v3.25.4
Segment information - Schedule of Segment Reporting Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Segment Reporting Information [Line Items]      
Revenue $ 1,944,901 $ 1,933,289 $ 1,949,445
Traffic acquisition costs 770,284 811,806 926,839
Contribution ex-TAC 1,174,617 1,121,483 1,022,606
Other costs of revenue 125,237 138,512 159,562
Gross profit 1,049,380 982,971 863,044
Operating expenses:      
Research and development expenses 283,303 279,341 242,289
Sales and operations expenses 394,370 376,090 406,012
General and administrative expenses 168,942 176,138 137,525
Total operating expenses 846,615 831,569 785,826
Income from operations 202,765 151,402 77,218
Financial and other income (expense) 809 3,095 (2,490)
Income before taxes 203,574 154,497 74,728
Retail Media      
Segment Reporting Information [Line Items]      
Revenue 263,872 258,303 209,007
Traffic acquisition costs 4,188 4,457 5,547
Contribution ex-TAC 259,684 253,846 203,460
Performance Media      
Segment Reporting Information [Line Items]      
Revenue 1,681,029 1,674,986 1,740,438
Traffic acquisition costs 766,096 807,349 921,292
Contribution ex-TAC $ 914,933 $ 867,637 $ 819,146