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Revenue by Segment
Shows how much revenue each business line—such as marketplace lead generation, home services, subscription software, and warranty products—generates. Reveals which segments are driving growth, how diversified Porch’s top line is, and how sensitive revenue is to housing-market cycles or seasonality.Porch has effectively restructured reporting: legacy “Insurance” and “Vertical Software” revenue moves into high-growth, high‑margin Insurance Services and Reciprocal lines beginning in 2025, with larger negative eliminations—so year-over-year segment comparisons need normalization. That reclassification tracks management’s bullish Q1 and raised 2026 guidance: the business is pivoting to a capital‑light insurance engine (RWP, policy growth, strong loss ratios) that now drives cash and margins. Monitor RWP, conversion rates and statutory surplus closely; Software & Data and Consumer Services remain cyclical drags that could mute upside in soft housing periods.
Date | Eliminations | Insurance | Vertical Software | Insurance Services | Software & Data | Consumer Services | Reciprocal |
|---|---|---|---|---|---|---|---|
Jun 30, 2026 | -$52.88M | $0.00 | $0.00 | $92.92M | $23.09M | $18.13M | $59.62M |
Mar 31, 2026 | -$41.90M | $0.00 | $0.00 | $74.67M | $21.93M | $15.14M | $51.28M |
Dec 31, 2025 | -$29.92M | $0.00 | $0.00 | $83.17M | $27.79M | $19.13M | $79.42M |
Sep 30, 2025 | -$51.71M | $0.00 | $0.00 | $73.84M | $24.64M | $19.37M | $51.94M |
Jun 30, 2025 | -$45.17M | $0.00 | $0.00 | $67.39M | $24.01M | $17.65M | $55.41M |
Mar 31, 2025 | -$19.29M | $0.00 | $0.00 | $42.33M | $16.49M | $12.23M | $13.69M |
Dec 31, 2024 | -$949.00K | $72.04M | $29.27M | $0.00 | $0.00 | $0.00 | $0.00 |
Sep 30, 2024 | $0.00 | $79.95M | $31.25M | $0.00 | $0.00 | $0.00 | $0.00 |
Jun 30, 2024 | $0.00 | $78.25M | $32.59M | $0.00 | $0.00 | $0.00 | $0.00 |
Mar 31, 2024 | $0.00 | $87.95M | $27.50M | $0.00 | $0.00 | $0.00 | $0.00 |