Trade Window Holdings Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 25% year-over-year to $4.6M, with ARR up 21% and EBITDA loss halved. Customer retention rose to 92%, and Australia is now the fastest-growing market. Focus remains on Freight AI development and reaching EBITDA break-even in FY2027.
Fiscal Year 2025
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Shareholders were updated on strong revenue growth, improved profitability, and a strategic pivot to AI-driven logistics solutions. The company outlined its acquisition strategy, focus on mid-market expansion, and commitment to platform flexibility, with all resolutions put to vote.
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Record trading revenue and significant cost reductions led to a 77% decrease in EBITDA loss and improved net loss. Strong growth in Australia and recurring revenue, with FY2026 revenue forecasted at NZD 10–11 million and continued EBITDA break-even expected.
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Revenue grew 22% year-over-year, with ARR up 14% and gross margin rising to 61%. EBITDA loss narrowed 73%, and the business targets monthly EBITDA break-even by March 2025, supported by strong customer retention and growth in Australia.