Canada · Delayed Price · Currency is CAD Tecsys Earnings Call Transcripts
Fiscal Year 2026
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Record revenue and EBITDA were achieved, driven by strong SaaS and healthcare growth, with a robust pipeline and expanding AI capabilities. Fiscal 2027 guidance calls for continued SaaS and margin expansion, while capital allocation favors share repurchases over M&A.
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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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SaaS revenue grew 25% year-over-year, driving total revenue up 9% and adjusted EBITDA up 24%. Gross margin improved to 51%, with strong professional services and a robust pipeline in healthcare and distribution. Guidance for fiscal 2026 remains unchanged, with continued investment in innovation and market expansion.
Fiscal Year 2025
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The meeting covered financial growth driven by SaaS, a narrowed strategic focus on high-win verticals, and continued dividend increases. All director nominees and auditor appointments were approved, 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 quarterly revenue driven by 22% SaaS growth and strong professional services bookings. Healthcare and pharmacy segments show robust pipelines, with SaaS migration and partner ecosystem fueling expansion. Fiscal 2025 guidance maintained, with revenue growth outlook raised.
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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 reappointment, and approval of key governance measures. Fiscal 2024 saw strong SaaS revenue growth, improved margins, and continued dividends, with strategic focus on healthcare and distribution markets. 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.