AI Software Analysis
Companies
14 companies in the Nasdaq 100 + S&P 100 sell AI Software: Adobe (ADBE), Arm Holdings (ARM), Axon Enterprise (AXON), CoreWeave (CRWV), Datadog (DDOG), International Business Machines (IBM), Meta Platforms (META), Microsoft (MSFT), NVIDIA (NVDA), Palantir Technologies (PLTR), Salesforce (CRM), ServiceNow (NOW), Thomson Reuters (TRI) and Workday (WDAY).
Where it fits within their business
Cleanest reporting: no company reports AI Software in a segment of its own. Every segment shares it with other mapped products.
Most blended: MSFT reports AI Software in its “Productivity and Business Processes”, “Intelligent Cloud” and “More Personal Computing” revenue segments, shared with 12 other mapped products, including “Cloud Computing Service” and “Customer Relationship Management”.
Highest company exposure: CRWV has 100.0% of its revenue in its Total Revenue revenue segment, its only reported revenue segment, which contains AI Software. DDOG has 100.0% of its revenue in its Total Revenue revenue segment, its only reported revenue segment, which contains AI Software. MSFT has 100.0% of its revenue in its “Productivity and Business Processes”, “Intelligent Cloud” and “More Personal Computing” revenue segments, its only reported revenue segments, all of which contain AI Software. PLTR has 100.0% of its revenue in its “Government” and “Commercial” revenue segments, its only reported revenue segments, both of which contain AI Software.
How that part of the business performs
A segment often holds other products too, so this is the revenue of the segments, not of AI Software alone. 1 company did not disclose a revenue segment for AI Software.
Cross-Company Taxonomy for AI Software — 14 Companies
| Company | Product | Revenue Segment | |||
|---|---|---|---|---|---|
Creative & Marketing Professionals | $4.65B? | 68.8% | ↑ 13.0% | ||
ARM | Not disclosed by ARM | ||||
AXON | Software and Services Products also in this segment: Digital Evidence Management, Records Management Software +2 · Sign in to see all | $397.8M? | 44.0% | ↑ 36.2% | |
Agentforce Apps Products also in this segment: Customer Relationship Management, Customer Service Software +8 · Sign in to see all | $7.19B? | 63.4% | ↑ 7.6% | ||
CRWV | Total Revenue | $2.58B? | 100.0% | ↑ 112.5% | |
DDOG | Total Revenue | $1.12B? | 100.0% | ↑ 35.6% | |
IBM | Data Products also in this segment: Relational Database, Data Platforms | $1.78B? | 10.4% | ↑ 18.9% | |
META | Family of Apps | $60.37B? | 99.3% | ↑ 28.0% | |
MSFT | Productivity and Business Processes | $37.85B10-Q? | 42.0% | ↑ 14.3% | |
MSFT | Intelligent Cloud | $39.31B10-Q? | 43.7% | ↑ 31.6% | |
MSFT | More Personal Computing | $12.85B10-Q? | 14.3% | ↓ 4.4% | |
NOW | Subscription Products also in this segment: IT Service Management Software, Customer Service Software +9 · Sign in to see all | $3.88B? | 97.2% | ↑ 24.5% | |
Data Center | $89.02B? | 92.5% | ↑ 116.6% | ||
PLTR | Government Products also in this segment: Data Integration, Defense & Intelligence Software +1 · Sign in to see all | $990M? | 51.2% | ↑ 79.0% | |
PLTR | Commercial Products also in this segment: Data Integration, Continuous Delivery Software | $945.4M? | 48.8% | ↑ 109.8% | |
TRI | Legal Professionals Products also in this segment: Legal Research Software, Legal Practice Management Software | $772M? | 39.4% | ↑ 9.7% | |
TRI | Corporates Products also in this segment: Legal Research Software, Legal Practice Management Software +1 · Sign in to see all | $537M? | 27.4% | ↑ 11.9% | |
TRI | Tax, Audit & Accounting Professionals Products also in this segment: Tax Preparation Software, Accounting Software +1 · Sign in to see all | $311M? | 15.9% | ↑ 13.5% | |
WDAY | Subscription Services | $2.47B? | 93.3% | ↑ 13.9% |
Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric
Combined Segment Metrics: AI Software vs Related Products?
AI Software+42.8%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| MSFTProductivity and Business Processes Intelligent Cloud More Personal Computing | Productivity and Business Processes Intelligent Cloud More Personal Computing | Q4 FY2026 | $90.01B | 33.7% | 100.0% | +17.7% |
| NVDAData Center | Data Center | Q2 FY2027 | $89.02B | 33.3% | 92.5% | +116.6% |
| METAFamily of Apps | Family of Apps | Q2 FY2026 | $60.37B | 22.6% | 99.3% | +28.0% |
| CRMAgentforce Apps | Agentforce Apps | Q2 FY2027 | $7.19B | 2.7% | 63.4% | +7.6% |
| ADBECreative & Marketing Professionals | Creative & Marketing Professionals | Q3 FY2026 | $4.65B | 1.7% | 68.8% | +13.0% |
| NOWSubscription | Subscription | Q2 FY2026 | $3.88B | 1.5% | 97.2% | +24.5% |
| CRWVTotal Revenue | Total Revenue | Q2 FY2026 | $2.58B | 1.0% | 100.0% | +112.5% |
| WDAYSubscription Services | Subscription Services | Q2 FY2027 | $2.47B | 0.9% | 93.3% | +13.9% |
| PLTRGovernment Commercial | Government Commercial | Q2 FY2026 | $1.94B | 0.7% | 100.0% | +92.8% |
| IBMData | Data | Q2 FY2026 | $1.78B | 0.7% | 10.4% | +18.9% |
| TRILegal Professionals Corporates Tax, Audit & Accounting Professionals | Legal Professionals Corporates Tax, Audit & Accounting Professionals | Q2 FY2026 | $1.62B | 0.6% | 82.7% | +11.1% |
| DDOGTotal Revenue | Total Revenue | Q2 FY2026 | $1.12B | 0.4% | 100.0% | +35.6% |
| AXONSoftware and Services | Software and Services | Q2 FY2026 | $397.8M | 0.1% | 44.0% | +36.2% |
Data Integration+ Add to results+114.3%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| ORCLCloud infrastructure | Cloud infrastructure | Q1 FY2027 | $7.39B | 79.2% | 38.2% | +120.7% |
| PLTRGovernment Commercial | Government Commercial | Q2 FY2026 | $1.94B | 20.8% | 100.0% | +92.8% |
Continuous Delivery Software+ Add to results+92.8%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| PLTRGovernment Commercial | Government Commercial | Q2 FY2026 | $1.94B | 100.0% | 100.0% | +92.8% |