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kneat.com (TSE:KSI)
TSX:KSI
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
0.02Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized solid growth and strong fundamentals—software revenue up 33%, ARR up 24% YoY in the quarter, 115% NRR, a record number of new customers, $48.7M cash, and a clear AI integration plan—paired with a credible target of cash flow breakeven in 2026. Offsetting risks include deferred expansions that compressed near-term ARR growth, a $1.1M FX headwind, higher operating expenses (+33% year), modest churn tied to customer financial stress, and macro/timing uncertainty. Management expects many deferred expansions to materialize in 2026 and is seeing pipeline strength and margin levers (gross margin ~77%, improved PS margins) to support the breakeven objective.Company Guidance
Strong Software Revenue Growth
Software revenue increased 33% for the full year 2025, demonstrating robust demand for Kneat's core product offering.
ARR and Retention Metrics
Annual Recurring Revenue (ARR) growth in the quarter was 24% year-over-year, and net revenue retention (NRR) was 115%, indicating continued expansion within the existing customer base.
Record New Customer Adds and Growing Base
Kneat added a record number of new customers in 2025, serving over 130 customers overall and reporting roughly 20% net new customer growth among additions—helping to scale the land-and-expand model.
Strong Balance Sheet Position
The company ended the year with $48.7 million in cash on the balance sheet, providing runway and flexibility while investing in growth and AI.
AI Product Integration and Dedicated Teams
Kneat introduced AI-powered features (content review agents, NLP analysis expert, user support expert, instant language translation) and established dedicated AI teams to both enhance the product and improve internal productivity; management frames AI as additive and competitive-advantage reinforcing.
Path to Cash Flow Breakeven in 2026
Management is targeting operating/free cash flow breakeven in 2026, citing expectations of improved adjusted EBITDA margins, relatively static capitalized R&D, and gross margin improvement (normalized gross margin target ~77%).
Gross Margin and Services Leverage
Normalized gross margin in Q4 (after adjusting for ~50 bps of year-end accrual releases) was about 77%; professional services (PS) margin historically ~15% is expected to improve toward 20%+ and SaaS mix remains near ~80%.
Sales Execution: Winning RFPs and Enterprise Focus
Management reports winning the majority of RFPs, a strategic focus on enterprise customers, and continued conversion into longer-term/enterprise license structures (top strategic customers increasingly on multi-year arrangements).
TSE:KSI 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
TSE:KSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | C$4.21 | C$4.19 | -0.48% |
Nov 12, 2025 | C$4.99 | C$4.30 | -13.83% |
Aug 05, 2025 | C$5.99 | C$5.60 | -6.51% |
May 07, 2025 | C$6.68 | C$6.42 | -3.89% |
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 kneat.com (TSE:KSI) report earnings?
kneat.com (TSE:KSI) is schdueled to report earning on May 13, 2026, TBA (Confirmed).
What is kneat.com (TSE:KSI) earnings time?
kneat.com (TSE:KSI) earnings time is at May 13, 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 TSE:KSI EPS forecast?
TSE:KSI EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.