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Revenue by Segment
Breaks down revenue from different business segments, revealing which areas contribute most to the company’s top line and where growth opportunities may lie.Subscription revenue is the primary growth engine, steadily expanding its share and underpinning recent margin and AOI improvement—giving management room to fund disciplined pet acquisition and product expansion. By contrast, Other is growing much more slowly and has flattened recently, delivering low margins and acting as a mix headwind; management cites partner-driven enrollment declines there. Key risks: rising acquisition costs, fewer vet visits, and reserve noise could slow gross adds even as per‑pet LTV and ARPU improve.
Date | Other | Subscription |
|---|---|---|
Jun 30, 2026 | $116.24M | $276.69M |
Mar 31, 2026 | $114.59M | $269.45M |
Dec 31, 2025 | $115.43M | $261.42M |
Sep 30, 2025 | $114.22M | $252.70M |
Jun 30, 2025 | $111.40M | $242.16M |
Mar 31, 2025 | $108.91M | $233.06M |
Dec 31, 2024 | $109.52M | $227.78M |
Sep 30, 2024 | $108.47M | $218.99M |
Jun 30, 2024 | $106.18M | $208.62M |
Mar 31, 2024 | $104.99M | $201.13M |