Slide 1: Q2 2026 Earnings
TM Q2 2026 Earnings August 18, 2026
Slide 2: Disclaimer
Disclaimer In this presentation, all amounts are in Canadian dollars, unless otherwise indicated. Capitalized terms that are not defined in this presentation have the meanings ascribed to them in the prospectus. Any graphs, tables or other information in this presentation demonstrating the historica
Slide 3: Introductions
Introductions Bill DiNardo Mo Ashoor Chief Executive Officer Chief Financial Officer 3
Slide 4: Leading the Drive to Frictionless Commerce
Leading the Drive to Frictionless Commerce THE PIVOTREE SOLUTION Pivotree ensures enterprise clients have the right data, in the right format, in the right systems to complete commercial transactions, at AI-powered speed and a fraction of traditional cost. THE PROBLEM Businesses lose millions to wro
Slide 5: From one governed data platform to a 0-integration AI-powered engine
CLIENT CASE STUDY 05 From one governed data platform to a 140-integration AI-powered engine: how trust compounds into scale CLIENT Family-owned specialty retailer $500M+ annual revenue Automotive, farm & outdoor retail START — THE FOUNDATION EXPANSION — THE MANDATE TODAY — THE SERVICE Rebuilt the cl
Slide 6: Transforming a Service Catalog
Transforming a Service Catalog Starts with enabling workforce and building extended capabilities (training, tools, processes - discover force multipliers Force multipliers build new processes, prove capabilities internally and document outcomes Demonstrate capabilities to clients and prove outcomes
Slide 7: Transitioning to AI-Native Operations: Q2-26 Progress and Financial Stability
Transitioning to AI-Native Operations: Q2-26 Progress and Financial Stability 100% 22% $13M AI Enabled Workforce Q2-26 Q2-26 Discover force multipliers AI-Enabled Cash Balance Revenue Mix 7
Slide 8: Q2 2026 Review
Q2 2026 Review pivotree”
Slide 9: TCV Bookings Rebound Sequentially, MIPS Bookings Hold Steady Year-over-Year
TCV Bookings Rebound Sequentially, MIPS Bookings Hold Steady Year-over-Year $10.6M Q2 2026 TCV MIPS + PS Bookings +18% QoQ | -23% TTM $3.6M Q2 2026 TCV MIPS Bookings -6% QoQ | -26% TTM $7.0M Q2 2026 PS Bookings +37% QoQ | -22% TTM 9
Slide 10: MIPS Revenue Steady as Planned LMS Wind-Down Continues
MIPS Revenue Steady as Planned LMS Wind-Down Continues Total Revenue $12.6M -10% QoQ | -27% YoY Managed & IP Solutions $3.5M -10% QoQ | -5% YoY PS + MIPS $10.9M -7% QoQ | -23% YoY 10
Slide 11: Gross Margin Expansion Sustains Profitability Through the Revenue Transition
Gross Margin Expansion Sustains Profitability Through the Revenue Transition Gross Profit ($M) and Gross Margin Adjusted EBITDA, and Net Income ($M) 11
Slide 12: Strong Balance Sheet Preserved Through Continued Positive Operating Cash Flow
Strong Balance Sheet Preserved Through Continued Positive Operating Cash Flow 12
Slide 13: Transforming with Purpose and Discipline
Transforming with Purpose and Discipline The mix shift toward AI-enabled, higher-value services is real Real Intelligence (RI) combined with AI is our force multiplier Strongest pipeline-building quarter in almost two years Moving fast - without burning cash 13
Slide 14: Q&A
Q&A TM