National Research (NasdaqGS:NRC) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsJordan Freeman - Head of Investor RelationsShane Harrison - CFOTrent Green - CEOOperatorGood afternoon. Thank you for attending today's NRC fourth quarter 2025 results. My name is Victoria, and I'll be your moderator today. I would now like to pass the conference over to Jordan Freeman. Thank you. You may proceed, Jordan.Jordan FreemanWelcome to NRC Health Earnings Conference Call for the fourth quarter ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $35 million, down 5% year-over-year but up 2% sequentially from Q3 2025 [17] - Adjusted EBITDA for Q4 was $8.7 million, with an adjusted net income of $3.4 million and adjusted EPS of 16 cents per share [18] - Full year 2025 revenue was $137.4 million, down 4% from 2024, but TRCV grew by 8% in 2025, indicating potential revenue growth in 2026 [19] Business Line Data and Key Metrics Changes - Total Recurring Contract Value (TRCV) reached $144 million, up 8% year-over-year, marking the fifth consecutive quarter of sequential TRCV growth [4][17] - New sales increased by 86% year-over-year, reflecting effective sales strategies and customer engagement [5] Market Data and Key Metrics Changes - NRC Health serves 74% of the top 100 health systems in the U.S., indicating strong market presence and trust [9] - The company reported a Net Promoter Score of 68, reflecting high customer satisfaction [9] Company Strategy and Development Direction - The company is focused on enhancing its product portfolio and customer engagement strategies to drive growth [5][12] - Investment in AI and product innovation is a strategic priority to deepen differentiation and expand the addressable market [13] - The leadership team has been strengthened to support growth, with a focus on combining healthcare operations expertise with technology [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to create lasting value amidst the complexities of the healthcare landscape [24] - The company anticipates that the restructuring of its go-to-market strategy will provide a meaningful tailwind through 2026 [12] Other Important Information - The company maintained a disciplined approach to capital allocation, balancing investments in growth with returns to shareholders through dividends and share repurchases [21][22] - The adjusted EBITDA margin for 2025 was 29%, showcasing strong profitability despite revenue decline [19] Q&A Session Summary - No specific questions or answers were provided in the content, indicating a focus on the presentation rather than an interactive Q&A session.

National Research (NasdaqGS:NRC) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Speaker1Good afternoon. Thank you for attending today's NRC fourth quarter 2025 results. My name is Victoria, and I'll be your moderator today. I would now like to pass the conference over to Jordan Freeman. Thank you. You may proceed, Jordan.Speaker0Welcome to NRC Health Earnings Conference Call for the fourth quarter ended December 31, 2025. I wanted to first let you know that we've posted our earnings press release to th ...