v3.26.1
REVENUE - Narrative (Details)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
USD ($)
Jun. 30, 2025
USD ($)
Jun. 30, 2026
USD ($)
revenueStream
Jun. 30, 2025
USD ($)
Dec. 31, 2025
USD ($)
Disaggregation of Revenue [Line Items]          
Number of revenue streams | revenueStream     2    
Revenue from fees [1] $ 365,639 $ 317,714 $ 664,630 $ 600,418  
Performance obligations satisfied in prior years 100 200 300 800  
Contract assets 12,400   12,400   $ 13,000
Contract liabilities 3,600   3,600   $ 8,000
Network AI Fees          
Disaggregation of Revenue [Line Items]          
Revenue from fees 318,400 285,900 585,400 539,300  
Financial Service          
Disaggregation of Revenue [Line Items]          
Revenue from fees $ 47,200 $ 31,800 $ 79,300 $ 61,100  
[1] Includes related-party revenues from ABS securitization trusts and investment funds totaling $231.4 million and $146.6 million for the three months ended June 30, 2026 and 2025, and $390.3 million and $314.5 million for the six months ended June 30, 2026 and 2025, respectively. Refer to Note 11, “Transactions with Related Parties,” for additional information regarding related-party transactions with ABS securitization trusts and investment funds.