v3.26.1
Revenue and Contract Acquisition Costs (Tables)
 6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following table summarizes the Company’s disaggregated revenue:
Three Months Ended June 30,Six Months Ended June 30,
(in millions)2026202520262025
U.S.$544.1 $453.2 $1,059.7 $854.9 
International251.8 185.8 494.6 338.1 
Total Omnipod products795.9 639.0 1,554.3 1,193.0 
Drug Delivery5.8 10.2 9.1 25.1 
Total revenue$801.7 $649.1 $1,563.4 $1,218.1 
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 June 30,Six Months Ended June 30,

2026202520262025
Distributor A25 %26 %23 %26 %
Distributor B17 %27 %21 %25 %
Distributor C22 %22 %21 %23 %
The percentages of accounts receivable trade for customers that represent 10% or more of total accounts receivable trade were as follows:
June 30, 2026December 31, 2025
Distributor A33 %37 %
Distributor B16 %20 %
Distributor C16 %10 %
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)June 30, 2026December 31, 2025
Accrued expenses and other current liabilities$12.4 $14.0 
Other liabilities2.1 1.5 
Total Deferred Revenue$14.5 $15.5 
Revenue recognized from amounts included in deferred revenue at the beginning of each respective period was as follows:
Six Months Ended June 30,
(in millions)20262025
Deferred revenue recognized$11.0 $6.2 
Schedule of Contract Acquisition Costs
Capitalized 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)June 30, 2026December 31, 2025
Prepaid expenses and other current assets$27.2 $25.3 
Other assets56.6 53.0 
Total capitalized contract acquisition costs, net$83.8 $78.4