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Segment and geographic information (Tables)
9 Months Ended
Sep. 30, 2025
Segment Reporting [Abstract]  
Summary of Financial Information by Each Reportable Segment
Financial information for each reportable segment was as follows (in thousands):
Three Months Ended September 30, 2025
Enterprise
ConsumerTotal
Revenue$132,802 $62,878 $195,680 
Content costs(21,455)(19,880)(41,335)
Customer support(9,786)(1,916)(11,702)
Other segment items (1)
(1,509)(5,340)(6,849)
Segment adjusted gross profit$100,052 $35,742 $135,794 
Three Months Ended September 30, 2024
Enterprise
ConsumerTotal
Revenue$126,123 $69,294 $195,417 
Content costs(22,973)(24,547)(47,520)
Customer support(9,155)(1,721)(10,876)
Other segment items (1)
(1,202)(5,416)(6,618)
Segment adjusted gross profit$92,793 $37,610 $130,403 
Nine Months Ended September 30, 2025
Enterprise
ConsumerTotal
Revenue$389,847 $206,012 $595,859 
Content costs(62,309)(65,813)(128,122)
Customer support(29,425)(5,515)(34,940)
Other segment items (1)
(4,549)(16,489)(21,038)
Segment adjusted gross profit$293,564 $118,195 $411,759 
Nine Months Ended September 30, 2024
Enterprise
ConsumerTotal
Revenue$364,319 $222,304 $586,623 
Content costs(66,213)(77,296)(143,509)
Customer support(29,480)(5,363)(34,843)
Other segment items (1)
(3,951)(17,322)(21,273)
Segment adjusted gross profit$264,675 $122,323 $386,998 
(1) Other segment items for each segment across all periods presented consisted of payment and mobile processing fees and costs associated with hosting digital content.
The following table provides a reconciliation from segment adjusted gross profit to net income (loss) before taxes (in thousands):
Three Months Ended September 30, Nine Months Ended September 30,
2025202420252024
Segment adjusted gross profit
$135,794 $130,403 $411,759 $386,998 
Other costs of revenue (1)
(6,926)(7,348)(21,399)(22,263)
Sales and marketing(81,512)(85,997)(243,832)(260,288)
Research and development(25,581)(32,976)(76,900)(96,607)
General and administrative(21,937)(22,266)(68,776)(74,299)
Restructuring charges— (11,275)(1,578)(11,275)
Total other income, net2,911 5,051 10,039 5,002 
Net income (loss) before taxes
$2,749 $(24,408)$9,313 $(72,732)
(1) Consists of amortization of capitalized software, depreciation, stock-based compensation, and amortization of intangible assets that are included in cost of revenue but excluded from segment adjusted gross profit.
Summary of Revenue by Region The following table summarizes the revenue by region based on the billing address of the Company’s customers (in thousands):
Three Months Ended September 30, Nine Months Ended September 30,
2025202420252024
North America$75,926 $77,732 $233,550 $232,224 
Europe, Middle East, Africa57,154 57,809 176,213 178,078 
Asia Pacific49,423 46,214 145,401 135,426 
Latin America13,177 13,662 40,695 40,895 
Total revenue$195,680 $195,417 $595,859 $586,623 
The following table presents the percentage of revenue recognized in countries that individually accounted for at least 10% of total revenue for the periods presented:
Three Months Ended September 30, Nine Months Ended September 30,
2025202420252024
United States
36 %36 %36 %35 %
Japan
13 %11 %12 %11 %
Summary of Long-lived Assets by Region The following table presents the Company’s long-lived assets, which consist of tangible property and equipment, net of depreciation, and operating lease ROU assets, by geographic region (in thousands):
September 30,December 31,
20252024
United States
$10,363 $9,166 
Rest of world6,731 6,320 
Total long-lived assets$17,094 $15,486