Q2 2026 A2Z Cust2Mate Solutions Corp Earnings Call Transcript

Aug 12, 2026 / 09:00 PM GMT

Release Date Price: €5.7 (+3.64%)

Transcript

Key Points

Positve

Sequential revenue growth of 78% in Q2 2026, with smart cart deliveries nearly doubling to 950 units.
Gross margin improved significantly to 42.6% from 4.2% in Q1, driven by higher volumes and the new China manufacturing facility.
Expanded partnership with SuperSapir, increasing their total commitment to 7,000 smart carts, and added new customer HaStok.
Secured a $30 million credit line with Bank Leumi, providing additional funding for growth and inventory.
Expect to deliver 10,000 smart carts by end of 2026 and at least 19,000 by end of 2027, with strong backlog and order momentum.

Negative

Operating loss remained high at $7.6 million in Q2, though slightly improved from $8 million in Q1.
Net loss per share was $0.16, indicating continued unprofitability.
Revenue recognition per cart is relatively low at $4,000-$4,500 in the first year, with future subscription and retail media revenue uncertain.
Seasonal slowdown in September due to Israeli holidays may impact Q3 delivery cadence.
Dependence on a few key customers in Israel, with international expansion still in early stages.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AZ.OQ - A2Z Cust2Mate Solutions Corp
Q2 2026 A2Z Cust2Mate Solutions Corp Earnings Call
Aug 12, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the A2Z Customate Solutions Corp Second Quarter 2026 Financial Results Conference Call.

All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on a touch tone phone.

To withdraw your question, please press star then two.

Please note this event is being recorded.

I would now like to turn the conference over to Simon Serevietsky, Investor Relations. Please go ahead.

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