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Kinaxis (TSE:KXS)
:KXS
Earnings Data
Report Date
Apr 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.09Last Year’s EPS
0.82Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: 4.15%
|Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance with record incremental ARR growth, solid adjusted EBITDA margins, and significant new customer wins and expansions. However, foreign exchange impacts and onetime charges were notable challenges. Despite these lowlights, the company's positive performance metrics and strategic advancements indicate a favorable outlook.Company Guidance
During the Kinaxis Incorporated Fiscal 2024 Fourth Quarter Results Conference Call, the company highlighted its achievement in meeting all guidance elements for the year, including SaaS revenue growth, total revenue, and an adjusted EBITDA margin of 25%. The company reported a record incremental Annual Recurring Revenue (ARR) in the fourth quarter, with contributions from both new and existing customers. Despite foreign exchange fluctuations impacting reported ARR and Remaining Performance Obligations (RPO), the underlying performance was strong, with ARR growing by 14% in constant currency and adjusted EBITDA increasing by 59% to $31.5 million. The company also noted a 60%+ win rate against core competitors and emphasized the strategic importance of its Maestro platform and AI capabilities for future growth. Looking ahead, Kinaxis aims for further ARR growth and a consistent Rule of 40 performance, with total revenue guidance for 2025 set at $535 million to $550 million and SaaS growth projected at 11% to 13%. The company continues to focus on profitability and expects an adjusted EBITDA margin of 23% to 25% for the year.Record Incremental ARR Growth
Achieved record incremental ARR in Q4, over 38% higher than in Q4 2023 and more than $4 million higher than the previous quarterly record in Q3 2022.
Strong Adjusted EBITDA Margin
Achieved 25% adjusted EBITDA margin in Q4, demonstrating a clear path to consistently achieve a full year normalized adjusted EBITDA margin of 25% starting no later than 2026.
New Customer Wins and Expansion
Matched record for new customers in the quarter and set a new record for full year. Over half of the gross additions to the ARR balance in Q4 came from existing customers.
Recognition in Industry Reports
Kinaxis was named a leader in three IDC MarketScape reports covering supply chain planning overall, for life sciences industries, and for discrete manufacturing industries.
Launch of Maestro Platform
In 2024, Kinaxis launched the Maestro platform with enhanced AI techniques, and a significant uptake with over 200 customers using GenAI-enabled Maestro chat capabilities.
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TSE:KXS 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
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TSE:KXS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | C$152.66 | C$160.59 | +5.19% |
| Oct 30, 2024 | C$157.35 | C$154.64 | -1.72% |
| Jul 31, 2024 | C$169.86 | C$154.55 | -9.01% |
| May 08, 2024 | C$144.31 | C$150.04 | +3.97% |
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.
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FAQ
When does Kinaxis (TSE:KXS) report earnings?
Kinaxis (TSE:KXS) is schdueled to report earning on Apr 30, 2025, TBA Not Confirmed.
What is Kinaxis (TSE:KXS) earnings time?
Kinaxis (TSE:KXS) earnings time is at Apr 30, 2025, TBA Not 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:KXS EPS forecast?
TSE:KXS EPS forecast for the fiscal quarter 2025 (Q1) is 1.09.
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