EROAD Limited (ERD) Q4 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.717 Good morning, guys. My name's John Scott. I'm the executive chair of eRoad. 00:00:04.717 -- 00:00:08.382 Welcome you to the eRoad financial results for the financial year 2026. 00:00:08.382 -- 00:00:15.168 With me, I have Ciara, our CFO, and Ryan, our chief transformation officer. 00:00:16.071 -- 00:00:21.178 So, we'll get into it. So, today we've got about 30 minutes of us talking 00:00:21.178 -- 00:00:25.604 and hopefully 15 minutes of you guys asking questions, and we'll try and get you back 00:00:25.604 -- 00:00:29.125 to your day in about 45 minutes. 00:00:29.815 -- 00:00:34.882 In a slightly unusual term, we'll start a financial report with an overview of all 00:00:34.882 -- 00:00:39.308 of the strategy. The reason we're doing this is because of just how much of this has 00:00:39.308 -- 00:00:43.434 actually hit our financials and it's important for you to understand. 00:00:43.434 -- 00:00:48.581 So I took over or joined the company in March and I took over as executive 00:00:48.581 -- 00:00:50.543 chair in October. 00:00:50.543 -- 00:00:55.630 Over the eight months, I've got to meet a lot of our customers and realise what just 00:00:55.630 -- 00:01:00.157 a wonderful little business we have here. We have unbelievable product markets. 00:01:00.157 -- 00:01:05.362 This in New Zealand, a really, really easy to understand value proposition. 00:01:05.362 -- 00:01:10.367 But the thing I've learned most of all is you have to talk about our business by country 00:01:10.367 -- 00:01:14.028 because the dynamics are completely different. 00:01:14.551 -- 00:01:19.135 You'll see there across the top, the revenue's been stable. 00:01:19.135 -- 00:01:24.180 We've undertaken a whole bunch of initiatives to get back to basics and I'll talk 0...