Financial Data and Key Metrics Changes - Total revenue increased 6% to $720 million, driven by higher hardware sales [24] - Reported recurring revenue increased 1% to $422 million, and 3% when excluding certain divestitures [24] - Adjusted EBITDA increased 17% to $130 million, with margin expanding 170 basis points to 18.1% [25] - Non-GAAP EPS increased 48% to $0.31, while GAAP EPS was $0.49, including a $65 million tax benefit [25] Business Line Data and Key Metrics Changes - Retail segment revenue increased 9% to $501 million, with recurring revenue up 3% to $279 million [26] - Restaurant segment revenue was flat at $212 million, with recurring revenue increasing 6% in enterprise and mid-market businesses [26] - Platform sites increased 8% to 80,000, and payment sites increased 4% to 8,600 [24] Market Data and Key Metrics Changes - The company signed 40 new retail customers in Q4, with platform and payment sites increasing 6% and 12% respectively [17] - The restaurant business signed over 150 new customers in Q4, with platform and payment sites increasing 11% and 3% respectively [20] - The company engaged with nearly 400 companies at the NRF show, signing more than 20 platform contracts, including new customers in the Philippines and Belgium [8][9] Company Strategy and Development Direction - The company is transitioning to a platform-led business model, focusing on integrated payment solutions and service capabilities [4][5] - A five-year transformation was completed, modernizing over 50 legacy applications into a unified scalable platform [6][31] - The company aims to build backlog across all markets, accelerate deployments, and drive adoption of its platform solutions in 2026 [31][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's competitive positioning and the strength of its platform, emphasizing the importance of building meaningful sales backlog [32] - The company anticipates revenue growth in 2026, driven by the deployment of new applications and improved recurring revenue [29][58] - Management acknowledged challenges in the SMB segment due to market dynamics and competition but expects improvements with the launch of new products [52][53] Other Important Information - The phased transition of the hardware business to Ennoconn commenced in January, expected to complete by the end of Q1 [10] - Adjusted free cash flow is projected to be between $190 million and $220 million, reflecting the benefits from the ODM transition [30] Q&A Session Summary Question: Can you provide context around the backlog metric mentioned? - Management highlighted that backlog is crucial for enterprise customers, indicating a healthy product pipeline with 20 signed contracts expected to deploy over the next 9-18 months [36][40] Question: What are the headwinds faced in the SMB segment? - Management noted that the SMB segment is the smallest and faces significant competition, but improvements are expected with the launch of new products like Aloha Next [48][52] Question: What is the expected organic revenue growth rate post-ODM transition? - Management anticipates improved organic revenue growth in 2026, particularly in software services and payments, while acknowledging potential headwinds from AI and chip pricing [57][58]

February 26, 2026 Fourth Quarter & Full Year 2025 Financial Results Disclaimer Numerical figures in the presentation have been subject to rounding adjustments. Accordingly, numerical figures shown as totals in various tables may not be arithmetic aggregations of the figures that precede them. In addition, unless otherwise indicated, references to the "Company," "Certara," "we," "us," and "our" refer to Certara, Inc. and its consolidated subsidiaries. Trademarks and Service Marks The Certara design logo, "Ce ...

Management attributes the 130 basis point acceleration in annual revenue growth to a structural market shift from static systems of record to AI-driven 'systems of action'. The Contact Center (ZCC) business is seeing high double-digit ARR growth, fueled by competitive displacements of legacy CCaaS vendors who lack integrated AI capabilities. Zoom Phone continues to grow in the mid-teens, increasingly serving as a wedge for larger platform deals where customers consolidate UCaaS and CCaaS onto a single ...

Internationally, Chang reported revenue growth of 6% in the Americas, 5% in EMEA, and 3% in APAC. In Q&A, management pointed to product expansion in Phone, Contact Center, and Workvivo, alongside channel investments and local infrastructure such as a U.K. data center, as factors supporting growth outside the U.S.CFO Michelle Chang said fourth-quarter revenue totaled $1.25 billion, up 5.3% year-over-year (4.8% in constant currency) and $12 million above the high end of guidance. Enterprise revenue increased ...

SHENZHEN, China, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Aurora Mobile Limited (NASDAQ: JG) (“Aurora Mobile” or the “Company”), a leading provider of customer engagement and marketing technology services in China, today announced that it will release its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2025 before the open of U.S. markets on Thursday, March 12, 2026. Aurora Mobile’s management will host an earnings conference call on Thursday, March 12, 2026 at 7:30 a.m. U.S. ...

PRESS RELEASE - REGULATED INFORMATION La Hulpe, Belgium – 26 February 2026, 8:00 a.m. CET – Regulated Information - Banqup Group SA, formerly Unifiedpost Group SA, (Euronext: BANQ) (Banqup, Company), a leading provider of integrated financial workflow management solutions, presents its results for FY 2025. Strategic & Operational Highlights Successfully rebranded to Banqup Group and progressed divestments of non-core solutions, strengthening transformation to a pure-play SaaS providerCaptured market momentu ...

软通动力的AI Factory解决方案正是一套把"AI能力规模化生产"的企业级运营体系，其核心功能包括智 能决策支持、自动化流程执行和数字化映射与仿真优化，通过构建智能体矩阵，将硅基员工、具身员工 和企业员工嵌入全价值链条，实现业务和管理的智能化升级。 软通动力AI Factory的AI飞轮则由数据、模型、智能体、场景四大核心环节构成，形成数据驱动模型训 练、模型支撑智能体运行、智能体重构业务场景、场景持续生成数据资产的全流程闭环，各环节的成果 都能反哺其他环节，推动企业整体AI能力持续增强。飞轮转动的速度，则随各环节的深度融合持续加 快，企业的AI 能力与业务价值也随之指数级增长。 AI飞轮一旦转动起来，边际成本会快速下降，创新速度会持续提升，业务价值会加倍放大。由此，AI 不再只是工具，而成为企业业务的增长引擎。 第一重飞轮：数据筑基，让企业知识成为可复用的智能资产 在从Agentic AI向Physical AI演进的新阶段，企业智能化转型面临的挑战，不再是单点技术的应用，而 是——AI能力能否持续增长、持续复用、持续创造业务价值，且成本和风险可控。 软通动力AI Factory 打造的AI飞轮增长模型 ...

Core Insights - Nutanix is collaborating with AMD to enhance its hyperconverged infrastructure offerings, particularly focusing on storage solutions aimed at AI customers who prefer flexible ecosystems [1] Company Summary - Nutanix specializes in hyperconverged infrastructure, which integrates storage, computing, and networking into a single solution [1] - The partnership with AMD is a strategic move to cater to the growing demand from AI customers for adaptable and versatile infrastructure [1]

February 25, 2026 Salesforce Q4 FY26 Earnings Call Introduction Mike Spencer Executive Vice President of Investor Relations 2 4 Safe Harbor and Note About Non-GAAP Financial Measures "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the Company's financial and operating results and guidance which include, but are not limited to, expected GAAP and non-GAAP financial and other operating and non-operating results. The ...

Core Viewpoint - NamSys Inc. has announced a special dividend of CAD$0.15 per common share, reflecting the company's strong financial performance, with payment scheduled for March 12, 2026 [1][2]. Group 1: Dividend Announcement - The special dividend of CAD$0.15 per common share will be paid to shareholders on record as of March 5, 2026 [1]. - This dividend qualifies as an "eligible dividend" under the Income Tax Act (Canada) [1]. Group 2: Financial Performance - The Board of Directors approved the one-time special dividend in recognition of the company's continued strong financial performance [2]. - There are no plans for regular dividend distributions in the future, and no ongoing dividend strategy is currently in place [2]. Group 3: Company Overview - NamSys Inc. specializes in technology for cash processing and transportation, providing efficiency in handling currency and other value instruments for retailers, financial institutions, and cash-in-transit providers [3]. - The company's proprietary systems are offered as software-as-a-service subscriptions and operate within public cloud service providers [3].