CS

CoStar Group, Inc. stock research

Jun 30, 2023

FY2023 Q2

CoStar Group (CSGP) Gross Margin — Quarter Ended Jun 30, 2023

Revenue and gross profit increased both sequentially and year-over-year. Gross margin improved sequentially and remained stable compared to the same quarter one year earlier.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue and gross profit increased both sequentially and year-over-year. Gross margin improved sequentially and remained stable compared to the same quarter one year earlier.

  • The sequential improvement in gross margin was accompanied by a decrease in cost of revenue alongside revenue growth.
  • Compared to the prior quarter, gross margin strengthened; compared to the same quarter last year, gross margin was slightly higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

81.4%

Gross profit

$493.5M

Revenue

$605.9M

Cost of revenue

$112.4M

Quarter-over-quarter change

+1.8 pts

Year-over-year change

+0.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$584.4M$465.2M$119.2M79.6%
Jun 30, 2023$605.9M$493.5M$112.4M81.4%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 31, 2023

+1.8 pts

Year-over-year change

Jun 30, 2022

+0.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The sequential improvement in gross margin was accompanied by a decrease in cost of revenue alongside revenue growth.

Compared to the prior quarter, gross margin strengthened; compared to the same quarter last year, gross margin was slightly higher.

Monitor the trend in cost of revenue, which decreased sequentially but increased year-over-year.