Analytics Analysis
Companies
5 companies in the Nasdaq 100 + S&P 100 sell Analytics: Adobe (ADBE), Datadog (DDOG), Mastercard (MA), Oracle (ORCL) and Visa (V).
Where it fits within their business
Cleanest reporting: no company reports Analytics in a segment of its own. Every segment shares it with other mapped products.
Most blended: ORCL reports Analytics in its Cloud infrastructure revenue segment, shared with 11 other mapped products, including “AI Services” and “Application Development”.
Highest company exposure: DDOG has 100.0% of its revenue in its Total Revenue revenue segment, its only reported revenue segment, which contains Analytics.
How that part of the business performs
A segment often holds other products too, so this is the revenue of the segments, not of Analytics alone.
Cross-Company Taxonomy for Analytics + AI Software — 17 Companies
| Company | Product | Revenue Segment | |||
|---|---|---|---|---|---|
Creative & Marketing Professionals | $4.65B? | 68.8% | ↑ 13.0% | ||
DDOG | Total Revenue | $1.12B? | 100.0% | ↑ 35.6% | |
MA | Value-added services and solutions Products also in this segment: International Money Transfer, Fraud Prevention +6 · Sign in to see all | $3.83B? | 41.2% | ↑ 20.0% | |
Cloud infrastructure Products also in this segment: Application Development, Cloud Computing Service +9 · Sign in to see all | $7.39B? | 38.2% | ↑ 120.7% | ||
Other Products also in this segment: Card Issuer Processing, Open Banking | $1.50B? | 12.9% | ↑ 45.5% | ||
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% | |
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: Analytics vs Related Products?
Analytics+47.8%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| ORCLCloud infrastructure | Cloud infrastructure | Q1 FY2027 | $7.39B | 40.0% | 38.2% | +120.7% |
| ADBECreative & Marketing Professionals | Creative & Marketing Professionals | Q3 FY2026 | $4.65B | 25.2% | 68.8% | +13.0% |
| MAValue-added services and solutions | Value-added services and solutions | Q2 FY2026 | $3.83B | 20.7% | 41.2% | +20.0% |
| VOther | Other | Q3 FY2026 | $1.50B | 8.1% | 12.9% | +45.5% |
| DDOGTotal Revenue | Total Revenue | Q2 FY2026 | $1.12B | 6.1% | 100.0% | +35.6% |
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% |
Open Banking+ Add to results+26.2%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| MAValue-added services and solutions | Value-added services and solutions | Q2 FY2026 | $3.83B | 71.9% | 41.2% | +20.0% |
| VOther | Other | Q3 FY2026 | $1.50B | 28.1% | 12.9% | +45.5% |
Data Platforms+ Add to results+22.7%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| NOWSubscription | Subscription | Q2 FY2026 | $3.88B | 68.5% | 97.2% | +24.5% |
| IBMData | Data | Q2 FY2026 | $1.78B | 31.5% | 10.4% | +18.9% |