Quarterly report [Sections 13 or 15(d)]

REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)

v3.26.1
REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)
3 Months Ended
Mar. 31, 2026
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
March 31,
2026 2025
Virtual currency (point in time or over time)
$ 45,248  $ 50,840 
Advertising (point in time) 13,157  11,863 
Other revenue (point in time or over time)
Total net revenue $ 58,410  $ 62,709 

The following table summarizes the Company’s virtual currency revenue disaggregated by platform:
Three Months Ended
March 31,
2026 2025
Third-party platforms 32,845  45,870 
Direct-to-consumer platforms 12,403  4,970 
Total virtual currency $ 45,248  $ 50,840 
Schedule of Disaggregation of Revenue by Geography
The following table summarizes the Company’s revenue disaggregated by geography:
Three Months Ended
March 31,
2026 2025
United States $ 47,793  $ 53,060 
All other countries 10,617  9,649 
Total net revenue $ 58,410  $ 62,709