Stephanie Kreis
Analyst at CIBC World Markets
Replay available
Constellation Software Inc. (CSU) Q2 2026 Earnings Call
Constellation Software Inc. (TSX: CSU) Q2 2026 earnings conference call, held 2026-08-12. Replay captured from the company's public earnings webcast.
Hosted by
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Thanos Moskopolos
Analyst at BMO Capital Markets
Paul Treber
Analyst at RBC Capital Markets
Unknown Analyst
Analyst
Douglas Ott
Analyst at Ondari Associates
Bernie Eichhorn
Head of Mergers & Acquisitions at Constellation Software
Ryan Floyd
Analyst at Barca Capital
Mark Miller
President of Constellation Software
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Constellation Software Inc..
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.512 Good day and welcome to the Constellation Software conference call and webcast. 00:00:05.512 -- 00:00:09.313 All participants will be in listen-only mode. 00:00:09.313 -- 00:00:13.374 Should you need assistance, please signal a conference specialist by pressing the star 00:00:13.374 -- 00:00:16.254 key followed by zero. 00:00:16.494 -- 00:00:21.855 After today's presentation, there will be an opportunity to ask questions. 00:00:21.895 -- 00:00:27.316 To ask a question, you may press star then one on a touch-tone phone. 00:00:27.327 -- 00:00:31.809 To withdraw your question, please press star then 2. 00:00:31.809 -- 00:00:35.270 Please note this event is being recorded. 00:00:35.411 -- 00:00:39.113 I would now like to turn the conference over to Mark Miller, President of Constellation 00:00:39.113 -- 00:00:42.375 Software. Please go ahead. 00:00:42.375 -- 00:00:47.497 Thank you. Good morning and thank you all for joining our Q2 00:00:47.497 -- 00:00:52.560 call. Before we get to questions, two things I wanted to put on 00:00:52.560 -- 00:00:54.781 the table up front. 00:00:54.781 -- 00:00:59.121 The first is AI. It is changing two things for us. 00:00:59.121 -- 00:01:04.204 Our customers are asking our software to do more for them while our businesses are 00:01:04.204 -- 00:01:07.726 finding new ways to build better products faster. 00:01:07.726 -- 00:01:12.769 We are seeing both. What we are not doing is running an AI program out 00:01:12.769 -- 00:01:17.452 of head office. Our business unit managers understand their verticals far better than 00:01:17.452 -- 00:01:22.575 we do and they are making those calls themselves at their own pace, 00:01:22.575 -- 00:01:25.465 funded out of their own P&Ls. 00:01:25.465 -- 00:01:29.906 Some of...