v3.26.3
Condensed Consolidated Statements of Income (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenue:        
Revenue $ 131,104 $ 109,728 $ 372,841 $ 304,810
Cost of revenue:        
Cost of revenue 36,449 28,145 101,811 78,523
Gross profit 94,655 81,583 271,030 226,287
Operating expenses:        
Sales and marketing 47,754 35,593 135,306 105,888
General and administrative 19,284 23,925 54,833 62,304
Research and development 16,167 13,936 46,490 39,585
Total operating expenses 83,205 73,454 236,629 207,777
Income from operations 11,450 8,129 34,401 18,510
Other income, net 3,920 4,678 9,517 6,024
Income before income taxes 15,370 12,807 43,918 24,534
Income tax (benefit) expense (2,566) (210) (16,838) 5,058
Net income 17,936 13,017 60,756 19,476
Net income attributable to noncontrolling interest 0 0 0 321
Net income available to common stockholders $ 17,936 $ 13,017 $ 60,756 $ 19,155
Net income per share:        
Basic (in dollars per share) $ 0.09 $ 0.06 $ 0.29 $ 0.09
Diluted (in dollars per share) $ 0.08 $ 0.06 $ 0.27 $ 0.08
Weighted average shares outstanding:        
Basic (in shares) 210,510 212,001 211,317 205,049
Diluted (in shares) 221,993 232,897 223,485 228,985
SaaS [Member]        
Revenue:        
Revenue $ 105,489 $ 83,982 $ 297,382 $ 230,241
Cost of revenue:        
Cost of revenue 19,057 14,596 53,579 41,156
Termed License and Support [Member]        
Revenue:        
Revenue 8,896 11,980 28,460 35,380
Cost of revenue:        
Cost of revenue 345 294 1,014 1,394
Service [Member]        
Revenue:        
Revenue 16,719 13,766 46,999 39,189
Cost of revenue:        
Cost of revenue $ 17,047 $ 13,255 $ 47,218 $ 35,973