Revenue |
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| Revenue |
4. Revenue Software subscriptions and services revenue consist of platform license subscriptions and application development services. Advertising revenue is comprised of in-app advertising. Refer to our revenue recognition policy under the subheading, Revenue Recognition, in Note 2, “Summary of Significant Accounting Policies,” in our Annual Report on Form 10-K filed with the SEC on March 31, 2025. Disaggregation of Revenue The following table sets forth our net revenue by category:
The following table sets forth our concentration of revenue sources as a percentage of total net revenue:
We generate revenue in domestic and foreign regions and attribute net revenue to individual countries based on the location of the contracting entity. We derived 98% of our net revenue from within the United States for the three and nine months ended September 30, 2025 and over 99% of our net revenue from within the United States for the three and nine months ended September 30, 2024. Deferred Revenue Deferred revenue consists of customer billings or payments received in advance of the recognition of revenue under the arrangements with customers. We recognize deferred revenue as revenue only when revenue recognition criteria are met. During the nine months ended September 30, 2025, we recognized revenue of $1,088 that was included in our deferred revenue balance as of December 31, 2024. Remaining Performance Obligations Remaining performance obligations were $4,928 as of September 30, 2025, of which we expect to recognize approximately 35% as revenue over the next 12 months and the remainder thereafter. |
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