Customer AcquisitionModerating rates could counter-intuitively represent a tailwind for customer acquisition platforms.
Investor SentimentWith solid P&C operating momentum, the regulatory overhang removed, Health estimates now reset, and an undemanding valuation, investor sentiment should improve going forward.
P&C Vertical GrowthThe P&C vertical demonstrated continued momentum, growing 71% y/y, as strong carrier profitability helped offset some of the headwinds from automotive tariffs and supported increased carrier marketing investments.