v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Income Statement [Abstract]        
Revenue $ 295,691 $ 249,353 $ 839,029 $ 702,630
Costs and operating expenses:        
Cost of revenue (exclusive of depreciation and amortization) [1] 105,580 91,476 303,150 254,801
Sales and marketing [1] 48,623 35,912 130,068 103,745
Research and product development [1] 53,128 54,037 153,754 144,469
General and administrative [1] 25,953 27,446 75,920 72,733
Depreciation and amortization 4,996 5,436 15,001 17,541
Total costs and operating expenses 238,280 214,307 677,893 593,289
Income from operations 57,411 35,046 161,136 109,341
Other (loss) income, net (1) (4) 567 41
Interest income, net 2,204 1,690 5,423 6,109
Income before provision for income taxes 59,614 36,732 167,126 115,491
Provision for income taxes 13,636 3,086 37,180 14,482
Net income $ 45,978 $ 33,646 $ 129,946 $ 101,009
Net income per common share:        
Basic (in dollars per share) $ 1.30 $ 0.94 $ 3.66 $ 2.80
Diluted (in dollars per share) $ 1.29 $ 0.93 $ 3.65 $ 2.78
Weighted average common shares outstanding:        
Basic (in shares) 35,436 35,889 35,507 36,036
Diluted (in shares) 35,578 36,259 35,616 36,368
[1] Includes stock-based compensation expense as follows:
Three Months Ended
September 30,		Nine Months Ended
September 30,
2026202520262025
Stock-based compensation expense included in costs and operating expenses:
Cost of revenue (exclusive of depreciation and amortization)$1,315 $1,241 $3,649 $3,947 
Sales and marketing3,586 3,443 10,559 9,336 
Research and product development8,839 9,076 25,639 24,182 
General and administrative6,860 7,033 19,213 17,998 
Total stock-based compensation expense$20,600 $20,793 $59,060 $55,463