Pagaya Technologies PGY Network AI Fees — Revenue from fees
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Where this comes from
Reported directly by Pagaya Technologies in its filing.
Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
The source filing: Pagaya Technologies’s 10-Q, filed May 7, 2026.
- Filed
- May 7, 2026, 4:17 PM EDT
- Fiscal quarter
- Q1 FY2026
- Calendar quarter
- Q1 2026
- Accession
- 0001883085-26-000031
Network AI fees, comprised of AI integration fees and capital markets execution fees, totaled $266.9 million and $251.5 million for the three months ended March 31, 2026 and 2025, respectively. The Company recognizes Network AI fees primarily at a point in time when the related performance obligation is satisfied and the payment term is generally 30 days. From time to time the Company may provide certain incentives to a customer. When the Company determines that an incentive is consideration payable, which is not in exchange for distinct goods or services, to a customer, the incentive is recorded as a reduction of revenue. Expenses to third parties for services that are integrated with the Company’s technology are recorded in the unaudited condensed consolidated statements of income as Production Costs.
Item 1. Financial Statements
FAQ
- What is Pagaya Technologies's network AI fees — revenue from fees?
- Pagaya Technologies (PGY) reported network AI fees — revenue from fees of $266.9M in Q1 2026.
- How has Pagaya Technologies's network AI fees — revenue from fees changed year-over-year?
- Pagaya Technologies's network AI fees — revenue from fees increased by 6.1% year-over-year, from $251.5M to $266.9M.
- What is the long-term trend for Pagaya Technologies's network AI fees — revenue from fees?
- Over 4 years (2021 to 2025), Pagaya Technologies's network AI fees — revenue from fees has grown at a 30.7% compound annual growth rate (CAGR), from $387.1M to $1.13B.
- What does network AI fees — revenue from fees mean?
- This metric represents the total revenue generated from fees earned through the company's proprietary AI-driven credit analysis and lending infrastructure network. It captures the income derived from providing machine learning-based credit assessment services to financial partners and institutional investors within the lending ecosystem. Growth in this metric reflects the successful scaling of the company's technology platform and the increasing volume of credit originations processed through its network.
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