68% of U.S. dialysis revenue comes from government programs, while all profits are from commercial payors.

{
  "signal_id": "9185f2ca-5840-4cc3-b8f6-4512e9c93146",
  "signal_type": "sec-10k",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-02-17T06:37:53.052+00:00",
  "company": {
    "name": "DaVita",
    "domain": "davita.com"
  },
  "data": {
    "detail": "DaVita is heavily dependent on government reimbursement, which constitutes 68% of U.S. dialysis revenue. However, the company states that nearly all of its profits come from the much smaller commercial payor segment, creating significant financial risk if the commercial patient mix declines.",
    "metrics": {
      "pct": 0.68,
      "timeframe": "current_year",
      "pct_context": "Percentage of U.S. dialysis revenues from government-based programs"
    },
    "summary": "68% of U.S. dialysis revenue comes from government programs, while all profits are from commercial payors.",
    "excerpts": "The sources of our U.S. dialysis revenues are principally from government-based programs... Total government-based programs 68 %",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/927066/000092706626000012/dva-20251231.htm",
    "filing_date": "2026-02-11",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "regions_mentioned": [
      "U.S."
    ],
    "competitors_mentioned": [
      "Optum, Inc.",
      "UnitedHealth Group, Inc."
    ]
  }
}

curl https://signals.autobound.ai/v1/signals/9185f2ca-5840-4cc3-b8f6-4512e9c93146 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"davita.com","limit":20}'