v3.25.2
Revenue (Tables)
 6 Months Ended
Jun. 30, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Net Revenue by Geographic Region The following table presents the Company’s net revenue by geographic region:
Three months ended June 30,Six months ended June 30,
2025202420252024
(in thousands)
United States$112,770 $97,968 $221,541 $196,466 
Asia Pacific16,086 17,322 31,634 36,421 
Europe15,220 12,103 30,156 23,349 
All other4,633 4,978 9,852 9,655 
Total revenue$148,709 $132,371 $293,183 $265,891 
Schedule of Revenue by Customer Type The following table presents the Company's net revenue for enterprise and non-enterprise customers:
Three months ended June 30,Six months ended June 30,
2025202420252024
(in thousands)
Enterprise customers$139,258 $120,731 $273,949 $242,791 
Non-enterprise customers9,451 11,640 19,234 23,100 
Total revenue$148,709 $132,371 $293,183 $265,891 
Schedule of Revenue by Product Line The following table presents the Company’s revenue by product line:
Three months ended June 30,Six months ended June 30,
2025202420252024
(in thousands)
Network Services
$114,877 $104,158 $228,106 $210,154 
Security29,267 25,368 55,702 49,968 
Other4,565 2,845 9,375 5,769 
Total revenue
$148,709 $132,371 $293,183 $265,891 
Schedule of Contract Assets and Contract Liabilities
The following table presents the Company’s contract assets and contract liabilities as of June 30, 2025 and as of December 31, 2024:
As of June 30, 2025As of December 31, 2024
(in thousands)
Contract assets
$2,042 $1,072 
Contract liabilities$41,546 $29,585 
The following table presents revenue recognized during the three and six months ended June 30, 2025 and 2024 from amounts included in the contract liability at the beginning of the period:
Three months ended June 30,Six months ended June 30,
2025202420252024
(in thousands)
Revenue recognized in the period from amounts included in contract liability at the beginning of the period$13,473 $14,254 $20,696 $23,652 
Schedule of Costs to Obtain Contracts
As of June 30, 2025 and December 31, 2024, the Company's costs to obtain contracts were as follows:
As of June 30, 2025As of December 31, 2024
(in thousands)
Deferred contract costs, net$47,932 $52,583