Canada · Delayed Price · Currency is CAD Tecsys Earnings Call Transcripts
Fiscal Year 2026
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SaaS revenue rose 17% and adjusted EBITDA jumped 43% year-over-year, with record Q3 SaaS bookings and strong pipeline growth. The company launched TecsysIQ, implemented a 7% workforce reduction for efficiency, and reaffirmed full-year guidance for double-digit SaaS and total revenue growth.
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SaaS revenue rose 22% and total revenue 15% year-over-year, with record adjusted EBITDA up 71%. Healthcare and pharmacy pipelines are robust despite elongated deal cycles from U.S. policy uncertainty. Elite platform's AWS Marketplace launch and AI-driven innovations support a strong long-term outlook.
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Q1 fiscal 2026 delivered 25% SaaS revenue growth and 9% total revenue growth, with strong SaaS ARR and professional services momentum. Gross margin improved to 51%, and guidance for the year remains robust, supported by a healthy pipeline and ongoing innovation.
Fiscal Year 2025
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The meeting covered director elections, auditor reappointment, and a review of financial results, highlighting strong SaaS growth, margin expansion, and a dividend increase. Strategic focus shifted to high-win verticals and international expansion, with no shareholder questions submitted.
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SaaS revenue grew 29% year-over-year, with strong healthcare and distribution wins, record professional services backlog, and major product innovations. Fiscal 2026 guidance calls for 20%-22% SaaS growth and increased investment in R&D and marketing, with robust pipeline activity and no slowdown seen despite Medicaid policy uncertainty.
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Record Q3 revenue driven by 22% SaaS growth and strong healthcare momentum, with professional services bookings up 170%. Fiscal 2025 guidance maintained, though full-year results expected at lower end of range due to booking timing. Robust pipeline and continued investment support long-term growth.
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SaaS revenue surged 34% year-over-year, with annual recurring revenue reaching $100 million and strong growth in pharmacy and partner-influenced deals. Hardware revenue remains unpredictable, leading to flat total revenue guidance, but SaaS and EBITDA margin targets are maintained.
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Q1 FY2025 delivered strong SaaS growth (revenue up 33%, bookings up 57% year-over-year) and robust backlog, with healthcare and pharmacy driving expansion. Guidance for FY2025 and FY2026 was reiterated, supported by a solid balance sheet, ongoing product innovation, and a strengthening partner ecosystem.
Fiscal Year 2024
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The meeting covered director elections, auditor appointment, and approval of key governance resolutions. Fiscal 2024 saw strong SaaS revenue growth, expanding healthcare and distribution market opportunities, and improved margins. No shareholder questions were received.
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Fiscal 2024 delivered record SaaS and total revenue, with SaaS now 64% of recurring revenue and healthcare ARR surpassing complex distribution. Guidance for 2025 calls for 7%-9% revenue growth and 30%-32% SaaS growth, with continued investment in healthcare, AI, and product innovation.