Quarterly report [Sections 13 or 15(d)]

Segment and Geographic Information

v3.26.1
Segment and Geographic Information
3 Months Ended
Apr. 30, 2026
Segment Reporting [Abstract]  
Segment and Geographic Information Segment and Geographic Information
The Company operates as one operating and reportable segment, reflecting the manner in which its operations are managed and the criteria used by the chief operating decision maker (“CODM”), who is the Chief Executive Officer. The CODM evaluates performance, develops strategy, and allocates resources based on net income as reported in the Company’s condensed consolidated statements of operations. The Company’s one segment provides enterprise solutions that enable organizations to conduct marketing, advertising, research, customer care, sales, and engagement across modern channels, such as social media, messaging, chat, and text, through its Unified-CXM platform.
The CODM assesses operating performance and makes resource allocation decisions on a global basis using net income, considering both historical results and forecasts for future periods. Segment assets are the total assets reported in the Company’s condensed consolidated balance sheets. Significant segment expenses regularly provided to the CODM are the consolidated operating expenses presented in the Company’s condensed consolidated statements of operations. No supplemental expense or asset information beyond what is disclosed in these condensed consolidated financial statements is regularly provided to the CODM.
Other segment items included in condensed consolidated net income, such as depreciation and amortization, interest income, and provision (benefit) for income taxes, are presented in the condensed consolidated statements of operations or in the notes to unaudited condensed consolidated financial statements. The accounting policies of the Company’s reportable segment are consistent with 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:
Three Months Ended April 30,
(in thousands) 2026 2025
Americas $ 112,861  $ 117,587 
EMEA 77,045  72,036 
Other 29,573  15,877 
Total revenue
$ 219,479  $ 205,500 
The U.S. was the only country that represented more than 10% of the Company’s revenues, comprising $104.3 million and $109.7 million in the three months ended April 30, 2026 and 2025, respectively.