Revenues, net and Accounts Receivable, net
Refer to Note 3 - Segment Information to the consolidated financial statements for revenues disaggregated by reportable segments, service type, geography and industry verticals.
Contract balances
The following table provides information about accounts receivable, contract assets and contract liabilities from contracts with customers:
As of
December 31, 2025December 31, 2024
Accounts receivable, net$343,105 $304,322 
Contract assets$31,901 $39,700 
Contract liabilities:
    Deferred revenue (consideration received in advance)$9,216 $15,484 
 Consideration received for process transition activities$32,247 $21,993 
Accounts receivable includes $141,653 and $121,817 as of December 31, 2025 and 2024, respectively, representing unbilled receivables. The Company has accrued the unbilled receivables for work performed in accordance with the terms of contracts with customers and considers no performance risk associated with its unbilled receivables. Contract assets as of December 31, 2025 and 2024, includes receivables of $24,849 and $33,472, respectively, from payment integrity services. There are no performance risks associated with these contract assets.
There were no significant cumulative catch-up impact or impairment related to contract assets as of December 31, 2025 and 2024.
Revenue recognized during the years ended December 31, 2025 and 2024, which was included in the contract liabilities balance at the beginning of the respective periods:
Year ended December 31,
20252024
Deferred revenue (consideration received in advance)
$14,378 $9,321 
Consideration received for process transition activities
$5,428 $2,657 
Contract acquisition and fulfillment costs
The following table provides details of the Company’s contract acquisition and fulfillment costs:
Contract Acquisition CostsContract Fulfillment Costs
Year ended December 31,Year ended December 31,
2025202420252024
Opening balance$2,287 $2,122 $36,022 $24,673 
Additions564 1,240 8,853 15,118 
Amortization(904)(1,075)(5,652)(3,769)
Closing balance$1,947 $2,287 $39,223 $36,022 
There was no significant impairment for contract acquisition and contract fulfillment costs as of December 31, 2025 and 2024.
Allowance for expected credit losses
The following table provides information about accounts receivable, net of allowance for expected credit losses:
As of
December 31, 2025December 31, 2024
Accounts receivable, including unbilled receivables$345,980 $307,850 
Less: Allowance for expected credit losses(2,875)(3,528)
Accounts receivable, net$343,105 $304,322 
The movement in “Allowance for expected credit losses” was as follows:
Year ended December 31,
20252024
Opening balance$3,528 $3,703 
Additions/(reductions)556 (39)
Reductions due to write-off of accounts receivable(1,207)(135)
Currency translation adjustments(2)(1)
Closing balance$2,875 $3,528 
Customer and credit risk concentration
No single customer accounted for more than 10% of the Company's revenues, net during the years ended December 31, 2025 and 2024. The Company’s management believes that the loss of any of its top ten clients could have a material adverse effect on its financial performance.

To reduce credit risk, the Company conducts ongoing credit evaluations of its customers. No customer accounted for more than 10% of accounts receivable, net, as of December 31, 2025 and 2024.

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Feb 25, 2025
2023Feb 29, 2024
2022Feb 23, 2023
2021Feb 24, 2022
2020Feb 25, 2021
2019Feb 27, 2020
2018Feb 28, 2019

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.