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Revenue by Segment
Analyzes revenue from different business segments, highlighting which areas drive growth and profitability, and indicating strategic focus and market opportunities.Subscriptions are clearly the growth engine — fueled by cloud upsells and AI monetization — driving durable ARR expansion and larger enterprise/public‑sector deals, while professional services recently spiked from AI implementations and federal work but are lumpy and lower‑margin. Management expects services growth to moderate and non‑cloud subscription revenue to be roughly flat in 2026, so persistent margin and cash‑flow improvement will depend on sustaining cloud/AI upsells even as the company modestly reinvests and executes its $50M buyback.
Date | Professional Services | Subscriptions |
|---|---|---|
Jun 30, 2026 | $45.57M | $157.68M |
Mar 31, 2026 | $41.87M | $160.31M |
Dec 31, 2025 | $40.60M | $162.26M |
Sep 30, 2025 | $39.82M | $147.19M |
Jun 30, 2025 | $37.98M | $132.66M |
Mar 31, 2025 | $32.07M | $134.35M |
Dec 31, 2024 | $29.91M | $136.78M |
Sep 30, 2024 | $30.93M | $123.12M |
Jun 30, 2024 | $33.48M | $112.97M |
Mar 31, 2024 | $32.14M | $117.69M |