v3.26.1
Segments - Reconciliation of Revenue to Consolidated Net Income (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Segment Reporting [Line Items]        
Total Revenue $ 319,674 $ 270,654 $ 633,548 $ 527,089
Less:        
Research and development 17,723 12,622 36,091 23,700
Sales and marketing 50,379 43,524 96,209 83,647
General and administrative 36,378 29,192 67,102 52,492
Depreciation 7,000 5,300 14,000 10,600
Income tax expense 15,529 14,407 32,064 31,447
Net income 40,867 32,184 84,150 61,453
Reportable Segment        
Segment Reporting [Line Items]        
Total Revenue 319,674 270,654 633,548 527,089
Less:        
Materials and connectivity 67,324 62,271 134,445 122,724
Labor and associated expenses 30,362 24,773 60,276 47,665
Research and development 17,723 12,622 36,091 23,700
Sales and marketing 50,379 43,524 96,209 83,647
General and administrative 36,378 29,192 67,102 52,492
Depreciation 6,992 5,310 13,970 10,575
Amortization 34,474 28,116 68,948 56,231
Interest and non-operating expenses, net 19,646 18,255 40,293 37,155
Income tax expense 15,529 14,407 32,064 31,447
Net income $ 40,867 $ 32,184 $ 84,150 $ 61,453