v3.26.3
Condensed Consolidated Statements of Operations and Comprehensive Income (Unaudited) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Income Statement [Abstract]        
Revenue $ 372,175 $ 310,737 $ 1,091,352 $ 866,049
Cost of revenue 278,333 235,888 816,967 653,699
Gross profit 93,842 74,849 274,385 212,350
Operating expenses        
Research and development 15,292 15,219 46,942 45,551
Sales and marketing 32,265 25,478 95,522 81,139
General and administrative 12,749 14,291 39,212 34,188
Total operating expenses 60,306 54,988 181,676 160,878
Income from operations 33,536 19,861 92,709 51,472
Interest income, net 3,218 2,578 8,791 6,976
Other income 77 163 80 324
Income before income taxes 36,831 22,602 101,580 58,772
Provision for income taxes 9,351 4,858 27,660 12,508
Net income $ 27,480 $ 17,744 $ 73,920 $ 46,264
Net income per share        
Basic $ 0.22 $ 0.14 $ 0.59 $ 0.37
Diluted $ 0.21 $ 0.14 $ 0.57 $ 0.36
Weighted-average number of shares used to compute net income per share        
Basic 126,028,733 125,341,855 125,854,573 125,159,766
Diluted 130,337,448 129,249,477 129,478,554 129,053,404
Net income $ 27,480 $ 17,744 $ 73,920 $ 46,264
Foreign currency translation adjustments, net of tax (77) (318) (257) (309)
Comprehensive income $ 27,403 $ 17,426 $ 73,663 $ 45,955