5. Goodwill, Internal-use Software Development Costs and Intangible Assets

Goodwill

The goodwill reporting units were realigned into a single reporting unit, consistent with the change to the Company's
segment structure described in Note 2, "Segment Information". The changes in the carrying amount of goodwill during the years ended December 31, 2025 and 2024 were immaterial and related to foreign currency translation adjustments.

Internal-use Software Development Costs

During the years ended December 31, 2025, 2024 and 2023, the Company capitalized $36.8 million, $36.2 million and $33.7 million in software development costs, respectively.

Amortization expense included in the consolidated statements of operations was as follows (in thousands):

 

Year Ended December 31,

 

 

2025

 

2024

 

2023

 

Cost of revenue

$

22,520

 

$

17,911

 

$

13,341

 

Research and development

 

10,784

 

 

9,675

 

 

8,008

 

Total

$

33,304

 

$

27,586

 

$

21,349

 

 

Intangible Assets

Intangible assets, net consisted of the following (in thousands):

 

December 31, 2025

 

 

Gross
Carrying
Amount

 

Accumulated
Amortization

 

Net
Carrying
Amount

 

Weighted-
Average
Useful Life
(Years)

 

Technology

$

21,827

 

$

(21,827

)

$

 

 

4.0

 

Customer relationship

 

31,982

 

 

(19,995

)

 

11,987

 

 

8.0

 

Software and license

 

2,912

 

 

(2,912

)

 

 

 

3.0

 

Trademark

 

4,038

 

 

(4,038

)

 

 

 

4.0

 

Total

$

60,759

 

$

(48,772

)

$

11,987

 

 

 

 

 

 

December 31, 2024

 

 

Gross
Carrying
Amount

 

Accumulated
Amortization

 

Net
Carrying
Amount

 

Weighted-
Average
Useful Life
(Years)

 

Technology

$

21,798

 

$

(18,675

)

$

3,123

 

 

4.0

 

Customer relationship

 

31,946

 

 

(16,689

)

 

15,257

 

 

8.0

 

Software and license

 

2,797

 

 

(2,789

)

 

8

 

 

3.0

 

Trademark

 

4,038

 

 

(3,350

)

 

688

 

 

4.0

 

Total

$

60,579

 

$

(41,503

)

$

19,076

 

 

 

Amortization expense of intangible assets was $7.1 million, $8.1 million and $8.4 million for the years ended December 31, 2025, 2024 and 2023 respectively.

As of December 31, 2025, future expected amortization expense is as follows (in thousands):

Years Ending December 31,

 

 

2026

$

3,269

 

2027

 

3,269

 

2028

 

3,269

 

2029

 

2,180

 

Total future amortization expense

$

11,987

 

There were no impairments of goodwill, internal-use software development costs or intangible assets in the years ended December 31, 2025, 2024 and 2023.

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Mar 11, 2025
2023Mar 5, 2024
2022Mar 3, 2023
2021Mar 3, 2022

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.