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INFORMATION ABOUT SEGMENT, REVENUE AND GEOGRAPHIC AREAS (Tables)

9 Months Ended

Sep. 30, 2025

Segment Reporting [Abstract]

Schedule of Segment Reporting Information, by Segment

The following table presents a reconciliation of segment net income to net income attributable to common stockholders for the periods presented (in thousands):

			Three Months Ended September 30,												Nine Months Ended September 30,
			2025						2024						2025						2024
Net revenue			$	376,038					$	360,344					$	1,104,966					$	1,050,112
Less:
Employee expenses (exclusive of stock-based compensation)(1)			181,532						169,409						546,804						520,519
Cost of revenue (exclusive of depreciation and amortization and stock-based compensation)			35,290						31,080						103,324						86,315
Stock-based compensation			32,881						39,472						105,125						123,396
Other segment items(2)			55,574						57,174						160,021						168,148
Depreciation and amortization			12,526						9,326						37,241						28,841
Provision for income taxes			18,911						15,443						44,647						32,263
Segment net income			$	39,324					$	38,440					$	107,804					$	90,630
Reconciliation of segment net income to net income attributable to common stockholders
Adjustments and reconciling items			—						—						—						—
Net income attributable to common stockholders			$	39,324					$	38,440					$	107,804					$	90,630

(1)    Includes expenses related to employees working in the sales and marketing, product development, and general and administrative departments and excludes expenses related to employees working in the infrastructure department whose costs are included in the cost of revenue (exclusive of depreciation and amortization and stock-based compensation) line.

(2)    Includes marketing, facilities, travel and entertainment, consulting and professional services, hardware and software, bad debt, litigation settlement, asset impairment, other operating expenses and other income (expense).

Schedule of Revenue by Product Line

The following table presents the Company’s net revenue by major product line (and by category for advertising revenue) for the periods presented (in thousands):

			Three Months Ended September 30,												Nine Months Ended September 30,
			2025						2024						2025						2024
Net revenue by product:
Advertising revenue by category:
Services			$	243,805					$	228,009					$	716,183					$	654,252
Restaurants, Retail & Other			113,547						116,397						336,867						349,130
Total advertising			357,352						344,406						1,053,050						1,003,382
Other			18,686						15,938						51,916						46,730
Total net revenue			$	376,038					$	360,344					$	1,104,966					$	1,050,112

Schedule of Net Revenue by Geographic Region

The following table presents the Company’s net revenue by major geographic region for the periods presented (in thousands):

			Three Months Ended September 30,												Nine Months Ended September 30,
			2025						2024						2025						2024
United States			$	373,566					$	357,656					$	1,097,602					$	1,042,159
All other countries			2,472						2,688						7,364						7,953
Total net revenue			$	376,038					$	360,344					$	1,104,966					$	1,050,112

Schedule of Long-Lived Assets by Geographic Location

The following table presents the Company’s long-lived assets by major geographic region as of September 30, 2025 and December 31, 2024 (in thousands):

			September 30, 2025						December 31, 2024
United States			$	86,266					$	71,641
All other countries			3,497						4,028
Total long-lived assets			$	89,763					$	75,669

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