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Revenue by Segment
Breaks down revenue across different business units, highlighting which segments are driving growth and profitability, and where there may be challenges or opportunities for expansion.Licensing and support are clearly becoming the growth engine—stable, high‑margin, and scaling fast—while royalties, though smaller, are accelerating and broadening (important for upside leverage). Management’s commentary confirms this momentum and points to further revenue from the Cycuity buy that expands TAM, but cautions matter: a portion of backlog may not convert this year, Q4 included a small one‑time royalty bump, and Cycuity will be ratable and slightly margin‑dilutive near term. Watch RPO conversion and the planned equity cadence for execution risk.
Date | Licensing, Support and Maintenance | Variable, Royalties and Other |
|---|---|---|
Jun 30, 2026 | $20.82M | $3.31M |
Mar 31, 2026 | $19.27M | $3.66M |
Dec 31, 2025 | $17.54M | $2.60M |
Sep 30, 2025 | $15.90M | $1.51M |
Jun 30, 2025 | $15.09M | $1.41M |
Mar 31, 2025 | $15.34M | $1.20M |
Dec 31, 2024 | $14.02M | $1.47M |
Sep 30, 2024 | $13.51M | $1.21M |
Jun 30, 2024 | $13.55M | $1.02M |
Mar 31, 2024 | $11.74M | $1.21M |