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Segment Operating Income Breakdown
Operating profit split by business line (for example research subscriptions, consulting, events). Shows which segments deliver margins and fund growth, helping investors see whether expansion is coming from scalable, high-margin work or from lower-margin services.Research remains the primary profit engine but the recent quarter’s sharp drop in operating income shows waning momentum and will be the main source of FY pressure consistent with management’s mid‑single‑digit research guidance. Consulting profitability has collapsed following the strategic exit of strategy work and is expected to continue dragging margins as consulting revenue falls in the low‑20s. Events are still a net loss center despite improving sponsorship bookings; management is leaning on cost cuts and AI productization to stabilize overall operating income.
Date | Research | Consulting | Events |
|---|---|---|---|
Jun 30, 2026 | $51.75M | $6.26M | -$60.00K |
Mar 31, 2026 | $45.12M | $4.72M | -$1.41M |
Dec 31, 2025 | $56.52M | $6.34M | -$3.79M |
Sep 30, 2025 | $52.92M | $6.45M | -$1.51M |
Jun 30, 2025 | $57.53M | $7.55M | $301.00K |
Mar 31, 2025 | $47.34M | $7.48M | -$738.00K |