Financial Data and Key Metrics Changes - In Q4 2025, GMV reached $6.3 billion, representing a year-over-year growth of 17.2% in US dollars and 10.0% in FX-neutral terms [14] - For the full year, GMV reached $20.5 billion, up 12.1% in US dollars and 12.9% in FX-neutral [15] - Subscription revenue in Q4 was $66.7 million, growing 12.2% year-over-year in US dollars and 5.4% in FX-neutral [15] - For the full year, subscription revenue was $234.9 million, growing 7.9% in US dollars and 9.5% in FX-neutral [15] - Annual dollar churn remained broadly stable year-over-year, with net revenue retention at 99.5% in FX-neutral [15][16] - Existing stores' gross margin increased from 80% in 2024 to 82% in 2025, while operating margin reached 44% [16] Business Line Data and Key Metrics Changes - Customers generating over $250,000 in ARR reached 158, with revenue from this cohort up 13% year-over-year [5] - Subscription revenue from global markets grew 19.2% in FX-neutral, contributing 11.1% to total revenue [19] - Subscription revenue in Brazil grew 12.2% in FX-neutral, while Latin America excluding Brazil grew 2.1% [18] Market Data and Key Metrics Changes - Global markets delivered 22% subscription revenue growth in 2025, with significant contributions from Europe [6] - B2B demand in the US and Europe is showing durable growth, with half of new deals in these regions being B2B related [46] Company Strategy and Development Direction - The company is focusing on four growth levers: global expansion, B2B, retail media, and AI [5][22] - The strategy includes a disciplined execution plan to improve growth and profitability while investing in R&D for AI transformation [10][22] - The company aims to evolve from a commerce platform to a multi-product AI-first platform [11] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that recent growth has been below long-term ambitions due to external factors like macroeconomic challenges in Brazil and Argentina [3] - The company remains optimistic about its competitive position and the quality of new customer additions despite macro headwinds [23] - For Q1 2026, the company expects subscription revenue to grow at a mid-single-digit percentage rate on a FX-neutral basis [23] Other Important Information - Free cash flow reached $11.1 million in Q4, representing a 16.3% margin [21] - A new $50 million share repurchase program for Class A shares was announced [21] Q&A Session Summary Question: Can you provide insights on the elongated sales cycle and any market intelligence regarding normalization? - Management noted that the elongation of sales cycles is due to macro scenarios and uncertainty around AI, with stable win rates and churn [31] Question: What are the main risks and opportunities of AI for the company? - AI is seen as a structural shift that enhances the company's position as a mission-critical orchestration layer for commerce [36] Question: How is the B2B pipeline evolving? - B2B is gaining traction, with roughly half of new deals in the US and EMEA being B2B related, effectively doubling the addressable market [49] Question: How does the company plan to allocate capital moving forward? - The company prioritizes long-term value creation, with a focus on R&D investments and a disciplined approach to share buybacks [40] Question: What are the main drivers for revenue growth back to double digits? - The company anticipates growth from global expansion, B2B commerce, retail media, and an AI-first approach, with expectations of gradual acceleration in 2026 [46][48]

Asure Software (NasdaqCM:ASUR) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker4Good afternoon, and welcome to Asure's fourth quarter and full year 2025 earnings conference call. Joining us for today's call are Chairman and CEO, Pat Goepel, Chief Financial Officer, John Pence, and VP of Investor Relations, Patrick McKillop. Following their prepared remarks, there will be a question-and-answer session for the analysts and investors. I would now like to turn the call over to Patrick McKillop for in ...

MDxHealth (NasdaqCM:MDXH) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker5Good day, welcome to the MDxHealth fourth quarter and full year 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on a touchtone phone. To withdraw your question, please pre ...

DoubleVerify (NYSE:DV) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker10Thank you for standing by. My name is Bella, and I will be your conference operator today. At this time, I would like to welcome everyone to DoubleVerify Q4 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. We do request for today's session that you please limit to one question only. If you would like to ...

Intuit (NasdaqGS:INTU) Q2 2026 Earnings call February 26, 2026 04:30 PM ET Speaker6Good afternoon, everyone. My name is Beau, and I will be your conference operator today. At this time, I would like to welcome everyone to Intuit's second quarter fiscal year 2026 conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer period. If you would like to ask a question during this time, simply press star, then 1 on your tel ...

DENTSPLY SIRONA (NasdaqGS:XRAY) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker12Good day. Thank you for standing by. Welcome to the Q4 2025 Dentsply Sirona Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your ...

The Brink's Company (NYSE:BCO) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker4Welcome to the Brink's acquisition of NCR Atleos. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. To withdraw your question, please press star then two. Please note t ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Speaker8Good day, and thank you for standing by. Welcome to the Ambarella fourth quarter and fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you will need to press star 11 on your telephone. You will then hear an automated message advising you your hand is raised ...

Financial Data and Key Metrics Changes - As of December 31, 2025, the company held approximately $201.9 million in cash and cash equivalents, compared to $40 million a year earlier, indicating a significant improvement in financial resources [15] - The company used approximately $14.3 million in operations during fiscal 2025, reflecting continued investment in fuel development [16] - The company raised $176 million in net proceeds through its at-the-market equity offering program [16] Business Line Data and Key Metrics Changes - The company achieved major fuel development milestones, including the start of irradiation testing of enriched uranium-zirconium alloy fuel material samples [4][6] - Significant expansion of work at Idaho National Laboratory was noted, including the review of the fuel qualification plan and development of RELAP5-3D and BISON codes for Lightbridge Fuel [8] Market Data and Key Metrics Changes - Nuclear power generated approximately 18% of U.S. electricity in 2024, making it the largest source of clean electricity in the country [19] - The U.S. and other countries have pledged to triple global nuclear capacity by 2050, with the U.S. aiming to quadruple domestic nuclear power generation by the same year [20] Company Strategy and Development Direction - The company is focused on commercializing advanced nuclear fuel and has signed a memorandum of understanding with Oklo Inc. to explore collaboration opportunities [5] - The company aims to enhance power output and safety in existing reactors, positioning itself uniquely in the nuclear market [21] Management's Comments on Operating Environment and Future Outlook - The macro environment for nuclear energy has become increasingly favorable, with significant policy shifts supporting nuclear projects [18] - The company believes that its fuel technology will meet the industry's growing needs for enhanced power output, improved safety, and greater economic efficiency [22] Other Important Information - The company maintains a debt-free balance sheet with no convertible securities or other dilutive debt instruments, allowing for flexibility in pursuing opportunities [17] Q&A Session Summary - No questions were submitted for this call [23]

Lightbridge (NasdaqCM:LTBR) Q4 2025 Earnings call February 26, 2026 04:00 PM ET Company ParticipantsAndrey Mushakov - EVP for Nuclear OperationsLarry Goldman - CFOMatthew Abenante - Director of Investor RelationsScott Holcombe - VP of EngineeringSeth Grae - CEOOperatorThank you for standing by, and welcome to the Lightbridge Corporation Business Update and fiscal year 2025 conference call. Please note that today's call is being recorded. It is now my pleasure to introduce Matthew Abenante, Director of Inves ...