v3.26.1
Revenue
3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenue Revenue
Effective with the three months ended March 31, 2026, the Company presents revenue disaggregated by user groups: Consumer and SMB. This presentation is consistent with recent changes in how management evaluates the Company’s financial and business performance, including the information currently reviewed by the Company’s chief operating decision maker. Consumer revenue includes revenue from financial products and services intended for individual consumers, including insurance, credit cards, loans, bank accounts and other products and services. Consumer revenue includes the previously reported Insurance, Credit cards, Loans and Emerging verticals product categories. SMB revenue includes revenue from financial products and services intended for SMBs, including loans, credit cards and other products and services. Prior period disaggregation of revenue has been recast to conform to this new presentation. The following presents a disaggregation of the Company’s revenue based on user group:
Three Months Ended
March 31,
(in millions)20262025
Consumer$197.6 $180.3 
SMB24.6 28.9 
Total Revenue
$222.2 $209.2 
The contract asset recorded within prepaid expenses and other current assets on the condensed consolidated balance sheet related to estimated variable consideration was $5.4 million and $3.5 million as of March 31, 2026 and December 31, 2025, respectively.