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Revenue by Segment
Breaks down where revenue comes from across Lemonade’s lines (renters, homeowners, pet, life, reinsurance, and other services), showing which products drive growth, which are most profitable, and how well new offerings are gaining traction.Net earned premium has accelerated sharply as Lemonade phases in higher retention—ceding fell in the latest quarter—translating directly into the outsized top‑line and gross‑profit expansion management cited when raising guidance. Commission spend is rising with new sales and cross‑sell push, while steady investment income provides margin ballast. The reinsurance shift materially improves unit economics but will amplify near‑term loss‑ratio and volatility until terms fully normalize, so watch combined‑ratio trends and operating spend as the company chases profitability targets.
Date | Net Earned Premium | Ceding | Net Investment Income | Commission |
|---|---|---|---|---|
Jun 30, 2026 | $252.00M | $20.40M | $9.70M | $12.30M |
Mar 31, 2026 | $212.60M | $23.60M | $9.80M | $12.00M |
Dec 31, 2025 | $179.50M | $33.20M | $9.20M | $6.20M |
Sep 30, 2025 | $140.00M | $32.20M | $9.70M | $12.60M |
Jun 30, 2025 | $112.50M | $30.40M | $9.40M | $11.80M |
Mar 31, 2025 | $104.30M | $26.90M | $9.50M | $10.50M |
Dec 31, 2024 | $101.20M | $29.60M | $9.40M | $8.60M |
Sep 30, 2024 | $95.70M | $24.00M | $8.90M | $8.00M |
Jun 30, 2024 | $89.30M | $16.50M | $8.10M | $8.10M |
Mar 31, 2024 | $84.40M | $21.00M | $7.60M | $6.10M |