v3.26.3
Segments - Schedule of Reconciliation of Revenue to Consolidated Net Income (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Segment Reporting [Line Items]        
Total Revenue $ 325,624 $ 268,651 $ 959,172 $ 795,740
Less:        
Research and development 20,299 12,403 56,390 36,103
Sales and marketing 51,998 45,158 148,207 128,805
General and administrative 51,393 32,422 118,495 84,914
Depreciation 7,000 5,400 21,000 16,000
Income tax expense 10,944 12,069 43,008 43,516
Net income 31,025 30,648 115,175 92,101
Reportable Segment        
Segment Reporting [Line Items]        
Total Revenue 325,624 268,651 959,172 795,740
Less:        
Materials and connectivity 68,165 60,061 202,610 182,785
Labor and associated expenses 31,037 25,075 91,313 72,740
Research and development 20,299 12,403 56,390 36,103
Sales and marketing 51,998 45,158 148,207 128,805
General and administrative 51,393 32,422 118,495 84,914
Depreciation 6,992 5,449 20,963 16,025
Amortization 34,474 27,851 103,421 84,081
Interest and non-operating expenses, net 19,297 17,515 59,590 54,670
Income tax expense 10,944 12,069 43,008 43,516
Net income $ 31,025 $ 30,648 $ 115,175 $ 92,101