Quarterly report [Sections 13 or 15(d)]

REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)

v3.25.3
REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)
9 Months Ended
Sep. 30, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue by Type
The following table summarizes the Company’s revenue disaggregated by type, and by over time or point in time recognition:
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025 2024 2025 2024
Virtual currency (over time)
$ 46,381  $ 57,564  $ 145,430  $ 174,288 
Advertising (point in time) 11,257  13,613  34,248  47,061 
Other revenue (point in time or over time) 10  52  17  298 
Total net revenue $ 57,648  $ 71,229  $ 179,695  $ 221,647 
The following table summarizes the Company’s virtual currency revenue disaggregated by platform:
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025 2024 2025 2024
Third-party platforms 38,703  52,363  126,098  163,531 
Direct-to-consumer platforms 7,678  5,201  19,332  10,757 
Total virtual currency $ 46,381  $ 57,564  $ 145,430  $ 174,288 
Schedule of Disaggregation of Revenue by Geography
The following table summarizes the Company’s revenue disaggregated by geography:
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025 2024 2025 2024
United States $ 47,734  $ 60,088  $ 150,730  $ 186,946 
All other countries 9,914  11,141  28,965  34,701 
Total net revenue $ 57,648  $ 71,229  $ 179,695  $ 221,647