Sabio Holdings Inc. (SBIO) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to Savio Holdings Q1 2026 earnings call. The financial statements and management discussion and analysis are available on CDAR+. Today is Tuesday, May the 26th, 2026. Joining us are Savio's founder and chief executive officer, Aziz Ramatullah, and chief financial officer, Sajid Premji. After management's remarks, we will open the call for questions. Analysts may raise your hands, your virtual hands, and investors may submit questions in the question and answer window. Before we begin, please note that today's remarks may contain forward-looking information. These statements involve known and unknown risks and uncertainties. Please refer to the filings on CDR Plus for more information. All figures are stated in U.S. dollars unless noted otherwise. With that, I will turn it over to Aziz. Thank you, Martin. Good morning, everyone. While we have executed well on our overall objectives by growing our business at 26% higher since going public, including average growth of 24% in non-election years and 61% in election years, all while achieving adjusted EBITDA profitability in four of the last six years, we've been equally obsessed with building a more diversified, resilient company that is not dependent on one product geography or category of business. The investments we've made along the way in our unified tech stack with our own DSP analytics and streaming channel, are helping us deliver on that objective. In Q1, a diversification strategy that started to see traction at the end of 2025 has started to accelerate in 2026, and the timing could not be better. Across the industry, managed service business continues to face pressures, as advertisers increasingly shift towards more agile programmatic approaches. This is especially relevant du...