v3.26.1
Revenue from contract with customers
3 Months Ended
Mar. 31, 2026
Disclosure of disaggregation of revenue from contracts with customers [abstract]  
Revenue from contract with customers Revenue from contract with customers
10.1 Disaggregation of revenue
The Company distinguishes between revenue recognized over time and revenue recognized at a point in time.
The table below presents revenue by service contract type, geographic market, and the timing of performance obligation satisfaction (in thousands):
Three months ended March 31,
20262025
Type of service (1)
Social casino game$76,946 $70,281 
Geographic market (1)
U.S.57,468 61,014 
International19,478 9,267 
Total$76,946 $70,281 
Timing of revenue recognition (1)
Over time76,805 70,203 
At a point in time141 78 
Total (1)
$76,946 $70,281 
(1)iGaming revenues are excluded and amounted to $17,176 thousand for the three months ended March 31, 2026 and $13,211 thousand for the three months ended March 31, 2025.
The following table disaggregates revenue between Third-Party Platforms and Direct-to-Consumers (in thousands):
Three months ended March 31,
20262025
Third-Party Platforms$42,968 $61,284 
Direct-to-Consumers (1)
33,978 8,997 
Total (2)
$76,946 $70,281 
(1)Direct-to-Consumer (“DTC”) revenue represents revenue from purchases made through Company-owned channels, including web storefront transactions and other direct payment flows.
(2)iGaming revenues are excluded and amounted to $17,176 thousand for the three months ended March 31, 2026 and $13,211 thousand for the three months ended March 31, 2025.

10.2 Contract assets, contract liabilities with customers
The following table summarizes our opening and closing balances in contract assets and contract liabilities (in thousands):
March 31, 2026December 31, 2025
Contract assets (1)
$421 $518 
Contract liabilities (2)
1,494 1,861 
(1)Contract assets are included within prepaid expenses and other assets in our consolidated interim financial position.
(2)The amount of revenue recognized during the current year from the contract liabilities balance at the beginning of the reporting period is $1,861 thousand for the three months ended March 31, 2026 and $1,754 thousand for the three months ended March 31, 2025.