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Gross Margin by Segment
Analyzes the profitability of each segment by comparing revenue to cost of goods sold, offering insights into operational efficiency and pricing strategy.Cloud margins dipped through 2023 then recovered in 2024–25, which dovetails with management’s strong cloud bookings and Content Cloud momentum and helps explain recent headline margin expansion; license margins remain structurally very high but are nudging lower as mix shifts to cloud, while customer-support margins are stable percentage-wise even as revenue falls—pressuring absolute margin dollars. Professional-services margins have rebounded from a trough but still lag and remain the key margin drag unless services are converted into higher‑return, recurring cloud contracts.
Date | Cloud Services and Subscriptions | Customer Support | License | Professional Services and Other |
|---|---|---|---|---|
Jun 30, 2026 | 64.10 | 90.40 | 98.00 | 26.70 |
Mar 31, 2026 | 64.00 | 90.10 | 96.60 | 20.30 |
Dec 31, 2025 | 64.40 | 89.90 | 95.10 | 24.20 |
Sep 30, 2025 | 64.45 | 89.08 | 94.73 | 23.34 |
Jun 30, 2025 | 62.87 | 89.08 | 93.38 | 21.96 |
Mar 31, 2025 | 62.35 | 89.12 | 94.58 | 23.86 |
Dec 31, 2024 | 62.73 | 89.39 | 96.65 | 26.58 |
Sep 30, 2024 | 61.65 | 89.49 | 94.71 | 26.21 |
Jun 30, 2024 | 62.18 | 88.91 | 94.74 | 26.35 |
Mar 31, 2024 | 58.99 | 89.21 | 96.62 | 25.14 |