Revenue
Breakdown
| Segment | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 |
|---|---|---|---|---|---|---|---|---|
| Subscription | $1.8B | $1.8B | $1.8B | $1.9B | $1.9B | $1.9B | $2.0B | $2.0B |
| Non Subscription Transaction | $493.0M | $794.0M | $777.0M | $735.0M | $680.0M | $850.0M | $745.0M | $812.0M |
| Non Transaction | $453.0M | $435.0M | $463.0M | $466.0M | $494.0M | $481.0M | $502.0M | $521.0M |
| Asset Linked Fees | $220.0M | $244.0M | $245.0M | $266.0M | $291.0M | $288.0M | $286.0M | $303.0M |
| Recurring variable revenue | $124.0M | $141.0M | $147.0M | $142.0M | $149.0M | $150.0M | $158.0M | $158.0M |
| Sales Usage Based Royalties | $92.0M | $99.0M | $96.0M | $102.0M | $96.0M | $110.0M | $110.0M | $108.0M |
| Total | $3.2B | $3.5B | $3.5B | $3.6B | $3.6B | $3.8B | $3.8B | $3.9B |
Segments
SubscriptionView metric
Non Subscription TransactionView metric
Non TransactionView metric
Asset Linked FeesView metric
Sales Usage Based RoyaltiesView metric
Recurring variable revenueView metric