kneat.com Inc (OTCPK:KSIOF)
$ 4.612 -0.0080 (-0.17%) Market Cap: 445.90 Mil Enterprise Value: 428.24 Mil PE Ratio: 0 PB Ratio: 9.81 GF Score: 80/100

Q1 2026 Kneat.com Inc Earnings Call Transcript

May 14, 2026 / 01:00 PM GMT
Release Date Price: $3.66 (-2.40%)

Key Points

Positve
  • Revenue increased by 22% year-over-year, reaching $18 million, aligning with expectations.
  • Annual recurring revenue grew by 20%, indicating strong customer retention and expansion.
  • The company reported a stronger cash position, with a cash balance of $51.5 million compared to $48.7 million at the end of 2025.
  • Kneat.com Inc (KSIOF) is becoming a partner of choice for data-centric workflows, enhancing its competitive edge.
  • The company has a strong new logo pipeline, indicating potential for future growth and expansion.
Negative
  • Operating expenses increased by 32% compared to the previous year's Q1, driven by R&D and sales and marketing investments.
  • Adjusted EBITDA came in below expectations due to elevated expenses.
  • Accounts receivable saw a significant increase, attributed to timing issues with billing and cash receipts.
  • Sales cycles and budget approvals were slower in 2025, although there are signs of improvement in 2026.
  • The company is capitalizing a smaller percentage of R&D costs, impacting the income statement.


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

KSI.TO - Kneat.com Inc
Q1 2026 Kneat.com Inc Earnings Call
May 14, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and thank you for standing by. Welcome to NEET first-quarter 2020 conference call.

At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press *11 on your telephone. You will then hear an automated advice when your hand is raised. To destroy your question, please press *11 again. Please be advised that today's conference is being recorded. I would now like to turn the conference over to your speaker for today, Katie Keka, IR lead for NEET. Please go ahead.

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Unidentified_2 [2]
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