v3.26.3
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
Revenue:        
Total revenue $ 237,781 $ 213,611 $ 651,912 $ 600,718
Cost of revenue:        
Total cost of revenue 140,357 124,805 382,717 335,802
Gross profit 97,424 88,806 269,195 264,916
Operating expenses:        
Research and development 30,177 24,640 87,670 78,832
Sales and marketing 16,834 15,838 53,742 45,965
General and administrative 23,070 23,308 72,208 56,976
Total operating expenses 70,081 63,786 213,620 181,773
Income from operations 27,343 25,020 55,575 83,143
Other income (expense):        
Interest income 7,422 5,465 16,459 16,547
Interest expense (1,960) (1,305) (4,514) (4,028)
Other, net 3,203 970 4,461 2,569
Total other income 8,665 5,130 16,406 15,088
Income before income taxes 36,008 30,150 71,981 98,231
Income tax (benefit) provision (1,751) 4,164 1,717 12,290
Net income $ 37,759 $ 25,986 $ 70,264 $ 85,941
Net income per share:        
Basic $ 1.22 $ 0.83 $ 2.28 $ 2.7
Diluted $ 1.21 $ 0.83 $ 2.26 $ 2.7
Shares used in computing net income per share:        
Basic weighted average shares of common stock 30,882 31,287 30,804 31,796
Diluted weighted average shares of common stock 31,105 31,450 31,089 31,863