v3.26.1
Revenue from Contracts with Customers (Tables)
9 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following tables provide information about disaggregated revenue by primary geographical market:

Quarter Ended June 30, 2026
ScoresSoftwareTotalPercentage
(Dollars in thousands)
Americas (*)
$457,267 $154,667 $611,934 91 %
Europe, Middle East and Africa1,072 40,351 41,423 %
Asia Pacific558 20,273 20,831 %
      Total$458,897 $215,291 $674,188 100 %
(*) Americas revenue included U.S. revenue of $552.4 million for the quarter ended June 30, 2026.

Quarter Ended June 30, 2025
ScoresSoftwareTotalPercentage
(Dollars in thousands)
Americas (*)
$321,154 $149,003 $470,157 87 %
Europe, Middle East and Africa1,553 39,844 41,397 %
Asia Pacific1,602 23,259 24,861 %
      Total$324,309 $212,106 $536,415 100 %
(*) Americas revenue included U.S. revenue of $422.7 million for the quarter ended June 30, 2025.
Nine Months Ended June 30, 2026
ScoresSoftwareTotalPercentage
(Dollars in thousands)
Americas (*)
$1,230,488 $456,745 $1,687,233 90 %
Europe, Middle East and Africa5,281 122,471 127,752 %
Asia Pacific2,635 60,204 62,839 %
      Total$1,238,404 $639,420 $1,877,824 100 %
(*) Americas revenue included U.S. revenue of $1.5 billion for the nine months ended June 30, 2026.

Nine Months Ended June 30, 2025
ScoresSoftwareTotalPercentage
(Dollars in thousands)
Americas (*)
$846,102 $432,932 $1,279,034 87 %
Europe, Middle East and Africa5,097 116,059 121,156 %
Asia Pacific5,824 69,104 74,928 %
      Total$857,023 $618,095 $1,475,118 100 %
(*) Americas revenue included U.S. revenue of $1.1 billion for the nine months ended June 30, 2025.
The following table provides information about disaggregated revenue for on-premises and SaaS software within our Software segment by deployment method:
Quarter Ended June 30,Percentage of revenuesNine Months Ended June 30,Percentage of revenues
20262025202620252026202520262025
(Dollars in thousands)
On-premises software$68,234 $81,673 35 %43 %$219,397 $246,808 38 %44 %
SaaS software128,735 106,242 65 %57 %365,024 310,944 62 %56 %
Total$196,969 $187,915 100 %100 %$584,421 $557,752 100 %100 %
The following table provides information about disaggregated revenue for on-premises and SaaS software within our Software segment by product features:
Quarter Ended June 30,Percentage of revenuesNine Months Ended June 30,Percentage of revenues
20262025202620252026202520262025
(Dollars in thousands)
Platform software$101,845 $61,479 52 %33 %$262,665 $171,765 45 %31 %
Non-platform software95,124 126,436 48 %67 %321,756 385,987 55 %69 %
Total$196,969 $187,915 100 %100 %$584,421 $557,752 100 %100 %
The following table provides information about disaggregated revenue for on-premises and SaaS software within our Software segment by timing of revenue recognition:
Quarter Ended June 30,Percentage of revenuesNine Months Ended June 30,Percentage of revenues
20262025202620252026202520262025
(Dollars in thousands)
Software recognized at a point in time (1)
$13,215 $24,485 %13 %$53,284 $72,902 %13 %
Software recognized over contract term (2)
183,754 163,430 93 %87 %531,137 484,850 91 %87 %
Total$196,969 $187,915 100 %100 %$584,421 $557,752 100 %100 %
(1)Includes license portion of our on-premises subscription software and perpetual licenses, both of which are recognized when the software is made available to the customer, or at the start of the subscription.
(2)Includes maintenance portion and usage-based fees of our on-premises subscription software, maintenance revenue on perpetual licenses, as well as SaaS revenue.
The following table provides information about disaggregated revenue for our Scores segment by distribution method:

Quarter Ended June 30,Percentage of revenuesNine Months Ended June 30,Percentage of revenues
20262025202620252026202520262025
(Dollars in thousands)
Business-to-business Scores$400,043 $268,479 87 %83 %$1,066,285 $693,364 86 %81 %
Business-to-consumer Scores58,854 55,830 13 %17 %172,119 163,659 14 %19 %
       Total$458,897 $324,309 100 %100 %$1,238,404 $857,023 100 %100 %
Schedule of Accounts Receivable
Receivables at June 30, 2026 and September 30, 2025 consisted of the following: 
 June 30, 2026September 30, 2025
 (In thousands)
Billed$365,012 $327,721 
Unbilled259,482 246,600 
624,494 574,321 
Less: allowance for doubtful accounts(7,677)(7,964)
Net receivables616,817 566,357 
    Less: long-term receivables (*)
(24,287)(37,209)
    Short-term receivables (*)
$592,530 $529,148 
(*) Short-term receivables and long-term receivables were recorded in accounts receivable, net and other assets, respectively, within the accompanying condensed consolidated balance sheets.
Schedule of Rollforward of Deferred Revenues
Deferred revenue primarily relates to our maintenance and SaaS contracts billed annually in advance and generally recognized ratably over the term of the service period. Significant changes in the deferred revenues balances are as follows:
Nine Months Ended  
June 30, 2026
(In thousands)
Deferred revenues, beginning balance (*)
$189,238 
Revenue recognized that was included in the deferred revenues balance at the beginning of the period(167,595)
Increases due to billings, excluding amounts recognized as revenue during the period185,643 
Deferred revenues, ending balance (*)
$207,286 
(*) Deferred revenues at June 30, 2026 included current portion of $205.4 million and long-term portion of $1.9 million that were recorded in deferred revenue and other liabilities, respectively, within the condensed consolidated balance sheets. Deferred revenues at September 30, 2025 included current portion of $187.4 million and long-term portion of $1.8 million that were recorded in deferred revenue and other liabilities, respectively, within the condensed consolidated balance sheets.