Urgent.ly Inc.
Urgent.ly Inc. provides digital roadside assistance and mobility assistance services through a software platform that connects Customer Partners, motorists, and subcontracted Service Providers. The company operates primarily in the United States and Canada and serves enterprises that outsource all or part of their roadside assistance operations.
Fiscal year 2025 · change from previous year
Development 2021–2025
Business
Share of revenueSoftware-enabled dispatch, case management, and consumer support for roadside events.
Managed roadside assistance delivered under fixed-rate service arrangements.
Dispatch fee-based roadside assistance where subcontracted service costs pass through.
Services and platform use cases extending into related mobility and vehicle support markets.
Products
Reported · share of revenue- Full Service Outsourcing Flat Rate99.6 %
- Membership0.3 %
- Software Licensing Arrangements0.1 %
Source: 10-K FY2025, revenue the company reports per product line (SEC XBRL). Shares are of the lines shown and add up to 100 %.
Customers
Urgent.ly sells primarily to enterprise Customer Partners that want to outsource roadside assistance for their consumers, drivers, or vehicle owners. These partners include automotive, insurance, collision, vehicle sales and service, aftermarket, and logistics businesses that need a digital way to manage assistance requests and service delivery.
Buy outsourced roadside assistance and dispatch services for vehicle owners and warranty programs.
Use the platform to coordinate assistance tied to claims, repairs, and recovery workflows.
Purchase roadside support to enhance customer service and ownership experience.
Adopt the platform for adjacent mobility assistance and service coordination use cases.
Strategy
Urgent.ly is focused on expanding Customer Partner relationships, improving retention, and broadening adoption of its roadside and mobility assistance platform. It is also investing in proprietary technology, machine learning, and data analytics to automate high-touch operations, optimize Service Provider supply, and support entry into adjacent use cases.
Revenue depends on adding partners, renewing contracts, and expanding dispatch volume.
Automation can reduce manual workload and improve service reliability as volume grows.
The company aims to extend its platform beyond traditional roadside assistance into related mobility workflows.
Geography
The company generates substantially all of its revenue from roadside assistance services initiated through its software platform primarily in the United States and Canada. Its operating model depends on a network of Service Providers and customer support capabilities that must scale across these North American markets.
Risks
Urgent.ly faces concentration and renewal risk because a limited number of Customer Partners can materially affect dispatch volume and revenue. It also depends on a subcontracted Service Provider network and reliable consumer support, so service quality, provider availability, and pricing can directly affect retention and margins. As a smaller public company, it also faces financing, listing, and dilution risks that can affect flexibility and market perception.
- Nasdaq continued listing complianceImpact: HighLikelihood: High
Failure to meet listing standards could reduce liquidity and impair capital-raising ability.
Exposure: Public equity market access
- Customer Partner concentration and renewal lossImpact: High
Contracts are renewed through RFP processes and individual partner exits can reduce revenue materially.
Exposure: Enterprise Customer Partners in automotive and mobility
- Service delivery and provider network executionImpact: High
The business relies on subcontracted Service Providers to fulfill roadside events reliably and at acceptable cost.
Exposure - Capital availability and dilutionImpact: MediumLikelihood: High
Growth investments and operating needs may require external funding if internal cash generation is insufficient.
Exposure
Accounting
Judgemental itemsDifferent contract structures change whether revenue is recorded gross or net, affecting reported top line and margins.
Impact: Revenue, cost of revenue, gross margin
Revenue is recognized as services are fulfilled, so dispatch timing and completion patterns affect quarterly results.
Impact: Quarterly revenue comparability
Management must estimate costs tied to subcontracted service delivery and platform support.
Impact: Gross profit and operating expense timing
Delayed adoption of new standards can affect comparability with other public companies.
Impact: Financial statement comparability
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Last updated: 24/09/2026