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Revenue and Contract Acquisition Costs
9 Months Ended
Sep. 30, 2025
Revenue from Contract with Customer [Abstract]  
Revenue and Contract Acquisition Costs Revenue and Contract Acquisition Costs
The following table summarizes the Company’s disaggregated revenue:
Three Months Ended September 30,Nine Months Ended September 30,
(in millions)2025202420252024
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 Delivery7.1 10.3 32.2 27.1 
Total revenue$706.3 $543.9 $1,924.3 $1,474.1 
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,

2025202420252024
Distributor A28 %30 %27 %28 %
Distributor B26 %25 %26 %27 %
Distributor C
24 %19 %24 %22 %
Deferred revenue related to unsatisfied performance obligations was included in the following consolidated balance sheet accounts in the amounts shown:
(in millions)
September 30, 2025December 31, 2024
Accrued expenses and other current liabilities$16.5 $12.0 
Other liabilities1.8 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)20252024
Deferred revenue recognized$10.3 $9.7 
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, 2025December 31, 2024
Prepaid expenses and other current assets$24.3 $20.1 
Other assets50.8 40.8 
Total capitalized contract acquisition costs, net$75.1 $60.9 
The Company recognized $5.9 million and $4.6 million of amortization of capitalized contract acquisition costs during the three months ended September 30, 2025 and 2024, respectively, and recognized $16.5 million and $13.2 million of amortization of capitalized contract acquisition costs during the nine months ended September 30, 2025 and 2024, respectively.