v3.26.3
The Company and Basis of Presentation (Tables)
9 Months Ended
Sep. 30, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Schedule of Segment Reporting
Components of segment costs and expenses, along with a reconciliation to income from operations, are as follows:
Three Months Ended
September 30,
Nine Months Ended
September 30,
(in millions)2026202520262025
Revenue$239.6 $215.1 $659.1 $611.2 
Costs and Expenses:
Performance marketing139.9 104.8 377.7 291.9 
Personnel-related expenses1
46.0 41.7 136.4 125.5 
Stock-based compensation1
10.7 7.6 25.7 24.1 
Capitalized internally developed software costs(3.0)(5.6)(11.5)(15.4)
Depreciation and amortization10.0 11.6 29.0 36.9 
Other segment costs and expenses2
16.6 20.6 48.2 102.4 
Total costs and expenses220.2 180.7 605.5 565.4 
Income from Operations
$19.4 $34.4 $53.6 $45.8 
______________
(1)    Gross of capitalized internally developed software costs.
(2)    Primarily includes cost of revenue and non-personnel-related operating expenses (each excluding depreciation and amortization), acquisition-related expenses and retention, and brand marketing.
Schedule of Sales and Marketing Expense Components of sales and marketing expenses are as follows:
Three Months Ended
September 30,
Nine Months Ended
September 30,
(in millions)2026202520262025
Performance marketing$139.9 $104.8 $377.7 $291.9 
Other marketing
33.3 30.5 90.0 131.1
Total Sales and Marketing
$173.2 $135.3 $467.7 $423.0