The earnings call highlighted strong EBITDA performance and promising new business development, including significant tech revenue growth and a robust M&A pipeline. However, these positives were tempered by notable revenue declines, logistic challenges, and ongoing market uncertainties affecting client spending.
Company Guidance
During the second quarter fiscal 2025 conference call, Data Communications Management Corp. reported an adjusted EBITDA of $16.6 million with an EBITDA margin of 14.6%, slightly surpassing consensus expectations. Despite facing significant macroeconomic headwinds, including economic and tariff uncertainties and Canada Post labor disruptions, the company maintained a gross margin of 26.8%, just below the previous year's 27.3%. Revenue declined by 9.5% year-over-year, attributed to budget reductions, delayed orders, and inventory drawdowns. However, the sales pipeline reached its highest level in years, with 45 new logos equating to $9 million in annualized revenue. Tech revenues rose by 16%, driven by advancements in AI-enabled platforms like ASMBL and Zavy. The net debt decreased by 40% since the Moore Canada acquisition, supported by over $35 million in credit availability. The company declared a quarterly dividend yielding 6.5% and remains focused on profitable organic growth and operational efficiencies.
EBITDA Performance
Adjusted EBITDA beat consensus with a margin of 14.6% compared to 13.4% last year, demonstrating solid financial performance despite revenue challenges.
New Business Development
The sales pipeline reached its highest level in years, with 45 new logos won in the first half, equating to $9 million in annualized revenue.
Tech Revenue Growth
Tech revenues increased by 16% due to advancements in ASMBL, Zavy, and DCMFlex platforms.
Strong M&A Pipeline
The company has a robust M&A pipeline and is well-capitalized to pursue opportunities with $36 million in available capital.
Dividend and Credit Availability
Declared a $0.025 per share cash dividend, with a strong credit availability of over $35 million.
Data Commun Management (TSE:DCM) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
TSE:DCM Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 06, 2025
C$1.50
C$1.46
-2.67%
May 12, 2025
C$1.89
C$1.94
+2.65%
Mar 12, 2025
C$1.89
C$1.84
-2.65%
Nov 12, 2024
C$2.44
C$1.67
-31.56%
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 Data Commun Mgt (TSE:DCM) report earnings?
Data Commun Mgt (TSE:DCM) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).
What is Data Commun Mgt (TSE:DCM) earnings time?
Data Commun Mgt (TSE:DCM) earnings time is at Nov 11, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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