Core Insights - NowVertical Group Inc. has completed its One Brand strategy, integrating all acquired businesses under a single brand to enhance operational efficiency and scalability for growth in 2026 [1][2][12] Integration as a Growth Driver - Integration is fundamental to NowVertical's growth model, allowing the company to function as a unified global organization, which improves sales efficiency and cross-sell effectiveness [3] - In Q3 2025, integration-led revenue constituted approximately 12% of total revenue, surpassing the company's target of 10%, and was generated without additional acquisition costs, enhancing operating leverage [4] Three Integration Pillars - **Account Integration**: Focus on cross-selling and expanding within global enterprise clients through aligned, multi-region teams, exemplified by a contract worth over $1.25 million in the Argentina energy sector [5] - **Partnership Integration**: Strengthening technology partnerships by presenting a unified global identity, leading to a Google Cloud engagement valued at approximately $150,000 while maintaining a 65% gross margin [7] - **Capability Integration**: Delivering client programs through global teams, leveraging delivery hubs in Argentina and India, which supports North American accounts with a gross margin of around 50% [8] Strengthening Relationships - The integration pillars enhance the company's Strategic Account program and partner engagement, facilitating more effective cross-sell execution and multi-region delivery [10] - Management anticipates that integration-led revenue will further boost cross-sell and partner-sourced opportunities as the company moves into 2026 [11][13] Future Growth Positioning - With the brand and operating model aligned, NowVertical is positioned for scalable growth targeting larger, multi-market enterprise programs in 2026 [13]

PresentationGlen AkselrodBristol Capital Ltd. The purpose of today's presentation is to give our audience a better understanding of the business, and then we'll take questions with management. The presentation is going to be led by Sandeep Mendiratta, CEO, who is also joined by Christine Nelson, CFO; and Andre Garber, Chief Development Officer. Also joining me today is Stefan Eftychiou with Bristol Capital. You should see the presentation in the room in the Zoom webcast. If you'd like to get a copy of this ...

TORONTO, Dec. 03, 2025 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSXV: NOW) ("NowVertical" or the "Company"), a leading data and AI solutions provider, today announced the promotion of Christine Nelson, the current interim Chief Financial Officer of the Company, to permanent Chief Financial Officer of the Company. Ms. Nelson has served as the interim Chief Financial Officer of the Company since her appointment to the role on February 1, 2024. Sandeep Mendiratta, NowVertical’s Chief Executive Officer comme ...

Core Insights - NowVertical Group Inc. reported a transition towards higher-margin strategic accounts, with revenue from the top 30 clients representing 69% of total revenue, growing over 23% year-to-date compared to the same period in 2024 [2][6] - The company maintained industry-leading margins and positive operating income while achieving year-to-date adjusted EBITDA growth, positioning itself for significant expansion [2][6] - A strengthened partnership with Google Cloud has generated over $3.4 million in revenue and created twenty new enterprise opportunities [2][6] Financial Performance - Revenue for Q3 2025 was $9.1 million, a 15% decrease from $10.7 million in Q3 2024, primarily due to a $1.0 million revenue deflation from the Argentine peso devaluation [6] - Year-to-date revenue for 2025 was $27.7 million, a 3% decrease from $28.6 million in 2024 [6] - Gross profit margin was 51% in Q3 2025, with gross profit at $4.7 million, an 11% decrease from $5.3 million in Q3 2024 [6] - Administrative expenses increased by 9% to $4.3 million in Q3 2025, while year-to-date administrative expenses decreased by 16% to $11.1 million [6] - Income from operations was $0.4 million in Q3 2025, a 72% decrease from $1.3 million in Q3 2024, but year-to-date income from operations increased by 55% to $2.5 million [6] - Adjusted EBITDA was $1.8 million in Q3 2025, representing 20% of revenue, a 9% decrease from $2.0 million in Q3 2024, while year-to-date adjusted EBITDA increased by 17% to $5.4 million [6] Business Highlights - The company was awarded the Google Cloud Generative AI Specialization, enhancing its global partnership with Google [6] - A record-speed $1M+ account was achieved in the UK market, indicating accelerated momentum in enterprise-level customer expansion [6] - The company participated in a Fireside Chat at the Planet MicroCap Showcase, reinforcing its leadership position [6] - The full retirement of outstanding debentures was announced, strengthening the balance sheet and enhancing financial flexibility [6]

Core Insights - NowVertical Group Inc. reported financial results for Q3 2025, highlighting a strategic shift towards higher-margin accounts and a focus on enterprise clients [2][5] - The company will host an investor webinar on November 12, 2025, to discuss these results and future business strategies [1][6] Financial Performance - Q3 2025 revenue was $9.1 million, a 15% decrease from $10.7 million in Q3 2024, primarily due to a $1.0 million revenue deflation from the Argentine peso devaluation [5][9] - Year-to-date revenue for 2025 was $27.7 million, a 3% decrease from $28.6 million in 2024 [5][9] - Gross profit margin was 51%, with Q3 2025 gross profit at $4.7 million, an 11% decrease from $5.3 million in Q3 2024 [5][9] - Administrative expenses increased by 9% to $4.3 million in Q3 2025, mainly due to higher share-based compensation [5][9] - Income from operations was $0.4 million in Q3 2025, a 72% decrease from $1.3 million in Q3 2024, while year-to-date income from operations increased by 55% to $2.5 million [5][9] - Adjusted EBITDA was $1.8 million in Q3 2025, a 9% decrease from $2.0 million in Q3 2024, but year-to-date adjusted EBITDA increased by 17% to $5.4 million [5][9] Strategic Developments - The company strengthened its partnership with Google Cloud, generating over $3.4 million in revenue and creating twenty new enterprise opportunities [2][5] - The Strategic Account Strategy achieved a record-speed $1 million+ account in the UK market, indicating accelerated momentum in enterprise-level customer expansion [5] - The full retirement of outstanding debentures was announced, enhancing the company's financial flexibility [5]

Core Insights - NowVertical Group Inc. has been awarded the Google Cloud Generative AI Specialization, enhancing its partnership with Google and establishing its expertise in deploying Generative AI solutions at scale [2][7] - This marks NowVertical's third specialization with Google Cloud, following its specializations in Data & Analytics and Machine Learning, positioning it among only 15 companies globally with such breadth of specializations [3] Partnership Growth - The partnership between NowVertical and Google has evolved into a strategic growth engine, driving data and AI transformation programs across North America and EMEA [4] - New client wins in these regions highlight the strength and scalability of the collaboration, including a significant data modernization program awarded by a global media and entertainment leader [5][10] Business Impact - NowVertical's designation as a Google Cloud Generative AI Specialized Partner reinforces its ability to deliver measurable results and grow revenue through partner channels [7] - The partnership has already delivered 12 new client projects in H1 2025 through Google referrals and joint sales initiatives [10] Future Outlook - With three Google Cloud specializations and a growing base of joint clients, the partnership is expected to contribute significantly to NowVertical's sustainable revenue growth [8] - The company aims to expand into new industries and build a larger global portfolio of Strategic Accounts [8]

Summary of NowVertical Group Conference Call Company Overview - **Company**: NowVertical Group Inc. (OTCPK:NOWV.F) - **Industry**: Data and AI solutions for large enterprises - **Core Business**: Transforming complex data environments into measurable business outcomes, focusing on increasing revenue, reducing costs, and generating operational efficiencies [4][5] Key Points and Arguments Shift in Business Strategy - Transition from a focus on mergers and acquisitions (M&A) to organic growth, with structural improvements positioning the company for significant opportunities in the data and AI sector [2][5] Operational Momentum - Recent quarters have shown consistent operational momentum, although there was a setback in Q2 due to: 1. Transition to multi-year reseller contracts affecting revenue recognition under IFRS [9] 2. Delays in public sector contracts in Brazil impacting revenue timing [10] 3. Restructuring operations in Chile to build a unified brand strategy [10] - Strategic accounts have shown growth of 40% year-over-year, indicating strong wallet expansion among blue-chip clients [12][13] Client Engagement and Success Stories - Notable client engagements include: - The Economist: Unified data platform leading to a 9% increase in subscriber retention [6] - Palo Alto Networks: Improved partner attribution by 50% [6] - Naranja X: AI deployment to identify high-value clients for better engagement [6] - The company has 250 clients globally, with around 100 being enterprise clients [7] Strategic Accounts Program - The strategic accounts program targets large clients with over $500 million in annual revenue, focusing on data and AI transformation [14][15] - Growth in clients generating over $1 million in annual spend has increased from three to eight [15] Partnerships and Market Expansion - Strong partnerships, particularly with Google Cloud, have driven success in Latin America and are being expanded to the UK market [17][19] - Google Cloud Premier Partner status has facilitated significant project engagements, with a notable increase in partner marketing funds [20] Financial Health and Balance Sheet - Significant progress in cleaning up the balance sheet, including paying down debt and restructuring convertible debt [21][22] - New lender relationship with HSBC has reduced the cost of capital, allowing for organic and inorganic growth opportunities [24] M&A Strategy - M&A remains a core part of the business strategy, focusing on integration-led growth with targets in North America, the UK, and Central Europe [26][27] - The company aims to integrate acquired assets quickly to enhance operational efficiency [26] Future Growth and Investment - The company is balancing investments in sales capabilities with maintaining EBITDA levels, with a focus on partner-led growth strategies [30] - Opportunities for productization of projects are being explored, particularly around data classification and AI enablement [31] Additional Important Information - The company has a strong focus on customer and finance data, which is its competitive advantage [16] - The management team emphasizes the importance of maintaining a clean cap table to avoid unnecessary dilution [24] - The company is actively looking to leverage its partnerships to drive growth and efficiency in sales processes [30]

TORONTO, Oct. 22, 2025 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSXV: NOW) (“NowVertical” or the “Company”) today announced record growth from a UK-based Strategic Account secured in Q2 2025. Engagements with the account, a global leader in financial and market intelligence, have reached over US $1 million in contracted revenue within six months of the engagement. This represents the fastest scale-up of any account since the launch of the Strategic Account Program. The new UK account is currently engaged ...

Summary of NowVertical Group Inc. 2025 Conference Call Company Overview - **Company Name**: NowVertical Group Inc. (OTCPK:NOWV.F) - **CEO**: Sandeep Mendiratta since January 2024 - **Industry**: Data and AI technologies Key Points and Arguments - **Market Positioning**: NowVertical focuses on transforming data into tangible business value for clients, particularly in customer and finance data, differentiating itself from competitors [2][3] - **Client Success Example**: Assisted The Economist in increasing subscriber retention by 9% within 12 months, showcasing the impact on client revenue [3] - **Technology Utilization**: Leverages major hyperscaler technologies such as Google Cloud, Microsoft Azure, and Amazon Web Services, along with specific data platforms like Snowflake and Qlik [4][5] - **Client Portfolio**: Serves over 100 enterprise clients, including notable names like Adobe, Disney, and Palo Alto Networks [5][6] - **Financial Performance**: Reported annualized revenue of $37.2 million and annualized EBITDA of $7.2 million after H1 2025 [6] - **Market Growth**: The AI technology market is projected to grow at a CAGR of 17% over the next five years, with enterprises expected to spend between $125 million to $175 million annually on AI technologies [7][8] - **Challenges in ROI**: 74% of enterprises have not generated meaningful ROI from AI investments, indicating a significant challenge in the market [8][9] - **Strategic Accounts**: The top 30 strategic accounts contribute approximately $800,000 in revenue per client, with an average tenure of seven years, highlighting the importance of these relationships [17][29] - **Revenue Composition**: 80% of revenue comes from solutions and services, while 20% is derived from proprietary software and reselling [15][16] - **Geographic Revenue Distribution**: 78% of revenue is from Latin America, and 22% from North America [17] - **Growth Strategy**: Identified a target addressable market of over $2 billion within 50 enterprise accounts, focusing on deepening existing client relationships rather than acquiring new clients [18][19] - **Partnerships**: Holds premier partnerships with Google Cloud, Microsoft Azure, and Amazon Web Services, which are crucial for accessing high-value opportunities [19][20] - **Inorganic Growth Potential**: Plans to pursue inorganic growth through acquisitions, supported by a $26 million credit facility from HSBC [21] Additional Important Insights - **Management Alignment**: The management team owns 27% of the equity, aligning their interests with shareholders [25] - **Competitive Landscape**: Competes with top-tier consulting firms and large system integrators, emphasizing its specialization in customer and finance data [22][23] - **Long-term AI Market Outlook**: The CEO expresses strong confidence in the long-term prospects of the AI market, emphasizing its potential to transform business models across industries [31][33] This summary encapsulates the key insights and strategic direction of NowVertical Group Inc. as discussed in the conference call, highlighting its market positioning, financial performance, growth strategies, and the challenges faced in the AI landscape.

Core Viewpoint - NowVertical Group Inc. reported its financial results for Q2 2025, highlighting a 13% revenue decline but a significant increase in strategic account growth and adjusted EBITDA, indicating a shift towards sustainable growth despite short-term challenges [3][6]. Financial Highlights - Q2 2025 revenue was $8.2 million, a 13% decrease from $9.4 million in Q2 2024, while H1 2025 revenue was $18.6 million, a 4% increase from $17.9 million in H1 2024 [6][12]. - Gross profit for Q2 2025 was $3.8 million, down 24% from $5.1 million in Q2 2024, and $9.0 million for H1 2025, a 6% decrease from $9.6 million in H1 2024 [6][12]. - Administrative expenses decreased by 31% to $3.2 million in Q2 2025 from $4.6 million in Q2 2024, and were $6.8 million in H1 2025, a 26% decrease from $9.3 million in H1 2024 [6][12]. - Income from operations increased by 41% to $0.6 million in Q2 2025 from $0.4 million in Q2 2024, and was $2.1 million in H1 2025, a 622% increase from $0.3 million in H1 2024 [6][12]. - Adjusted EBITDA for Q2 2025 was $1.0 million, a 29% decrease from $1.5 million in Q2 2024, while H1 2025 adjusted EBITDA was $3.6 million, a 36% increase from $2.6 million in H1 2024 [6][12]. Business Developments - The company experienced a 44% year-over-year growth in strategic accounts, which now represent over 70% of H1 2025 revenue, enhancing revenue quality and predictability [3]. - The decline in Q2 2025 revenue was attributed to planned restructuring in Chile, adjustments in multi-year reseller contracts, and deferrals of certain public sector deals [3]. - The company secured up to $26 million in financing with HSBC to support growth initiatives [7]. Upcoming Events - An investor webinar is scheduled for August 28, 2025, at 10:00 AM EDT to discuss the financial results and business outlook [5][6].