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ResMed10-Q: Recurring revenue shift

SaaS business revenue grew 17% in the quarter, outpacing overall company growth.

What happened

ResMed's Software as a Service (SaaS) segment grew 17% year-over-year for the quarter, significantly faster than the company's overall growth. This highlights a successful strategic shift towards recurring revenue models, creating needs for cloud infrastructure, customer success platforms, and automated billing systems to support this expansion.

Source

SEC EDGARJan 29, 2026

Quarterly report (Form 10-Q)

ResMed 10-Q

Filing excerpt

Our SaaS business revenue increased by 17% and 16% for the three and six months ended December 31, 2025, respectively, compared to the same periods in the prior year.

sec.gov/Archives/edgar/data/943819/000094381926000007/rmd-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Recurring revenue shift

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 29, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
17% (YoY revenue growth for the SaaS business in the three months ended December 31, 2025)

Details

CIK
943819
Accession number
0000943819-26-000007
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Billing/subscription tools

Topics and mentions

Technologies

  • SaaS
  • software

Extraction

Confidence
High
Relevance
85%
Sentiment
Positive
Detected
Feb 3, 2026
signal_type
sec-10q
signal_subtype
recurringRevenueShift

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/7dfcf9a9-78fb-474c-8941-ad885f1cfe7b returns this record as JSON. POST /v1/companies/enrich returns every signal for resmed.com.

{
  "signal_id": "7dfcf9a9-78fb-474c-8941-ad885f1cfe7b",
  "signal_type": "sec-10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-02-03T08:37:20.04+00:00",
  "company": {
    "name": "ResMed",
    "domain": "resmed.com"
  },
  "data": {
    "detail": "ResMed's Software as a Service (SaaS) segment grew 17% year-over-year for the quarter, significantly faster than the company's overall growth. This highlights a successful strategic shift towards recurring revenue models, creating needs for cloud infrastructure, customer success platforms, and automated billing systems to support this expansion.",
    "metrics": {
      "pct": 0.17,
      "timeframe": "current_quarter",
      "pct_context": "YoY revenue growth for the SaaS business in the three months ended December 31, 2025"
    },
    "summary": "SaaS business revenue grew 17% in the quarter, outpacing overall company growth.",
    "excerpts": "Our SaaS business revenue increased by 17% and 16% for the three and six months ended December 31, 2025, respectively, compared to the same periods in the prior year.",
    "relevance": 0.85,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/943819/000094381926000007/rmd-20251231.htm",
    "filing_date": "2026-01-29",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "SaaS",
      "software"
    ]
  }
}

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