v3.26.1
Segment Information (Tables)
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Summary of Unaudited Consolidated Net Income (Loss) Including Significant Segment Expenses
The table below presents the Company’s unaudited condensed consolidated net income (loss) including significant segment expenses (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Revenue$212,817 $139,098 $395,124 $262,923 
Less (add):
  Acquisition and other expenses (1)
440 1,337 1,134 2,968 
  Stock-based compensation expense (2)
19,092 590,983 30,784 590,990 
  Other segment income (loss) (3)
(1,710)9,430 (3,060)5,610 
  Cost of revenue (excluding 1,2,3)
27,471 23,777 54,378 47,188 
  Research and development (excluding 1,2,3)
25,908 22,774 51,447 44,816 
  Sales and marketing (excluding 1,2,3)
75,071 49,549 139,460 96,264 
  General and administrative (excluding 1,2,3)
22,855 16,899 42,163 33,599 
Net income (loss)$43,690 $(575,651)$78,818 $(558,512)
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(3)Other segment income (loss) includes other income, net, employer taxes related to stock-based compensation expense, amortization of intangible assets and provision for income taxes.
Summary of Long-lived Assets by Geographical Location
Long-lived assets are composed of intangible assets, property, equipment and software, net and right-of-use assets. Long-lived assets by geographical location are as follows (in thousands):
June 30, 2026December 31, 2025
United States$19,162 $18,679 
Outside the United States673 1,184 
Total long-lived assets$19,835 $19,863