Segment Information (Tables)
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9 Months Ended |
Dec. 31, 2025 |
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| Segment Reporting [Abstract] |
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| Schedule of Segment Reporting Information |
A summary of segment information follows:
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Three months ended December 31, 2025 |
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ODS |
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AGP |
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Eliminations |
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Consolidated |
| Net revenue |
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$ |
99,556 |
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$ |
52,616 |
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$ |
(773) |
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$ |
151,399 |
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Revenue share |
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53,523 |
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11,675 |
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(773) |
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|
64,425 |
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| Segment profit |
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$ |
46,033 |
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$ |
40,941 |
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$ |
— |
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$ |
86,974 |
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Three months ended December 31, 2024 |
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ODS |
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AGP |
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Eliminations |
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Consolidated |
| Net revenue |
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$ |
91,736 |
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$ |
44,241 |
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$ |
(1,340) |
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$ |
134,637 |
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Revenue share |
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61,112 |
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|
10,175 |
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(1,340) |
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|
69,947 |
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| Segment profit |
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$ |
30,624 |
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$ |
34,066 |
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$ |
— |
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$ |
64,690 |
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Nine months ended December 31, 2025 |
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ODS |
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AGP |
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Eliminations |
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Consolidated |
| Net revenue |
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$ |
291,468 |
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$ |
133,593 |
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$ |
(2,359) |
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$ |
422,702 |
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Revenue share |
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161,779 |
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|
26,236 |
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(2,359) |
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|
185,656 |
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| Segment profit |
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$ |
129,689 |
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$ |
107,357 |
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$ |
— |
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$ |
237,046 |
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Nine months ended December 31, 2024 |
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ODS |
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AGP |
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Eliminations |
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Consolidated |
| Net revenue |
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$ |
254,800 |
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$ |
119,979 |
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$ |
(3,425) |
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$ |
371,354 |
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Revenue share |
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159,206 |
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26,311 |
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(3,425) |
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|
182,092 |
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| Segment profit |
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$ |
95,594 |
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$ |
93,668 |
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$ |
— |
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$ |
189,262 |
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Three months ended December 31, |
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Nine months ended December 31, |
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2025 |
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2024 |
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2025 |
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2024 |
| Segment profit |
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$ |
86,974 |
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$ |
64,690 |
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$ |
237,046 |
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$ |
189,262 |
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| Other direct costs of revenue |
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12,205 |
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8,954 |
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34,251 |
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25,182 |
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| Product development |
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9,892 |
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10,203 |
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31,018 |
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30,350 |
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| Sales and marketing |
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14,326 |
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15,494 |
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42,361 |
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47,628 |
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| General and administrative |
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28,897 |
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42,792 |
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105,889 |
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128,485 |
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Income (loss) from operations |
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$ |
21,654 |
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$ |
(12,753) |
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$ |
23,527 |
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$ |
(42,383) |
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| Schedule of Long-lived Assets by Geographic Areas |
Long-lived assets, excluding deferred tax assets, by region follow:
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December 31, 2025 |
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March 31, 2025 |
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| United States and Canada |
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$ |
45,585 |
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$ |
40,149 |
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| Europe, Middle East, and Africa |
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3,349 |
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6,751 |
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| Asia Pacific and China |
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50 |
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66 |
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| Consolidated property and equipment, net |
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$ |
48,984 |
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$ |
46,966 |
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December 31, 2025 |
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March 31, 2025 |
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| United States and Canada |
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$ |
1,438 |
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$ |
2,030 |
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| Europe, Middle East, and Africa |
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6,139 |
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7,877 |
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| Asia Pacific and China |
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— |
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17 |
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Consolidated right-of-use assets |
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$ |
7,577 |
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$ |
9,924 |
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| Schedule of Intangible Assets by Geographic Areas |
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December 31, 2025 |
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March 31, 2025 |
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| United States and Canada |
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$ |
94,121 |
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$ |
108,580 |
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| Europe, Middle East, and Africa |
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129,120 |
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145,253 |
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| Asia Pacific and China |
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3,720 |
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3,864 |
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| Consolidated intangible assets, net |
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$ |
226,961 |
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$ |
257,697 |
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| Schedule of Revenue by Geographic Areas |
Net revenue by geography is based on the billing addresses of the Company’s customers and a reconciliation of disaggregated revenue by segment follows:
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Three months ended December 31, 2025 |
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ODS |
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AGP |
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Total |
| United States and Canada |
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$ |
34,114 |
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$ |
28,685 |
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$ |
62,799 |
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| Europe, Middle East, and Africa |
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31,256 |
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12,495 |
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43,751 |
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| Asia Pacific and China |
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33,342 |
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11,436 |
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44,778 |
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| Mexico, Central America, and South America |
|
844 |
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— |
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|
844 |
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| Elimination |
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— |
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— |
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(773) |
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| Consolidated net revenue |
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$ |
99,556 |
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$ |
52,616 |
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$ |
151,399 |
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Three months ended December 31, 2024 |
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ODS |
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AGP |
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Total |
| United States and Canada |
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$ |
36,089 |
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$ |
27,819 |
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$ |
63,908 |
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| Europe, Middle East, and Africa |
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32,272 |
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|
10,870 |
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43,142 |
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| Asia Pacific and China |
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22,081 |
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5,548 |
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27,629 |
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| Mexico, Central America, and South America |
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1,294 |
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4 |
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|
1,298 |
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| Elimination |
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— |
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— |
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(1,340) |
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| Consolidated net revenue |
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$ |
91,736 |
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$ |
44,241 |
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$ |
134,637 |
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Nine months ended December 31, 2025 |
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ODS |
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AGP |
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Total |
| United States and Canada |
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$ |
105,517 |
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$ |
68,176 |
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$ |
173,693 |
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| Europe, Middle East, and Africa |
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86,921 |
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35,494 |
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|
122,415 |
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| Asia Pacific and China |
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95,976 |
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29,757 |
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|
125,733 |
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| Mexico, Central America, and South America |
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3,054 |
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|
166 |
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|
3,220 |
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| Elimination |
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— |
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— |
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(2,359) |
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| Consolidated net revenue |
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$ |
291,468 |
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$ |
133,593 |
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$ |
422,702 |
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Nine months ended December 31, 2024 |
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ODS |
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AGP |
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Total |
| United States and Canada |
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$ |
103,638 |
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$ |
75,965 |
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$ |
179,603 |
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| Europe, Middle East, and Africa |
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92,822 |
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|
31,418 |
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|
124,240 |
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| Asia Pacific and China |
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55,341 |
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|
12,577 |
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|
67,918 |
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| Mexico, Central America, and South America |
|
2,999 |
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19 |
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|
3,018 |
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| Elimination |
|
— |
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— |
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(3,425) |
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| Consolidated net revenue |
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$ |
254,800 |
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$ |
119,979 |
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$ |
371,354 |
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