Analyze company-reported operating performance using standardized fiscal periods, metric identities, units and disclosure qualifiers.
Resolved observations retain source metric keys and available source-check references. Maintained corrections support consistent historical analysis.
Source-backed disclosure resolution
Each observation connects the normalized value to the company disclosure or transparent calculation that supports it.
Software companies disclose operating measures across structured SEC facts, filing prose and tables, earnings releases, presentations, and prepared remarks. SoftwareIQ evaluates those materials together and resolves the best available disclosure into a canonical series rather than treating one automated filing feed as complete.
Reported observations retain source metric keys and available source-check references. Metric definitions identify reported and calculated measures.
Published observations retain the fiscal period and available supporting disclosure references.
Issuer terminology, cohort thresholds, scope, units, and qualifiers remain attached to the canonical metric so normalization does not erase material differences.
Standard financial formulas define the calculated measures in the catalog.
Operating KPI metric catalog
The catalog groups recurring multi-company disclosures into analytical families while preserving the identifiers and definitions needed for precise use.
Coverage follows issuer disclosures: each metric family has company- and period-specific availability. Company-specific ARR, revenue, customer, and retention measures are standardized where their economic meaning aligns; different thresholds or scopes remain separate metric IDs.
Revenue, demand, and contracted backlog
Reported and normalized measures used to evaluate growth, recurring scale, bookings, and forward revenue visibility.
| Metric family | Representative metric IDs | Basis | SoftwareIQ definition | Calculation, when applicable |
|---|---|---|---|---|
| Recurring, subscription, product, or cloud revenue | recurringRevenue, cloud, nonServices | Reported or normalized | The issuer's recurring or product-led revenue measure. Company terminology is retained while related disclosures are grouped for analytical discovery; unlike labels are not treated as identical. | — |
| Annual recurring revenue | arr | Reported | Contracted or run-rate recurring revenue under the issuer's disclosed ARR definition at period end. | — |
| ARR components | cloudArr and company-specific ARR metrics | Reported | Disclosed ARR attributable to a product, deployment model, or business line. Components are comparable only when scope and issuer definitions align. | — |
| Remaining performance obligations | rpo | Reported | Contracted revenue not yet recognized under the issuer's RPO disclosure. | — |
| Current remaining performance obligations | currentRpo | Reported or calculated | RPO expected to be recognized within the disclosed near-term window, generally the next twelve months. | rpo × disclosed next-12-month RPO percentage |
| Calculated current billings | currentCalculatedBillings | Calculated | Revenue adjusted for the sequential or year-over-year change in current deferred revenue. | revenue + current deferred revenue − prior current deferred revenue |
| Calculated total billings | calculatedBillings | Calculated | Revenue adjusted for the change in current and non-current deferred revenue when both components are available. | revenue + change in current deferred revenue + change in non-current deferred revenue |
| Calculated bookings | calculatedBookings | Calculated | Revenue adjusted for the change in total RPO. | revenue + rpo − prior rpo |
| Current bookings proxy | currentCalculatedBookings | Calculated | Revenue adjusted for the change in current RPO. | revenue + currentRpo − prior currentRpo |
| Current RPO mix | currentRpoMix | Calculated | Share of total RPO expected within the current recognition window. | currentRpo ÷ rpo |
| RPO duration | rpoDuration | Calculated | RPO expressed relative to an annualized quarterly revenue run rate. | rpo ÷ (quarterly revenue × 4) |
Customers, cohorts, and retention
Company-disclosed customer populations and retention measures, normalized without erasing issuer-specific cohort definitions.
| Metric family | Representative metric IDs | Basis | SoftwareIQ definition | Calculation, when applicable |
|---|---|---|---|---|
| Total customers | customers | Reported | The issuer's disclosed customer count. Definitions may exclude free users, acquired populations, or selected products and remain qualified accordingly. | — |
| Customer spend or ARR cohorts | customersGt5k, customersGt10k, customersGt50k, customersGt100k, customersGt250k, customersGt300k, customersGt500k, customersGt1M, customersGt5M | Reported | Customers above the issuer's disclosed annualized spend, ARR, ACV, or revenue threshold. Threshold amount and measurement basis are retained; cohorts are not merged across unlike thresholds. | — |
| Customers above a usage threshold | customers10User | Reported | Customers meeting a disclosed seat or user threshold, such as more than ten users. | — |
| Paying users | payingUsers | Reported | Paid users or paid accounts under the issuer's stated definition. | — |
| Locations | locations | Reported | Customer locations, sites, or equivalent operating units under the issuer's disclosure. | — |
| Net revenue retention | nrr | Reported | Recurring revenue from an opening customer cohort after expansion, contraction, and churn, divided by the opening cohort value, subject to the issuer's definition. | — |
| Cloud net revenue retention | cloudNrr | Reported | NRR restricted to the issuer's cloud customer or revenue population. | — |
| Cohort-specific NRR | nrr10User, nrr50k, nrr100k | Reported | NRR for a disclosed usage or spend cohort. The cohort boundary remains part of the metric identity. | — |
| Gross revenue retention | grr | Reported | Opening recurring revenue retained before expansion, under the issuer's disclosed treatment of contraction and churn. | — |
| Revenue per customer | revenuePerCustomer | Calculated | Annualized revenue proxy divided by disclosed customers. | Quarterly: TTM revenue proxy ÷ customers; annual: fiscal-year revenue proxy ÷ customers |
| Customer acquisition payback | paybackPeriod | Calculated | Months of sales and marketing investment required to recover estimated incremental gross profit. Published only when required inputs pass calculation controls. | 12 × S&M ÷ (change in revenue proxy × gross-profit ratio); quarterly calculations use TTM inputs |
Adjusted P&L and cash-conversion inputs
Disclosure details and calculated measures that support software-specific profitability analysis without reproducing standard financial statements.
| Metric family | Representative metric IDs | Basis | SoftwareIQ definition | Calculation, when applicable |
|---|---|---|---|---|
| Stock-based compensation | stockBasedCompensation | Reported | Total stock-based compensation recognized during the period. | — |
| Functional stock-based compensation | sbc_cogs, sbc_rnd, sbc_sm, sbc_gna | Reported | SBC assigned to cost of revenue, R&D, sales and marketing, and G&A. These inputs support user-defined adjusted P&L analysis. | — |
| Capitalized software | capitalizedSoftware | Reported | Capitalized internal-use or software-development expenditure when separately disclosed. | — |
| Free cash flow | freeCashFlow | Calculated or issuer-reported context | Operating cash flow after capital expenditure, with capitalized software deducted when separately disclosed. | cashFlowFromOperations − capex, with separately disclosed capitalized software deducted where applicable |
Workforce structure
Reported operating capacity used to evaluate functional investment and productivity.
| Metric family | Representative metric IDs | Basis | SoftwareIQ definition | Calculation, when applicable |
|---|---|---|---|---|
| Total headcount | hc, employees | Reported | Employees at the disclosed date under the issuer's workforce definition. | — |
| Functional headcount | hcCogs, hcRD, hcSM, hcGA, hcSvc | Reported | Employees assigned to cost-of-revenue, R&D, sales and marketing, G&A, or professional-services functions where disclosed. | — |
| Geographic headcount | hcUS, hcInt | Reported | Employees assigned to U.S. or international populations under the issuer's geographic definition. | — |
Business composition and efficiency
Normalized mixes, transaction measures, and calculated operating-efficiency indicators.
| Metric family | Representative metric IDs | Basis | SoftwareIQ definition | Calculation, when applicable |
|---|---|---|---|---|
| Cloud revenue mix | cloudMix | Calculated | Cloud revenue as a share of total revenue. | cloud revenue ÷ revenue |
| Services revenue mix | serviceMix | Calculated | Services revenue as a share of total revenue. | services revenue ÷ revenue |
| Recurring revenue mix | recurringMix | Reported or calculated | Recurring revenue as a share of the relevant revenue base. | — |
| Transaction revenue mix | transactionMix | Reported or calculated | Transaction-based revenue as a share of the relevant revenue base. | — |
| Non-cloud revenue and ARR | nonCloud, nonCloudArr | Calculated | Residual revenue or ARR outside the disclosed cloud component. | revenue − cloud revenue; ARR − cloud ARR |
| Payment and commerce volume | gmv, gpv, gtv | Reported | Issuer-reported gross merchandise, payment, or transaction value. Each volume type remains a separate metric. | — |
| Merchant, subscription, and transaction components | merchantSolutions, subscriptionSolutions, transaction | Reported | Disclosed revenue or volume components for transaction-oriented software and payments businesses. | — |
| ARR concentration | perArr50k, perArr100k, perArr500k, perArrNewProducts | Reported | Share of ARR associated with a disclosed customer-spend cohort or newer product set. | — |
| Rule of 40 | ruleOf40 | Calculated | Revenue growth plus free-cash-flow margin. | revenue growth + free cash flow ÷ revenue; quarterly calculations use TTM inputs |
| Rule of X | ruleOfX | Calculated | Growth-weighted efficiency measure that applies a two-times weight to revenue growth. | 2 × revenue growth + free cash flow ÷ revenue |
| Bookings-weighted Rule of X | ruleOfXBookings | Calculated | Growth-weighted efficiency measure using the series-consistent bookings proxy. | 2 × bookings growth + free cash flow ÷ revenue |
| Q4 bookings ratio | q4Ratio | Calculated | Quarterly bookings proxy as a share of trailing-twelve-month best bookings; primarily used to evaluate Q4 seasonality. | quarterly bookings proxy ÷ TTM bookings proxy |
Observation, period, and revision semantics
Each observation identifies its metric, fiscal period, unit and disclosure context.
| Concept | Definition |
|---|---|
| Reported observation | A value disclosed by the company and normalized to a canonical metric, period, unit, and qualifier. The source metric key and evidence reference preserve the issuer's terminology and scope. |
| Calculated observation | A measure calculated from disclosed inputs. Consult the metric definition for its basis and standard formula. |
| Fiscal period | The company reporting period represented by the value. Period start, period end, fiscal year, and fiscal quarter describe economic time; updated_at describes publication maintenance time. |
| Null | No defensible value is available for the stated company, metric, period, and qualifier. Null is not converted to zero and does not imply that the issuer reported no activity. |
| Correction or restatement | A maintained-history update reflecting revised disclosures, corrected observations or updated definitions. Retain dated extracts for historical-vintage research. |
The stable company_id is the cross-dataset company key. A ticker is retained for display and filtering but can change following a listing, acquisition, or corporate action. The canonical metric_id supports comparison; source_metric_key, unit, basis, and qualifiers retain disclosure-specific meaning.
Customer cohorts are separated when thresholds, currencies, product scope, or contract populations differ. Company-defined ARR and retention measures are mapped into common families only when their economic meaning is sufficiently aligned. Standardization provides a consistent research surface without representing nonidentical disclosures as identical.
MCP access
Use your approved MCP connection to retrieve facts and the definitions needed to interpret them.
Resolve company identity with search_companies, then use get_kpi_series and get_kpi_source for research queries. Current facts are not a release-vintaged time series.
Check MCP setup and tool access. For recurring full datasets, discuss bulk S3 or Snowflake delivery.
Data Warehouse table reference
Snowflake delivery is available by arrangement using this logical contract; contact us to scope provisioning.
COMPANIES
Grain: one current row per company_id. Stable key: company_id.
| Field | Logical type | Nullable | Definition |
|---|---|---|---|
| company_id | STRING | No | Stable SoftwareIQ company identifier and preferred join key. |
| stable_id | STRING | No | Stable mapping identifier; currently equal to company_id. |
| company_group_id | STRING | Yes | Identifier linking related current or prior corporate entities. |
| ticker | STRING | Yes | Current display ticker; not a durable join key. |
| company_name | STRING | No | Current company display name. |
| cik | STRING | Yes | SEC central index key when applicable. |
| cik_id | STRING | Yes | Normalized SEC filer identifier when applicable. |
| current_status | STRING | Yes | Current public, private, acquired, or other mapping status. |
| coverage | STRING | Yes | Coverage designation. |
| coverage_source | STRING | Yes | Origin of the coverage designation. |
| website_coverage | STRING | Yes | Website publication state. |
| acquisition_coverage_type | STRING | Yes | Acquisition-related coverage behavior. |
| market | STRING | Yes | Primary market classification. |
| industry | STRING | Yes | Current industry classification. |
| sub_industry | STRING | Yes | Current sub-industry classification. |
| category | STRING | Yes | Current SoftwareIQ category. |
| reporting_currency | STRING | Yes | Primary reporting currency. |
| year_founded | INTEGER | Yes | Reported or mapped founding year. |
| ai_native | BOOLEAN | Yes | Current AI-native company designation. |
| taxonomy_version | STRING | Yes | Company taxonomy version. |
| deployment_origin | STRING | Yes | Mapped deployment origin. |
| tech_stack | STRING | Yes | Canonical JSON string for flexible tech-stack metadata. |
| content_hash | STRING | No | Deterministic content hash used for publication integrity. |
METRIC_DEFINITIONS
Grain: one row per metric_id. Stable key: metric_id.
| Field | Logical type | Nullable | Definition |
|---|---|---|---|
| metric_id | STRING | No | Canonical KPI identifier used for normalized analysis. |
| display_name | STRING | No | Human-readable metric label. |
| section | STRING | Yes | Research display grouping. |
| statement | STRING | Yes | Associated statement or analytical group. |
| format | STRING | Yes | Expected presentation format. |
| display_order | INTEGER | Yes | Suggested display order within a section. |
| source_metric_keys | STRING | Yes | Canonical JSON string containing mapped source keys. |
| content_hash | STRING | No | Deterministic publication hash. |
KPI_FACTS
Grain: one current normalized metric observation per company and fiscal period. Stable key: kpi_fact_id.
| Field | Logical type | Nullable | Definition |
|---|---|---|---|
| kpi_fact_id | STRING | No | Stable identifier for the current normalized observation. |
| company_id | STRING | No | Joins to COMPANIES.COMPANY_ID. |
| ticker | STRING | Yes | Convenience display ticker. |
| metric_id | STRING | No | Joins to METRIC_DEFINITIONS.METRIC_ID. |
| source_metric_key | STRING | No | Original internal metric key retained for lineage, not canonical comparisons. |
| period_type | STRING | No | Annual or quarterly observation grain. |
| period_label | STRING | Yes | Human-readable fiscal-period label. |
| period_start | DATE | Yes | Known start of the represented fiscal period. |
| period_end | DATE | Yes | Known end of the represented fiscal period. |
| fiscal_year | INTEGER | Yes | Company fiscal year. |
| fiscal_quarter | INTEGER | Yes | Company fiscal quarter for quarterly observations. |
| value | decimal256(76,38) | Yes | Exact bulk decimal. API/MCP JSON uses its own numeric representation. Null is not zero. |
| unit | STRING | Yes | Currency, percentage, count, multiple, or other measurement unit. |
| value_qualifier | STRING | Yes | Qualification such as reported, calculated, or disclosure-specific context. |
| source_resolved_metric_id | STRING | Yes | Resolved internal source identifier. |
| source_check_id | STRING | Yes | Identifier for the analyst-facing evidence record. |
| source_check_url | STRING | Yes | Relative SoftwareIQ source-check URL. |
| updated_at | TIMESTAMP | Yes | Latest observation update timestamp; not an original release vintage. |
| content_hash | STRING | No | Deterministic publication hash. |
Research conventions
A small set of conventions preserves comparability across companies, periods, and model runs.
- Retain
updated_atand the extract timestamp when a workflow requires a reproducible historical research state. - Treat null as not disclosed or unavailable for the stated grain; it is distinct from a reported zero.
- Use
value_qualifierto distinguish directly reported values from calculated observations.