MindWalk Holdings Corp. (HYFT) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

2.7 million, and an increase to 65% growth margin for continuing operations. Across pharma and biotech, AI now sits near the center of pipeline strategy and R&D planning. Recent surveys show AI in active use at scale with roughly two-thirds of life science professionals using AI in 2024, up from just over half the prior year, and a large data volumes continue to accelerate. Global data creation is estimated at roughly 180 zettabytes in 2025, with genomics among the fastest growing contributors and genomics data capacity already measured in tens of exabytes. Data generation now runs ahead of the world's ability to extract stable biological signals and convert them into actionable decisions. Investments reflect this shift. Independent market analyses point to sustained double-digit annual growth for AI-enabled R&D platforms, including AI-driven drug discovery, informatics software, cloud-based infrastructure, and life science analytics. Large pharma, major technology firms, and specialized platforms are all expanding AI capacity. Once an organization secures an advantage in data quality, model design, and biological grounding, that advantage compounds. Those that fall too far behind risk structural disadvantages in cost, speed, and technical success that are difficult to overcome. Only a limited number of platforms are likely to secure durable leadership. MindWalk was built deliberately for this environment, and we believe it is positioned within that small group. Our starting point is bio-native AI, which respects how biology encodes information. Evolution introduces mutations across genomes. Many positions in a sequence tolerate change. That degeneracy creates the diversity and code complexity that fills public databases and drives the large data volumes that others ...