Segment and Geographic Information
The Company’s operations consist of one operating and reportable segment reflecting the manner in which operations are managed and the criteria used by the CODM to evaluate performance, develop strategy, and allocate resources. The Company’s one segment provides enterprise cloud software products that enable organizations to do marketing, advertising, research, care, sales and engagement across modern channels including social, messaging, chat and text through its Unified-CXM platform. The CODM makes operating performance assessments and resource allocation decisions on a global basis using net income, which is also reported on the consolidated statements of operations as “net income.” The Company’s CODM uses net income to make operating decisions based on historical results and forecasts for future periods. The measure of segment assets is reported on its consolidated balance sheets as “total assets.” There is no expense or asset information that is supplemental to those disclosed in these consolidated financial statements that is regularly provided to the CODM. Other segment items included in consolidated net income are depreciation and amortization, interest income and provision (benefit) for income taxes, which are included in the consolidated statements of operation or within other notes to these consolidated financial statements. The accounting policies of the Company’s reportable segment are the same as its consolidated accounting policies.
The following table summarizes the revenue by region based on the shipping address of customers who have contracted to use the Company’s Unified-CXM platform:
Year Ended January 31,
(in thousands)202620252024
Americas$478,339 $466,003 $435,315 
EMEA309,715 269,007 237,875 
Other69,146 61,384 59,170 
Total revenue$857,200 $796,394 $732,360 
The United States was the only country that represented more than 10% of the Company’s revenues, comprising $441.8 million, $433.7 million and $407.2 million in the years ended January 31, 2026, 2025 and 2024, respectively.
Long-lived assets by geographical region are based on the location of the legal entity that owns the assets. As of January 31, 2026 and 2025, long lived assets by geographic region were as follows:
January 31,
(in thousands)20262025
Americas
$27,973 $24,792 
EMEA1,830 2,380 
Other3,651 4,419 
Total long-lived assets$33,454 $31,591 
Fixed assets held in the United States were $28.0 million and $24.8 million at January 31, 2026 and 2025, respectively. Operating lease ROU assets of $43.1 million and $44.6 million at January 31, 2026 and 2025, respectively, are not included in the table above, of which $17.3 million and $19.6 million were held in the United States at January 31, 2026 and 2025, respectively, and $14.6 million and $14.9 million were held in India at January 31, 2026 and 2025, respectively.

Historical Timeline

Fiscal YearFiled
2026Mar 19, 2026Showing above
2025Mar 21, 2025

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.