Quarterly report [Sections 13 or 15(d)]

REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)

v3.26.1
REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)
6 Months Ended
Jun. 30, 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
June 30,
Six Months Ended
June 30,
2026 2025 2026 2025
Virtual currency (point in time or over time)
$ 42,667  $ 48,208  $ 87,915  $ 99,049 
Advertising (point in time) 12,316  11,128  25,474  22,991 
Other revenue (point in time or over time) 13 
Total net revenue $ 54,992  $ 59,338  $ 113,402  $ 122,047 
The following table summarizes the Company’s virtual currency revenue disaggregated by platform:
Three Months Ended
June 30,
Six Months Ended
June 30,
2026 2025 2026 2025
Third-party platforms 27,976  41,525  60,821  87,395 
Direct-to-consumer platforms 14,691  6,683  27,094  11,654 
Total virtual currency $ 42,667  $ 48,208  $ 87,915  $ 99,049 
Schedule of Disaggregation of Revenue by Geography
The following table summarizes the Company’s revenue disaggregated by geography:
Three Months Ended
June 30,
Six Months Ended
June 30,
2026 2025 2026 2025
United States $ 44,839  $ 49,936  $ 92,632  $ 102,996 
All other countries 10,153  9,402  20,770  19,051 
Total net revenue $ 54,992  $ 59,338  $ 113,402  $ 122,047