Figures as filed · retrieved from SEC EDGAR 2026-10-11
| Company | Fiscal year ended | Revenue | Net income | R&D expense | Source filing |
|---|---|---|---|---|---|
| Salesforce, Inc. (CRM) | 2026-01-31 | $41.52B | $7.46B | $5.99B | 10-K filed 2026-03-02 |
| ServiceNow, Inc. (NOW) | 2025-12-31 | $13.28B | $1.75B | $2.96B | 10-K filed 2026-01-29 |
| WORKDAY, INC. (WDAY) | 2026-01-31 | $9.55B | $693M | $2.68B | 10-K filed 2026-03-06 |
| Datadog, Inc. (DDOG) | 2025-12-31 | $3.43B | $108M | $1.55B | 10-K filed 2026-02-18 |
| Veeva Systems Inc. (VEEV) | 2026-01-31 | $3.20B | $909M | $767M | 10-K filed 2026-03-20 |
| HubSpot, Inc. (HUBS) | 2025-12-31 | $3.13B | $46M | $906M | 10-K filed 2026-02-11 |
n/d = not separately disclosed in that company's filing. Net income and R&D are matched to the same fiscal year as the revenue figure in each row — figures from different fiscal years are never mixed within a row.
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What the filings show · SaaS
Together, the 6 companies in this table reported $74.11B of revenue in their latest fiscal years. Salesforce, Inc. is the largest at $41.52B, or 56.0% of the table's combined revenue, and HubSpot, Inc. the smallest at $3.13B.
Net margin (net income as a share of revenue) runs from 28.4% at Veeva Systems Inc. down to 1.5% at HubSpot, Inc.. All 6 reported a profit for the year.
Among the 6 companies that report research and development separately, R&D spending ranges from 45.2% of revenue at Datadog, Inc. to 14.4% at Salesforce, Inc..
These are arithmetic on the reported figures above, nothing more: fiscal years can end on different dates, and a margin or a share says nothing about where a company is heading.
What this table covers · SaaS
Companies
6
Fiscal years end
2025-12-31 → 2026-01-31
Disclose R&D separately
6 of 6
XBRL revenue tags used
1
The cleanest sector in the catalogue to compare: subscription businesses file under a single revenue tag, close within about a month of one another, and all disclose R&D separately. That consistency is the exception, not the rule — it exists because these companies sell one kind of thing, recognise it one way, and are young enough to have adopted the current standard from the start. Treat this table as the benchmark for what the others look like when the accounting cooperates.
The fiscal years in this table end up to 1 month apart, so two rows can describe different twelve-month periods. Each row states its own fiscal-year end for exactly this reason. All 6 disclose research and development separately, which makes research intensity comparable across the whole table. Figures were retrieved from EDGAR on 2026-10-11.
Where every number comes from
Each row comes from that company's latest annual report (Form 10-K) on SEC EDGAR, and the “Source filing” column links the exact submission, so any cell can be checked in one click.
Company selection is a size-and-coverage editorial choice among U.S.-listed 10-K filers in the sector, not a ranking, rating, or recommendation of any company. How every table is built and refreshed is set out once, on the verified data tables methodology.
Primary source
U.S. Securities and Exchange Commission
EDGAR XBRL companyfacts APIThe machine-readable form of the figures each company filed. Per-row filing links above go straight to the submission on sec.gov.
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