| Assets | — | — |
| Current assets | — | — |
| Cash and cash equivalents | 135,536a | 200,670a |
| Short-term investments | 412,126a | 489,192a |
| Accounts receivable, net | 161,829a | 122,867a |
| Inventories | 22,238a | 40,571a |
| Connected device costs, current | 104,008a | 82,046a |
| Prepaid expenses and other current assets | 51,221a | 22,189a |
| Total current assets | 886,958a | 957,535a |
| Restricted cash | 19,202a | 23,096a |
| Long-term investments | 276,166a | 113,101a |
| Property and equipment, net | 54,969a | 59,278a |
| Operating lease right-of-use assets | 81,974a | 112,624a |
| Connected device costs, non-current | 230,782a | 194,852a |
| Deferred commissions | 177,562a | 140,166a |
| Other assets, non-current | 7,232a | 16,356a |
| Total assets | 1,734,845a | 1,617,008a |
| Liabilities and stockholders’ equity | — | — |
| Current liabilities | — | — |
| Accounts payable | 46,281a | 30,144a |
| Accrued expenses and other current liabilities | 61,437a | 53,824a |
| Accrued compensation and benefits | 37,068a | 36,030a |
| Deferred revenue, current | 426,369a | 300,113a |
| Operating lease liabilities, current | 20,661a | 22,047a |
| Total current liabilities | 591,816a | 442,158a |
| Deferred revenue, non-current | 139,117a | 126,452a |
| Operating lease liabilities, non-current | 78,830a | 100,873a |
| Other liabilities, non-current | 9,935a | 9,506a |
| Total liabilities | 819,698a | 678,989a |
| Stockholders’ equity | — | — |
| Preferred stock | 0a | 0a |
| Class A common stock | 9a | 7a |
| Class B common stock | 23a | 23a |
| Class C common stock | 0a | 0a |
| Additional paid-in capital | 2,368,597a | 2,107,013a |
| Accumulated other comprehensive income (loss) | 1,616a | -652a |
| Accumulated deficit | -1,455,098a | -1,168,372a |
| Total stockholders’ equity | 915,147a | 938,019a |
| Total liabilities and stockholders’ equity | 1,734,845a | 1,617,008a |