v3.26.1
Revenue from contract with customers (Tables)
6 Months Ended
Jun. 30, 2026
Disclosure of disaggregation of revenue from contracts with customers [abstract]  
Schedule of disaggregation of revenue from contracts with customers
The table below presents revenue by service contract type, geographic market, and the timing of performance obligation satisfaction (in thousands):
Three months ended June 30,Six months ended June 30,
2026202520262025
Type of service (1)
Social casino game
$77,298 $69,339 $154,244 $139,620 
Geographic market (1)
U.S.58,462 60,498 115,930 121,512 
International18,836 8,841 38,314 18,108 
Total$77,298 $69,339 $154,244 $139,620 
Timing of revenue recognition (1)
Over time
$77,149 $69,268 $153,954 $139,471 
At a point in time
149 71 290 149 
Total (1)
$77,298 $69,339 $154,244 $139,620 
(1)iGaming revenues are excluded and amounted to $16,990 thousand for the three months ended June 30, 2026, $34,166 thousand for the six months ended June 30, 2026, $15,474 thousand for the three months ended June 30, 2025, and $28,685 thousand for the six months ended June 30, 2025.
The following table disaggregates revenue between Third-Party Platforms and Direct-to-Consumers (in thousands):
Three months ended June 30,Six months ended June 30,
2026202520262025
Third-Party Platforms$36,787 $58,680 $79,755 $119,964 
Direct-to-Consumers (1)
40,511 10,659 74,489 19,656 
Total (2)
$77,298 $69,339 $154,244 $139,620 
(1)Direct-to-Consumer (“DTC”) revenue represents revenue from purchases made through Company-owned channels, including web storefront transactions and other direct payment flows.
(2)iGaming revenues are excluded and amounted to $16,990 thousand for the three months ended June 30, 2026, $34,166 thousand for the six months ended June 30, 2026, $15,474 thousand for the three months ended June 30, 2025, and $28,685 thousand for the six months ended June 30, 2025.
Schedule of contract assets and contract liabilities
The following table summarizes our opening and closing balances in contract assets and contract liabilities (in thousands):
June 30, 2026December 31, 2025
Contract assets (1)
$465 $518 
Contract liabilities (2)
1,722 1,861 
(1)Contract assets are included within prepaid expenses and other assets in our consolidated interim financial position.
(2)The amount of revenue recognized during the current year from the contract liabilities balance at the beginning of the reporting period is $1,861 thousand for the six months ended June 30, 2026 and $1,754 thousand for the six months ended June 30, 2025.