v3.25.4
Segmented Information
12 Months Ended
Jan. 31, 2026
Segmented Information  
Segmented Information

Note 22 - Segmented Information

We review our operating results, assess our performance, make decisions about resources, and generate discrete financial information at the single enterprise level. Accordingly, we have determined that we operate in one reportable business segment providing logistics technology solutions.

The Company has determined that it has a chief operating decision maker (“CODM”) comprised of the Company’s chief executive officer and president & chief operating officer. The CODM assesses performance for the Company and makes operating decisions based on consolidated net income and Adjusted EBITDA. The term “Adjusted EBITDA” refers to a financial measure that we define as earnings before certain charges that management considers to be non-operating expenses and which consist of interest, taxes, depreciation, amortization, stock-based compensation (for which we include related fees and taxes) and other charges (for which we include restructuring charges, acquisition-related expenses, and contingent consideration incurred due to better-than-expected performance from acquisitions). Management considers these non-operating expenses to be outside the scope of Descartes’ ongoing operations and the related expenses are not used by management to measure operations. Accordingly, these expenses are excluded from Adjusted EBITDA, which we reference to both measure our operations and as a basis of comparison of our operations from period-to-period. Adjusted EBITDA is a non-GAAP financial measure and may not be comparable to similarly titled measures reported by other companies. The CODM uses net income and Adjusted EBITDA to assess overall performance of the Company and to evaluate whether to reinvest profits or invest in acquisitions. Asset information is not regularly provided to the CODM and as such the CODM does not make decisions based on assets.

The following table provides a breakdown of the measures of profit regularly provided to the CODM:

  ​ ​ ​

January 31, 

  ​ ​ ​

January 31, 

January 31, 

Year Ended

2026

2025

  ​ ​ ​

2024

Revenues

 

728,992

 

651,000

 

572,931

Less:

 

 

  ​

 

  ​

Headcount-related costs, including stock compensation expense

 

277,666

 

249,887

 

226,897

Cost of revenues and network charges (exclusive of other items presented separately)

 

70,652

 

67,212

 

53,797

Third-party software and maintenance

 

26,191

 

23,066

 

19,908

Other segment items

 

57,374

 

54,723

 

63,505

Depreciation

 

5,948

 

5,589

 

5,474

Amortization of intangible assets

 

81,183

 

69,399

 

60,501

 

519,014

 

469,876

 

430,082

Income from operations

 

209,978

 

181,124

 

142,849

Interest expense

 

(967)

 

(1,004)

 

(1,363)

Investment and other income

 

8,079

 

11,513

 

9,666

Income before taxes

 

217,090

 

191,633

 

151,152

Income tax expense

 

53,323

 

48,360

 

35,245

Net income, as reported on consolidated statements of operations

 

163,767

 

143,273

 

115,907

Adjustments to reconcile to Adjusted EBITDA:

 

 

  ​

 

  ​

Interest expense

 

967

 

1,004

 

1,363

Investment and other income

 

(8,079)

 

(11,513)

 

(9,666)

Income tax expense

 

53,323

 

48,360

 

35,245

Depreciation expense

 

5,948

 

5,589

 

5,474

Amortization of intangible assets

 

81,183

 

69,399

 

60,501

Stock-based compensation and related taxes

 

22,007

 

21,098

 

17,005

Other charges (Note 20)

 

10,429

 

7,466

 

21,649

Adjusted EBITDA

 

329,545

 

284,676

 

247,478

Other segment items includes travel expenses, reseller fees, contractors, corporate cars, bad debt expense, occupancy, insurance, marketing, employee administrative costs, professional fees, board of director fees, foreign exchange gains and losses, and other expenses.

The following tables provide our disaggregated revenue information by geographic location of customer and revenue type:

  ​ ​ ​

January 31, 

  ​ ​ ​

January 31, 

  ​ ​ ​

January 31, 

Year Ended

2026

2025

  ​ ​ ​

2024

Revenues

 

  ​

 

  ​

 

  ​

United States

 

496,438

 

439,103

 

382,176

Europe, Middle-East and Africa

 

169,594

 

153,004

 

137,164

Canada

 

42,445

 

39,254

 

35,422

Asia Pacific

 

20,515

 

19,639

 

18,169

 

728,992

 

651,000

 

572,931

  ​ ​ ​

January 31, 

  ​ ​ ​

January 31, 

  ​ ​ ​

January 31, 

Year Ended

2026

2025

  ​ ​ ​

2024

Revenues

 

  ​

 

  ​

 

  ​

Services

 

677,180

 

590,243

 

520,930

Professional services and other

 

49,293

 

55,042

 

46,675

License

 

2,519

 

5,715

 

5,326

 

728,992

 

651,000

 

572,931

License revenues are derived from perpetual licenses granted to our customers to use our software products. Services revenues are comprised of ongoing transactional and/or subscription fees for use of our services and products by our customers and maintenance, which include revenues associated with maintenance and support of our services and products. Professional services and other revenues are comprised of professional services revenues from consulting, implementation and training services related to our services and products, hardware revenues and other revenues.

The following table provides information by geographic area of operation for our long-lived assets. Long-lived assets represent property and equipment and intangible assets that are attributed to geographic areas.

  ​ ​ ​

January 31, 

  ​ ​ ​

January 31, 

2026

2025

Total long-lived assets

 

  ​

 

  ​

United States

 

275,763

 

246,048

Europe, Middle-East and Africa

 

44,103

 

49,737

Canada

 

20,016

 

31,007

Asia Pacific

 

5,694

 

6,959

 

345,576

 

333,751