Evertz Technologies Limited (ET) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the eBirds Q4 Investor Conference Call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press Par 0 for the operator. These calls may be recorded on June 24, 2026. I would now like to turn the conference over to Brian Campbell, Executive Vice President of Business Development. Please go ahead. Thank you, John. Good afternoon, everyone, and welcome to Ebertz Technologies' conference call for our 2026 fourth quarter and year-ended April 30th with Doug Moore, Ebertz Chief Financial Officer, and myself, Brian Campbell. Please note that our financial press release and MD&A will be available on CDAR and on the company's investor website. Doug and I will comment on the financial results and then open the call to your questions. Turning now to the year's results, I'll begin by providing a few highlights and then Doug will provide additional details. First off, we had record annual sales in excess of a half a billion dollars coming in at $515.8 million for the year. This includes revenue in the international region of $148 million, up 16% from the prior year. reoccurring software services and other software revenue increased percent year over year totaling 240.7 million a year. Margin rates remain consistently strong coming in at 59.3 versus 59.5% prior year and 58.8% two years ago. Total margin dollars were net earnings were at $64.4 million resulting in a fully diluted earnings per share of $0.83. Our sales base is well diversified with the top 10 customers accounting for approximately 44% of sales with no single customer accounting for more than 10% on a full year basis. In ...