v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Income Statement [Abstract]        
Revenue $ 281,124 $ 235,575 $ 543,338 $ 453,277
Costs and operating expenses:        
Cost of revenue (exclusive of depreciation and amortization) [1] 102,595 83,827 197,570 163,325
Sales and marketing [1] 43,944 36,776 81,445 67,833
Research and product development [1] 50,997 46,674 100,626 90,432
General and administrative [1] 25,626 21,936 49,967 45,287
Depreciation and amortization 4,985 5,850 10,005 12,105
Total costs and operating expenses 228,147 195,063 439,613 378,982
Income from operations 52,977 40,512 103,725 74,295
Other (loss) income, net (1) (11) 568 45
Interest income, net 1,435 1,466 3,219 4,419
Income before provision for income taxes 54,411 41,967 107,512 78,759
Provision for income taxes 12,867 5,987 23,544 11,396
Net income $ 41,544 $ 35,980 $ 83,968 $ 67,363
Net income per common share:        
Basic (in dollars per share) $ 1.17 $ 1.00 $ 2.36 $ 1.87
Diluted (in dollars per share) $ 1.17 $ 0.99 $ 2.36 $ 1.85
Weighted average common shares outstanding:        
Basic (in shares) 35,391 35,922 35,544 36,111
Diluted (in shares) 35,461 36,204 35,635 36,425
[1] Includes stock-based compensation expense as follows:
Three Months Ended
June 30,		Six Months Ended
June 30,
2026202520262025
Stock-based compensation expense included in costs and operating expenses:
Cost of revenue (exclusive of depreciation and amortization)$1,246 $1,419 $2,334 $2,706 
Sales and marketing3,633 3,045 6,973 5,893 
Research and product development8,918 8,176 16,800 15,107 
General and administrative6,674 5,659 12,353 10,964 
Total stock-based compensation expense$20,471 $18,299 $38,460 $34,670