v3.26.3
Revenue Recognition
9 Months Ended
Sep. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue Recognition Revenue Recognition
Disaggregation of Revenue
The following table presents revenues disaggregated by revenue type, solution type and the timing of revenue recognition (in thousands):
Three months ended September 30,
20262025
RecognitionSolution typeSolution type
PatientProviderTotalPatientProviderTotal
Subscription revenueOver time$3,454 $177,272 $180,726 $3,515 $130,935 $134,450 
Volume-based revenueOver time77,704 65,156 142,860 73,671 58,671 132,342 
Implementation services and other revenueVarious1,079 959 2,038 964 895 1,859 
Total revenues$82,237 $243,387 $325,624 $78,150 $190,501 $268,651 
Nine months ended September 30,
20262025
RecognitionSolution typeSolution type
PatientProviderTotalPatientProviderTotal
Subscription revenueOver time$10,347 $518,835 $529,182 $10,087 $380,512 $390,599 
Volume-based revenueOver time240,681 183,789 424,470 227,549 173,002 400,551 
Implementation services and other revenueVarious2,692 2,828 5,520 2,063 2,527 4,590 
Total revenues$253,720 $705,452 $959,172 $239,699 $556,041 $795,740 

Contract Liabilities
We derive our revenue from contracts with clients primarily through subscription fees and volume-based fees. Our payment terms with the client generally comprise an initial payment for implementation services, which includes client enrollment and the setup of contracted solutions on our platform. These implementation fees are due upon contract execution. Additionally, subscription fees are earned on an ongoing basis, which are invoiced monthly.
Client payments received in advance of fulfilling the corresponding performance obligations are recorded as contract liabilities. Implementation fees are recognized over the contract term, with any unrecognized amounts deferred as contract liabilities. These amounts are reported as deferred revenue on our consolidated balance sheet.
Revenue recognized from the amounts included in deferred revenue as of the beginning of the period was $10.9 million and $0.8 million for the three months ended September 30, 2026 and 2025, respectively. Revenue recognized from the amounts included in deferred revenue as of the beginning of the period was $64.7 million and $9.1 million for the nine months ended September 30, 2026 and 2025, respectively.
Transaction Price Allocated to Remaining Performance Obligations
At September 30, 2026, the transaction price related to unsatisfied performance obligations that are expected to be recognized for the next 12 months and greater than 12 months was $77.8 million and $46.0 million, respectively.
The transaction price allocated to performance obligations that are unsatisfied (or partially unsatisfied) for executed contracts does not include revenue related to performance obligations that are part of a contract with an original expected duration of one year or less.
Additionally, the balance does not include variable consideration that is allocated entirely to wholly unsatisfied promises that form part of a single performance obligation comprised of a series of distinct daily services.
Remaining performance obligation estimates are subject to change and are affected by several factors, including terminations and changes in the timing and scope of contracts, arising from contract modifications.