Technology

Point-of-sale and commerce technology companies sell both software subscriptions and hardware terminals to merchants. Many are shifting toward software and services becauseRecurring Revenueis more predictable than one-time equipment sales. The transition can lower reported revenue even when the software business is consistent, because hardware …

Sports data and technology providersSupplyofficial league data, betting feeds, media rights and betting platform services. Revenue depends on the number of live sporting events, theVolumeof wagering on them and the contracts that betting operators and media companies sign. Regulation of sports betting varies by …

Cybersecurity and IT management software is typically sold on subscription terms, with revenue recognized over the contract period. ARR is the key operating metric because it shows the annualized value of recurring contracts at a point in time. Growth in ARR signals how much …

A 39% revenue increase is a large move for a distribution company, and the release does not isolate how much of it reflects pricing,Volumeor product mix. The company's reference to above-parity book-to-bill ratios suggests that demand exceeded shipments during the period, which indicates that …

Geospatial intelligence companies sell satellite imagery and analytics to governments, defense agencies and commercial customers.Demandin this market tends to follow government budgets, defense priorities and the spread of commercial uses for imagery, such as infrastructure monitoring andSupplychain tracking. Contracts can be sizable and irregular, …

An online automotive marketplace earns revenue from dealers and other advertisers that pay for listings and related services, so its results depend on the number of vehicles dealers want to advertise and the prices they pay. A 5% gain in Marketplace revenue during a …

The distinction between reported and organic growth matters for an IT services firm with operations in many currencies. Reported revenue includes the effect of exchange-rate changes on sales made outside the United States, while organic constant currency growth holds those rates fixed. Because the …