Segment Information (Tables)
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6 Months Ended |
Sep. 30, 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 September 30, 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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$ |
96,464 |
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$ |
44,685 |
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$ |
(772) |
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$ |
140,377 |
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Revenue share |
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55,562 |
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8,303 |
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(772) |
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|
63,093 |
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| Segment profit |
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$ |
40,902 |
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$ |
36,382 |
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$ |
— |
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$ |
77,284 |
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Three months ended September 30, 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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$ |
82,414 |
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$ |
37,346 |
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$ |
(1,032) |
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$ |
118,728 |
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Revenue share |
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48,951 |
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8,417 |
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(1,032) |
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56,336 |
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| Segment profit |
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$ |
33,463 |
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$ |
28,929 |
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$ |
— |
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$ |
62,392 |
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Six months ended September 30, 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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$ |
191,912 |
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$ |
80,977 |
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$ |
(1,586) |
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$ |
271,303 |
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Revenue share |
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108,256 |
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14,561 |
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(1,586) |
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|
121,231 |
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| Segment profit |
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$ |
83,656 |
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$ |
66,416 |
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$ |
— |
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$ |
150,072 |
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Six months ended September 30, 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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$ |
163,064 |
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$ |
75,738 |
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$ |
(2,085) |
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$ |
236,717 |
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Revenue share |
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98,094 |
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16,136 |
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(2,085) |
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112,145 |
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| Segment profit |
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$ |
64,970 |
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$ |
59,602 |
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$ |
— |
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$ |
124,572 |
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Three months ended September 30, |
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Six months ended September 30, |
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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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$ |
77,284 |
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$ |
62,392 |
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$ |
150,072 |
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$ |
124,572 |
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| Other direct costs of revenue |
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11,242 |
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8,438 |
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22,046 |
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16,228 |
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| Product development |
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10,979 |
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9,433 |
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21,126 |
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20,147 |
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| Sales and marketing |
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14,446 |
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15,887 |
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28,035 |
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32,134 |
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| General and administrative |
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34,083 |
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42,176 |
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76,992 |
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85,693 |
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Income (loss) from operations |
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$ |
6,534 |
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$ |
(13,542) |
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$ |
1,873 |
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$ |
(29,630) |
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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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September 30, 2025 |
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March 31, 2025 |
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| United States and Canada |
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$ |
44,267 |
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$ |
40,149 |
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| Europe, Middle East, and Africa |
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4,137 |
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6,751 |
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| Asia Pacific and China |
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59 |
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66 |
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| Consolidated property and equipment, net |
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$ |
48,463 |
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$ |
46,966 |
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September 30, 2025 |
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March 31, 2025 |
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| United States and Canada |
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$ |
1,639 |
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$ |
2,030 |
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| Europe, Middle East, and Africa |
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6,816 |
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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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$ |
8,455 |
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$ |
9,924 |
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| Schedule of Intangible Assets by Geographic Areas |
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September 30, 2025 |
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March 31, 2025 |
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| United States and Canada |
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$ |
97,894 |
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$ |
108,580 |
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| Europe, Middle East, and Africa |
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134,131 |
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145,253 |
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| Asia Pacific and China |
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3,811 |
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3,864 |
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| Consolidated intangible assets, net |
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$ |
235,836 |
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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 September 30, 2025 |
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ODS |
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AGP |
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Total |
| United States and Canada |
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$ |
34,185 |
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$ |
23,178 |
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$ |
57,363 |
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| Europe, Middle East, and Africa |
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29,662 |
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11,568 |
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41,230 |
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| Asia Pacific and China |
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31,583 |
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9,930 |
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41,513 |
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| Mexico, Central America, and South America |
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1,034 |
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9 |
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1,043 |
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| Elimination |
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— |
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— |
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(772) |
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| Consolidated net revenue |
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$ |
96,464 |
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$ |
44,685 |
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$ |
140,377 |
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Three months ended September 30, 2024 |
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ODS |
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AGP |
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Total |
| United States and Canada |
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$ |
33,664 |
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$ |
23,064 |
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$ |
56,728 |
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| Europe, Middle East, and Africa |
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28,846 |
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|
10,135 |
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38,981 |
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| Asia Pacific and China |
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18,688 |
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4,141 |
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22,829 |
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| Mexico, Central America, and South America |
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1,216 |
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6 |
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1,222 |
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| Elimination |
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— |
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— |
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(1,032) |
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| Consolidated net revenue |
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$ |
82,414 |
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$ |
37,346 |
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$ |
118,728 |
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Six months ended September 30, 2025 |
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ODS |
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AGP |
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Total |
| United States and Canada |
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$ |
71,403 |
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$ |
39,491 |
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$ |
110,894 |
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| Europe, Middle East, and Africa |
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55,665 |
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|
22,999 |
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|
78,664 |
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| Asia Pacific and China |
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62,634 |
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18,321 |
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80,955 |
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| Mexico, Central America, and South America |
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2,210 |
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|
166 |
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|
2,376 |
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| Elimination |
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— |
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— |
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(1,586) |
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| Consolidated net revenue |
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$ |
191,912 |
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$ |
80,977 |
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$ |
271,303 |
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Six months ended September 30, 2024 |
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ODS |
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AGP |
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Total |
| United States and Canada |
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$ |
67,549 |
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$ |
48,146 |
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$ |
115,695 |
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| Europe, Middle East, and Africa |
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60,550 |
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|
20,548 |
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|
81,098 |
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| Asia Pacific and China |
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33,260 |
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|
7,029 |
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|
40,289 |
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| Mexico, Central America, and South America |
|
1,705 |
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15 |
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|
1,720 |
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| Elimination |
|
— |
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— |
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(2,085) |
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| Consolidated net revenue |
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$ |
163,064 |
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$ |
75,738 |
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$ |
236,717 |
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