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Reportable Segments | 6 Months Ended
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Jun. 30, 2026
Segment Reporting [Abstract] |
Reportable Segments | 15. Reportable Segments The following represents segment information for the Company’s single operating segment, for the periods presented (in millions):
| Three Months Ended June 30, |  | Six Months Ended June 30,
| 2026 |  | 2025 |  | 2026 |  | 2025
Revenue | $ | 1,469 |  |  | $ | 1,081 |  |  | $ | 2,911 |  |  | $ | 2,116 |
Add (deduct): |  |  |  |  |  |  |
Cost of revenue(1) | (292) |  |  | (236) |  |  | $ | (586) |  |  | $ | (461) |
Developer exchange fees | (363) |  |  | (316) |  |  | (786) |  |  | (598) |
Adjusted infrastructure expenses(2) | (209) |  |  | (147) |  |  | (394) |  |  | (277) |
Adjusted trust & safety expenses(2) | (97) |  |  | (70) |  |  | (182) |  |  | (138) |
Personnel costs, excluding stock-based compensation expense and excluding infrastructure and trust & safety personnel costs | (248) |  |  | (215) |  |  | (500) |  |  | (423) |
Stock-based compensation expense, excluding infrastructure and trust & safety stock-based compensation expense | (248) |  |  | (251) |  |  | (488) |  |  | (476) |
Depreciation and amortization expense | (65) |  |  | (54) |  |  | (126) |  |  | (108) |
Other segment items(3) | (179) |  |  | (109) |  |  | (373) |  |  | (203) |
Interest income | 59 |  |  | 49 |  |  | 114 |  |  | 95 |
Interest expense | (10) |  |  | (11) |  |  | (20) |  |  | (21) |
(Provision for)/benefit from income taxes | (2) |  |  | (1) |  |  | (3) |  |  | (2) |
Consolidated net loss | $ | (185) |  |  | $ | (280) |  |  | $ | (433) |  |  | $ | (496) |
(1)Depreciation of servers and infrastructure equipment is included in infrastructure and trust & safety expenses in the Company’s condensed consolidated statement of operations. (2)Adjusted infrastructure and adjusted trust & safety expenses exclude depreciation and amortization expense. (3)Other segment items primarily include expenses for professional services, facilities, advertising and promotions, transactional taxes, and other income/(expense), net.

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