v3.22.2
Segment and Geographic Information
 6 Months Ended
Jun. 30, 2022
Segment Reporting [Abstract]  
Segment and Geographic Information Segment and Geographic Information
The following reporting segment tables reflect the results of the Company’s reportable operating segments consistent with the manner in which the chief operating decision maker (“CODM”) evaluates the performance of each segment and allocates the Company’s resources. The CODM does not evaluate the performance of the Company’s assets on a segment basis for internal management reporting and, therefore, such information is not presented.
Contribution is used, in part, to evaluate the performance of, and allocate resources to, each of the segments. A segment’s contribution is calculated as segment revenue less the related costs of revenue and sales and marketing expenses. It excludes certain operating expenses that are not allocated to segments because they are separately managed at the consolidated corporate level. These unallocated costs include stock-based compensation expense, research and development expenses, and general and administrative expenses.
Financial information for each reportable segment was as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2022202120222021
Revenue:
Government$262,998 $232,119 $504,788 $440,539 
Commercial210,012 143,523 414,579 276,337 
Total revenue$473,010 $375,642 $919,367 $716,876 
Three Months Ended June 30,Six Months Ended June 30,
2022202120222021
Contribution:
Government$153,642 $143,253 $293,452 $274,999 
Commercial108,885 75,121 221,493 147,664 
Total contribution$262,527 $218,374 $514,945 $422,663 
The reconciliation of contribution to loss from operations is as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2022202120222021
Loss from operations$(41,745)$(146,148)$(81,184)$(260,162)
Research and development expenses (1)
63,193 59,894 124,889 120,491 
General and administrative expenses (1)
95,310 71,886 176,148 135,861 
Total stock-based compensation expense145,769 232,742 295,092 426,473 
Total contribution$262,527 $218,374 $514,945 $422,663 
—————
(1) Excludes stock-based compensation expense.
Geographic Information
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 June 30,Six Months Ended June 30,
2022202120222021
Amount%Amount%Amount%Amount%
Revenue:
United States$290,223 61 %$199,930 53 %$563,136 61 %$398,377 56 %
United Kingdom52,140 11 %39,935 11 %102,042 11 %74,320 10 %
Rest of world (1)
130,647 28 %135,777 36 %254,189 28 %244,179 34 %
Total revenue$473,010 100 %$375,642 100 %$919,367 100 %$716,876 100 %
—————
(1) No other country represents 10% or more of total revenue for the three and six months ended June 30, 2022 or 2021.