Nuix Limited Earnings Call Transcripts
Fiscal Year 2026
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ACV grew 8.4% year-over-year to AUD 234.4 million, with Nuix Neo ACV up 148% and revenue up 15.2%. Adjusted management EBITDA rose 42.6%, and cash flow improved significantly. The Neo migration program and AI positioning are driving transformation and future growth.
Fiscal Year 2025
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ACV grew 8% to AUD 228.4 million, led by 132% growth in Nuix Neo, while cash EBITDA rose 24.5% to AUD 37.2 million. Revenue was flat due to fewer multi-year deals, and churn increased among lower-value customers as focus shifted to larger contracts.
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ACV grew 8.3% year-over-year to AUD 216.2 million, with strong subscription momentum and a 30.6% rise in cash EBITDA. Nuix Neo platform adoption is driving larger deals, and full-year ACV growth is expected in the 11%-16% range, with positive cash flow and revenue growth outpacing costs.
Fiscal Year 2024
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The meeting highlighted strong FY24 financial growth, successful launch of the Nuix Neo platform, and strategic progress in innovation and market expansion. Board and executive changes were noted, and all resolutions were put to a poll with broad shareholder engagement.
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FY24 saw robust growth with ACV up 14% and revenue up 20.9%, driven by the successful launch and adoption of the Nuix Neo platform. Profitability and cash flow improved significantly, and the outlook targets 15% ACV growth and continued investment in innovation.