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Asure (ASUR)
NASDAQ:ASUR
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.22Last Year’s EPS
0.18Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: meaningful revenue growth (17% FY), robust Q4 performance (28% YoY), sizable adjusted EBITDA improvement (+42% FY, +82% Q4) and clear product/AI-driven initiatives (Asure Central, Luna, AsureWorks) that are already improving attach rates and efficiency. Management provided constructive 2026 guidance and medium-term targets while acknowledging near-term margin pressure from hardware/non-recurring revenue (Latham integration), a 2025 GAAP net loss, and sensitivity of float income to interest-rate cuts. Overall, the positives—accelerating organic growth, margin expansion on an adjusted basis, backlog conversion visibility, AI-driven productivity gains, and a scalable cross-sell strategy—outweigh the challenges, though execution risks (hardware-to-HaaS transition, integration, and interest-rate impacts) remain and are being actively managed.Company Guidance
Strong Full-Year Revenue Growth
Full-year 2025 revenue of $140.5M, up 17% year-over-year; management expects 2026 revenue of $159M–$162M (low end increased $1M) implying continued double-digit growth.
Quarterly Outperformance
Q4 2025 total revenue of $39.3M, up 28% year-over-year; Q4 recurring revenue $33.7M, up 18% year-over-year. Organic growth improved to 10% in Q4 (from 4% in Q3).
Margin and Profitability Progress (Non-GAAP)
Adjusted EBITDA for Q4 increased 82% to $11.4M (adjusted EBITDA margin 29%, up 900 bps year-over-year). Full-year adjusted EBITDA rose 42% to $32.0M with adjusted EBITDA margin 23% (up 400 bps). GAAP Q4 net income of $0.8M versus prior-year Q4 loss of $3.2M.
Recurring Revenue Base and Backlog
Full-year recurring revenue $127.3M, up 11% year-over-year. Contracted backlog ~ $100M (up 18% vs prior reference) with management expecting to convert ~41% of backlog in the next 12 months.
Product Adoption and Cross-Sell Momentum (Asure Central)
Asure Central (launched Oct 2025) adoption exceeded two-thirds of clients early on; number of payroll customers buying multiple products grew 10% in Q4 year-over-year, with management seeing improved attach rates across ~100,000 clients.
AI-led Efficiency and Product Innovation (Luna)
Launched Luna AI agent (over 50 live, auditable, permission-controlled actions). In first 90 days of Asure Central GA, Luna generated 80,000+ messages and avoided thousands of support interactions (estimated offset of ~3 client service reps). Internal AI use produced revenue/productivity gains (SDR discovery time reduced from ~1 hour to ~3 minutes; list-building agent created 1,000+ leads).
New Service Offering — AsureWorks
Introduced AsureWorks ASO model (managed payroll/compliance services). Management states clients who adopt managed payroll/compliance typically generate 2–3x revenue vs payroll-only clients, expanding share-of-wallet opportunities.
Sales & Acquisition Contributions
Sales results included a 35% increase in new bookings. Recent Latham acquisition contributed ~ $4.5M in the quarter (~$2.5M recurring, ~$2.0M hardware) and Q4 professional services & hardware revenue rose to $5.6M from $2.3M prior-year quarter.
Guidance and Medium-Term Targets
Q1 2026 revenue guidance of $41M–$43M and adjusted EBITDA $10M–$11M. Full-year 2026 revenue guidance $159M–$162M with adjusted EBITDA margins 23–25%. Management reiterated a medium-term target of $180M–$200M revenue and ~30% adjusted EBITDA (longer-term aspiration up to ~50% margins).
Balance Sheet and Cash Position
Ended 2025 with $25.2M cash and cash equivalents, providing liquidity to support strategic investments and sales expansion (while noting debt on balance sheet).
ASUR 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
ASUR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $7.76 | $9.14 | +17.78% |
Oct 30, 2025 | $8.12 | $8.85 | +8.99% |
Jul 31, 2025 | $9.70 | $8.37 | -13.71% |
May 01, 2025 | $9.82 | $10.15 | +3.36% |
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 Asure (ASUR) report earnings?
Asure (ASUR) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Asure (ASUR) earnings time?
Asure (ASUR) earnings time is at May 11, 2026, After Close (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 ASUR EPS forecast?
ASUR EPS forecast for the fiscal quarter 2026 (Q1) is 0.22.