Core Insights - The company focuses on building a balanced investment portfolio that includes both technology stocks and defensive options, ensuring clients benefit from market rises while maintaining stability [1] - Emphasis is placed on established technology companies and those in consumer staples and discretionary goods, prioritizing intrinsic company value over external circumstances [1] - The company has been actively managing third-party portfolios for seven years, with a strong focus on macroeconomic trends, stock valuation, and the interplay between politics and markets [1] Investment Strategy - The investment approach is centered around finding opportunities in companies with strong catalysts and intrinsic value [1] - The company acknowledges the challenges of the investment strategy "buying low and selling high," particularly during market crises [1] - Experience in public tenders has provided insights into market pressures and the stress associated with stock market fluctuations [1] Social Responsibility - The company promotes financial inclusion programs for women, highlighting the importance of expanding opportunities in finance [1] - Efforts have been made to integrate and advocate for women's financial inclusion in public organizations [1] - The company aims to contribute positively to the finance sector by addressing gender disparities [1]

Core Insights - Grupo Aeroportuario del Sureste (ASUR) has entered into a purchase agreement with Motiva to acquire Companhia de Participações em Concessões (CPC) for R$5,000 million (US$936 million), with an implied enterprise value of R$13,700 million (US$2,566 million) [1][2] Group 1: Acquisition Details - CPC owns equity interests in 20 airports across Brazil, Ecuador, Costa Rica, and Curaçao, including major airports such as Quito International Airport and Juan Santamaria International Airport [2][3] - The portfolio reported an EBITDA of R$2,000 million (US$375 million) for the twelve-month period ending September 30, 2025, and net financial debt of R$6,300 million (US$1,180 million) [2] Group 2: Strategic Implications - This acquisition will expand ASUR's presence into four new markets in Latin America and the Caribbean, adding over 45 million passengers to ASUR's existing 71 million reported in 2024, solidifying its position as the leading airport operator in the Americas [3] - Out of the 20 airports in CPC's portfolio, 17 have more than 15 years remaining in their concession life, indicating long-term revenue potential [3] Group 3: Transaction Logistics - The transaction is expected to close in the first half of 2026, subject to customary conditions, and will be funded through cash on hand and committed debt financing from JPMorgan Chase Bank [4] - J.P. Morgan Securities LLC is serving as the exclusive financial advisor for ASUR, with several legal advisors involved in the transaction [4]

Core Insights - Grupo Aeroportuario del Sureste (ASUR) reported a total passenger traffic of 5.3 million in October 2025, marking a year-on-year increase of 1.0% compared to October 2024 [1][4] Passenger Traffic Summary - Passenger traffic in Colombia increased by 5.1% year-on-year, driven by a 14.8% rise in international traffic and a 2.5% increase in domestic traffic [2][4] - In Mexico, passenger traffic decreased by 0.2%, with a 0.5% decline in domestic traffic nearly offset by a 0.1% increase in international traffic [2][4] - Puerto Rico experienced a 1.7% decline in passenger traffic, despite a 10.8% increase in international traffic, which was more than offset by a 3.6% decrease in domestic traffic [2][4] Detailed Traffic Breakdown - For Mexico, total passenger traffic in October 2025 was 2,962,147, down from 2,969,438 in October 2024, with year-to-date figures showing a decline of 2.5% [4][5] - Domestic traffic in Mexico for October 2025 was 1,657,685, a decrease of 0.5% from the previous year, while international traffic slightly increased by 0.1% to 1,304,462 [4][5] - In Puerto Rico, total passenger traffic was 855,798 in October 2025, down 1.7% from the previous year, with domestic traffic at 729,237, a decrease of 3.6%, and international traffic at 126,561, an increase of 10.8% [4][5] - Colombia's total passenger traffic reached 1,503,803 in October 2025, up 5.1% year-on-year, with domestic traffic at 1,168,412 (up 2.5%) and international traffic at 335,391 (up 14.8%) [4][5] Year-to-Date Performance - Year-to-date passenger traffic for Mexico was 33,443,544, reflecting a decline of 2.5% compared to the previous year [4][5] - Year-to-date figures for Puerto Rico showed an increase to 11,399,130, up 4.4% from the previous year [4][5] - Colombia's year-to-date passenger traffic reached 14,139,199, a 3.6% increase compared to the previous year [4][5] Company Overview - Grupo Aeroportuario del Sureste operates 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia, with a significant presence in international travel [6]

Core Insights - Asure Software, Inc. is actively participating in multiple financial conferences in November and December 2025, indicating a focus on investor engagement and market presence [1][2]. Conference Participation - The company will attend the 16th Annual Craig-Hallum Alpha Select Conference on November 18, 2025, in New York, NY, with a format of 1x1 meetings [1]. - On November 19, 2025, Asure will participate in both the Roth Technology Conference and the Stephens Annual Investment Conference, the latter featuring a fireside chat format [1][2]. - The Needham Technology Conference is also scheduled for November 20, 2025, in New York, NY, with 1x1 meetings [2]. - The Northland Capital Markets Growth Conference will take place virtually on December 16, 2025, also featuring 1x1 meetings [2]. Company Overview - Asure Software, Inc. specializes in cloud-based Human Capital Management (HCM) software solutions, catering to organizations of all sizes [3]. - The company's HCM suite includes services such as HR, payroll, time and attendance, benefits administration, payroll tax management, and talent management [3]. - Asure employs AI technology in its HR compliance services to enhance scalability and efficiency while focusing on client interactions [3].

Core Insights - Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) has submitted an offer to Motiva Infraestrutura de Mobilidade S.A. for participation in airports located in Brazil, Ecuador, Curaçao, and Costa Rica, with no agreements signed yet [1] Company Overview - ASUR is a leading international airport operator managing 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia [2] - Cancun Airport is highlighted as the most significant tourist destination in Mexico, the Caribbean, and Latin America, while Medellin International Airport is noted as the second busiest in Colombia [2] - ASUR holds a 60% joint venture stake in Aerostar Airport Holdings, LLC, which operates Luis Muñoz Marín International Airport in San Juan, Puerto Rico, the primary gateway for international and mainland U.S. destinations [2] - The company is listed on both the Mexican Bolsa (ASUR) and the NYSE (ASR), with one American Depositary Share (ADS) representing ten series B shares [2]

Core Insights - Asure Software Inc (ASUR) reported quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.22 per share, representing an earnings surprise of -31.82% [1] - The company posted revenues of $36.25 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.60%, compared to year-ago revenues of $29.3 million [2] - Asure Software shares have declined approximately 13.5% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Performance - Over the last four quarters, Asure Software has exceeded consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $38.09 million, and for the current fiscal year, it is $0.79 on revenues of $138.78 million [7] Market Outlook - The company's earnings outlook and management's commentary on the earnings call will be crucial for future stock price movements [3][4] - The Zacks Industry Rank for Internet - Delivery Services is in the top 22% of over 250 Zacks industries, indicating a favorable industry outlook [8] Estimate Revisions - The estimate revisions trend for Asure Software was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]

Financial Data and Key Metrics Changes - The company reported Q3 2025 revenues of $36.3 million, a 24% increase compared to Q3 2024 [5][9] - Recurring revenues grew 11% year-over-year to $31.8 million, while professional services and hardware revenue increased to $4.4 million from $0.7 million in the prior year [9][10] - Gross profit for Q3 was $23.1 million, with gross margins at 64%, down from 67% in the prior year [11] - The net loss for Q3 was $5.4 million, compared to a net loss of $3.9 million in the previous year [12] - Adjusted EBITDA increased 49% to $8.1 million, with an adjusted EBITDA margin of 22% [12][14] Business Line Data and Key Metrics Changes - Organic growth improved sequentially to approximately 4% in Q3 from 1% in Q2, with a 7% organic growth rate excluding HRC/ERTC-related churn [10][11] - Bookings for Q3 declined by 41% year-over-year due to large enterprise deals booked in Q3 2024, but were up 21% when excluding those deals [8] Market Data and Key Metrics Changes - The company noted a slight decline in float revenue due to federal funds rate reductions, but anticipated that increasing client fund balances would help offset this [11] - The Federal Reserve cut rates by a quarter point, with expectations for another cut later in the year [11] Company Strategy and Development Direction - The company is focused on integrating acquisitions and enhancing technology, with the recent launch of Asure Central aimed at improving client experience and cross-selling opportunities [6][16] - The company aims for a medium-term revenue target of $180 million to $200 million, with adjusted EBITDA margins exceeding 30% [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving GAAP profitability in Q4 2025 and for the full year 2026, citing strong demand for human capital management products [15][16] - The company anticipates continued organic growth and margin improvement, with a revenue guidance for 2026 between $158 million and $162 million [13][14] Other Important Information - The company plans to participate in several investor conferences in November and December to enhance investor outreach [3][4] - The integration of Latham Time is on schedule, with expectations for significant revenue synergies [39][40] Q&A Session Summary Question: Can you elaborate on the 2026 outlook regarding organic growth? - Management indicated that the balance sheet is strong and they are not modeling extraordinary enhanced organic growth for 2026, focusing instead on existing acquisitions [19][20] Question: What are the drivers behind the improved organic growth? - Management highlighted that attach rates are a key driver, with a 7% sequential increase in cross-sell results [25][50] Question: How is the integration of Latham Time progressing? - The integration is on schedule, with expectations for significant revenue synergies as they bundle offerings [39][40] Question: What is the expected impact of Asure Central on costs and competitive positioning? - Management noted that Asure Central is expected to reduce legacy support costs and enhance competitive positioning through improved client experience [46][66]

Payroll & HR Solutions Investor Presentation October 2025 : ASUR 1 Safe Harbor Statement (Under the Private Securities Litigation Reform Act of 1995) Forward-Looking Statements This presentation contains certain statements made by management that may constitute "forward-looking" statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements about our financial results may include expected or projected U.S GAAP and ot ...

Revenue Performance - Asure's revenue for the three months ended September 30, 2025, was $36,252, an increase of $6,948, or 24%, from $29,304 for the same period in 2024[106] - For the nine months ended September 30, 2025, total revenue was $101,230, an increase of $12,230, or 14%, from $89,000 for the same period in 2024[106] - Recurring revenue for the three months ended September 30, 2025, was $31,841, an increase of $3,215, or 11%, from $28,626 for the same period in 2024, primarily due to growth in time and attendance solutions[110] - Recurring revenue for the nine months ended September 30, 2025, was $93,624, an increase of $7,674, or 9%, from $85,950 for the same period in 2024, mainly due to tax management and time and attendance solutions[111] - Professional services, hardware, and other revenue for the three months ended September 30, 2025, was $4,411, an increase of $3,733, or 551%, from $678 for the same period in 2024, driven by hardware sales related to time and attendance solutions[113] - Professional services, hardware, and other revenue for the nine months ended September 30, 2025, was $7,606 million, an increase of $4,556 million, or 149%, from $3,050 million for the same period in 2024[114] Profitability and Expenses - Asure's gross profit margin for the nine months ended September 30, 2025, was 67%, down from 69% in the same period of 2024[104] - Consolidated gross profit for the three months ended September 30, 2025, was $23,142 million, an increase of $3,438 million, or 17%, from $19,704 million for the same period in 2024[116] - Total operating expenses as a percentage of revenue decreased to 77% for the nine months ended September 30, 2025, compared to 78% for the same period in 2024[104] - Sales and marketing expenses for the three months ended September 30, 2025, were $9,043 million, an increase of $2,363 million, or 35%, from $6,680 million for the same period in 2024[120] - General and administrative expenses for the three months ended September 30, 2025, were $11,655 million, an increase of $1,277 million, or 12%, from $10,378 million for the same period in 2024[124] - R&D expenses for the three months ended September 30, 2025, were $1,174 million, a decrease of $799 million, or 40%, from $1,973 million for the same period in 2024[127] - The net loss for the nine months ended September 30, 2025, was 14% of total revenue, compared to a net loss of 10% for the same period in 2024[104] - The company incurred a net loss of $5,362 million, or $0.19 per share, during the three months ended September 30, 2025, compared to a loss of $3,901 million, or $0.15 per share, during the same period in 2024[136] Cash Flow and Liquidity - Net cash provided by operating activities for the nine months ended September 30, 2025, was $10,924 million, primarily driven by non-cash adjustments to net loss of approximately $29,526 million[140] - Net cash used in investing activities for the nine months ended September 30, 2025, was $78,170 million, primarily due to cash paid in business combinations or asset acquisitions of $52,467 million[141] - As of September 30, 2025, the company had working capital of $14,838 million, an increase of $1,197 million from $13,641 million at December 31, 2024[139] - As of September 30, 2025, the company has $21,520 in cash and cash equivalents generated from operations, expected to be the principal source of liquidity for the next twelve months[148] - The company believes it has sufficient liquidity to support business operations for at least the next twelve months, but may need to raise additional capital for growth and acquisitions[149] Acquisitions and Business Development - Asure completed the acquisition of Lathem Time 2025 LLC on July 1, 2025, enhancing its time and attendance offerings and expanding its customer base[101] - The company executed two customer relationship asset acquisitions during the three months ended September 30, 2025, with a total purchase price of $11,227[102] Financial Compliance and Risk - The company is in compliance with all covenants under the Loan Agreement, including a Total Leverage Ratio no greater than 5.50 to 1.00 and a minimum liquidity threshold of $10,000[147] - There have been no material changes to critical accounting estimates since the Annual Report for the year ended December 31, 2024[150] - The company has not experienced any material changes in market risk exposure since the 2024 Annual Report[152] - The company has access to an "at the market offering" program allowing the issuance of up to $25,000 of newly issued shares of common stock, with $25,000 available for issuance as of September 30, 2025[148]

Exhibit 99.1 Asure Announces Third Quarter 2025 Results Third Quarter 2025 Total Revenues Increased 24% to $36.3 million Recurring Revenues Grew 11% from Prior Year AUSTIN, TX – October 30, 2025 – Asure Software, Inc. (Nasdaq: ASUR), a leading provider of cloud-based Human Capital Management software solutions, today reported results for the third quarter ended September 30, 2025. Third Quarter 2025 Financial Highlights* Nine Months 2025 Financial Highlights* *Financial metrics are compared to the third qua ...