Prenetics Global Limited (PRE) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you, Shannon. Good morning, everyone. Before anything else, thank you so much for being here. This is actually the first live earnings video webcast we've done in our company's history. And from the numbers that are joining right now, it may be the largest group of our shareholders ever gathered in one place. So whether you manage a fund, hold a single share, or simply here because you drink the Shoshay every morning, welcome. This is for you. And here's why we're doing this way. Our shareholders range from global institutions to people who found IMA as customers and became shareholders. And we believe every one of them deserves the same depth of information at the same moment. This moment where we've opened the book to everyone at once. We can do that for a simple reason. We now have 20 months of data. Every cohort, every month, every market measured end to end. Enough history that numbers no longer need my adjectives. And I will say this plainly, I do not know of another company publicly traded or private that has shown its business in this level of detail in which we are showing you today. I just released a 40-page shareholder letter written to be read, not skimmed. An additional 80-page investor deck that shows you this business the way I see it internally. Every single cohort, every vintage, our full acquisition cost month by month, and even independent card data measuring our retention against every single brand in our category. In this stream, you hear from us directly and feel free to ask us anything at the end of this call. And the business compounding this fast deserves to be examined, not summarized. When the numbers are this good, transparency is a weapon. And today, and the day that numbers soften, someday you'll read it from us first in that lette...