Segment and Geographic Information (Tables)

9 Months Ended

Sep. 30, 2020

Summary of Financial Information for Each Reportable Segment

Financial information for each reportable segment was as follows (in thousands):


	Three Months Ended September 30,				Nine Months Ended September 30,
	2020		2019		2020		2019
Revenue:
Government	$	162,561	$	96,801	$	420,257	$	242,843
Commercial		126,805		93,740		350,325		270,354

Total revenue	$	289,366	$	190,541	$	770,582	$	513,197


	Three Months Ended September 30,				Nine Months Ended September 30,
	2020		2019		2020		2019
Contribution:
Government	$	93,962	$	23,934	$	226,186	$	46,614
Commercial		69,496		4,949		168,908		35,619

Total segment contribution	$	163,458	$	28,883	$	395,094	$	82,233

Summary of Reconciliation of Segment Financial Information to Loss from Operations

The reconciliation of segment financial information to loss from operations is as follows (in thousands):


	Three Months Ended September 30,						Nine Months Ended September 30,
	2020			2019			2020			2019
Loss from operations	$	(847,777	)	$	(144,140	)	$	(1,017,107	)	$	(428,993	)
Research and development expenses (1)		57,146			60,849			156,832			180,591
General and administrative expenses (1)		107,130			60,411			226,455			165,985
Stock-based compensation expense		846,959			51,763			1,028,914			164,650

Segment contribution	$	163,458		$	28,883		$	395,094		$	82,233

(1)

Excludes stock-based compensation expense.

Summary of Revenue by Geography

Revenue by geography is based on the customer’s headquarters or agency location at the time of sale. Revenue is as follows (in thousands, except percentages):


	Three Months Ended September 30,
	2020					2019
	Amount		%			Amount		%
Revenue:
United States	$	156,336		54	%	$	79,185		42	%
United Kingdom		35,432		12	%		29,765		16	%
France		23,214		8	%		16,930		9	%
Rest of world (1)		74,384		26	%		64,661		33	%

Total revenue	$	289,366		100	%	$	190,541		100	%

(1)

No other country represents 10% or more of total revenue for the three months ended September 30, 2020 or 2019.


	Nine Months Ended September 30,
	2020					2019
	Amount		%			Amount		%
Revenue:
United States	$	391,106		51	%	$	197,351		38	%
United Kingdom		94,440		12	%		89,384		17	%
France		78,572		10	%		50,222		10	%
Rest of world (1)		206,464		27	%		176,240		35	%

Total revenue	$	770,582		100	%	$	513,197		100	%

(1)

No other country represents 10% or more of total revenue for the nine months ended September 30, 2020 or 2019