Core Viewpoint - Kneat.com, inc. demonstrated strong growth and resilience in 2025 despite macroeconomic challenges, highlighting its essential role in the life sciences sector and the opportunities for future expansion [2][8]. Financial Performance - Software revenue increased by 33% in 2025, with the company achieving over $74 million in Annual Recurring Revenue (ARR) [2]. - The Net Revenue Retention (NRR) rate was 115% in 2025, although it decreased from 2024 due to deferred expansion deals and churn related to non-strategic customers [2]. Market Position and Customer Base - Kneat gained a record number of new customers in 2025, reinforcing its position as a trusted standard in the life sciences industry [7]. - The company serves some of the largest life sciences manufacturers, including 8 of the top 10 pharmaceutical manufacturers, establishing significant barriers to entry for competitors [3][4]. Product Differentiation and Innovation - Kneat's platform is designed for rigorous validation in regulated environments, ensuring data integrity and compliance, which is difficult for competitors to replicate [4]. - The introduction of AI capabilities in 2025, such as content review and natural-language process analysis, enhances the platform's functionality while maintaining compliance standards [5]. Customer Satisfaction and Recognition - Kneat achieved a G2 Satisfaction Score of 98/100, the highest in the Pharma and Biotech category, and maintained a Net Promoter Score above 70, indicating strong customer advocacy [6]. - The company received a Gold Stevie® Award for excellence in global tech support, further solidifying its reputation in the industry [6]. Future Outlook - The company is confident in its scalable business model and market opportunities, focusing on disciplined investment and improving operating efficiency to achieve cash-flow breakeven [8].

Core Insights - Kneat.com, inc. has reinforced its leadership position in the life sciences sector by achieving the highest-ever number of new customer wins in 2025, alongside significant revenue growth and advancements in its technology platform [1][12]. Financial Performance - Fourth-quarter revenues increased by 24% to CAD 17.0 million, compared to CAD 13.7 million in Q4 2024 [6][7]. - Software-as-a-Service (SaaS) revenue grew by 29% to CAD 16.2 million in Q4 2025, up from CAD 12.5 million in Q4 2024 [6][7]. - For the full year 2025, total revenues rose by 29% to CAD 63.3 million, compared to CAD 48.9 million in 2024 [7]. - Annual Recurring Revenue (ARR) reached CAD 74.1 million at the end of 2025, marking a 24% increase from CAD 59.7 million at the end of 2024 [6][7]. - Kneat achieved positive Adjusted EBITDA of CAD 4.2 million in Q4 2025, compared to CAD 2.6 million in Q4 2024 [7][19]. Customer Acquisition and Satisfaction - In 2025, Kneat achieved a record year for new customer acquisitions, including nine major strategic wins, representing over 300,000 employees across various life sciences sectors [12]. - The Kneat Gx platform was recognized as the 1 Pharma and Biotech Software by G2, earning a customer satisfaction score of 98/100 [8]. Strategic Developments - Kneat entered a significant partnership with Capgemini to enhance digital validation across global manufacturing networks [12]. - The company expanded its leadership team with key appointments to strengthen its long-term vision and commitment to innovation [12]. Operational Outlook - Kneat anticipates continued growth in 2026, expecting to outpace the incremental ARR achieved in 2025, despite typical second-half seasonality [11]. - The company aims for cash-flow breakeven in 2026, supported by a solid balance sheet and operational momentum [15].

Core Insights - Kneat.com, Inc. has signed a Master Services Agreement with a U.S.-based global pharmaceutical packaging and drug-delivery manufacturer, marking a significant partnership in the digital validation and quality process automation sector [1][2] Company Overview - Kneat Solutions specializes in providing digital validation and compliance solutions for highly regulated industries, with its platform Kneat Gx recognized for its efficiency and user-friendly design [6] - The company is fully ISO 9001 and ISO 27001 certified, and its platform is compliant with 21 CFR Part 11/Annex 11, ensuring high standards of regulatory compliance [6] Customer and Market Impact - The new customer operates over 45 manufacturing facilities globally, employing more than 13,000 people across various regions, including the U.S., Europe, Asia, and South America [2] - The initial deployment of Kneat Gx will focus on Commissioning, Qualification, and Validation (CQV) at the customer's lead site, with plans for expansion to all GMP-regulated sites [2] Product Features and Benefits - Kneat's platform is noted for its robust data integrity capabilities, ensuring compliance actions and documented outcomes are fully attributable, traceable, and audit-ready [3] - The platform is designed to support the highest standards of data integrity and compliance, which is increasingly important as life sciences companies modernize their quality systems [4] - Kneat Gx has been shown to reduce man-hours associated with validation documentation by up to 50% and accelerate review and approval cycles by up to 50% [6]

Company Announcement - Kneat.com, inc. will release its financial results for the quarter ended December 31, 2025, after TSX market close on February 25, 2026 [1] - A conference call and Q&A session for sell-side analysts will be hosted by the CEO and CFO on February 26 at 09:00 ET (14:00 GMT) [2] Company Overview - Kneat Solutions provides efficiency in validation and compliance for highly regulated industries through its digital validation platform, Kneat Gx [3] - Kneat Gx is fully ISO 9001 and ISO 27001 certified, validated, and compliant with 21 CFR Part 11/Annex 11 [3] - Independent studies indicate that Kneat Gx can reduce man-hours for validation documentation by up to 50% and accelerate review and approval cycles by up to 50% [3]

Core Insights - Kneat.com, inc. has entered into a Master Services Agreement with a leading biopharma research and manufacturing technologies provider, marking a significant partnership for the company [1][3] - The biopharma company, which has over 13,000 employees and operates in more than 60 locations globally, will implement Kneat's platform for equipment validation across its manufacturing sites [2][4] - This partnership is expected to enhance operational excellence and long-term value by standardizing validation processes [4] Company Overview - Kneat Solutions specializes in digital validation and compliance for highly regulated industries, offering the Kneat Gx platform [5] - The platform is recognized for its efficiency, reducing validation documentation man-hours by up to 50% and accelerating review and approval cycles by up to 50% [5] - Kneat Gx is fully certified under ISO 9001 and ISO 27001, and compliant with 21 CFR Part 11/Annex 11, ensuring high standards of regulatory compliance [5] Strategic Importance - The partnership with the biopharma company is seen as a strategic win that reinforces Kneat's position as an industry standard for digital validation [3] - The collaboration is anticipated to lead to continued strong revenue growth as the biopharma company expands its use of Kneat's platform across its organization [3]

Core Insights - Kneat.com, inc. has signed a three-year Master Services Agreement with a major specialty chemicals manufacturer, enhancing its momentum in new customer acquisitions for 2025 [1][3] - The agreement is expected to drive the deployment of Kneat Gx across critical functions such as Computer System Validation, Equipment Validation, and electronic logbooks [2] Company Overview - Kneat Solutions specializes in digital validation and quality process automation, serving highly regulated industries [4] - The company’s platform, Kneat Gx, is fully certified and compliant with ISO 9001, ISO 27001, and 21 CFR Part 11/Annex 11 [4] - Kneat Gx has demonstrated significant efficiency improvements, reducing man-hours for validation documentation by up to 50% and accelerating review and approval cycles by up to 50% [4] Market Position - Kneat has achieved record new customer acquisitions in 2025, driven by strong demand and a high win rate against competitors [3] - The platform is recognized for its ease of use, no-code configurability, and reliable data integrity, positioning Kneat as a leader in the digital validation market [3]

Core Insights - Kneat.com, inc. reported a significant increase in SaaS revenue, achieving a growth rate of 33% year over year, indicating strong demand for its digital validation platform [6][7] - The company is optimistic about its future, with a robust pipeline of new customers and a focus on reaching breakeven in 2026 [2][10] Financial Performance - Total revenue for Q3 2025 reached CAD 16.1 million, a 26% increase from CAD 12.8 million in Q3 2024 [6][7] - SaaS revenue for Q3 2025 was CAD 15.2 million, up 33% from CAD 11.5 million in Q3 2024, and grew 8% compared to Q2 2025 [6][7] - Gross profit for Q3 2025 was CAD 12.2 million, reflecting a 25% increase from CAD 9.8 million in Q3 2024, with a gross margin of 76% [6][7] - Annual Recurring Revenue (ARR) as of September 30, 2025, grew 37% year over year to CAD 68.6 million, compared to CAD 49.9 million in 2024 [6][7] Year-to-Date Highlights - Year-to-date total revenues increased by 31% to CAD 46.3 million, compared to CAD 35.2 million for the same period in 2024 [7] - Year-to-date SaaS revenue grew 35% to CAD 43.2 million, up from CAD 32.0 million in the comparable period in 2024 [7] - Year-to-date gross profit was CAD 34.8 million, a 32% increase from CAD 26.4 million in the same period of 2024 [7] Business Developments - The company secured three new Master Services Agreements with global medical technology and equipment manufacturers, enhancing its customer base [13] - Kneat's engineering team is advancing its AI strategy to improve usability and compliance, which is expected to drive future growth [9] Management Commentary - The CEO highlighted the company's competitive advantages and the positive trajectory towards a record year for new customer acquisitions [2] - The CFO expressed excitement about the company's financial future, driven by new signings and expansions with existing customers [10]

Core Insights - Kneat Solutions, a leader in digitizing and automating validation and quality processes, will release its financial results for Q3 2025 on November 12, 2025, after TSX market close [1] - A conference call and Q&A session for sell-side analysts will be hosted by the CEO and CFO on November 13, 2025, at 09:00 ET [2] Company Overview - Kneat Solutions provides efficiency in validation and compliance for highly regulated industries through its digital validation platform, Kneat Gx [3] - Kneat Gx is fully ISO 9001 and ISO 27001 certified, validated, and compliant with 21 CFR Part 11/Annex 11 [3] - Independent customer studies indicate Kneat Gx can achieve up to a 40% reduction in validation cycle times and a 20% faster speed to market [3]

Core Insights - Kneat.com, inc. has signed a Master Services Agreement with a leading multinational manufacturer to implement its Kneat Gx platform for critical validation processes [1][2][3] Company Overview - The multinational manufacturer employs over 30,000 people and operates in more than 30 countries [2] - Kneat Solutions specializes in digitizing and automating validation and quality processes for highly regulated industries [4] Agreement Details - The agreement will focus on two use cases: Computer Systems Validation for enterprise applications and Commissioning, Qualification, and Validation at 18 manufacturing sites within the medical and healthcare sector [2][3] - This strategic win emphasizes Kneat's capability to digitize validation processes across various sectors, enhancing compliance, efficiency, and scalability [3] Platform Capabilities - Kneat Gx is recognized for its ability to manage validation disciplines from end-to-end, achieving significant reductions in labor hours and accelerating review cycles [4] - The platform is fully certified under ISO 9001 and ISO 27001, and compliant with 21 CFR Part 11/Annex 11, ensuring high standards of regulatory compliance [4]

Core Insights - Kneat.com, inc. has been recognized as a leader in the G2 Software Review's Fall 2025 reports for the Pharma and Biotech Software categories, achieving a total G2 Satisfaction Score of 98 out of 100, significantly surpassing the second-ranked company's score of 78 [1][4]. Company Performance - Kneat received three G2 leader badges, indicating strong customer satisfaction and market presence in a demanding industry [3]. - The company's top rating in the G2 Pharma and Biotech Relationship Index is based on customer feedback in categories such as "Ease of Doing Business," "Likely to Recommend," and "Quality of Support" [4]. - Kneat was rated second overall in the G2 Pharma and Biotech Usability Index, which measures customer feedback on "Ease of Admin," "Ease of Use," and "Meets Requirements" [4]. Product Offering - Kneat Solutions provides a digital validation platform, Kneat Gx, which enhances efficiency in validation and compliance for highly regulated industries [5]. - Kneat Gx is fully ISO 9001 and ISO 27001 certified, validated, and compliant with 21 CFR Part 11/Annex 11 standards [5]. - Independent studies indicate that Kneat Gx can reduce labor hours associated with validation documentation by over 50% and accelerate review and approval cycles by up to 50% [5].