v3.26.1
Condensed Consolidated Statements of Changes in Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Common Stock
Class A common stock
Restricted Stock Units
Common Stock
Class A common stock
Restricted Stock Awards
Common Stock
Class A common stock
Common Stock
Class B common stock
Treasury Stock
Additional Paid In Capital
Restricted Stock Units
Additional Paid In Capital
Accumulated Deficit
Accumulated Other Comprehensive Loss
Class A common stock
Restricted Stock Units
Class A common stock
Restricted Stock Awards
Class A common stock
Class B common stock
Restricted Stock Units
Total
Balance at Dec. 31, 2024     $ 71 $ 86     $ 278,389 $ (53,315) $ (45,879)           $ 179,352
Balance (in shares) at Dec. 31, 2024     70,670 86,481                      
Exercise of stock options, net             1,165               1,165
Exercise of stock options, net (in shares)     374                        
Shares issued upon vesting of Restricted Stock Units, net $ 1         $ (25,035)               $ (25,034)  
Shares issued upon vesting of Restricted Stock Units, net (in shares) 863                            
Stock-based compensation expense             18,780               18,780
Tax impact on capped call transactions             1               1
Foreign currency translation adjustments and revaluations, net of tax                 15,105           15,105
Unrealized loss from available-for-sale investments, net of tax                 (9)           (9)
Net income (loss)               11,130             11,130
Balance at Mar. 31, 2025     $ 72 $ 86     273,300 (42,185) (30,783)           200,490
Balance (in shares) at Mar. 31, 2025     71,907 86,481                      
Balance at Dec. 31, 2024     $ 71 $ 86     278,389 (53,315) (45,879)           179,352
Balance (in shares) at Dec. 31, 2024     70,670 86,481                      
Exercise of stock options, net (in shares)                       1,245      
Shares issued upon vesting of Restricted Stock Units, net (in shares)                   915 34        
Foreign currency translation adjustments and revaluations, net of tax                             44,839
Net income (loss)                             10,169
Balance at Jun. 30, 2025     $ 77 $ 82     292,078 (43,146) (1,049)           248,042
Balance (in shares) at Jun. 30, 2025     77,242 82,156                      
Balance at Mar. 31, 2025     $ 72 $ 86     273,300 (42,185) (30,783)           200,490
Balance (in shares) at Mar. 31, 2025     71,907 86,481                      
Exercise of stock options, net     $ 1       6,371               6,372
Exercise of stock options, net (in shares)     871                 871      
Shares issued upon vesting of Restricted Stock Units, net           (921)               (921)  
Shares issued upon vesting of Restricted Stock Units, net (in shares) 52 34               52 34        
Stock-based compensation expense             11,545               11,545
Shares issued under ESPP             1,782               1,782
Shares issued under ESPP (in shares)     53                        
Class B shares exchanged for Class A shares     $ 4 $ (4)                      
Class B shares exchanged for Class A shares (in shares)     4,325 (4,325)                      
Purchase of capped calls, net of tax             1               1
Foreign currency translation adjustments and revaluations, net of tax                 29,734           29,734
Net income (loss)               (961)             (961)
Balance at Jun. 30, 2025     $ 77 $ 82     292,078 (43,146) (1,049)           248,042
Balance (in shares) at Jun. 30, 2025     77,242 82,156                      
Balance at Dec. 31, 2025     $ 77 $ 82 $ (10,094)   316,327 (46,104) (1,368)           $ 258,920
Balance (in shares) at Dec. 31, 2025     77,580 82,156               77,580 82,156    
Beginning Balance Treasury Stock (in shares) at Dec. 31, 2025         504                   504
Exercise of stock options, net             97               $ 97
Exercise of stock options, net (in shares)     37                        
Shares issued upon vesting of Restricted Stock Units, net $ 1         (7,144)               (7,143)  
Shares issued upon vesting of Restricted Stock Units, net (in shares) 941                            
Shares issued for acquisition contingent stock earn-out     $ 1       6,061               6,062
Shares issued for acquisition contingent stock earn-out (in shares)     324                        
Repurchase of shares         $ (20,041)   (10)               (20,051)
Repurchase of shares (in shares)         1,371                    
Stock-based compensation expense             17,578               17,578
Tax impact on capped call transactions             1               1
Foreign currency translation adjustments and revaluations, net of tax                 (6,450)           (6,450)
Net income (loss)               (2,510)             (2,510)
Balance at Mar. 31, 2026     $ 79 $ 82 $ (30,135)   332,910 (48,614) (7,818)           246,504
Balance (in shares) at Mar. 31, 2026     78,882 82,156                      
Ending balance Treasury Stock (in shares) at Mar. 31, 2026         1,875                    
Balance at Dec. 31, 2025     $ 77 $ 82 $ (10,094)   316,327 (46,104) (1,368)           $ 258,920
Balance (in shares) at Dec. 31, 2025     77,580 82,156               77,580 82,156    
Beginning Balance Treasury Stock (in shares) at Dec. 31, 2025         504                   504
Exercise of stock options, net (in shares)                       306      
Shares issued upon vesting of Restricted Stock Units, net (in shares)                   1,025 37        
Shares issued for acquisition contingent stock earn-out (in shares)                       324      
Foreign currency translation adjustments and revaluations, net of tax                             $ (9,187)
Net income (loss)                             6,533
Balance at Jun. 30, 2026     $ 79 $ 82 $ (56,696)   347,768 (39,571) (10,555)           $ 241,107
Balance (in shares) at Jun. 30, 2026     79,414 82,156               79,414 82,156    
Ending balance Treasury Stock (in shares) at Jun. 30, 2026         3,888                   3,888
Balance at Mar. 31, 2026     $ 79 $ 82 $ (30,135)   332,910 (48,614) (7,818)           $ 246,504
Balance (in shares) at Mar. 31, 2026     78,882 82,156                      
Beginning Balance Treasury Stock (in shares) at Mar. 31, 2026         1,875                    
Exercise of stock options, net     $ 269       88               88
Exercise of stock options, net (in shares)                       269      
Shares issued upon vesting of Restricted Stock Units, net $ 84         $ (537)               $ (537)  
Shares issued upon vesting of Restricted Stock Units, net (in shares)   37               84 37        
Repurchase of shares         $ (26,561)   (186)               (26,747)
Repurchase of shares (in shares)         2,013                    
Stock-based compensation expense             13,685               13,685
Shares issued under ESPP     142       1,807               1,807
Tax impact on capped call transactions             1               1
Foreign currency translation adjustments and revaluations, net of tax                 (2,737)           (2,737)
Net income (loss)               9,043             9,043
Balance at Jun. 30, 2026     $ 79 $ 82 $ (56,696)   $ 347,768 $ (39,571) $ (10,555)           $ 241,107
Balance (in shares) at Jun. 30, 2026     79,414 82,156               79,414 82,156    
Ending balance Treasury Stock (in shares) at Jun. 30, 2026         3,888                   3,888