v3.25.2
Segment information - Schedule of Segment Reporting Information (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Segment Reporting Information [Line Items]        
Revenue $ 482,671 $ 471,307 $ 934,105 $ 921,362
Traffic acquisition costs 190,602 204,214 377,664 400,381
Contribution ex-TAC 292,069 267,093 556,441 520,981
Other cost of revenue 33,551 34,248 60,947 70,913
Gross profit 258,518 232,845 495,494 450,068
Operating expenses        
Research and development expenses 79,610 59,639 140,359 126,497
Sales and operations expenses 108,215 95,069 197,104 187,911
General and administrative expenses 40,238 41,199 79,409 88,368
Total operating expenses 228,063 195,907 416,872 402,776
Income from operations 30,455 36,938 78,622 47,292
Financial and other (expense) income (1,801) (284) 501 897
Income before taxes 28,654 36,654 79,123 48,189
Retail Media        
Segment Reporting Information [Line Items]        
Revenue 60,913 54,777 120,411 105,649
Traffic acquisition costs 904 911 1,612 1,614
Contribution ex-TAC 60,009 53,866 118,799 104,035
Performance Media        
Segment Reporting Information [Line Items]        
Revenue 421,758 416,530 813,694 815,713
Traffic acquisition costs 189,698 203,303 376,052 398,767
Contribution ex-TAC $ 232,060 $ 213,227 $ 437,642 $ 416,946