Mike Stevens
Analyst, National Bank
Replay available
Constellation Software Inc. (CSU) Q4 2025 Earnings Call
Constellation Software Inc. (TSX: CSU) Q4 2025 earnings conference call, held 2026-03-09. Replay captured from the company's public earnings webcast.
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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 -- 00:00:05.257 Good morning and welcome to Constellation Software's 2025 fourth quarter 00:00:05.257 -- 00:00:08.880 results. All participants will be in listen-only mode. 00:00:08.880 -- 00:00:13.425 Should you need assistance, please signal a conference specialist by pressing star then 00:00:13.425 -- 00:00:18.531 zero on your telephone keypad. After today's presentation, there will be an opportunity 00:00:18.531 -- 00:00:23.596 to ask questions. To ask a question, you may press star then one on 00:00:23.596 -- 00:00:28.769 your telephone keypad. To withdraw your question, please press star then two. 00:00:28.769 -- 00:00:31.772 Please note, this event is being recorded. 00:00:31.772 -- 00:00:36.838 On the call today, we have Mark Miller, President and COO, Jamal 00:00:36.838 -- 00:00:39.261 Baksh, CFO, 00:00:39.261 -- 00:00:46.247 and Bernie Enzeruth, CIO. Mr. Miller, please go ahead. 00:00:46.309 -- 00:00:51.035 Thank you very much, Drew. Good morning, everyone, and thank you all for joining the 00:00:51.035 -- 00:00:56.081 call. Our press release went out earlier today, so I hope you've had a chance to 00:00:56.081 -- 00:01:01.104 at least flip through it. And I wanted to make a few remarks before we 00:01:01.104 -- 00:01:03.545 move into Q&A. 00:01:03.949 -- 00:01:09.157 So there's a real noise in the market now about AI disrupting 00:01:09.157 -- 00:01:13.344 software businesses. And we take that very seriously. 00:01:13.344 -- 00:01:16.325 But we think we're well positioned, 00:01:16.489 -- 00:01:21.517 although we're staying very disciplined about how we approach it. 00:01:21.517 -- 00:01:25.537 We've always run a learning culture at Constellation. 00:01:25.537 -- 00:01:30.382 best practice sharing across our operating groups as one of o...