Q2 2026 Kinaxis Inc Earnings Call Transcript

Aug 6, 2026 / 12:30 PM GMT

Release Date Price: MXN2217.93

Transcript

Key Points

Positve

Kinaxis Inc (KXSCF) delivered strong Q2 2026 results with SaaS revenue up 20% year-over-year and ARR growing 19%, building on the strongest first half in company history.
The company raised its full-year guidance for total revenue and SaaS revenue growth, reflecting confidence in continued momentum and strong pipeline conversion.
Kinaxis Inc (KXSCF) saw record expansion bookings from existing customers, with over 70% year-over-year growth, driven by innovative capabilities like agentic AI and advanced inventory optimization.
The company is gaining early traction with its Maestro Agents, with approximately 10% of the installed base on paid or trial subscriptions, and almost all new major deals include a bundle of agents.
Kinaxis Inc (KXSCF) is seeing strong demand across multiple verticals, including high-tech (data center build-outs), aerospace and defense, and life sciences, with average deal size nearly doubling year-over-year.
The company's partner ecosystem contributed a record number of new deals in Q2, and its new Forward Deployed Engineers (FDE) motion is generating significant customer interest across North America, Europe, and India.
Kinaxis Inc (KXSCF) delivered strong profitability with adjusted EBITDA up 23% to $41.4 million and a margin of 26%, while also returning capital to shareholders through opportunistic share repurchases.

Negative

Kinaxis Inc (KXSCF) faces ongoing foreign exchange headwinds, with the strengthening US dollar negatively impacting total revenue by approximately $900,000 and SaaS revenue by $600,000 in Q2, with expectations of increased headwinds for the rest of the year.
The company's subscription software margin declined to 78% from 80% a year ago, partially due to increased hosting costs as it migrates from private data centers to the cloud.
Maintenance and support revenue declined 20% year-over-year as expected, due to on-premise to SaaS migrations, and is expected to trend slightly lower in the second half of the year.
The company expects professional services revenue to be lower in the second half of the year compared to the first half, as it shifts more implementation work to system integrator partners.
Kinaxis Inc (KXSCF) is maintaining its adjusted EBITDA margin guidance of 25% to 26% for the full year, implying a step-down in the back half due to continued investments in go-to-market and product innovation.
The company's new FDE motion is not yet baked into 2026 guidance, and the impact on gross margins and revenue is still uncertain as it scales the team and finalizes accounting treatment.
Kinaxis Inc (KXSCF) faces intense competition in the supply chain planning space, with nearly every major vendor now offering AI agents, requiring the company to continuously differentiate its offerings.

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

KXS.TO - Kinaxis Inc
Q2 2026 Kinaxis Inc Earnings Call
Aug 06, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, and welcome to the Kinaxis Inc. Fiscal Second Quarter 2026 Results Conference Call. Currently, all participants are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session.

I'd like to remind everyone that this call is being recorded today. I will now turn the call over to Victoria Hyde-Dunn, Vice President of Investor Relations at Kinaxis Inc. Please go ahead.

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Unidentified_2 [2]
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Thank you. Good morning and welcome to the conference call. Joining me today are Razat Gourav, Chief Executive Officer Herb Yeh,

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