Canada · Delayed Price · Currency is CAD IC Group Holdings Earnings Call Transcripts
Fiscal Year 2026
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The three-part engagement platform serves brands and 100+ sports teams across 30+ countries, with ~68% recurring revenue and Q2 revenue growth of 26%, 97% organic. 2026 priorities are profitable organic scaling and mobile-margin recovery, followed by continued organic growth in 2027 and beyond.
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Q2 delivered 26% revenue growth and 345% adjusted EBITDA growth year-over-year, with 67% recurring revenue and strong performance across all segments. Margin improvements and operational efficiencies are expected to drive further gains as the company scales and completes its mobile platform migration.
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Q1 2026 saw 29% year-over-year revenue growth to CAD 7.8 million, with 86% organic growth and strong performance across all segments. Adjusted EBITDA rose 300%, and recurring revenue remains high at 68%. The company continues to deleverage and invest for future scalability.
Fiscal Year 2025
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Revenue grew over 50% to CAD 26.9 million in 2025, with 68% recurring and strong organic expansion across all segments. Adjusted EBITDA reached CAD 1.4 million, and the company is focused on scaling, margin improvement, and deleveraging into 2026.
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Q3 saw 74% year-over-year revenue growth and strong performance across all segments, with ARR at 68% and adjusted EBITDA up 166% sequentially. The company targets 40% annual revenue growth, 8%-12% EBITDA margins near term, and is investing in RCS messaging and insurance expansion.