v3.26.1
Segment information - Schedule of Segment Reporting Information (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]        
Revenue $ 428,018 $ 482,671 $ 852,657 $ 934,105
Traffic acquisition costs 172,545 190,602 346,816 377,664
Contribution ex-TAC 255,473 292,069 505,841 556,441
Other cost of revenue 33,259 33,551 60,885 60,947
Gross profit 222,214 258,518 444,956 495,494
Operating expenses        
Research and development expenses 71,945 79,610 141,628 140,359
Sales and operations expenses 85,539 108,215 183,040 197,104
General and administrative expenses 49,722 40,238 94,880 79,409
Total operating expenses 207,206 228,063 419,548 416,872
Income from operations 15,008 30,455 25,408 78,622
Financial and other income 319 (1,801) 2,192 501
Income before taxes 15,327 28,654 27,600 79,123
Retail Media        
Segment Reporting [Line Items]        
Revenue 47,907 60,913 89,178 120,411
Traffic acquisition costs 739 904 1,421 1,612
Contribution ex-TAC 47,168 60,009 87,757 118,799
Performance Media        
Segment Reporting [Line Items]        
Revenue 380,111 421,758 763,479 813,694
Traffic acquisition costs 171,806 189,698 345,395 376,052
Contribution ex-TAC $ 208,305 $ 232,060 $ 418,084 $ 437,642