v3.26.1
Segment Information (Tables)
6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Segment Reporting
The following table presents our significant expense categories included in our reported measure of segment profitability for the periods presented (in millions):
Three Months Ended
June 30,
Six Months Ended
June 30,
2026202520262025
Revenue$772 $655 $1,480 $1,253 
Less:
Headcount-related expenses, excluding share-based compensation318 298 622 586 
Direct product and service costs115 73 214 123 
Share-based compensation75 99 156 196 
Depreciation and amortization65 67 130 132 
Marketing and advertising costs74 64 119 107 
Software and hardware costs
39 27 73 53 
Third-party professional service fees40 19 71 36 
Restructuring costs36 — 36 — 
Facility expenses13 14 
Other items (1)13 12 20 26 
Income (loss) from operations
(10)(11)26 (20)
Other income, net13 18 29 40 
Interest expense(6)(5)(10)(10)
Income tax expense(1)— (3)— 
Net income (loss)$(4)$$42 $10 
(1) Other items include data acquisition costs, insurance costs, and taxes.