Serko Ltd. (NZ:SKO)
:SKO
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Earnings Data
Report Date
Nov 24, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.08Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call showed strong top-line growth, significant operating leverage and a marked improvement in EBITDAFI, supported by a solid balance sheet and promising product initiatives (Serko.ai closed beta, mobile conversion uplift, autonomous support). However, profitability and cash generation remain under pressure in the short term due to increased platform investment, acquisition-related costs (GetThere) and FX volatility. FY '27 guidance carries execution risk because a meaningful portion of upside depends on early-stage U.S. initiatives. Overall, positives around growth, product momentum and capital strength outweigh near-term challenges.Company Guidance
Strong Total Income Growth
Total income grew 34% year-on-year to NZD 120.9 million, driven by Booking.com for Business and the first full year contribution from GetThere (NZD 16.1 million).
Material Improvement in EBITDAFI
EBITDAFI increased 137% to NZD 6.5 million, reflecting operating leverage despite elevated investment in the platform and the GetThere acquisition.
Booking.com for Business Momentum
Completed room nights grew 31% to 4.3 million; active customers increased 36% to 301,000 (adding ~79,000 customers); online bookings rose 41% from NZD 6.4 million to NZD 9.0 million, strengthening market position in Australasia.
Healthy Balance Sheet
Cash and short-term deposits of NZD 54.1 million and no debt, providing optionality to fund strategic initiatives and potential M&A.
Serko.ai and Strategic Progress
Serko.ai launched in closed beta in the U.S. with first users onboarded and encouraging initial feedback; initiatives targeting defined U.S. corporate segments have produced early qualified leads and new sales hires in place.
Operational Efficiency Wins
Direct costs reduced by NZD 1.7 million and other operating expenses reduced by NZD 3.0 million despite volume growth; improved autonomous support resolution with 30% of support queries resolved without human intervention.
Product Improvements Driving Conversion
Improved mobile experience produced 1.4x higher conversion rates, demonstrating product enhancements are translating into better customer outcomes.
Guidance with Positive Momentum
FY '27 guidance indicates continued growth: total income NZD 128–134 million and total spend NZD 132–140 million, and booking volumes slightly ahead of expectations at the start of FY '27.
NZ:SKO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NZ:SKO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 19, 2026 | $1.40 | $1.45 | +3.94% |
Nov 17, 2025 | $2.45 | $2.55 | +4.08% |
May 19, 2025 | $3.19 | $2.94 | -7.84% |
Oct 28, 2024 | $2.87 | $2.87 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Serko Ltd. (NZ:SKO) report earnings?
Serko Ltd. (NZ:SKO) is schdueled to report earning on Nov 24, 2026, TBA (Confirmed).
What is Serko Ltd. (NZ:SKO) earnings time?
Serko Ltd. (NZ:SKO) earnings time is at Nov 24, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Serko Ltd. stock?
The P/E ratio of Serko is N/A.
What is NZ:SKO EPS forecast?
Currently, no data Available