Financial Data and Key Metrics Changes - Sangoma Technologies Corporation reported Q4 revenues of $59.4 million, an increase of $1.3 million or 2% sequentially from Q3, driven primarily by strong prem-based product sales [5][23] - Adjusted EBITDA for Q4 was $11.4 million, representing 19% of revenue, which is an increase from 17% in Q3, marking the highest margin delivered over the past eight quarters [24] - Free cash flow for Q4 was $4.8 million, or $0.14 per diluted share, while for the full fiscal year, free cash flow reached $32.9 million, or $0.98 per diluted share, consistent with the previous year [22][23] Business Line Data and Key Metrics Changes - The company has shifted its focus towards software-led recurring revenue services, which now represent over 90% of the revenue mix, up from 79% two years ago [6] - Core services, which include SaaS-led communication platforms, now account for approximately 75% of Sangoma's revenue, while adjacent services account for about 25% [14][25] - The prem-based product line saw an 18% sequential growth in Q4 over Q3, reflecting successful channel efforts targeting competitors like Avaya and Mitel [70] Market Data and Key Metrics Changes - The company is experiencing a 16% rise in pipeline demand from the healthcare sector, indicating strong market interest [8] - International revenue has been declining, primarily due to a focus on North America and a product mix heavily oriented towards hardware, which is less profitable compared to SaaS offerings [88][90] Company Strategy and Development Direction - Sangoma's strategy includes delivering organic growth by investing in people, products, and partners, while also pursuing inorganic opportunities that create strategic value [7][25] - The company plans to categorize its results into core services and adjacent services to provide greater transparency and focus on high-margin growth areas [7][14] - Strategic partnerships with companies like Amazon Web Services and VTech Hospitality are aimed at enhancing product offerings and expanding market reach [9][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, expecting sequential growth to begin in Q2 and continue through fiscal 2026 [10][25] - The management noted that while larger enterprise opportunities have longer sales cycles, the pipeline is becoming more balanced with shorter cycle deals contributing to future revenue [16][46] - The company is optimistic about reducing churn and improving customer retention through advanced AI-based tools and upselling strategies [55] Other Important Information - The sale of VoIP Supply, completed at the end of June, was a strategic move to streamline the portfolio and focus on higher-margin growth [6][24] - The company has a robust pipeline of potential M&A targets, particularly in high-growth areas like SD-WAN and security, with a disciplined approach to acquisitions [36][81] Q&A Session Summary Question: Incremental go-to-market investments focus - Management indicated that investments are being made in field coverage and marketing to enhance brand awareness and partner recruitment [29][30] Question: Changes in macro or competitive landscape - Management noted no significant competitive pressures but acknowledged longer sales and implementation cycles for larger deals [31][32] Question: VoIP Supply's product mix - It was clarified that over 90% of VoIP Supply's sales were third-party products, with less than 10% being Sangoma proprietary products [34] Question: M&A appetite and strategy - Management expressed a strong appetite for acquisitions, particularly in areas that enhance the company's portfolio and market position [35][36] Question: Visibility into second quarter growth - Growth is expected to come from both existing bookings and new deals with shorter sales cycles [45][46] Question: Customer churn management - Management reported that churn is under control and expected to decline further due to improved customer engagement strategies [55] Question: Revenue growth mix between expansion and new business - Management indicated that both expansion and new business will drive revenue growth, supported by targeted investment strategies [56] Question: International revenue decline reasons - The decline is attributed to a focus on North America and a product mix that has not prioritized high-margin SaaS offerings [88][90]

RT Michaël van de Poppe (@CryptoMichNL)Today, we'll be talking about something important.It's your security.If you hold a portfolio in #Altcoins & $BTC, this podcast episode of @new_era_finance is a must watch.Security of your assets, with Harry, founder of @CircuitSecurity.Watch it here: https://t.co/D17IlxP9eP ...

COMMENT: The integration is currently live on Polygon mainnet and aims to increase the accuracy and security of how prediction markets are resolved.BSCN (@BSCNews):POLYMARKET INTEGRATES CHAINLINK ORACLES TO LAUNCH NEW 15-MINUTE MARKETS, FEATURING FAST SETTLEMENT AND TOP SECURITY- @Polymarket, a leading prediction market platform, has integrated @Chainlink’s oracle technology to introduce 15-minute markets with faster settlement and https://t.co/xfzbdCGE8E ...

Political Violence & Rhetoric - The discussion revolves around concerns about escalating political violence, highlighted by the shooting of President Trump and the killing of Charlie Kirk [1][2][7][9] - The report emphasizes the dangers of hostile rhetoric and its potential to incite individuals to violence [5][6][20] - The analysis suggests a need to address the underlying societal issues contributing to political polarization and violence [13][14] Congressional Atmosphere & Bipartisanship - The report acknowledges the disconnect between public perception and the reality of bipartisan interactions among members of Congress [4] - It stresses the importance of robust policy debates while discouraging personal attacks and disagreeable behavior [4][5] - There's a concern about raw emotions and unproductive exchanges hindering productive conversations in Congress [21] Security Measures & Public Service - The report discusses the need for enhanced security measures for members of Congress and the public, while acknowledging that security alone cannot solve the problem [11][13][14][15][16] - It raises concerns about the potential impact of political violence on individuals' willingness to serve in public office [17][18] Government Shutdown & Spending Debate - The analysis underscores the imperative to avoid a government shutdown and the need for productive dialogue to address serious policy challenges [22][23][24][26][28] - It mentions the debate surrounding spending and rescission packages, with a focus on saving money for American taxpayers [24][25][27]

Hey @elonmusk please up your securityhttps://t.co/bs2GF2j61G ...

Well, there was no security. There were no uh metal detectors. Anybody in the world could park anywhere around the university and walk right in.The craziest part is like there was no checkpoints, nothing to get in here. Everyone was just able to walk in here. I'm like, I have my backpack.I'm like, if I wanted to, I can just bring a gun with me. But like I'm like, this is just crazy that everyone was just allowed in here and just went with anything you could have in your backpack. And so I was like, and so t ...

RT MetaMask.eth 🦊 (@MetaMask)security isn't an option, it's a requirement.read our latest security report for August 2025: https://t.co/8qZiTpzBXY ...

security isn't an option, it's a requirement.read our latest security report for August 2025: https://t.co/8qZiTpzBXY ...

Co-CEO of @SharpLinkGaming, @joechalom makes the institutional case for Ethereum:“I believe deeply in that thesis.”He argues security and liquidity edges draw capital at scale — after all, “Liquidity begets liquidity. Security begets security.” https://t.co/SZM1vZE3AS ...

Kraken is now ranked #1 globally by @KaikoDataIn their Q3 2025 report, we moved to the top of the ranks for market quality, transparency, compliance & security. 📊 https://t.co/0VfDZhbDJv ...