Q1 2026 XBP Global Holdings Inc Earnings Call Transcript

May 14, 2026 / 09:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

XBP Global Holdings Inc (XBP) is transitioning to an AI-led company, enhancing its competitive edge with AI pipelines and agentic AI technology.
The company has seen a substantial acceleration in its sales pipeline, with a 17% growth from a year ago and a 10% growth from the last quarter.
XBP's public sector operations are gaining momentum, with significant wins such as a major French health insurance institution contract.
The company's gross margin increased by 70 basis points year-over-year to 22.9%, driven by margin expansion in the applied workflow automation segment.
XBP is exploring strategic alternatives to unlock shareholder value, potentially including divestitures, to focus on core growth engines.

Negative

XBP Global Holdings Inc (XBP) reported a 14.2% year-over-year decline in total revenue for the first quarter of 2026.
Normalized EBITDA declined by 39.9% year-over-year, primarily due to restructuring-related exits and lower volumes.
The technology segment experienced a 26.4% year-over-year revenue decline, attributed to lower one-time projects and customer exits.
The company is undergoing a 20% reduction in its global workforce by the end of the year due to AI-driven productivity and efficiency.
XBP's new ACV bookings were down 3.7% from a year ago, indicating challenges in securing new contracts.

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

XBP.OQ - XBP Global Holdings Inc
Q1 2026 XBP Global Holdings Inc Earnings Call
May 14, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and welcome to the XBP Global First Quarter 2026 Financial Results. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question, you will need to press *11 on your touchtone telephone. Please note this call is being recorded. I'd like to turn the call over to David Shamus, Head of Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Thank you, and good afternoon, everyone. Welcome to XBP Global's first-quarter 2026 earnings call. Joining me are

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