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Revenue by Segment
Shows how sales are distributed across the company’s customer or business segments (for example commercial, public sector, or enterprise). Reveals which customer groups drive growth, where margins are strongest, and whether the business is concentrated in a few segments that could amplify risk if spending patterns change.Revenue momentum across Corporate, Government and 'Other' into 2025–Q1 2026 reflects real demand — driven by double‑digit hardware and software sales and large AI engagements — but it’s skewed toward lower‑margin, product‑heavy orders. Education and Small Business show seasonal recovery, while services remain flat. Management’s backlog and inventory callouts plus mix‑driven margin compression mean topline growth may not fully translate to profit near term; the AI modernization savings target is the main lever to restore margin over H2/2026 into 2027–28.
Date | Other | Corporate | Government | Financial Services | Healthcare | Small Business | Education |
|---|---|---|---|---|---|---|---|
Jun 30, 2026 | $825.70M | $2.62B | $848.00M | $487.10M | $860.20M | $0.00 | $933.10M |
Mar 31, 2026 | $802.50M | $2.37B | $632.90M | $428.40M | $766.70M | $0.00 | $675.00M |
Dec 31, 2025 | $668.90M | $2.37B | $650.50M | $0.00 | $726.10M | $457.00M | $639.30M |
Sep 30, 2025 | $698.40M | $2.26B | $744.70M | $0.00 | $693.90M | $433.80M | $911.20M |
Jun 30, 2025 | $672.10M | $2.58B | $656.50M | $0.00 | $728.50M | $431.30M | $906.70M |
Mar 31, 2025 | $680.40M | $2.24B | $537.80M | $0.00 | $687.60M | $404.60M | $652.40M |
Dec 31, 2024 | $607.10M | $2.34B | $613.50M | $0.00 | $683.10M | $380.00M | $557.40M |
Sep 30, 2024 | $640.00M | $2.16B | $691.00M | $0.00 | $649.00M | $379.70M | $995.70M |
Jun 30, 2024 | $602.00M | $2.20B | $639.10M | $0.00 | $586.80M | $382.90M | $1.02B |
Mar 31, 2024 | $631.20M | $2.14B | $543.30M | $0.00 | $584.60M | $380.90M | $596.80M |