cBrain Earnings Call Transcripts
Fiscal Year 2025
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2025 saw a 6% revenue decline due to fewer large one-time licenses, but subscription revenue rose 18% and EBT margin reached 22%. The new strategy focuses on segment growth, partner scaling, and AI integration, with 10%-15% growth forecast for 2026.
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Concluded a three-year growth plan with 24% subscription revenue growth and major new contracts, while preparing for a 2026-2028 strategy focused on international expansion, partner channels, and digital government niches. Underlying growth is forecast at 10-15% annually.
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Solid H1 2025 performance with strong growth in software subscriptions and high profitability, despite a 5% revenue decline due to lower one-time licenses. Full-year guidance of 10%-15% revenue growth is maintained, with significant opportunities and risks tied to large contract timing.