Core Viewpoint - Asure Software, Inc. will hold a conference call on February 26, 2026, to discuss its financial results for Q4 and the full year of 2025 [1] Group 1: Conference Call Details - The conference call will be hosted by Asure Chairman and CEO Pat Goepel and CFO John Pence, followed by a Q&A session [2] - The call is scheduled for 4:30 p.m. Eastern time, with a U.S. dial-in number of 877-407-9219 and an international dial-in number of 201-689-8852 [2] - Participants are advised to call 5-10 minutes prior to the start time for registration [2] Group 2: Webcast Information - The conference call will also be available via webcast on the investor relations section of Asure Software's website, with a replay option available [3] Group 3: Company Overview - Asure Software provides cloud-based Human Capital Management (HCM) software solutions that help organizations streamline their HCM processes [4] - The company's HCM solutions include HR, payroll, time and attendance, benefits administration, payroll tax management, and talent management [4] - Asure's approach incorporates AI technology to enhance scalability and efficiency while focusing on client interactions [4]

Core Insights - Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) reported a total passenger traffic of 6.7 million in January 2026, marking a year-on-year increase of 3.6% compared to January 2025 [1][2]. Passenger Traffic Summary - Passenger traffic in Colombia increased by 15.0%, driven by an 18.3% rise in domestic traffic and a 5.2% increase in international traffic [2][4]. - In Mexico, passenger traffic rose by 0.9%, with international traffic up by 2.5% while domestic traffic saw a decline of 1.2% [2][4]. - Puerto Rico experienced a decrease in total passenger traffic by 2.1%, with domestic traffic down by 2.6% and a slight increase of 1.8% in international traffic [2][4]. Detailed Traffic Breakdown - For Mexico, total passenger traffic was 3,748,437 in January 2026, compared to 3,714,152 in January 2025, reflecting a 0.9% increase [4][6]. - Domestic traffic in Mexico was 1,593,220 in January 2026, down from 1,611,881 in January 2025, a decrease of 1.2% [4][6]. - International traffic in Mexico increased to 2,155,217 in January 2026 from 2,102,271 in January 2025, a rise of 2.5% [4][6]. Colombia Traffic Insights - Total passenger traffic in Colombia reached 1,719,734 in January 2026, up from 1,495,926 in January 2025, representing a 15.0% increase [4][6]. - Domestic traffic in Colombia was 1,315,684 in January 2026, an increase of 18.3% from 1,111,795 in January 2025 [4][6]. - International traffic in Colombia rose to 404,050 in January 2026, up by 5.2% from 384,131 in January 2025 [4][6]. Company Overview - ASUR operates 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia [8][9]. - The company holds a 60% interest in Aerostar Airport Holdings, which operates Luis Muñoz Marin International Airport in San Juan, Puerto Rico [9][10]. - ASUR has expanded into airport commercial services through ASUR US, enhancing retail and passenger experiences at major U.S. hubs [9].

Core Viewpoint - Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) held a General Ordinary Shareholders' Meeting on January 26, 2026, where significant resolutions were approved regarding acquisitions and financing strategies [1][6]. Group 1: Company Overview - ASUR is a leading international airport operator with a portfolio of 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia [3]. - The company operates Cancún Airport, the largest tourist gateway in Mexico and Latin America, and Medellin International Airport, the second busiest in Colombia [3]. - ASUR holds a 60% interest in Aerostar Airport Holdings, LLC, which operates Luis Muñoz Marin International Airport in Puerto Rico, the primary international gateway for the island [4]. Group 2: Recent Developments - The company has expanded into airport commercial services through ASUR US, enhancing retail and passenger experiences at major U.S. hubs such as Los Angeles International and Chicago O'Hare [4]. - ASUR is listed on both the Mexican Bolsa (BMV) and the NYSE, with one ADS representing ten B-series shares [5]. Group 3: Shareholder Meeting Resolutions - Approval was granted for the company to acquire shares and/or airport operators, including Companhia de Participações em Concessões, either directly or through subsidiaries [6]. - The company received approval to contract any type of debt, including bank loans and securities issuances, to facilitate its operational strategies [6].

Core Insights - Asure Software has appointed Mike Eralie as Senior Vice President of Operations to drive operational growth and enhance client experience [1][3] Company Overview - Asure Software (NASDAQ: ASUR) specializes in cloud-based Human Capital Management (HCM) solutions, offering services such as HR, payroll, compliance, workforce management, and managed services [5] Leadership Appointment - Mike Eralie brings over 20 years of experience in HR and payroll managed services, previously serving as COO at Safeguard Pay and NGA, where he led global service delivery and customer success [3][4] - His focus will be on optimizing service delivery and aligning cross-functional teams to support Asure's expansion [2] Strategic Goals - The company aims to strengthen operations and improve execution while maintaining a high standard of customer experience [4]

Core Insights - Grupo Aeroportuario del Sureste (ASUR) reported a total passenger traffic of 6.7 million in December 2025, marking a year-on-year increase of 0.4% compared to December 2024 [1][2] Passenger Traffic Summary - Passenger traffic in Colombia increased by 6.0%, driven by a 6.3% rise in international traffic and a 5.9% increase in domestic traffic [2][4] - In Mexico, passenger traffic decreased by 0.4%, with international traffic down by 0.1% and domestic traffic down by 0.8% [2][4] - Puerto Rico experienced a decline of 4.2% in total passenger traffic, despite a 0.3% increase in international traffic, which was offset by a 4.8% decrease in domestic traffic [2][4] Year-to-Date Traffic - For the year-to-date figures, total passenger traffic in Mexico decreased by 2.0% to 40.6 million, while Colombia's traffic increased by 4.0% to 17.3 million [4][5] - Domestic traffic in Mexico saw a slight decrease of 0.6%, while Colombia's domestic traffic increased by 1.8% [4][5] Airport Operations - ASUR operates 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia, with Cancun Airport being the most significant tourist destination [6] - The company is also a 60% joint venture partner in Aerostar Airport Holdings, which operates Luis Muñoz Marín International Airport in San Juan, Puerto Rico [6]

Core Insights - Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) has completed the acquisition of URW Airports, LLC for an enterprise value of $295 million, enhancing its presence in the U.S. airport retail sector [1][2][3] Company Overview - ASUR operates 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia, with a focus on maintaining and developing airport infrastructure [3][5] - The company is also a 60% joint venture partner in Aerostar Airport Holdings, LLC, which operates Luis Muñoz Marín International Airport in Puerto Rico [5] Acquisition Details - The acquisition involves ASUR US Commercial Airports, LLC acquiring all equity interests of URW Airports, LLC from Unibail-Rodamco-Westfield's subsidiary [2] - The newly acquired entity will be rebranded as ASUR Airports, LLC, which will manage commercial programs at major U.S. airport terminals [2][4] Strategic Expansion - This acquisition represents a strategic move for ASUR to expand its U.S. airport retail concessions operations, thereby enhancing its commercial capabilities and footprint in the market [3][6] - ASUR Airports will manage key terminals at Los Angeles International Airport, Chicago O'Hare International Airport, and John F. Kennedy International Airport, focusing on delivering elevated travel experiences [4][6]

Core Insights - Grupo Aeroportuario del Sureste (ASUR) reported a total passenger traffic of 5.9 million in November 2025, marking a year-over-year increase of 1.5% compared to November 2024 [1][2][4] Passenger Traffic Summary - Passenger traffic in Colombia increased by 5.9%, driven by an 8.7% rise in international traffic and a 5.1% increase in domestic traffic [2][4] - In Mexico, passenger traffic grew by 1.0%, with international traffic up by 2.1% while domestic traffic saw a slight decline of 0.1% [2][4] - Puerto Rico experienced a decrease in total passenger traffic by 2.9%, despite a 5.1% increase in international traffic, which was offset by a 4.0% decline in domestic traffic [2][4] Year-to-Date Performance - Year-to-date figures for Mexico show a total of 36.8 million passengers, reflecting a decline of 2.1% compared to the previous year [4] - Colombia's year-to-date passenger traffic reached 15.6 million, representing a growth of 3.8% [4] - San Juan, Puerto Rico, reported a year-to-date total of 12.4 million passengers, an increase of 3.8% [4] Traffic Breakdown by Region - In Mexico, domestic traffic totaled approximately 3.67 million in November 2025, while international traffic was about 1.72 million [4][5] - Colombia's domestic traffic was around 1.16 million, with international traffic at approximately 333,000 [4][5] - San Juan's domestic traffic was about 871,000, and international traffic reached approximately 138,000 [4][5] Company Overview - ASUR operates 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia, with a significant presence in tourist destinations [6] - The company is also a 60% joint venture partner in Aerostar Airport Holdings, which operates Luis Muñoz Marín International Airport in San Juan, Puerto Rico [6]

Core Insights - The company focuses on building a balanced investment portfolio that includes both technology stocks and defensive options, emphasizing the importance of intrinsic value over market conditions [1] - The investment strategy is informed by macroeconomic trends, stock valuation, and the interplay between politics and markets, showcasing a comprehensive approach to investment analysis [1] - The company has experience in managing third-party portfolios and has faced market crises, which has shaped its understanding of investment challenges [1] Investment Strategy - The company prioritizes established technology firms and those in consumer staples and discretionary goods, indicating a preference for sectors with strong growth potential [1] - The investment philosophy revolves around finding opportunities based on the intrinsic value of companies, particularly those with strong catalysts for growth [1] Experience and Background - The company has a Master's degree in Economics and has worked as a consultant for both public and private organizations, providing a solid foundation in financial and economic analysis [1] - The experience in analyzing public tenders has contributed to a deeper understanding of market pressures and investment dynamics [1] Social Responsibility - The company actively promotes financial inclusion programs for women, reflecting a commitment to expanding opportunities within the finance sector [1] - The blog maintained by the company serves as a platform to share investment perspectives and advocate for women's roles in finance [1]

Core Insights - The company focuses on building a balanced investment portfolio that includes both technology stocks and defensive options, ensuring clients benefit from market rises while maintaining stability [1] - Emphasis is placed on established technology companies and those in consumer staples and discretionary goods, prioritizing intrinsic company value over external circumstances [1] - The company has been actively managing third-party portfolios for seven years, with a strong focus on macroeconomic trends, stock valuation, and the interplay between politics and markets [1] Investment Strategy - The investment approach is centered around finding opportunities in companies with strong catalysts and intrinsic value [1] - The company acknowledges the challenges of the investment strategy "buying low and selling high," particularly during market crises [1] - Experience in public tenders has provided insights into market pressures and the stress associated with stock market fluctuations [1] Social Responsibility - The company promotes financial inclusion programs for women, highlighting the importance of expanding opportunities in finance [1] - Efforts have been made to integrate and advocate for women's financial inclusion in public organizations [1] - The company aims to contribute positively to the finance sector by addressing gender disparities [1]

Core Insights - Grupo Aeroportuario del Sureste (ASUR) has entered into a purchase agreement with Motiva to acquire Companhia de Participações em Concessões (CPC) for R$5,000 million (US$936 million), with an implied enterprise value of R$13,700 million (US$2,566 million) [1][2] Group 1: Acquisition Details - CPC owns equity interests in 20 airports across Brazil, Ecuador, Costa Rica, and Curaçao, including major airports such as Quito International Airport and Juan Santamaria International Airport [2][3] - The portfolio reported an EBITDA of R$2,000 million (US$375 million) for the twelve-month period ending September 30, 2025, and net financial debt of R$6,300 million (US$1,180 million) [2] Group 2: Strategic Implications - This acquisition will expand ASUR's presence into four new markets in Latin America and the Caribbean, adding over 45 million passengers to ASUR's existing 71 million reported in 2024, solidifying its position as the leading airport operator in the Americas [3] - Out of the 20 airports in CPC's portfolio, 17 have more than 15 years remaining in their concession life, indicating long-term revenue potential [3] Group 3: Transaction Logistics - The transaction is expected to close in the first half of 2026, subject to customary conditions, and will be funded through cash on hand and committed debt financing from JPMorgan Chase Bank [4] - J.P. Morgan Securities LLC is serving as the exclusive financial advisor for ASUR, with several legal advisors involved in the transaction [4]