Q3 2025 Kinaxis Inc Earnings Call Transcript

Nov 6, 2025 / 01:30 PM GMT

Release Date Price: MXN2217.93

Transcript

Key Points

Positve

Kinaxis Inc (KXSCF) reported a record-breaking third quarter for new organic business based on average annual contract value.
The company achieved a 17% growth in annual recurring revenue (ARR), both as reported and in constant currency.
SaaS revenue grew by 17%, reflecting strong demand and product leadership.
Adjusted EBITDA hit record levels with a margin of 25%, marking the fifth consecutive quarter of Rule 40 performance.
Kinaxis Inc (KXSCF) has successfully launched Maestro agents, creating a new revenue stream and enhancing customer outcomes.

Negative

Professional services revenue only grew by 4%, indicating a competitive pricing environment.
The shift from subscription term license to SaaS reduced total revenue growth by approximately 2 percentage points.
Professional services gross margin decreased to 24% from 32% due to market conditions.
There is ongoing pressure to transition on-premise customers to cloud-based solutions, which may impact short-term revenue recognition.
The company faces challenges in optimizing for growth versus margin expansion, especially with the upcoming CEO transition.

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

KXS.TO - Kinaxis Inc
Q3 2025 Kinaxis Inc Earnings Call
Nov 06, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the nexus Incorporated fiscal 20,253 quarter resolves conference call. Currently, all participants are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. Instructions will be provided at the time for you to queue up for questions. I'd like to remind everyone that this call is being recorded today, Thursday, November 6, 2025. I will now turn the call over to Rick Wadsworth, Vice President of investor relations at Kinexis Incorporated. Please go ahead, Mr. Wadsworth.

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Unidentified_2 [2]
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