MedAdvisor Limited (MDR) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

So the format for today is for Rick to walk you through the results released this morning, which should take about 20 minutes. This will be followed by a 10 to 15 minute question and answer session. And we aim to finish around 11.15 today. Again, if you'd like to ask a question, please click on the Q&A ribbon below and type your question in the box. Alternatively, click on the raise hand icon and I'll open the mic at the appropriate time. We'll endeavor to get through as many questions as we can. I'd now like to hand the floor over to Rick, who'll get us started. Thanks, Rick. All right. Thanks, George. And good morning, everyone. I want to thank you for joining us today for our fourth quarter FY25 update. And before I get started, I want to reiterate the welcome to Sean Slattery, our incoming CFO, and welcome him to the MedAdvisor team. So with that said, if we can turn to, well, we're on slide three. That'll work. So this morning, I'm going to provide a quick business summary, and then I'm going to walk through the ANZ and U.S. business results details. Unfortunately, we have downgraded our FY25 guidance and so I'm going to walk through some of the details associated with that as well. I'll provide a quick update on our strategic options review process and what to expect from here and then spend some time providing a little color on the U.S. landscape at present and our strategy for best navigating as we move forward. And then we'll finish with a discussion on our FY26 priorities and the outlook for the year. So if we can move to the next slide. As the subtitle indicates, we've continued to experience headwinds through the fourth quarter largely associated with the U.S. business. With that said, we've been working diligently in the background, positioning the busin...