
Over-Allotment Options [Member]
Debt Instrument [Line Items]
Principal amount of long term debt		$ 60,000,000
Maximum [Member] \| Capped Call Options [Member]
Debt Instrument [Line Items]
Common stock shares covered under capped call transactions \| shares		1,600,000

Stockholders' Equity and Stock-Based Compensation Expense

9 Months Ended

Sep. 30, 2025

Stockholders Equity And Stock Based Compensation [Abstract]

Stockholders' Equity and Stock-Based Compensation Expense

14. Stockholders' Equity and Stock-Based Compensation Expense

Stock-Based Compensation

The following two tables show stock-based compensation expense by award type and where the stock-based compensation expense is recorded in the Company’s consolidated statements of operations:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)				(in thousands)
Options	$	1,070	$	1,917	$	3,578	$	6,309
RSUs		126,370		117,895		360,799		334,637
PSUs		6,264		6,356		18,468		17,524
Employee stock purchase plan		4,382		4,098		12,909		11,912
Total stock-based compensation expense	$	138,086	$	130,266	$	395,754	$	370,382


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)				(in thousands)
Cost of revenue, subscription	$	9,265	$	6,408	$	25,152	$	16,811
Cost of revenue, professional services and other		1,133		1,113		3,113		3,328
Research and development		68,158		62,595		195,762		177,914
Sales and marketing		36,539		36,218		104,731		107,543
General and administrative		22,991		23,932		66,996		64,786
Total stock-based compensation expense	$	138,086	$	130,266	$	395,754	$	370,382

Capitalized software development costs excluded from stock-based compensation expense were $15.3 million for the three months ended September 30, 2025, $44.2 million for the nine months ended September 30, 2025, $10.7 million for the three months ended September 30, 2024, and $29.7 million for the nine months ended September 30, 2024.

Share Repurchase Program

On May 6, 2025, the Company’s Board of Directors authorized a share repurchase program for the repurchase of shares of the Company’s common stock, in an aggregate amount of up to $500 million (the “2025 Share Repurchase Program”), exclusive of any transaction costs related to such repurchases, over a period of up to 12 months. All repurchases under the 2025 Share Repurchase Program are made through open market trades pursuant to 10b5-1 plans. The 2025 Share Repurchase Program does not obligate the Company to acquire a specified number of shares, and may be suspended, modified, or terminated at any time and will be funded using the Company's cash and cash equivalents. Consideration paid for the shares repurchased is recorded as a reduction to stockholders’ equity on the consolidated balance sheets. As of September 30, 2025, the Company has completed the 2025 Share Repurchase Program.

The following table summarizes the stock repurchase activity under the 2025 Share Repurchase Program (in thousands, except per share data):


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
Number of shares repurchased		780		—		997		—
Average stock price per share	$	480.72		—	$	501.67		—
Aggregate repurchase amount	$	375,000		—	$	500,000		—

Segment Information and Geographic Data (Tables)

9 Months Ended

Sep. 30, 2025

Segment Reporting [Abstract]

Revenues by Geographical Region

Revenues by geographical region:


	Three Months Ended September 30,						Nine Months Ended September 30,
	2025			2024			2025			2024
	(in thousands)
Americas	$	476,957		$	404,347		$	1,372,742		$	1,165,218
Europe		267,871			210,893			731,468			603,689
Asia Pacific		64,690			54,481			180,310			155,458
Total	$	809,518		$	669,721		$	2,284,520		$	1,924,365
Percentage of revenues generated outside of the Americas		41	%		40	%		40	%		39	%

Long Lived Assets by Geographical Region

Total long-lived assets by geographical region:


	September 30, 2025			December 31, 2024
	(in thousands)
Americas	$	237,767		$	231,984
Europe		97,339			93,288
Asia Pacific		9,510			5,123
Total long-lived assets	$	344,616		$	330,395
Percentage of long-lived assets held outside of the Americas		31	%		30	%

Net Income (Loss) per Share

9 Months Ended

Sep. 30, 2025

Earnings Per Share [Abstract]

Net Income (Loss) per Share

3. Net Income (Loss) per Share

Basic net income (loss) per share is computed by dividing net income (loss) by the weighted average number of common shares outstanding for the period. Diluted net income (loss) per share is computed by giving effect to all potential dilutive common stock equivalents outstanding for the period. For purposes of this calculation, options to purchase common stock, restricted stock units (“RSUs”), shares issued pursuant to the Employee Stock Purchase Plan (“ESPP”), performance restricted stock units (“PSUs”), and the Conversion Option of the 2025 Notes (the “Conversion Options”) (Note 10) are considered to be potential common stock equivalents.

A reconciliation of the denominator used in the calculation of basic and diluted net income (loss) per share is as follows:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025			2024
Net income (loss)	$	16,536	$	8,146	$	(8,515	)	$	(355	)
Weighted-average common shares outstanding — basic		52,507		51,354		52,454			51,017
Dilutive effect of share equivalents resulting from stock options, RSUs, ESPP, PSUs, and the Conversion Options		164		424		—			—
Weighted-average common shares, outstanding — diluted		52,671		51,778		52,454			51,017
Net income (loss) per share, basic	$	0.31	$	0.16	$	(0.16	)	$	(0.01	)
Net income (loss) income per share, diluted	$	0.31	$	0.16	$	(0.16	)	$	(0.01	)

The Company uses the treasury stock method and the average market price per share during the period for calculating any potential dilutive effect of the stock options, RSUs, ESPPs, and PSUs. The Company uses the if-converted method when calculating any potential dilutive effect of the Conversion Options, which assumes conversion of outstanding convertible securities at the beginning of the reporting period or date of issuance, if the convertible security was issued during the period.

Since the Company incurred net losses for the nine months ended September 30, 2025 and 2024, diluted net loss per share is the same as basic net loss per share. All of the Company’s outstanding stock options, RSUs, PSUs, and shares issuable under the ESPP, as well as the Conversion Options were excluded in the calculation of diluted net loss per share as the effect would be anti-dilutive.


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)
Options to purchase common shares		20		67		195		339
RSUs and PSUs		1,299		769		1,545		1,706
Conversion Option of the 2025 Notes		—		1,625		—		1,625
ESPP		76		—		76		—

Stockholders' Equity and Stock-Based Compensation Expense (Tables)

9 Months Ended

Sep. 30, 2025

Stockholders Equity And Stock Based Compensation [Abstract]

Schedule of Stock-Based Compensation Expense by Award Type

The following two tables show stock-based compensation expense by award type and where the stock-based compensation expense is recorded in the Company’s consolidated statements of operations:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)				(in thousands)
Options	$	1,070	$	1,917	$	3,578	$	6,309
RSUs		126,370		117,895		360,799		334,637
PSUs		6,264		6,356		18,468		17,524
Employee stock purchase plan		4,382		4,098		12,909		11,912
Total stock-based compensation expense	$	138,086	$	130,266	$	395,754	$	370,382

Effect of Stock-Based Compensation on Income by Line Item


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)				(in thousands)
Cost of revenue, subscription	$	9,265	$	6,408	$	25,152	$	16,811
Cost of revenue, professional services and other		1,133		1,113		3,113		3,328
Research and development		68,158		62,595		195,762		177,914
Sales and marketing		36,539		36,218		104,731		107,543
General and administrative		22,991		23,932		66,996		64,786
Total stock-based compensation expense	$	138,086	$	130,266	$	395,754	$	370,382

Summary of Stock Repurchase Activity

The following table summarizes the stock repurchase activity under the 2025 Share Repurchase Program (in thousands, except per share data):


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
Number of shares repurchased		780		—		997		—
Average stock price per share	$	480.72		—	$	501.67		—
Aggregate repurchase amount	$	375,000		—	$	500,000		—

Investments - Summary of Contractual Maturities of Short-Term and Long-Term Investments Held (Detail) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]
Amortized Cost Basis, Due within one year	$ 870,786	$ 1,555,656
Amortized Cost Basis, Due after 1 year through 2 years	171,517	154,164
Amortized Cost	1,042,303	1,709,820
Aggregate Fair Value, Due within one year	871,547	1,556,828
Aggregate Fair Value, Due after 1 year through 2 years	172,214	154,212
Aggregate Fair Value, Total	$ 1,043,761	$ 1,711,040

- Definition

Amount of investment in debt security measured at fair value with change in fair value recognized in other comprehensive income (available-for-sale).

+ References

+ Details

Commitments and Contingencies - Schedule of Future Minimum Payments Under Non-Cancelable Vendor Commitments (Details) - Vendor Commitments [Member] $ in Thousands	Sep. 30, 2025 USD ($)
Long-Term Purchase Commitment [Line Items]
Non-cancelable arrangements, Remainder of 2025	$ 26,091
Non-cancelable arrangements, 2026	257,430
Non-cancelable arrangements, 2027	199,201
Non-cancelable arrangements, 2028	3,721
Non-cancelable arrangements, 2029	1,025
Non-cancelable arrangements, Total	$ 487,468

Segment Information and Geographic Data - Long Lived Assets by Geographical Region (Detail) - USD ($) $ in Thousands	9 Months Ended	12 Months Ended
	Sep. 30, 2025	Dec. 31, 2024
Segment Reporting Information [Line Items]
Total long lived assets	$ 344,616	$ 330,395
Americas [Member]
Segment Reporting Information [Line Items]
Total long lived assets	237,767	231,984
Europe [Member]
Segment Reporting Information [Line Items]
Total long lived assets	97,339	93,288
Asia Pacific [Member]
Segment Reporting Information [Line Items]
Total long lived assets	$ 9,510	$ 5,123
Outside Of Americas [Member] \| Assets Total [Member] \| Geographic Concentration Risk [Member]
Segment Reporting Information [Line Items]
Percentage of long lived assets held outside of the Americas	31.00%	30.00%

- Definition

+ References + Details

Changes in Accumulated Other Comprehensive Income (Loss) (Tables)

9 Months Ended

Sep. 30, 2025

Equity [Abstract]

Changes in Accumulated Other Comprehensive Income (Loss)

The following table summarizes the changes in accumulated other comprehensive income (loss), which is reported as a component of stockholders’ equity, for the nine months ended September 30, 2025 and 2024.


	Cumulative Translation Adjustment			Unrealized Gain (Loss) on Investments		Unrealized Gain (Loss) on Derivate Instruments			Total
	(in thousands)
Beginning balance at January 1, 2025	$	(5,928	)	$	1,195	$	(921	)	$	(5,654	)
Other comprehensive income (loss) before reclassifications		9,223			236		1,605			11,064
Amounts reclassified from accumulated other comprehensive income, net of tax, to revenue		—			—		397			397
Ending balance at September 30, 2025	$	3,295		$	1,431	$	1,081		$	5,807


	Cumulative Translation Adjustment		Unrealized Gain (Loss) on Investments		Unrealized Gain (Loss) on Derivate Instruments			Total
	(in thousands)
Beginning balance at January 1, 2024	$	950	$	877	$	—		$	1,827
Other comprehensive (loss) income before reclassifications		2,548		2,209		(1,245	)		3,512
Amounts reclassified from accumulated other comprehensive income, net of tax, to revenue		—		—		310			310
Ending balance at September 30, 2024	$	3,498	$	3,086	$	(935	)	$	5,649

Net Income (Loss) per Share - Summary of Reconciliation of Denominator Used in Calculation of Basic and Diluted Net (Income) Loss Per Share (Detail) - USD ($) $ / shares in Units, shares in Thousands, $ in Thousands	3 Months Ended						9 Months Ended
	Sep. 30, 2025	Jun. 30, 2025	Mar. 31, 2025	Sep. 30, 2024	Jun. 30, 2024	Mar. 31, 2024	Sep. 30, 2025	Sep. 30, 2024
Earnings Per Share [Abstract]
Net income (loss)	$ 16,536	$ (3,258)	$ (21,793)	$ 8,146	$ (14,435)	$ 5,934	$ (8,515)	$ (355)
Weighted-average common shares outstanding - basic	52,507			51,354			52,454	51,017
Dilutive effect of share equivalents resulting from stock options, RSUs, ESPP, PSUs, and the Conversion Options	164			424
Weighted-average common shares, outstanding — diluted	52,671			51,778			52,454	51,017
Net income (loss) per share, basic	$ 0.31			$ 0.16			$ (0.16)	$ (0.01)
Net income (loss) per share, diluted	$ 0.31			$ 0.16			$ (0.16)	$ (0.01)

- Definition

The amount of net income (loss) for the period per each share of common stock or unit outstanding during the reporting period.

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Reference 28: http://www.xbrl.org/2003/role/disclosureRef
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-Subparagraph (b)
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Reference 38: http://www.xbrl.org/2003/role/disclosureRef
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+ Details

Derivatives - Schedule of Derivatives and Impact on AOCI (Detail) - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024
Derivative Instruments, Gain (Loss) [Line Items]
Beginning Balance, Amount	$ 1,908,286	$ 1,334,348
Net (income) losses recognized in other comprehensive income, net of tax	(11,064)	(3,512)
Net losses reclassified from AOCI to earnings	(397)	(310)
Ending Balance, Amount	1,855,842	1,751,882
Designated as Hedging Instrument [Member] \| Foreign Currency Forward Contracts [Member] \| Accumulated Gain (Loss), Net, Cash Flow Hedge, Parent [Member]
Derivative Instruments, Gain (Loss) [Line Items]
Beginning Balance, Amount	921
Net (income) losses recognized in other comprehensive income, net of tax	(1,605)	1,245
Net losses reclassified from AOCI to earnings	(397)	(310)
Ending Balance, Amount	$ (1,081)	$ 935

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

+ References

+ Details

- Definition

Amount of equity (deficit) attributable to parent. Excludes temporary equity and equity attributable to noncontrolling interest.

+ References

+ Details

Convertible Senior Notes - Schedule of Interest Expense (Detail) - 0.375% Convertible Senior Notes Due 2025 [Member] - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Debt Instrument [Line Items]
Contractual interest expense	$ 0	$ 430	$ 284	$ 1,291
Amortization of issuance costs	0	499	577	1,501
Total interest expense	$ 0	$ 929	$ 861	$ 2,792

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

+ References

+ Details

Investments - Summary of Composition of Short and Long-term Investments (Detail) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Debt Securities, Available-for-Sale [Line Items]
Amortized Cost	$ 1,042,303	$ 1,709,820
Unrealized Gains	1,475	1,573
Unrealized Losses	(17)	(353)
Aggregate Fair Value	1,043,761	1,711,040
Commercial Paper [Member]
Debt Securities, Available-for-Sale [Line Items]
Amortized Cost	2,248	4,941
Aggregate Fair Value	2,248	4,941
Corporate Bonds [Member]
Debt Securities, Available-for-Sale [Line Items]
Amortized Cost	276,437	284,337
Unrealized Gains	986	533
Unrealized Losses	(7)	(295)
Aggregate Fair Value	277,416	284,575
U.S. Government Agency Securities [Member]
Debt Securities, Available-for-Sale [Line Items]
Amortized Cost	71,865	117,158
Unrealized Gains	72	260
Unrealized Losses	(9)	(49)
Aggregate Fair Value	71,928	117,369
US Treasury Securities [Member]
Debt Securities, Available-for-Sale [Line Items]
Amortized Cost	691,753	1,303,384
Unrealized Gains	417	780
Unrealized Losses	(1)	(9)
Aggregate Fair Value	$ 692,169	$ 1,304,155

- Definition

Amount of investment in debt security measured at fair value with change in fair value recognized in other comprehensive income (available-for-sale).

+ References

+ Details

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

+ References

+ Details

Convertible Senior Notes

9 Months Ended

Sep. 30, 2025

Debt Disclosure [Abstract]

Convertible Senior Notes

10. Convertible Senior Notes

2025 Convertible Senior Notes and Capped Call Options

In June 2020, the Company issued $400 million aggregate principal amount of 0.375% convertible senior notes due June 1, 2025 (the “2025 Notes”) in a private offering and an additional $60 million aggregate principal amount of the 2025 Notes pursuant to the exercise in full of the over-allotment options of the initial purchasers. The interest rate was fixed at 0.375% per annum and was payable semi-annually in arrears on June 1 and December 1 of each year. The total net proceeds from the debt offering, after deducting initial purchase discounts and debt issuance costs, were approximately $450.1 million.

Each $1,000 of principal amount of the 2025 Notes was initially convertible into 3.5396 shares of the Company’s common stock (the “Conversion Option of the 2025 Notes”), which was equivalent to an initial conversion price of approximately $282.52 per share, subject to adjustment upon the occurrence of certain specified events. On or after March 1, 2025 until the close of business on the second scheduled trading day immediately preceding the maturity date, holders could convert their 2025 Notes at any time, under certain circumstances as described in the indenture governing the 2025 Notes (the “Indenture”). Upon conversion, the Company would pay or deliver, as the case may be, cash, shares of the Company’s common stock or combination of cash and shares of the Company’s common stock, at the Company’s election. During the six months ended June 30, 2025, upon the election of holders to convert, the Company settled $233.4 million of principal balance of the 2025 Notes in cash and issued 0.5 million shares for the conversion premium in excess of the principal amount. In June 2025, upon the maturity of the 2025 Notes, the Company paid $225.6 million to satisfy the remaining aggregate principal amount due and issued 0.4 million shares for the conversion premium in excess of the principal amount.

Interest expense related to the 2025 Notes is as follows:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2025		2024		2025		2024
	(in thousands)
Contractual interest expense	$	—	$	430	$	284	$	1,291
Amortization of issuance costs		—		499		577		1,501
Total interest expense	$	—	$	929	$	861	$	2,792

In connection with the offering of the 2025 Notes, the Company purchased capped call options (“Capped Call Options”) with respect to its common stock for $50.6 million. The Capped Call Options were purchased call options that give the Company the option to purchase up to approximately 1.6 million shares of its common stock for $282.52 per share, which corresponds to the approximate initial conversion price of the 2025 Notes. The Capped Call Options were purchased in order to offset potential dilution to the Company’s common stock upon any conversion of the 2025 Notes, subject to a cap of $426.44 per share, and expire concurrently with the 2025 Notes. Upon the maturity of the 2025 Notes, the Capped Call Options were exercised, which the Company net share settled and received 0.4 million shares of its common stock. At settlement, the $50.6 million paid for the Capped Call Options was recorded in treasury stock and netted within additional paid-in capital.

Unaudited Consolidated Statements of Comprehensive (Loss) Income - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Statement of Comprehensive Income [Abstract]
Net income (loss)	$ 16,536	$ 8,146	$ (8,515)	$ (355)
Other comprehensive income (loss):
Foreign currency translation adjustment	(945)	5,349	9,223	2,548
Changes in unrealized loss on investments, net of income taxes of $0 for the three and nine months ended September 30, 2025 and 2024	828	5,612	236	2,209
Changes in unrealized loss on cash flow hedges, net of income taxes of $51 and $243 for the three and nine months ended September 30, 2025, and $52 and $115 for the three and nine months ended September 30, 2024	496	(490)	2,002	(935)
Comprehensive income	$ 16,915	$ 18,617	$ 2,946	$ 3,467

- Definition

Amount after tax of increase (decrease) in equity from transactions and other events and circumstances from net income and other comprehensive income, attributable to parent entity. Excludes changes in equity resulting from investments by owners and distributions to owners.

+ References + Details

- Definition

The portion of profit or loss for the period, net of income taxes, which is attributable to the parent.

+ References

+ Details

Derivatives (Tables)

9 Months Ended

Sep. 30, 2025

Derivative Instruments and Hedging Activities Disclosure [Abstract]

Summary of Fair Value of Derivative Financial Instruments

The following summarizes the fair value of derivative financial instruments as of September 30, 2025 and December 31, 2024:


	September 30, 2025		December 31, 2024
	(in thousands)
Prepaid expenses and other current assets
Cash flow hedges	$	939	$	—
Balance sheet hedges		37		—
Total	$	976	$	—

Accrued expenses and other current liabilities
Cash flow hedges	$	260	$	584
Total	$	260	$	584

Schedule of Derivatives and Impact on AOCI

The following table presents the activity of foreign currency forward contracts designated as hedging instruments and the impact of these derivatives on AOCI:


	Nine Months Ended September 30,
	2025			2024
	(in thousands)
Beginning accumulated other comprehensive (income) loss at January 1	$	921		$	—
Net (income) losses recognized in other comprehensive income, net of tax		(1,605	)		1,245
Net losses reclassified from AOCI to earnings		(397	)		(310	)
Ending accumulated other comprehensive (income) loss at September 30	$	(1,081	)	$	935

Schedule of Effect of Hedges on Consolidated Statements of Operations

The effect of hedges on the consolidated statements of operations are as follows:


	Three Months Ended September 30,					Nine Months Ended September 30,
	2025		2024			2025			2024
	(in thousands)
Income (losses) reclassified from AOCI related to cash flow hedges
Revenue	$	162	$	(254	)	$	(397	)	$	(310	)

Gains related to non-designated hedges
Other (expense) income	$	428	$	—		$	2,401		$	—

Unaudited Consolidated Statements of Stockholders' Equity - USD ($) shares in Thousands, $ in Thousands	Total	Common Stock [Member]	Treasury Stock [Member]	Additional Paid-In Capital [Member]	Accumulated Other Comprehensive Income (Loss) [Member]	Accumulated Deficit [Member]
Beginning Balance, Amount at Dec. 31, 2023	$ 1,334,348	$ 50		$ 2,136,908	$ 1,827	$ (804,437)
Beginning Balance, Shares at Dec. 31, 2023		50,448
Treasury Stock, Beginning Balance, Shares at Dec. 31, 2023			910
Issuance of common stock under stock plans	6,514	$ 1		6,513
Issuance of common stock under stock plans, Shares		332	(1)
Restricted stock units taxes paid in cash	(8,791)			(8,791)
Restricted stock units taxes paid in cash, Shares		(20)
Stock-based compensation	115,919			115,919
Other comprehensive income (loss), net of tax	(4,807)				(4,807)
Net income (loss)	5,934					5,934
Ending Balance, Amount at Mar. 31, 2024	1,449,117	$ 51		2,250,549	(2,980)	(798,503)
Ending Balance, Shares at Mar. 31, 2024		50,760
Treasury Stock, Ending Balance, Shares at Mar. 31, 2024			909
Beginning Balance, Amount at Dec. 31, 2023	1,334,348	$ 50		2,136,908	1,827	(804,437)
Beginning Balance, Shares at Dec. 31, 2023		50,448
Treasury Stock, Beginning Balance, Shares at Dec. 31, 2023			910
Net income (loss)	(355)
Ending Balance, Amount at Sep. 30, 2024	1,751,882	$ 51		2,550,974	5,649	(804,792)
Ending Balance, Shares at Sep. 30, 2024		51,407
Treasury Stock, Ending Balance, Shares at Sep. 30, 2024			903
Beginning Balance, Amount at Mar. 31, 2024	1,449,117	$ 51		2,250,549	(2,980)	(798,503)
Beginning Balance, Shares at Mar. 31, 2024		50,760
Treasury Stock, Beginning Balance, Shares at Mar. 31, 2024			909
Issuance of common stock under stock plans	38,074			38,074
Issuance of common stock under stock plans, Shares		384	(4)
Restricted stock units taxes paid in cash	(4,700)			(4,700)
Restricted stock units taxes paid in cash, Shares		(2)
Stock-based compensation	134,685			134,685
Other comprehensive income (loss), net of tax	(1,842)				(1,842)
Net income (loss)	(14,435)					(14,435)
Ending Balance, Amount at Jun. 30, 2024	1,600,899	$ 51		2,418,608	(4,822)	(812,938)
Ending Balance, Shares at Jun. 30, 2024		51,142
Treasury Stock, Ending Balance, Shares at Jun. 30, 2024			905
Issuance of common stock under stock plans	1,287			1,287
Issuance of common stock under stock plans, Shares		272	(2)
Restricted stock units taxes paid in cash	(4,238)			(4,238)
Restricted stock units taxes paid in cash, Shares		(7)
Stock-based compensation	135,317			135,317
Other comprehensive income (loss), net of tax	10,471				10,471
Net income (loss)	8,146					8,146
Ending Balance, Amount at Sep. 30, 2024	1,751,882	$ 51		2,550,974	5,649	(804,792)
Ending Balance, Shares at Sep. 30, 2024		51,407
Treasury Stock, Ending Balance, Shares at Sep. 30, 2024			903
Beginning Balance, Amount at Dec. 31, 2024	$ 1,908,286	$ 52		2,713,697	(5,654)	(799,809)
Beginning Balance, Shares at Dec. 31, 2024		51,767
Treasury Stock, Beginning Balance, Shares at Dec. 31, 2024	900		900
Issuance of common stock under stock plans	$ 3,088			3,088
Issuance of common stock under stock plans, Shares		335	(2)
Restricted stock units taxes paid in cash	(9,070)			(9,070)
Restricted stock units taxes paid in cash, Shares		12
Conversion of the 2025 Notes	(767)			(767)
Conversion of the 2025 Notes, Shares		192
Stock-based compensation	121,806			121,806
Other comprehensive income (loss), net of tax	2,994				2,994
Net income (loss)	(21,793)					(21,793)
Ending Balance, Amount at Mar. 31, 2025	2,004,544	$ 52		2,828,754	(2,660)	(821,602)
Ending Balance, Shares at Mar. 31, 2025		52,282
Treasury Stock, Ending Balance, Shares at Mar. 31, 2025			898
Beginning Balance, Amount at Dec. 31, 2024	$ 1,908,286	$ 52		2,713,697	(5,654)	(799,809)
Beginning Balance, Shares at Dec. 31, 2024		51,767
Treasury Stock, Beginning Balance, Shares at Dec. 31, 2024	900		900
Net income (loss)	$ (8,515)
Ending Balance, Amount at Sep. 30, 2025	$ 1,855,842	$ 52	$ 2	2,658,305	5,807	(808,324)
Ending Balance, Shares at Sep. 30, 2025		52,217
Treasury Stock, Ending Balance, Shares at Sep. 30, 2025	2,277		2,277
Beginning Balance, Amount at Mar. 31, 2025	$ 2,004,544	$ 52		2,828,754	(2,660)	(821,602)
Beginning Balance, Shares at Mar. 31, 2025		52,282
Treasury Stock, Beginning Balance, Shares at Mar. 31, 2025			898
Issuance of common stock under stock plans	35,642			35,642
Issuance of common stock under stock plans, Shares		327
Restricted stock units taxes paid in cash	(4,744)			(4,744)
Restricted stock units taxes paid in cash, Shares		(8)
Conversion of the 2025 Notes	(282)	$ 1		(283)
Conversion of the 2025 Notes, Shares		699
Settlement of Capped Call Options	1		$ 1
Settlement of Capped Call Options, Shares		(382)	382
Repurchases of common stock	(125,004)			(125,004)
Repurchases of common stock, Shares		(217)	217
Stock-based compensation	150,069			150,069
Other comprehensive income (loss), net of tax	8,088				8,088
Net income (loss)	(3,258)					(3,258)
Ending Balance, Amount at Jun. 30, 2025	2,065,056	$ 53	$ 1	2,884,434	5,428	(824,860)
Ending Balance, Shares at Jun. 30, 2025		52,701
Treasury Stock, Ending Balance, Shares at Jun. 30, 2025			1,497
Issuance of common stock under stock plans	8,760			8,760
Issuance of common stock under stock plans, Shares		304
Restricted stock units taxes paid in cash	(4,362)			(4,362)
Restricted stock units taxes paid in cash, Shares		(8)
Repurchases of common stock	375,015	$ (1)	$ 1	375,015
Repurchases of common stock, Shares		(780)	780
Stock-based compensation	144,488			144,488
Other comprehensive income (loss), net of tax	379				379
Net income (loss)	16,536					16,536
Ending Balance, Amount at Sep. 30, 2025	$ 1,855,842	$ 52	$ 2	$ 2,658,305	$ 5,807	$ (808,324)
Ending Balance, Shares at Sep. 30, 2025		52,217
Treasury Stock, Ending Balance, Shares at Sep. 30, 2025	2,277		2,277

Property and Equipment

9 Months Ended

Sep. 30, 2025

Property, Plant and Equipment [Abstract]

Property and Equipment

8. Property and Equipment

Property and equipment consists of the following:


	September 30, 2025			December 31, 2024
	(in thousands)
Computer equipment and purchased software	$	19,146		$	16,919
Employee related computer equipment		46,455			36,699
Furniture and fixtures		20,192			20,642
Leasehold improvements		122,408			112,758
Internal-use software		94,620			72,112
Construction in progress		1,602			1,612
Total property and equipment		304,423			260,742
Less accumulated depreciation		(167,032	)		(146,577	)
Property and equipment, net	$	137,391		$	114,165

Depreciation and amortization expense on property and equipment was $8.7 million for the three months ended September 30, 2025, $24.8 million for the nine months ended September 30, 2025, $7.8 million for the three months ended September 30, 2024 and $21.9 million for the nine months ended September 30, 2024.

Stockholders' Equity and Stock-Based Compensation Expense - Additional Information (Detail) - USD ($) $ in Millions		3 Months Ended		9 Months Ended
	May 06, 2025	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
2025 Share Repurchase Program [Member] \| Maximum [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Stock repurchase program, authorized amount	$ 500.0
Share repurchased program, period	12 months
Capitalized Software and PP&E [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Capitalized software development costs excluded from stock based compensation		$ 15.3	$ 10.7	$ 44.2	$ 29.7

Stockholders' Equity and Stock-Based Compensation Expense - Effect of Stock-Based Compensation on Income by Line Item (Detail) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	$ 138,086	$ 130,266	$ 395,754	$ 370,382
Cost of Revenue, Subscription [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	9,265	6,408	25,152	16,811
Cost of Revenue, Professional Services and Other [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	1,133	1,113	3,113	3,328
Research and Development [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	68,158	62,595	195,762	177,914
Sales and Marketing [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	36,539	36,218	104,731	107,543
General and Administrative [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	$ 22,991	$ 23,932	$ 66,996	$ 64,786

Property and Equipment - Additional Information (Detail) - USD ($) $ in Millions	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Property, Plant and Equipment [Abstract]
Depreciation and amortization	$ 8.7	$ 7.8	$ 24.8	$ 21.9

Pay vs Performance Disclosure - USD ($) $ in Thousands	3 Months Ended						9 Months Ended
Pay vs Performance Disclosure - USD ($) $ in Thousands	Sep. 30, 2025	Jun. 30, 2025	Mar. 31, 2025	Sep. 30, 2024	Jun. 30, 2024	Mar. 31, 2024	Sep. 30, 2025	Sep. 30, 2024
Pay vs Performance Disclosure
Net Income (Loss)	$ 16,536	$ (3,258)	$ (21,793)	$ 8,146	$ (14,435)	$ 5,934	$ (8,515)	$ (355)

- Definition

The portion of profit or loss for the period, net of income taxes, which is attributable to the parent.

+ References

+ Details

Commitments and Contingencies - Schedule of Future Minimum Payments (Detail) $ in Thousands	Sep. 30, 2025 USD ($)
Commitments and Contingencies Disclosure [Abstract]
Operating, Remainder of 2025	$ 15,011
Operating, 2026	56,492
Operating, 2027	50,202
Operating, 2028	37,411
Operating, 2029	37,647
Operating, Thereafter	131,470
Total	$ 328,233

Capitalized Software Development Costs (Tables)

9 Months Ended

Sep. 30, 2025

Research and Development [Abstract]

Summary of Capitalized Software Development Costs, Exclusive of those Recorded within Property and Equipment

Capitalized software development costs, exclusive of those recorded within property and equipment, consisted of the following:


	September 30, 2025			December 31, 2024
	(in thousands)
Gross capitalized software development costs	$	500,535		$	374,127
Accumulated amortization		(293,876	)		(219,643	)
Capitalized software development costs, net	$	206,659		$	154,484

Unaudited Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Revenues:
Total revenue	$ 809,518	$ 669,721	$ 2,284,520	$ 1,924,365
Cost of revenues:
Total cost of revenues	133,518	99,324	370,786	289,928
Gross profit	676,000	570,397	1,913,734	1,634,437
Operating expenses:
Research and development	227,714	191,185	685,151	565,001
Sales and marketing	355,268	309,928	1,021,844	904,010
General and administrative	80,747	77,928	244,380	219,380
Restructuring	1,037	987	3,222	2,847
Total operating expenses	664,766	580,028	1,954,597	1,691,238
Income (loss) from operations	11,234	(9,631)	(40,863)	(56,801)
Other income (expense):
Interest income	14,252	21,780	53,106	60,877
Interest expense	(4)	(936)	(876)	(2,772)
Other (expense) income	(2,346)	(565)	(3,560)	14,381
Total other income	11,902	20,279	48,670	72,486
Income before income tax expense	23,136	10,648	7,807	15,685
Income tax expense	(6,600)	(2,502)	(16,322)	(16,040)
Net income (loss)	$ 16,536	$ 8,146	$ (8,515)	$ (355)
Net income (loss) per share, basic	$ 0.31	$ 0.16	$ (0.16)	$ (0.01)
Net income (loss) per share, diluted	$ 0.31	$ 0.16	$ (0.16)	$ (0.01)
Weighted average common shares used in computing basic net income (loss) income per share:	52,507	51,354	52,454	51,017
Weighted average common shares used in computing diluted net income (loss) per share	52,671	51,778	52,454	51,017
Subscription [Member]
Revenues:
Total revenue	$ 791,678	$ 654,738	$ 2,234,937	$ 1,882,241
Cost of revenues:
Total cost of revenues	117,025	85,066	323,925	247,408
Professional Services and Other [Member]
Revenues:
Total revenue	17,840	14,983	49,583	42,124
Cost of revenues:
Total cost of revenues	$ 16,493	$ 14,258	$ 46,861	$ 42,520

Changes in Accumulated Other Comprehensive Income (Loss)

9 Months Ended

Sep. 30, 2025

Equity [Abstract]

Changes in Accumulated Other Comprehensive Income (Loss)

13. Changes in Accumulated Other Comprehensive Income (Loss)


	Cumulative Translation Adjustment			Unrealized Gain (Loss) on Investments		Unrealized Gain (Loss) on Derivate Instruments			Total
	(in thousands)
Beginning balance at January 1, 2025	$	(5,928	)	$	1,195	$	(921	)	$	(5,654	)
Other comprehensive income (loss) before reclassifications		9,223			236		1,605			11,064
Amounts reclassified from accumulated other comprehensive income, net of tax, to revenue		—			—		397			397
Ending balance at September 30, 2025	$	3,295		$	1,431	$	1,081		$	5,807


	Cumulative Translation Adjustment		Unrealized Gain (Loss) on Investments		Unrealized Gain (Loss) on Derivate Instruments			Total
	(in thousands)
Beginning balance at January 1, 2024	$	950	$	877	$	—		$	1,827
Other comprehensive (loss) income before reclassifications		2,548		2,209		(1,245	)		3,512
Amounts reclassified from accumulated other comprehensive income, net of tax, to revenue		—		—		310			310
Ending balance at September 30, 2024	$	3,498	$	3,086	$	(935	)	$	5,649

Document and Entity Information - shares	9 Months Ended
Document and Entity Information - shares	Sep. 30, 2025	Oct. 31, 2025
Entity Information [Line Items]
Document Type	10-Q
Amendment Flag	false
Document Period End Date	Sep. 30, 2025
Document Fiscal Year Focus	2025
Document Fiscal Period Focus	Q3
Trading Symbol	HUBS
Entity Registrant Name	HubSpot, Inc.
Entity Central Index Key	0001404655
Entity Current Reporting Status	Yes
Entity Interactive Data Current	Yes
Current Fiscal Year End Date	--12-31
Entity Filer Category	Large Accelerated Filer
Entity Shell Company	false
Entity Small Business	false
Entity Emerging Growth Company	false
Title of 12(b) Security	Common Stock, par value $0.001 per share
Security Exchange Name	NYSE
Entity File Number	001-36680
Entity Incorporation, State or Country Code	DE
Entity Tax Identification Number	20-2632791
Entity Address, Address Line One	Two Canal Park
Entity Address, City or Town	Cambridge
Entity Address, State or Province	MA
Entity Address, Postal Zip Code	02141
City Area Code	888
Local Phone Number	482-7768
Document Quarterly Report	true
Document Transition Report	false
Entity Common Stock, Shares Outstanding		52,385,551

Revenues

9 Months Ended

Sep. 30, 2025

Revenue from Contract with Customer [Abstract]

Revenues

2. Revenues

Disaggregation of Revenue

The Company provides disaggregation of revenue based on geographic region (Note 15) and based on the subscription versus professional services and other classification on the consolidated statements of operations as it believes these best depict how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors.

Deferred Revenue and Deferred Commission Expense

Amounts that have been invoiced are recorded in accounts receivable and deferred revenue or revenue, depending on whether the revenue recognition criteria have been met. Deferred revenue represents amounts billed for which revenue has not yet been recognized. Deferred revenue that will be recognized during the succeeding 12-month period is recorded as current deferred revenue, and the remaining portion is recorded as long-term deferred revenue. $488.5 million of revenue was recognized during the three months ended September 30, 2025 that was included in deferred revenue at the beginning of the period. $745.5 million of revenue was recognized during the nine months ended September 30, 2025 that was included in deferred revenue at the beginning of the period. As of September 30, 2025, approximately $1.4 billion of revenue is expected to be recognized from remaining performance obligations for contracts with original performance obligations that exceed one year. The Company expects to recognize revenue on approximately 89% of these remaining performance obligations over the next 24 months, with the balance recognized thereafter.

Additional contract liabilities of $5.6 million and $6.4 million were included in accrued expenses and other current liabilities on the consolidated balance sheet as of September 30, 2025 and December 31, 2024.

The incremental direct costs of obtaining a contract, which primarily consist of employee sales and Solutions Partners commissions paid for new subscription contracts, are deferred and amortized on a straight-line basis over a period of approximately two to four years. The two to four-year period has been determined by taking into consideration the commitment term of the customer contract, the nature of the Company’s technology development life-cycle, and an estimated customer relationship period. Sales and Solutions Partner commissions for upgrade contracts are deferred and amortized on a straight-line basis over the remaining estimated customer relationship period of the related customer. Deferred commission expense that will be recorded as expense during the succeeding 12-month period is recorded as current deferred commission expense, and the remaining portion is recorded as long-term deferred commission expense.

Deferred commission expense during the three months ended September 30, 2025 increased by $23.0 million as a result of deferring incremental costs of obtaining a contract of $77.5 million and was offset by amortization of $54.5 million during the same period. Deferred commission expense during the nine months ended September 30, 2025 increased by $90.6 million as a result of deferring incremental costs of obtaining a contract of $219.7 million and was offset by amortization of $129.1 million during the same period.

- Definition

The entire disclosure of revenue from contract with customer to transfer good or service and to transfer nonfinancial asset. Includes, but is not limited to, disaggregation of revenue, credit loss recognized from contract with customer, judgment and change in judgment related to contract with customer, and asset recognized from cost incurred to obtain or fulfill contract with customer. Excludes insurance and lease contracts.

+ References

Reference 1: http://www.xbrl.org/2003/role/disclosureRef
-Topic 606
-SubTopic 10
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-Section 50
-Paragraph 7
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-URI https://asc.fasb.org/1943274/2147479806/606-10-50-7

Reference 2: http://www.xbrl.org/2003/role/disclosureRef
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Reference 3: http://www.xbrl.org/2003/role/disclosureRef
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Reference 11: http://www.xbrl.org/2003/role/disclosureRef
-Name Accounting Standards Codification
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+ Details

Stockholders' Equity and Stock-Based Compensation Expense - Schedule of Stockholders' Equity and Stock-Based Compensation Expense by Award Type (Detail) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	$ 138,086	$ 130,266	$ 395,754	$ 370,382
Options [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	1,070	1,917	3,578	6,309
RSUs [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	126,370	117,895	360,799	334,637
PSUs [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	6,264	6,356	18,468	17,524
Employee Stock Purchase Plan [Member]
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Total stock-based compensation expense	$ 4,382	$ 4,098	$ 12,909	$ 11,912

Subsequent Events

9 Months Ended

Sep. 30, 2025

Subsequent Events [Abstract]

Subsequent Events

17. Subsequent Events

On October 30, 2025, the Company entered into an agreement to acquire all outstanding shares of XFunnel, Inc. (“XFunnel”), an Answer Engine Optimization ("AEO") platform, for cash consideration of approximately $30.0 million, subject to customary post-closing adjustments and conditions. The acquisition will strengthen the Company's AEO capabilities within its

marketing products, enabling customers to gain insights into how their brand is represented across AI tools and offering actionable recommendations to improve their visibility. The acquisition is expected to close during the fourth quarter ended December 31, 2025.

Subsequent Events - Additional Information (Details) - USD ($) $ in Thousands		9 Months Ended
	Oct. 30, 2025	Sep. 30, 2025
Subsequent Event [Line Items]
Cash consideration		$ 71,471
XFunnel, Inc.[Member]
Subsequent Event [Line Items]
Cash consideration	$ 30,000

Fair Value of Financial Instruments

9 Months Ended

Sep. 30, 2025

Fair Value Disclosures [Abstract]

Fair Value of Financial Instruments

4. Fair Value of Financial Instruments

The Company measures certain financial assets at fair value. Fair value is determined based upon the exit price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants, as determined by either the principal market or the most advantageous market. Inputs used in the valuation techniques to derive fair values are classified based on a three-level hierarchy, as follows:

•

Level 1 — Quoted prices in active markets for identical assets or liabilities.

•

Level 2 — Observable inputs other than Level 1 prices such as quoted prices for similar assets or liabilities; quoted prices in markets with insufficient volume or infrequent transactions (less active markets); or model-derived valuations in which all significant inputs are observable or can be derived principally from or corroborated by observable market data for substantially the full term of the assets or liabilities.

•

Level 3 — Unobservable inputs to the valuation methodology that are significant to the measurement of fair value of assets or liabilities.

The following table details the fair value measurements within the fair value hierarchy of the Company’s financial assets and liabilities at September 30, 2025 and December 31, 2024:


	September 30, 2025
	Level 1		Level 2		Level 3		Total
	(in thousands)
Cash equivalents and investments:
Money market funds	$	137,327	$	—	$	—	$	137,327
Commercial paper		—		2,248		—		2,248
Corporate bonds		—		277,416		—		277,416
U.S. Government agency securities		—		71,928		—		71,928
U.S. Treasury securities		—		692,169		—		692,169
Strategic investments		—		—		16,904		16,904
Restricted cash:
Money market funds		—		2,703		—		2,703
Prepaid expenses and other current assets:
Foreign currency derivative assets		—		976		—		976
Total assets	$	137,327	$	1,047,440	$	16,904	$	1,201,671

Accrued expenses and other current liabilities:
Foreign currency derivative liabilities	$	—	$	260	$	—	$	260
Total liabilities	$	—	$	260	$	—	$	260


	December 31, 2024
	Level 1		Level 2		Level 3		Total
	(in thousands)
Cash equivalents and investments:
Money market funds	$	64,109	$	—	$	—	$	64,109
Commercial paper		—		4,941		—		4,941
Corporate bonds		—		284,575		—		284,575
U.S. Government agency securities		—		117,369		—		117,369
U.S. Treasury securities		—		1,307,363		—		1,307,363
Strategic investments		—		—		9,409		9,409
Restricted cash:
Money market funds		—		4,053		—		4,053
Total assets	$	64,109	$	1,718,301	$	9,409	$	1,791,819

Accrued expenses and other current liabilities:
Foreign currency derivative liabilities	$	—	$	584	$	—	$	584
Total liabilities	$	—	$	584	$	—	$	584

The Company considers all highly liquid investments purchased with an original maturity of three months or less to be cash equivalents. The fair value of the Company’s investments in certain money market funds is their face value and such instruments are classified as Level 1 and are included in cash and cash equivalents on the consolidated balance sheets. At September 30, 2025 and December 31, 2024, Level 2 securities were priced by pricing vendors. These pricing vendors utilize the most recent observable market information in pricing these securities or, if specific prices are not available for these securities, use other observable inputs like market transactions involving identical or comparable securities. Certain non-marketable strategic investments measured at fair value on a non-recurring basis are classified as Level 3 as their fair value measurements may include a combination of observable and unobservable inputs.

Foreign currency derivative assets and liabilities are classified as Level 2 and are valued using observable inputs, such as quotations on forward and spot rates for currencies, interest rates and credit derivative market rates.

For certain other financial instruments, including accounts receivable, accounts payable, and other current liabilities, the carrying amounts approximate their fair value due to the relatively short maturity of these balances.

Restricted cash is comprised of money market funds related to landlord guarantees for leased facilities. These restricted cash balances have been excluded from our cash and cash equivalents balance in our consolidated balance sheets.

- Definition

The entire disclosure for the fair value of financial instruments (as defined), including financial assets and financial liabilities (collectively, as defined), and the measurements of those instruments as well as disclosures related to the fair value of non-financial assets and liabilities. Such disclosures about the financial instruments, assets, and liabilities would include: (1) the fair value of the required items together with their carrying amounts (as appropriate); (2) for items for which it is not practicable to estimate fair value, disclosure would include: (a) information pertinent to estimating fair value (including, carrying amount, effective interest rate, and maturity, and (b) the reasons why it is not practicable to estimate fair value; (3) significant concentrations of credit risk including: (a) information about the activity, region, or economic characteristics identifying a concentration, (b) the maximum amount of loss the entity is exposed to based on the gross fair value of the related item, (c) policy for requiring collateral or other security and information as to accessing such collateral or security, and (d) the nature and brief description of such collateral or security; (4) quantitative information about market risks and how such risks are managed; (5) for items measured on both a recurring and nonrecurring basis information regarding the inputs used to develop the fair value measurement; and (6) for items presented in the financial statement for which fair value measurement is elected: (a) information necessary to understand the reasons for the election, (b) discussion of the effect of fair value changes on earnings, (c) a description of [similar groups] items for which the election is made and the relation thereof to the balance sheet, the aggregate carrying value of items included in the balance sheet that are not eligible for the election; (7) all other required (as defined) and desired information.

+ References

Reference 1: http://www.xbrl.org/2003/role/disclosureRef
-Topic 820
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+ Details