Technology One Ltd (THNOF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

I'd like to hand the conference over to your host today, CEO, Mr Edward Chung. Thank you, sir. Please go ahead. Good day, everyone, and thank you for the introduction. Today, I have Stuart McDonald, our COO, and Cale Bennett, our CFO, with me today. Welcome to our 2025 results presentation for the full year. These materials will also lodge with the ASX this morning. Today, I'm going to take you through the highlights of our results. Kale will then take us through the detailed financials, followed by Stuart, who will take us through our significant achievements. Then I'll provide an update on Build in the Future and our long-term outlook and our outlook for FY26. For the 16th consecutive year, we've delivered record ARR, record revenue and record profit, and we beat our guidance that we set in May this year. Our ability to deliver these results for the last 25 years as a listed company, and in fact since inception in 1987, is due to our clear vision, strategy, culture and ongoing investment in R&D, which is highlighted in our leading average total shareholder return, over this 26-year period of approximately 16% per year, four times greater than the ASX 200 total shareholder return over that same period. We started the year celebrating 25 years on the ASX and finished it off by being admitted to the ASX 50 index. SAS+, our game-changing offering, which combines our vertical-specific and mission-critical SAS ERP and implementation with the fastest implementation times in our market, delivers. It's fueling our growth, together with our significant investments, and highlight for the year was the UK. And our team's grit and determination over many, many years to take on the established players and win has resulted in ARR growth meeting our expectations up 18%. This is in ...