Quarterly report [Sections 13 or 15(d)]

REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)

v3.26.3
REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)
9 Months Ended
Sep. 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
September 30,
Nine Months Ended
September 30,
2026 2025 2026 2025
Virtual currency (point in time or over time)
$ 38,335  $ 46,381  $ 126,251  $ 145,430 
Advertising (point in time) 10,571  11,257  36,045  34,248 
Other revenue (point in time or over time) 15  10  27  17 
Total net revenue $ 48,921  $ 57,648  $ 162,323  $ 179,695 
The following table summarizes the Company’s virtual currency revenue disaggregated by platform:
Three Months Ended
September 30,
Nine Months Ended
September 30,
2026 2025 2026 2025
Third-party platforms $ 22,331  $ 38,703  $ 83,152  $ 126,098 
Direct-to-consumer platforms 16,004  7,678  43,099  19,332 
Total virtual currency $ 38,335  $ 46,381  $ 126,251  $ 145,430 
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,
2026 2025 2026 2025
United States $ 39,896  $ 47,734  $ 132,528  $ 150,730 
All other countries 9,025  9,914  29,795  28,965 
Total net revenue $ 48,921  $ 57,648  $ 162,323  $ 179,695