Assurant, Inc.
AIZNQ4 2025(AIZN Q3 FY2025)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$98.7M
AI Revenue (Q)
$87.7M
Total Revenue (Q)
$8.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 10-Q: Global Lifestyle revenue $2.41B ($1,357.2M Connected Living + $1,053.5M Global Automotive), Global Housing $702.9M. Consolidated net income $265.6M, up 99% YoY. No AI segment, no AI revenue figures. Revenue growth driven by mobile protection, trade-in performance, new financial services program, and lender-placed insurance. Company description unchanged: 'a premier global protection company that partners with the world s leading brands to safeguard and service connected devices, homes and automobiles. The Company leverages data-driven technology solutions to provide exceptional customer experiences.' AI is purely an enabling technology, not a revenue stream.
Analyzed by claude-opus-4-6
Quoted Figures
Global Lifestyle net earned premiums, fees and other income increased $156.7 million, or 7%, to $2.41 billion for Third Quarter 2025 from $2.25 billion for Third Quarter 2024, primarily driven by Connected Living growth from mobile protection and trade-in programs, and a new program in financial services, as well as contributions from Global Automotive.
10-Q Q3 FY2025 (filed for period ending September 30, 2025), MD&A Executive Summary
Assurant, Inc. is a premier global protection company that partners with the world s leading brands to safeguard and service connected devices, homes and automobiles. The Company leverages data-driven technology solutions to provide exceptional customer experiences.
10-Q Q3 FY2025 (filed for period ending September 30, 2025), Nature of Operations
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Internal use of AI for claims processing and underwriting optimizationDigital solutions supported by AI for customer experienceInnovation and Device Care Center (automation, robotics, AI for device lifecycle)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix