NOTE 9—REVENUE:
Disaggregated revenue
The following table presents the Company’s revenue disaggregated by primary industry verticals:
Fiscal Years Ended November 30,
202520242023
Industry vertical:
Technology and consumer electronics$2,666,072 $2,674,040 $2,205,834 
Retail, travel and e-commerce
2,433,885 2,361,866 1,448,666 
Communications and media1,592,373 1,527,922 1,117,694 
Banking, financial services and insurance1,536,223 1,455,641 1,091,853 
Healthcare725,283 727,389 696,266 
Other871,935 872,042 554,393 
Total$9,825,771 $9,618,900 $7,114,706 
The following table presents the Company’s revenue by geographical locations where the Company’s services are delivered. Shown below are the countries that account for the Company’s revenue for the periods presented:
Fiscal Years Ended November 30,
202520242023
Revenue by geography:
Philippines$1,594,559 $1,596,578 $1,585,878 
India
1,126,061 1,054,460 898,250 
United States
1,051,700 1,110,763 1,304,797 
Great Britain356,490 394,945 205,437 
Germany334,293 388,005 232,729 
Canada302,085 307,590 317,410 
Others5,060,583 4,766,559 2,570,205 
Total$9,825,771 $9,618,900 $7,114,706 
Deferred revenue contract liabilities and deferred costs to obtain or fulfill a contract are not material.

Historical Timeline

Fiscal YearFiled
2025Jan 28, 2026Showing above
2024Jan 28, 2025
2023Jan 29, 2024
2022Jan 27, 2023
2021Jan 28, 2022

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.