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Contribution Margin by Segment
Reveals the profitability of each segment after variable costs, offering insight into operational efficiency and the potential for scaling different parts of the business.Research remains the consistent, high‑margin core driving profitability, while the latest quarter shows meaningful contribution margins emerging in Insights, Conferences and Consulting: Insights is a standout margin contributor, Conferences are recovering but at materially lower margins than Research, and Consulting is the weakest — echoing management’s note of consulting revenue softness. The margin mix (event rebound + high‑margin Insights) helps justify the raised EBITDA and FCF guidance, but sustained margin upside hinges on CV acceleration and recovery in consulting/new business.
Date | Research | Conferences | Consulting | Insights |
|---|---|---|---|---|
Jun 30, 2026 | 59.50 | 37.90 | 77.50 | |
Mar 31, 2026 | 38.80 | 30.90 | 78.20 | |
Dec 31, 2025 | 75.40 | 51.00 | 27.00 | ― |
Sep 30, 2025 | 74.99 | 36.63 | 28.50 | ― |
Jun 30, 2025 | 73.87 | 57.42 | 39.56 | ― |
Mar 31, 2025 | 74.50 | 37.70 | 38.20 | ― |
Dec 31, 2024 | 74.10 | 47.60 | 35.10 | ― |
Sep 30, 2024 | 73.70 | 40.20 | 32.50 | ― |
Jun 30, 2024 | 73.70 | 58.10 | 37.60 | ― |
Mar 31, 2024 | 74.50 | 33.20 | 40.30 | ― |