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Revenue by Segment
Shows how revenue is distributed among various business segments, indicating which areas drive growth and where strategic focus might be needed.Service revenue has been the steadier, faster-growing leg, steadily taking a much larger share of the business and materially improving revenue visibility, while Product revenue remains bigger but far lumpier—peaking then collapsing in 2022–23 before recovering and leveling off more recently. That mix shift de-risks quarter-to-quarter swings and rewards execution on attach rates and renewals, but the company’s near-term upside still depends on sustaining product demand and converting one-time system sales into recurring service relationships.
Date | Service | Product |
|---|---|---|
Jun 30, 2026 | $137.15M | $175.06M |
Mar 31, 2026 | $135.08M | $174.80M |
Dec 31, 2025 | $134.13M | $179.86M |
Sep 30, 2025 | $133.13M | $177.50M |
Jun 30, 2025 | $127.39M | $163.17M |
Mar 31, 2025 | $124.50M | $145.17M |
Dec 31, 2024 | $124.61M | $182.27M |
Sep 30, 2024 | $124.06M | $158.36M |
Jun 30, 2024 | $120.21M | $156.58M |
Mar 31, 2024 | $112.86M | $133.29M |