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Gross Margin by Segment
Shows the percentage of revenue that exceeds the cost of goods sold for each segment, indicating pricing power and cost efficiency within the company's various operations.Subscription gross margins have deteriorated sharply recently while professional‑services margins remain relatively healthy; because subscriptions are now the dominant revenue stream, this erosion is the main drag on overall gross profitability and explains persistent negative free cash flow despite large operating cost cuts. Management’s restructuring improves the expense runway but doesn’t address delivery economics—recovery depends on restoring subscription unit economics (better IPD conversion, pricing or lower cloud/delivery costs), making margin trajectory the key execution risk for the turnaround.
Date | Subscription | Professional Services |
|---|---|---|
Jun 30, 2026 | 29.39 | 69.25 |
Mar 31, 2026 | 19.06 | 65.33 |
Dec 31, 2025 | 11.34 | 74.06 |
Sep 30, 2025 | 38.86 | 62.85 |
Jun 30, 2025 | 31.21 | 76.55 |
Mar 31, 2025 | 56.82 | 83.63 |
Dec 31, 2024 | 55.88 | 79.88 |
Sep 30, 2024 | 56.83 | 88.92 |
Jun 30, 2024 | 54.68 | 87.24 |
Mar 31, 2024 | 56.42 | 97.70 |