New Zealand · Delayed Price · Currency is NZD Serko Earnings Call Transcripts
Fiscal Year 2026
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Record half-year results with 45% income growth and highest-ever EBITDA, driven by Booking.com for Business and GetThere. Guidance reaffirmed despite macro and FX headwinds, with accelerated investment in AI and platform innovation.
Fiscal Year 2025
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Significant income growth and operational improvements were reported, with a focus on global expansion, AI-driven innovation, and disciplined capital management. The board addressed succession, governance, and strategic investments, while shareholders approved all resolutions and were updated on key risks and future plans.
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Total income grew 27% to NZD 90.5 million, with strong gains in Booking.com for business and positive free cash flow from core operations. FY26 guidance targets NZD 115–123 million income, with continued investment in platform and North America, and robust cash reserves.
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Announced a major North American expansion via Sabre partnership and GetThere acquisition, driving the company to the #2 position in the region. First-half income rose 18% year-over-year, with strong Booking.com for Business growth and positive free cash flow. FY 2025 guidance affirmed, with accelerated investment and long-term growth targets.
Fiscal Year 2024
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The meeting reviewed strong FY24 financial growth, highlighted a renewed Booking.com partnership, and outlined a focus on data-led strategy, technology investment, and global expansion. All resolutions were put to vote, and risks for FY25 were discussed, including timing and macroeconomic factors.