v3.26.1
Revenue (Tables)
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Revenue Recognized on a Net Basis and on a Gross Basis
The following table presents the Company's revenue recognized on a net basis and on a gross basis for the three and six months ended June 30, 2026 and 2025:
Three Months EndedSix Months Ended
June 30, 2026June 30, 2025June 30, 2026June 30, 2025
(in thousands, except percentages)
Revenue:
Net basis$186,954 97 %$154,518 89 %$345,361 97 %$292,592 89 %
Gross basis5,869 %18,814 11 %11,833 %36,511 11 %
Total$192,823 100 %$173,332 100 %$357,194 100 %$329,103 100 %
Schedule of Disaggregation of Revenue by Channel and Geographic Location
The following table presents the Company's revenue by channel for the three and six months ended June 30, 2026 and 2025:
Three Months EndedSix Months Ended
June 30, 2026June 30, 2025June 30, 2026June 30, 2025
(in thousands, except percentages)
Channel:
CTV$100,076 52 %$82,397 48 %$185,456 52 %$154,946 47 %
Mobile65,975 34 %64,175 37 %$121,581 34 %$122,636 37 %
Desktop26,772 14 %26,760 15 %50,157 14 %51,521 16 %
Total$192,823 100 %$173,332 100 %$357,194 100 %$329,103 100 %
The following table presents the Company's revenue disaggregated by geographic location, based on the location of the Company's sellers for the three and six months ended June 30, 2026 and 2025:
Three Months EndedSix Months Ended
June 30, 2026June 30, 2025June 30, 2026June 30, 2025
(in thousands, except percentages)
United States$142,435 74 %$132,411 76 %$265,730 74 %$249,195 76 %
International50,388 26 %40,921 24 %91,464 26 %79,908 24 %
Total$192,823 100 %$173,332 100 %$357,194 100 %$329,103 100 %
Schedule of Allowance for Doubtful Accounts
The following is a summary of activity in the allowance for credit losses for the three and six months ended June 30, 2026 and 2025:
Three Months EndedSix Months Ended
June 30, 2026June 30, 2025June 30, 2026June 30, 2025
(in thousands)(in thousands)
Allowance for credit losses, beginning balance
$4,259 $2,582 $4,013 $2,902 
Write-offs(448)(50)(480)(160)
Increase (decrease) in provision for expected credit losses
(462)598 (227)388 
Recoveries of previous write-offs— — 43 — 
Allowance for credit losses, ending balance
$3,349 $3,130 $3,349 $3,130