v3.26.1
Revenue
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue
4.
REvenue

Disaggregation of Revenue—The Company provides disaggregation of revenue based on type of service as it believes these categories best depict how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors.

The following table summarizes revenue by type of service for the three and six months ended June 30, 2026 and 2025 (in thousands):

 

 

For the Three Months Ended

 

 

For the Six Months Ended

 

 

 

June 30,

 

 

June 30,

 

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Software subscriptions

 

$

273,986

 

 

$

250,579

 

 

$

544,106

 

 

$

493,115

 

Other

 

 

11,945

 

 

 

9,872

 

 

 

23,099

 

 

 

18,901

 

Total revenues

 

$

285,931

 

 

$

260,451

 

 

$

567,205

 

 

$

512,016

 

 

Transaction Price Allocated to the Remaining Performance Obligations—Remaining performance obligations represent contracted revenue that has not yet been recognized, which includes deferred revenue and amounts that will be invoiced and recognized as revenue in future periods. As of June 30, 2026, approximately $1,854 million of revenue is expected to be recognized from remaining performance obligations in the amount of approximately $797 million during the following twelve months, and approximately $1,058 million thereafter. The estimated revenues do not include unexercised contract renewals. The remaining performance obligations exclude future transaction revenue where revenue is recognized as the services are rendered and in the amount to which the Company has the right to invoice.

Deferred Revenue—Revenue recognized for the three months ended June 30, 2026 from amounts in deferred revenue as of March 31, 2026 was $52.8 million. Revenue recognized for the three months ended June 30, 2025 from amounts in deferred revenue as of March 31, 2025 was $54.0 million. Revenue recognized for the six months ended June 30, 2026 from amounts in deferred revenue as of December 31, 2025 was $63.4 million. Revenue recognized for the six months ended June 30, 2025 from amounts in deferred revenue as of December 31, 2024 was $43.0 million.

Contract Assets and LiabilitiesThe opening and closing balances of the Company’s receivables, contract assets and contract liabilities from contracts with customers are as follows (in thousands):

 

 

June 30,

 

 

December 31,

 

 

 

2026

 

 

2025

 

Accounts receivables—Net of allowances

 

$

141,129

 

 

$

137,056

 

Deferred contract costs

 

 

23,228

 

 

 

24,923

 

Long-term deferred contract costs

 

 

22,998

 

 

 

22,479

 

Other assets (accounts receivable, non-current)

 

 

28,368

 

 

 

25,532

 

Deferred revenues

 

 

66,952

 

 

 

72,793

 

Other liabilities (deferred revenues, non-current)

 

 

1,013

 

 

 

1,368