Filing Flows › Industries › Technology › Services-Prepackaged Software
Services-Prepackaged Software SIC 7372
202 companies filing with the SEC under SIC 7372. Median revenue growth +11% year on year in Q3 2026 (middle half +2% to +22%, 98 companies). The growth model expects the industry's combined revenue to grow +23% in Q3 2026. 93 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- Electronic Arts Inc. → SONY 39% of the supplier's revenue, $2.9B
- RBLX → AAPL 29% of the supplier's revenue, $1.4B
- Electronic Arts Inc. → MSFT 17% of the supplier's revenue, $1.3B
- ADSK → SNX 14% of the supplier's revenue, $1.0B
- RBRK → ARW 73% of the supplier's revenue, $961M
- RBRK → INGM 68% of the supplier's revenue, $895M
- RBLX → GOOGL 15% of the supplier's revenue, $734M
- TBLA → MSFT 34% of the supplier's revenue, $650M
- DUOL → AAPL 61% of the supplier's revenue, $633M
- TENB → INGM 32% of the supplier's revenue, $320M
- DUOL → GOOGL 20% of the supplier's revenue, $208M
- CRNC → Bosch 50% of the supplier's revenue, $126M
- BBAI → U.S. government
- DRTTF → ROAD 47% of the supplier's revenue, $79.4M
- RCAT → U.S. government 73% of the supplier's revenue, $29.7M
- RMNI → ORCL 5% of the supplier's revenue, $21.1M
- MYSZ → AMZN 81% of the supplier's revenue, $7.6M
- MSGM → MSFT 64% of the supplier's revenue, $7.2M
- QXL → GOOGL 25% of the supplier's revenue, $6.7M
- GSIT → CDNS 12% of the supplier's revenue, $3.0M
- IDAI → S And P 500 Bank 64% of the supplier's revenue, $2.0M
- IVDA → Taiwan Stock Exchange Corporation 15% of the supplier's revenue, $792K
- IVDA → CHT 12% of the supplier's revenue, $634K
- DBMM → BSY 44% of the supplier's revenue, $61K
- MSFT → NSIT 32% of the supplier's revenue
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +22.9% | $211.9B | $183.8B – $240.1B |
| Q4 2026 | +23.8% | $225.9B | $192.1B – $259.7B |
| Q1 2027 | +23.1% | $234.1B | $197.8B – $270.4B |
| Q2 2027 | +21.8% | $242.9B | $204.6B – $281.3B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| MSFT Microsoft | $92.3B | +19% | transition |
| ORCL Oracle | $19.3B | +30% | expansion |
| CRM Salesforce | $11.3B | — | transition |
| ADBE Adobe | $6.8B | +13% | transition |
| XYZ Block | $6.7B | +10% | mature |
| INTU Intuit | $4.4B | — | transition |
| NOW ServiceNow | $4.1B | +21% | transition |
| SHOP Shopify | $3.7B | +32% | transition |
| CRWV CoreWeave | $2.6B | — | expansion |
| SNPS Synopsys | $2.5B | — | expansion |
| PLTR Palantir Technologies | $2.3B | +96% | expansion |
| ADSK Autodesk | $2.0B | — | transition |
| Electronic Arts | $2.0B | — | transition |
| TEAM Atlassian | $1.8B | +24% | transition |
| SSNC SS&C Technologies Holdings | $1.7B | +8% | mature |
| CDNS Cadence Design Systems | $1.6B | +22% | transition |
| RBLX Roblox | $1.6B | +16% | deceleration |
| TWLO Twilio | $1.6B | +20% | transition |
| SNOW Snowflake | $1.5B | — | expansion |
| TTWO Take Two Interactive Software | $1.5B | — | deceleration |
| CRWD CrowdStrike Holdings | $1.5B | — | expansion |
| GEN Gen Digital | $1.4B | +12% | transition |
| DDOG Datadog | $1.2B | +35% | transition |
| HUBS HubSpot | $948M | +17% | transition |
| VEEV Veeva Systems | $928M | — | transition |
| DOCU DocuSign | $876M | — | mature |
| OKTA Okta | $805M | — | transition |
| NET Cloudflare | $783M | +39% | expansion |
| MDB MongoDB | $772M | — | expansion |
| NTNX Nutanix | $757M | — | transition |
| PTC PTC | $673M | -25% | contraction |
| TYL Tyler Technologies | $648M | +9% | mature |
| DBX Dropbox | $637M | +0.5% | mature |
| U Unity Software | $622M | +32% | expansion |
| DT Dynatrace | $580M | +17% | transition |
| PAYC Paycom Software | $544M | +10% | transition |
| MBLY Mobileye Global | $492M | -2% | mature |
| ESTC Elastic N.V. | $478M | — | transition |
| PCTY Paylocity Holding | $452M | +11% | transition |
| ZETA Zeta Global Holdings | $443M | — | deceleration |
| RBRK Rubrik | $427M | — | transition |
| ACIW ACI Worldwide | $427M | -12% | contraction |
| BSY Bentley Systems | $422M | +12% | transition |
| GWRE Guidewire Software | $411M | — | deceleration |
| PATH UiPath | $410M | — | transition |
| PCOR Procore Technologies | $402M | +19% | transition |
| TDC Teradata | $399M | -4% | mature |
| OCTV Octave Intelligence | $398M | — | mature |
| FIG Figma | $391M | +43% | deceleration |
| KVYO Klaviyo | $387M | +25% | transition |
| COUR Coursera | $377M | +94% | expansion |
| BILL Bill Holdings | $354M | -11% | contraction |
| BOX Box | $321M | — | mature |
| CVLT Commvault Systems | $312M | +13% | transition |
| DUOL Duolingo | $309M | +14% | deceleration |
| SAIL SailPoint | $309M | — | deceleration |
| GTM ZoomInfo Technologies | $309M | -3% | mature |
| MANH Manhattan Associates | $306M | +11% | transition |
| LIME Neutron Holdings | $304M | — | expansion |
| APPF Appfolio | $296M | +19% | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.