Pitney Bowes Inc. Q4 2025 Earnings Call Summary

Management attributed strong fourth-quarter results to the successful execution of a transformation plan focused on simplifying corporate structure and eliminating legacy costs. The Presort business faced significant headwinds in early 2025 due to being 'caught flat-footed' while competitors aggressively pursued higher industry margins. A strategic shift in June 2025 empowered the Presort team to adopt aggressive pricing to win back customers and fill a sales pipeline that is now described as 'full st ...