XML 25 R10.htm IDEA: XBRL DOCUMENT v3.25.4
Revenue
 12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Revenue Revenue
The following presents a disaggregation of the Company’s revenue based on product category:
(in millions)
Year Ended December 31,202520242023
Insurance
$280.8 $191.6 $45.0 
Credit cards133.4 176.4 209.7 
SMB products
100.0 109.8 101.2 
Loans133.4 84.5 101.6 
Emerging verticals
189.0 125.3 141.9 
Total revenue$836.6 $687.6 $599.4 
During 2024, the Company recognized $4.1 million of revenue that was deferred as of December 31, 2023, all of which was recognized during the three months ended March 31, 2024. There was no deferred revenue balance as of December 31, 2025, and revenue recognized during 2025 and 2023 which was deferred as of the prior year end was immaterial.
The contract assets recorded within prepaid expenses and other current assets on the consolidated balance sheet related to estimated variable consideration were $3.5 million and $6.8 million as of December 31, 2025 and 2024, respectively. Revenue recognized during the year from performance obligations satisfied, or partially satisfied, in the previous year was immaterial for 2025, 2024 and 2023.
Insurance revenue is primarily generated through revenue per click arrangements. Credit cards revenue is primarily generated through revenue per action arrangements. SMB products revenue is primarily generated through revenue per funded loan, revenue per action and revenue per lead arrangements. Loans revenue is primarily generated through revenue per funded loan and revenue per lead arrangements. Emerging verticals revenue is primarily generated through revenue per click, revenue per action and revenue per lead arrangements.