American Express ICS — Revenue from contracts with customers decreased by 3.7% to $1.98B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 17.1%, from $1.69B to $1.98B. Over 3 years (FY 2022 to FY 2025), ICS — Revenue from contracts with customers shows an upward trend with a 12.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Growth indicates successful customer acquisition and retention within the service-based business model.
Represents revenue recognized from specific service agreements with cardholders and merchants within the International C...
Standard revenue classification under IFRS 15/ASC 606 for service-oriented financial firms.
axp_segment_ics_revenue_from_contracts_with_customers| Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.12B | $1.20B | $1.33B | $1.33B | $1.44B | $1.44B | $1.53B | $1.56B | $1.63B | $1.59B | $1.67B | $1.72B | $1.78B | $1.69B | $1.88B | $1.93B | $2.05B | $1.98B |
| QoQ Change | — | +7.4% | +10.6% | +0.5% | +8.4% | -0.2% | +6.0% | +2.0% | +4.5% | -2.3% | +5.0% | +3.3% | +3.4% | -5.3% | +11.1% | +2.8% | +6.4% | -3.7% |
| YoY Change | — | — | — | +19.4% | — | +20.2% | +15.2% | +17.0% | +12.7% | +10.3% | +9.2% | +10.7% | +9.5% | +6.2% | +12.4% | +11.8% | +15.1% | +17.1% |
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