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Revenue and Contract Acquisition Costs (Tables) | 9 Months Ended
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Sep. 30, 2025
Revenue from Contract with Customer [Abstract] |
Schedule of Disaggregation of Revenue | The following table summarizes the Company’s disaggregated revenue:
| Three Months Ended September 30, |  | Nine Months Ended September 30, |  |
(in millions) | 2025 |  | 2024 |  | 2025 |  | 2024 |  |  |  |
U.S. | $ | 497.1 |  |  | $ | 395.6 |  |  | $ | 1,352.0 |  |  | $ | 1,065.6 |  |  |  |  |
International | 202.1 |  |  | 137.9 |  |  | 540.2 |  |  | 381.4 |  |  |  |  |
Total Omnipod products | 699.2 |  |  | 533.5 |  |  | 1,892.2 |  |  | 1,447.0 |  |  |  |  |
Drug Delivery | 7.1 |  |  | 10.3 |  |  | 32.2 |  |  | 27.1 |  |  |  |  |
Total revenue | $ | 706.3 |  |  | $ | 543.9 |  |  | $ | 1,924.3 |  |  | $ | 1,474.1 |  |  |  |  |
Schedules of Concentration of Risk | The percentages of total revenue for customers that represent 10% or more of total revenue were as follows:
| Three Months Ended September 30, |  | Nine Months Ended September 30,
| 2025 |  | 2024 |  | 2025 |  | 2024
Distributor A | 28 | % |  | 30 | % |  | 27 | % |  | 28 | %
Distributor B | 26 | % |  | 25 | % |  | 26 | % |  | 27 | %
Distributor C | 24 | % |  | 19 | % |  | 24 | % |  | 22 | %
The percentages of accounts receivable trade for customers that represent 10% or more of total accounts receivable trade were as follows:
| September 30, 2025 |  | December 31, 2024
Distributor A | 33 | % |  | 35 | %
Distributor B | 21 | % |  | 27 | %
Distributor C | 12 | % |  | 15 | %
Schedule of Deferred Revenue | Deferred revenue related to unsatisfied performance obligations was included in the following consolidated balance sheet accounts in the amounts shown:
(in millions) | September 30, 2025 |  | December 31, 2024
Accrued expenses and other current liabilities | $ | 16.5 |  |  | $ | 12.0 |
Other liabilities | 1.8 |  |  | 2.0 |
Total deferred revenue | $ | 18.3 |  |  | $ | 14.0 |
Revenue recognized from amounts included in deferred revenue at the beginning of each respective period was as follows:
|  | Nine Months Ended September 30,
(in millions) |  | 2025 |  | 2024
Deferred revenue recognized |  | $ | 10.3 |  |  | $ | 9.7 |
Schedule of Contract Acquisition Costs | Contract acquisition costs, representing capitalized commission costs related to new customers, net of amortization, were included in the following consolidated balance sheet captions in the amounts shown:
(in millions) | September 30, 2025 |  | December 31, 2024
Prepaid expenses and other current assets | $ | 24.3 |  |  | $ | 20.1 |
Other assets | 50.8 |  |  | 40.8 |
Total capitalized contract acquisition costs, net | $ | 75.1 |  |  | $ | 60.9 |

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- Definition Tabular disclosure of receivable, contract asset, and contract liability from contract with customer. Includes, but is not limited to, change in contract asset and contract liability. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 10 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-10 + Details
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- Definition Tabular disclosure of the nature of a concentration, a benchmark to which it is compared, and the percentage that the risk is to the benchmark. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 275 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 18 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482861/275-10-50-18 Reference 2: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 275 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 20 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482861/275-10-50-20 + Details
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