Arxis, Inc. (ARXS) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to the ARCSIS first quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to turn the conference over to Brian Wendlandt, head of FP&A and investor relations. Please go ahead. Thank you, Josh. Good morning, and welcome to the ARCSIS First Quarter 2026 Results Conference Call. Joining me today are Kevin Perhamis, our Chief Executive Officer, and Azad Badash, our Chief Financial Officer. Before we begin, I'd like to remind everyone that today's discussion will contain forward-looking statements relating to future events and expectations. Actual results may differ materially from those projected due to a number of risks and uncertainties. please refer to our most recent SEC filings and today's earnings materials for a discussion of factors that could cause actual results to differ materially from those forward-looking statements. During today's call, we may also reference certain non-GAAP financial measures. Reconciliations to the most directly comparable GAAP measures are included in today's earnings release and related presentation materials. With that, I'll turn the call over to Kevin. Thanks, Brian. And good morning, everyone. I'm Kevin Perhamis, CEO of ArcSys. And welcome to our first earnings call as a public company. I'm going to start with a performance update, and then I'd like to walk through the ArcSys business model, the playbook, and the long-term growth algorithm that makes us so unique. With that, let's get started on slide three. We delivered an outstanding start to 2026. with first quarter sales of $459 millio...