MindWalk Holdings Corp. (HYFT) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and welcome to the MindWalk Holdings Corp. Financial Results Conference call for the fiscal year ended April 30th, 2026. All participants are in a listen-only mode. Following prepared remarks, we will open the line for questions. This call is being recorded. Before we begin, I would like to remind listeners that today's discussion contains forward-looking statements. These statements reflect management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those anticipated, including the company's history of net losses, the ability to convert platform adoptions into contracted recurring arrangements, market acceptance of Reef IQ and Lens AI, intellectual property risks, competition, and capital markets conditions. A fuller description of these risks appears in the company's annual report on Form 20F and other filings available on SADAR Plus and EDGAR. All financial figures discussed during this call are in Canadian dollars. Financial statements and MD&A are available on the company's website at mindwalkai.com, sec.gov, and on SADAR+. A replay of this call will also be available following its conclusion. I will now turn the call over to Dr. Jennifer Bath, President and Chief Executive Officer of MindWalk Holdings. Please go ahead, Dr. Bath. Thank you, and good afternoon, everyone. Fiscal 2026 was a defining year for MindWalk. The year our discovery engine and the bionative AI built on top of it came together as a single platform. That engine has a long record of producing molecules into the clinic. The AI layer makes that biology computable at scale. It was also the year the market's thinking caught up to the thesis that we have held onto from the start. that the durable value in AI f...