Core Insights - Prenetics Global Limited achieved record financial results in 2025, driven by the strong performance of its IM8 brand, marking a transformational year for the company [2][3][28] Financial Performance - Full-year revenue surged approximately 480% year-over-year to $92.4 million, with fourth quarter revenue reaching $36.6 million, a 55% increase quarter-over-quarter [3][41] - IM8 contributed $60.1 million in revenue for FY2025 and achieved an annualized recurring revenue (ARR) of approximately $120 million within just 12 months of launch [3][28] - Adjusted EBITDA loss improved by 27.2% year-over-year to $(13.0) million for FY2025, reflecting the capital efficiency of the IM8 business model [43][40] Strategic Actions - The company divested ACT Genomics for up to $72 million, sold the Europa distribution business for up to $13 million, and sold its stake in Insighta to Tencent for $70 million, enhancing its balance sheet to approximately $171 million in total adjusted liquidity [2][27][31] - The strategic transformation focused on streamlining operations and positioning IM8 as the core growth engine, resulting in a simplified operating structure [2][24][26] IM8 Brand Growth - IM8 was the primary growth driver, achieving a monthly revenue of $10 million in December 2025, with a 51% growth from Q3 to Q4 [4][3] - The brand's global reach expanded significantly, with over 60% of revenue generated outside the United States, indicating strong international demand [13][12] Customer Metrics - The total customer orders exceeded 230,000 in Q4 2025, with a 35% increase from Q3 [7] - The average order value increased to $133 in Q4 2025, reflecting a 31% growth from the previous quarter [7][18] Future Outlook - The company expects to triple IM8 revenue in 2026, targeting $180 million to $200 million, with a path towards $250 million to $300 million in ARR by the end of 2026 [30][32] - The transition to quarterly subscription plans is anticipated to enhance cash flow and customer lifetime value, with new blended average order values reaching approximately $233 in early 2026 [15][29]

KornitDigital (NASDAQ: KRNT) Fourth Quarter and Full-Year 2025 Earnings Conference Call Supporting Slides February 11, 2026 Kornit Digital. All Rights Reserved. Digital. All Rights Reserved. Kornit Digital. All Rights Reserved. On Today's Call Ronen Samuel CEO Assaf Zipori CFO Andy Backman Chief Capital Markets Officer Kornit Digital. All Rights Reserved. Safe Harbor This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and other U ...

Q1 FISCAL YEAR 2026 Supplemental Information 1 Revenue Composition(1) | ($ in thousands) | | | | | | | | | | Quarter Ended | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | December 31, 2025 | | September 30, 2025 | | June 30, 2025 | | March 31, 2025 | | December 31, 2024 | | September 30, 2024 | | June 30, 2024 | | March 31, 2024 | | December 31, 2023 | | Software and related service revenue | | | | | | | | | | | | | ...

Core Insights - Nasdaq, Inc. reported strong financial results for the fourth quarter and full year of 2025, achieving over $5 billion in annual net revenue for the first time and $4 billion in annual Solutions revenue, indicating robust growth and resilience of its platform [5][6]. Financial Performance - In 2025, net revenue reached $5.2 billion, a 13% increase from 2024, with adjusted net revenue growth of 12% [6][11]. - Fourth quarter 2025 net revenue was $1.4 billion, reflecting a 13% growth compared to the same quarter in 2024 [6][11]. - Solutions revenue for 2025 was $4.0 billion, up 12% year-over-year, with fourth quarter Solutions revenue at $1.1 billion, also up 13% [6][11]. - Annualized Recurring Revenue (ARR) stood at $3.1 billion, a 10% increase year-over-year [6][11]. - GAAP diluted earnings per share increased by 60% in 2025, with fourth quarter EPS growing by 47% [6][11]. Shareholder Returns - In 2025, the company returned $601 million to shareholders through dividends and $616 million through stock repurchases [6][11]. - In the fourth quarter alone, $153 million was returned through dividends and $286 million through stock buybacks [6][11]. Strategic Initiatives - Nasdaq's strategic priorities include integrating, innovating, and accelerating growth, which contributed to its strong performance in 2025 [5][7]. - The company signed 129 new clients and achieved significant upsell and cross-sell success in its Financial Technology segment [12]. - Nasdaq launched 122 new products in its Index business in 2025, marking an all-time high [12]. Market Services and Technology - Market Services net revenue reached $311 million in the fourth quarter, up 16% year-over-year, driven by record industry volumes [12][13]. - Financial Technology revenue was $498 million in the fourth quarter, a 14% increase compared to the same period in 2024 [6][11]. Future Outlook - Nasdaq is well-positioned for continued growth in 2026, focusing on deepening client relationships and enhancing value through its unified One Nasdaq platform [7][8].

Core Insights - Karooooo Limited reported strong financial results for Q3 2026, highlighting a positive outlook and consistent growth in subscription revenue and net subscriber additions [1][2] Financial Performance - Cartrack's quarterly subscription revenue increased by 20% year-over-year to ZAR1,236 million, while annualized recurring revenue (ARR) grew by 22% to ZAR5,106 million, marking an acceleration from the previous year's growth rates of 14% for both metrics [3][6] - The ARR in USD also saw significant growth, increasing by 28% year-over-year to USD298 million [3][6] - The number of Cartrack subscribers rose by 16% year-over-year to 2.6 million, with net subscriber additions reaching a record of 111,478, up 29% year-over-year [6] Growth Strategy - The acceleration in growth was driven by significant customer expansion and increased adoption of Video and Cartrack Tag solutions [4] - The company emphasizes the importance of efficient execution of growth strategies supported by strong unit economics and a healthy balance sheet to enhance long-term shareholder value [4][5] Future Outlook - Ongoing investments in distribution capacity are expected to create sustainable advantages beyond the current financial year [5] - The company remains committed to disciplined capital allocation and maintaining a vertically integrated and open operating culture [5]

Supplemental Information Q4 FISCAL YEAR 2025 1 Revenue Composition(1) | ($ in thousands) | | | | | | | | | Quarter Ended | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | September 30, | | | | | | December 31, | | September 30, | | | | | | December 31, | | | | 2025 | | June 30, 2025 | | March 31, 2025 | | 2024 | | 2024 | | June 30, 2024 | | March 31, 2024 | | 2023 | | Software and related service revenue | | | | | | | | | | | | | | ...

Core Insights - i3 Verticals, Inc. reported financial results for the fourth quarter and full fiscal year 2025, showing revenue growth and improved net income from continuing operations compared to the previous year [1][5][7]. Financial Performance - Fourth quarter revenue from continuing operations was $54.9 million, a 7.0% increase from the prior year's fourth quarter, while full year revenue was $213.2 million, reflecting an 11.5% increase [5]. - Fourth quarter net income from continuing operations was $1.5 million, down from $6.3 million in the prior year's fourth quarter. For the full year, net income from continuing operations was $5.6 million, compared to a net loss of $16.0 million for the year ended September 30, 2024 [5]. - Adjusted EBITDA from continuing operations for the fourth quarter was $14.4 million, a decrease of 1.5% year-over-year, while for the full year, it was $57.5 million, an increase of 14.0% [5][28]. - Annualized Recurring Revenue (ARR) for the fourth quarter was $165.3 million, representing a growth rate of 9.2% compared to the previous year [5][6]. Strategic Developments - The company emphasized its focus on recurring revenue sources, which include software-as-a-service (SaaS) arrangements and transaction-based software revenue [6]. - i3 Verticals announced a new contract with the Supreme Court of Appeals of West Virginia for statewide implementation of its case management software, indicating ongoing investments in new solutions for courts and utilities [8][9]. 2026 Outlook - The company provided guidance for the fiscal year ending September 30, 2026, projecting revenue between $217 million and $232 million, adjusted EBITDA between $58.5 million and $65 million, and adjusted diluted earnings per share between $1.06 and $1.16 [9][10].

Core Insights - Commvault Systems (CVLT) is expected to report quarterly earnings of $0.94 per share, a 13.3% increase year-over-year, with revenues projected at $273.48 million, reflecting a 17.2% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 4.2% higher in the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Revenues- Perpetual license' to be $7.65 million, a decrease of 27.3% from the previous year [5] - 'Revenues- Other services' are estimated at $11.79 million, showing a 6.9% increase year-over-year [5] - The consensus for 'Revenues- Customer support' is $78.75 million, indicating a 1.4% increase from the prior year [5] - 'Revenues- Subscription' are expected to reach $175.32 million, reflecting a significant 30.8% increase year-over-year [6] - Analysts project 'Annualized Recurring Revenue (ARR)' to be $1,029.91 million, compared to $853.27 million from the previous year [6] Stock Performance - Over the past month, Commvault shares have decreased by 7.4%, while the Zacks S&P 500 composite has increased by 0.2% [6] - Commvault currently holds a Zacks Rank 1 (Strong Buy), suggesting potential outperformance in the near future [6]

Financial Performance - Q3 2025 revenues reached $250 million, exceeding prior guidance of $237 million - $243 million, representing a 38% year-over-year increase in constant currency[10] - Annualized Recurring Revenue (ARR) grew by 47% year-over-year in constant currency to $849 million, with a 3% pro-forma increase[10, 12] - Net Retention Rate (NRR) remained strong at 100%[10] - Non-GAAP Earnings Per Share (EPS) was $1.50, surpassing the high end of prior guidance of $1.28 - $1.34[10] - The company's operating margin was 40%[10] Guidance and Outlook - Q4 2025 revenue is projected to be between $250 million and $256 million, with EPS between $1.29 and $1.35[10] - Fiscal Year 2025 revenue guidance has been updated to $975 million - $981 million, up from $962 million - $974 million[10] - Fiscal Year 2025 EPS guidance has been raised to $5.50 - $5.56, from $5.28 - $5.40[10] Growth Strategy - The company has an ARR Compound Annual Growth Rate (CAGR) of 20% from Q3 2020 to Q3 2025[18] - The company has a revenue CAGR of 15% from 2021 to 2025(E)[19] - The company has an operating income CAGR of 13% from 2021 to 2025(E), with non-GAAP operating margins consistently above 35%[20]

Core Insights - Progress Software reported an Annualized Recurring Revenue (ARR) of $849 million, reflecting a 47% year-over-year growth [1][6] - The company's revenue for the third quarter reached $250 million, marking a 40% increase year-over-year [1][6] - Full-year guidance for revenue, earnings per share, and cash flow has been raised, indicating a positive outlook for the remainder of the fiscal year [1][9] Financial Performance - Net retention rate remains strong at 100%, with consistent ARR growth [3][8] - Operating income for the third quarter was $43.9 million, a 9% increase from the previous year [4][18] - The operating margin was reported at 18%, while the non-GAAP operating margin stood at 40% [4][6] Earnings and Cash Flow - Net income for the quarter was $19.4 million, a decrease of 32% compared to the same quarter last year [4][18] - Diluted earnings per share (EPS) was $0.44, down from $0.65 year-over-year, while non-GAAP diluted EPS increased by 19% to $1.50 [4][6] - Cash from operations increased by 27% to $73.4 million, with adjusted free cash flow rising by 29% to $74.4 million [4][24] Business Outlook - Updated guidance for fiscal year 2025 includes revenue expectations of $975 to $981 million and diluted EPS of $1.38 to $1.45 [9][27] - The company anticipates an operating margin of 15% and a non-GAAP operating margin between 38% and 39% for the fiscal year [9][27] - The effective tax rate is projected to be around 19% for GAAP and 20% for non-GAAP measures [9][27] Strategic Developments - The integration of ShareFile is contributing positively to both top and bottom-line results, with significant milestones achieved [3][8] - Continued investment in AI capabilities, including the development of agentic RAG technology, is a focus for the company [3][8] - The Board of Directors has authorized an increase in share repurchase by $200 million, bringing the total to $242.2 million [7][8]