U — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-08-06

• Cost of revenue for the three months ended June 30, 2026 was approximately flat, compared to the comparable prior year period, primarily due to decreases in amortization of intangible assets, driven by the impairment we recognized in the first quarter of 2026, offset by increases in hosting expenses…

• Cost of revenue for the six months ended June 30, 2026 increased, compared to the comparable prior year period, primarily due to an impairment of long-lived intangible assets in the first quarter of 2026.

• Sales and marketing expense for the six months ended June 30, 2026 was approximately flat, compared to the comparable prior year period, primarily due to an impairment of long-lived intangible assets recognized in the first quarter of 2026, offset by decreases in amortization of intangible assets, d…

• Our general and administrative expenses primarily consist of personnel-related costs for finance, legal, human resources, IT and administrative employees; allocated overhead; and professional fees for external legal, accounting, and other professional services.

• General and administrative expense for the three and six months ended June 30, 2026 decreased, compared to the comparable prior year periods, primarily due to decreases in allocated overhead and personnel-related costs, both driven by reductions in our real estate footprint and in headcount, due to …

Text removed vs the prior filing · source: 10-Q · 2026-05-07

• Cost of revenue for the three months ended March 31, 2026 increased, compared to the comparable prior year period, due to an impairment of long-lived intangible assets in the first quarter of

• 2026, associated with the sunsetting of the ironSource Ads Network, and planned divestiture of our Supersonic game publishing services.

• Our general and administrative expenses primarily consist of personnel-related costs for finance, legal, human resources, IT and administrative employees; allocated overhead, and professional fees for external legal, accounting, and other professional services.

• General and administrative expense for the three months ended March 31, 2026 decreased, compared to the comparable prior year period, primarily due to decreases in personnel-related costs, driven by our reductions in headcount, and decreases in our allocated overhead.

• Interest expense for the three months ended March 31, 2026 increased, compared to the comparable prior year period, due to the amortization of new debt issuance costs, from the issuance of the 2030 Notes, partially offset by a reduction in the amortization of debt issuance costs, driven by the repur…

Text added vs the prior filing · source: 10-Q · 2026-08-06

• In the first quarter of 2026, we announced we would sunset the ironSource Ads Network, one of our monetization networks, effective April 30, 2026, and we began the process of exiting our Supersonic game publishing business. The sunset of the ironSource Ads Network was substantially completed in the …

• The sunset of the ironSource Ads Network has resulted and may continue to result in higher-than-expected customer and revenue attrition.

Text removed vs the prior filing · source: 10-Q · 2026-05-07

• AI is becoming an increasingly important part of our strategy and product roadmap, and our failure to successfully develop, deploy, maintain, manage, or commercialize AI-enabled capabilities and products, our reliance on third-party AI models, and the costs associated with such efforts may adversely…

• AI is becoming an increasingly important part of our broader platform strategy and product roadmap, and our failure to successfully develop, deploy, maintain, manage, or commercialize AI-enabled products could impair our ability to execute that strategy and remain competitive.

• While we have made, and expect to continue to make, investments to integrate AI into our platform and product offerings, our ability to remain competitive will require increasing levels of such investment over time. There can be no assurance that these investments will enhance our product offerings,…

• We generally rely on third-party models for our AI products and features, and our ability to continue to use such technologies at scale depends on access to a limited number of foundational model providers whose availability, pricing, and terms we cannot control. These providers may experience capac…

• We are increasingly building AI into our offerings, and issues arising from our development or use of AI, or the use of AI by our customers, personnel, vendors, and competitors may adversely affect our business, reputation, or financial results.

Text added vs the prior filing · source: 10-Q · 2026-08-06

• The adoption or termination of contracts, instructions or written plans for the purchase or sale of our securities by our directors and officers (as defined in Rule 16a-1(f) under the Exchange Act) during the three months ended June 30, 2026, each of which is intended to satisfy the affirmative defe…

• Alexander BlumSVP, Chief Operating OfficerAdoptedMay 15, 2026August 27, 2027

• (1) Each of the plans expire (or, with respect to terminated plans, were originally set to expire) on the respective dates shown, or upon the earlier completion of all authorized transactions under the plans.

• (2) Represents the maximum number of shares subject to the trading plan, only a portion of which may be sold as the trading plan was designed to sell the net shares following the sell to cover taxes for each vesting event for all awards under his plan until August 27, 2027.

• (3) Mr. Dovrat resigned as a director of the Company, effective July 24, 2026.

Text removed vs the prior filing · source: 10-Q · 2026-05-07

• On May 5, 2026, the Human Capital and Compensation Committee of the Board of Directors of the Company (the “HCCC”) approved the following changes to the annual cash incentive bonus structure for the Company’s President and Chief Executive Officer, Matthew Bromberg, effective for fiscal year 2026:

• •maximum potential bonus payout increased from 150% to 200% of target, based on the achievement of specified, previously approved, corporate performance targets.

• The maximum potential payout of 200% of target for the CEO’s bonus is consistent with that approved by the HCCC for all other executive officers of the Company for fiscal year 2026.