Want to see TRI full AI Analyst Report?
Recurring Revenue by Segment
Shows the stability and predictability of income from ongoing subscriptions or services, underscoring the company's ability to maintain customer relationships and ensure steady cash flow.Thomson Reuters’ recurring revenue mix is shifting: the Big‑3 (Legal, Corporates, Tax/Audit) are the engine—steadier, AI‑driven uptrends in Legal and Corporates underpin higher organic growth and margins—while Tax & Accounting shows pronounced year‑end recognition spikes and quarter-to-quarter timing noise. Management’s Q1 remarks (rapid CoCounsel adoption, 30% AI-enabled ACV) explain the recent acceleration, but watch government legal softness and LLM cost pressure: H2 timing shifts and AI costs could compress near‑term margins even as full‑year guidance and long‑term momentum remain intact.
Date | Legal Professionals | Corporates | Tax and Accounting Professionals | Reuters News |
|---|---|---|---|---|
Jun 30, 2026 | $748.00M | $462.00M | $209.00M | $188.00M |
Mar 31, 2026 | $739.00M | $449.00M | $229.00M | $186.00M |
Dec 31, 2025 | $716.00M | $434.00M | $357.00M | $183.00M |
Sep 30, 2025 | $709.00M | $423.00M | $183.00M | $178.00M |
Jun 30, 2025 | $689.00M | $413.00M | $190.00M | $176.00M |
Mar 31, 2025 | $675.00M | $400.00M | $207.00M | $175.00M |
Dec 31, 2024 | $707.00M | $401.00M | $319.00M | $173.00M |
Sep 30, 2024 | $721.00M | $390.00M | $170.00M | $167.00M |
Jun 30, 2024 | $702.00M | $382.00M | $179.00M | $164.00M |
Mar 31, 2024 | $698.00M | $370.00M | $199.00M | $164.00M |