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REVENUE
 9 Months Ended
Sep. 30, 2023
Revenue from Contract with Customer [Abstract]  
REVENUE REVENUE
The following tables present our revenue recognized by primary geographical market in our reportable business segments and by industry vertical for SCS. Refer to Note 2, "Segment Reporting," for the disaggregation of our revenue by major products/service lines.

Primary Geographical Markets
Three months ended September 30, 2023
(In millions)FMSSCSDTSEliminationsTotal
United States$1,407 $1,042 $448 $(193)$2,704 
Canada80 69 — (12)137 
Mexico— 83 — — 83 
Total revenue$1,487 $1,194 $448 $(205)$2,924 


Three months ended September 30, 2022
(In millions)FMSSCSDTSEliminationsTotal
United States$1,479 $1,077 $455 $(198)$2,813 
Canada80 61 — (10)131 
Europe (1)
23 — — — 23 
Mexico— 68 — — 68 
Total revenue$1,582 $1,206 $455 $(208)$3,035 
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(1)Refer to Note 13, "Other Items Impacting Comparability" for further information on the exit of the FMS U.K. business.
Nine months ended September 30, 2023
(In millions)FMSSCSDTSEliminationsTotal
United States$4,214 $3,145 $1,342 $(573)$8,128 
Canada235 197 — (32)400 
Mexico— 232 — — 232 
Total revenue$4,449 $3,574 $1,342 $(605)$8,760 
Nine months ended September 30, 2022
(In millions)FMSSCSDTSEliminationsTotal
United States$4,351 $3,089 $1,330 $(578)$8,192 
Canada239 190 — (30)399 
Europe (1)
142 — — — 142 
Mexico— 190 — — 190 
Total revenue$4,732 $3,469 $1,330 $(608)$8,923 
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(1)Refer to Note 13, "Other Items Impacting Comparability" for further information on the exit of the FMS U.K. business.
Industry

Beginning in the first quarter of 2023, we introduced the omnichannel retail industry vertical within our SCS business segment to provide better visibility to the revenue mix following recent acquisitions and organic growth. This new vertical includes retail, e-commerce, last mile services, and technology. Our SCS business segment included revenue from the following industries:

Three months ended September 30,Nine months ended September 30,
(In millions)2023202220232022
Omnichannel retail$421 $474 $1,279 $1,343 
Automotive388 392 1,192 1,135 
Consumer packaged goods237 218 695 622 
Industrial and other148 122 408 369 
Total SCS revenue$1,194 $1,206 $3,574 $3,469 

Lease & Related Maintenance and Rental Revenue
The non-lease revenue from maintenance services related to our ChoiceLease product is recognized in "Lease & related maintenance and rental revenue" in the Condensed Consolidated Statements of Earnings. For the three months ended September 30, 2023 and 2022, we recognized $239 million and $250 million, respectively. For the nine months ended September 30, 2023 and 2022, we recognized $722 million and $769 million, respectively.
Deferred Revenue
The following table includes the changes in deferred revenue due to the collection and deferral of cash or the satisfaction of our performance obligation under the contract:
Nine months ended September 30,
(In millions)20232022
Balance as of beginning of period$544 $593 
Recognized as revenue during period from beginning balance(131)(143)
Consideration deferred during period, net137 111 
Foreign currency translation adjustment and other— (10)
Balance as of end of period$550 $551 
Contracted Not Recognized Revenue

Revenue allocated to remaining performance obligations represents contracted revenue that has not yet been recognized (contracted not recognized revenue). Contracted not recognized revenue was $2.7 billion as of September 30, 2023, and primarily includes deferred revenue and amounts for ChoiceLease maintenance revenue that will be recognized as revenue in future periods as we provide maintenance services to our customers.