Strong Revenue Growth
Company reported 59% year-over-year revenue growth and 20% sequential growth (second quarter in a row with ~20% sequential growth), which management describes as an inflection point and evidence of a new sustainable growth curve.
Very High Margins
Reported record ~95% gross margins attributed to a shift to software and AI-enabled efficiencies, signaling a high-margin business model compared with historical 3D-model work.
Large Enterprise Customer Wins and Pipeline
Management lists major enterprise customers (Meta, Microsoft, Google, Netflix, Deloitte, General Motors, Spotify, Dropbox, Pinterest, BNP Paribas and others) and stated multiple enterprise contracts are in the final stages with signatures expected imminently.
Strategic Acquisitions Expand Offerings
Completed acquisition of Eventdex (late 2025) and Krafty Labs (early 2026). Eventdex added a full events tech stack (badging, ticketing, trade show app, AI matchmaking); Krafty adds virtual/experiential team-building, gifting, and off-site event capabilities expanding addressable revenue streams.
AI-First Strategy and Operational Efficiency
Company emphasizes an AI-first approach to automate operations (reducing headcount needs for acquired businesses), improve margins and accelerate customer scaling; management expects AI to drive continued optimization and expansion.
Product Roadmap: Blockchain Ticketing and Analytics
Management plans to launch blockchain ticketing (positioned as a differentiated, high-margin product to address counterfeit scalping and certification use cases) and an AI-driven data & analytics platform for Krafty, with demos and announcements planned in the coming weeks.
Management Confidence and Insider Buying
CEO expressed confidence in achieving triple-digit growth for the year and earlier-than-expected cash-flow positivity; CEO disclosed a personal purchase of 550,000 shares at CAD 0.14 and indicated potential further purchases.