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Revenue by Segment
Breaks down revenue across different business areas, showing which segments are contributing most to growth and where there might be opportunities or challenges.Subscription is clearly the growth engine — accelerating since 2022 and underpinning raised guidance, margin expansion and cash generation, driven in part by AI-linked pricing and >40% of ACV moved to the new model. Professional services is largely flat/cyclical: efficiency gains have improved margins but haven’t produced material topline lift, limiting total-revenue upside. Near-term risks that could temper subscription momentum include conservative mortgage assumptions and early-stage IU monetization (plus LLM token costs), but the underlying subscription strength and repurchase activity support durable cash flow and earnings leverage.
Date | Subscription | Professional Services and Other |
|---|---|---|
Jun 30, 2026 | $143.46M | $17.54M |
Mar 31, 2026 | $140.93M | $18.48M |
Dec 31, 2025 | $133.38M | $16.28M |
Sep 30, 2025 | $133.41M | $18.75M |
Jun 30, 2025 | $130.75M | $18.06M |
Mar 31, 2025 | $125.59M | $18.55M |
Dec 31, 2024 | $124.96M | $16.41M |
Sep 30, 2024 | $119.89M | $18.90M |
Jun 30, 2024 | $113.91M | $18.49M |
Mar 31, 2024 | $110.41M | $17.68M |