Nuix Limited (NXL) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by, and welcome to the NUIX Limited Full Year 26 results. All participants are in a listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question, you will need to press the star key followed by the number 1 on your telephone keypad. I would now like to hand the conference over to Mr. John Driven, CEO. Please go ahead. Welcome everyone and thank you for joining us for NUIX's full year 2026 results presentation. I'm John Riven, NUIX's Chief Executive Officer and with me today is our Chief Financial Officer, Peter McClelland. Today I'll start with our key messages and metrics for the year. Peter will then take you through our FY26 financial performance in detail. I'll return to discuss how we're scaling NUIX NEO and integrating Linkurious. before covering what we see as significant platform evolution and strategic reset. The structural changes we've made to position the business for its next phase of growth. I'll then close out with our outlook before we take questions. Let me start with the highlights from the year. FY26 was a year of profitable growth and decisive action. ACV finished at $260 million, well within our previously guided range. Newegg's NEO ACV grew 179% to $78.5 million across 135 customers. We delivered strong growth in revenue on further success in selling multi-year deals. Adjusted management EBITDA saw a material expansion with revenue growth significantly outpacing cost growth in line with our strategic objectives and we achieved a very strong list in cash generation. with underlying cash flow up 154% to $51 million. And here are the metrics. ACV rose 13.9%. Excluding Wincurious, ACV was up 8.6% or 11.1% in constant currency. This represents good underlying growth des...