| Schedule of Disaggregation of Revenue |
The following tables summarize revenue from contracts with customers: | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | App-based revenue | $ | 113,267 | | | $ | 86,948 | | | $ | 219,923 | | | $ | 167,025 | | | Advertising revenue | 24,871 | | | 17,272 | | | 48,156 | | | 31,133 | | | $ | 138,138 | | | $ | 104,220 | | | $ | 268,079 | | | $ | 198,158 | |
| | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | 2026 | | 2025 | | 2026 | | 2025 | Domestic (1) | $ | 78,777 | | | $ | 60,416 | | | $ | 152,813 | | | $ | 115,694 | | | International | 59,361 | | | 43,804 | | | 115,266 | | | 82,464 | | | $ | 138,138 | | | $ | 104,220 | | | $ | 268,079 | | | $ | 198,158 | |
(1) Domestic includes revenue generated from the U.S., the Company's country of domicile.
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| Schedule of Segment Information |
Information about the Company's single reportable segment revenue, segment net income, and significant segment expenses are as follows: | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Revenue | $ | 138,138 | | $ | 104,220 | | $ | 268,079 | | $ | 198,158 | | Operating costs and expenses | | | | | | | | | Cost of revenue (exclusive of depreciation and amortization) | 34,567 | | 27,408 | | 67,162 | | 51,950 | | Employee compensation and contractor expense, excluding stock-based compensation expense | 28,494 | | 18,238 | | 51,137 | | 36,978 | | Stock-based compensation expense | 20,625 | | 16,529 | | 35,633 | | 27,476 | | Sales and marketing expense | 8,222 | | 3,013 | | 12,303 | | 4,914 | | Professional services expense | 5,212 | | 6,980 | | 11,457 | | 11,994 | | Other general and administrative expense | 7,621 | | 4,638 | | 13,280 | | 8,563 | | Depreciation and amortization | 895 | | 3,068 | | 1,878 | | 6,545 | | Total operating expenses | 105,636 | | 79,874 | | 192,850 | | 148,420 | | Income from operations | 32,502 | | 24,346 | | 75,229 | | 49,738 | | Interest expense, net | 6,529 | | 3,564 | | 13,134 | | 7,439 | Other expense (income), net (1) | 3,081 | | (510) | | 3,283 | | (10,563) | | Income tax provision | 5,149 | | 4,654 | | 14,319 | | 9,205 | | Net income | $ | 17,743 | | $ | 16,638 | | $ | 44,493 | | $ | 43,657 |
(1)Other expense (income), net includes the Company’s share of net loss of equity method investee, gain in fair value of warrant liability, and other expense (income), net.
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