ikeGPS Group Limited (IKE) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to Ike GPS first half financial year 2026 performance update as released on the NZX and ASX this morning. Just a reminder that you can ask questions through the Q&A button once we get through Glenn Milne's managing director and CEO's presentation. But with that, Glenn, I might just hand it over to you for the performance. Thank you. Great. Thanks, Simon. And thank you, everyone, for taking the time to meet today. We want to be very efficient with your time. First thing, though, is I'm pleased to introduce Paul Cardosi. Paul's based in our Colorado headquarters alongside the leadership team. So introducing Paul, he started right at the end of September. Hello, everyone. It's good to meet everyone today. Thanks, Glenn. Great. So, look, what we'll do for today's session is go through the performance and the numbers themselves. It's been a very strong quarter for the business, which has been pleasing. I want to talk about the market because market timing is everything in terms of, I think, our growth stakes and where we're sitting and also introduce some of the go-to-market and also the new product functionality that we've introduced that we think should materially impact our subscription revenue base. So please take note of this important notice. for this presentation, the agenda we just talked to. Paul will take you through the numbers in terms of the following charts. Just covering those last three points, I think it's important for our shareholders to understand that we've maintained our cash operating expenses are materially flat versus the prior calendar period, so we've been able to grow the business and scale without adding additional people costs in particular. We've got a strong balance sheet now with $34 million on the balance sheet. W...