Technology One Ltd (THNOF) Q4 2025 Earnings Call

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.718 I'd like to hand the conference over to your host today, CEO, Mr Edward Chung. 00:00:03.718 -- 00:00:06.043 Thank you, sir. Please go ahead. 00:00:06.043 -- 00:00:08.388 Good day, everyone, and thank you for the introduction. 00:00:08.388 -- 00:00:13.578 Today, I have Stuart McDonald, our COO, and Cale Bennett, our CFO, with me today. 00:00:13.578 -- 00:00:17.626 Welcome to our 2025 results presentation for the full year. 00:00:17.626 -- 00:00:21.142 These materials will also lodge with the ASX this morning. 00:00:21.142 -- 00:00:23.767 Today, I'm going to take you through the highlights of our results. 00:00:23.767 -- 00:00:27.274 Kale will then take us through the detailed financials, followed by Stuart, who will 00:00:27.274 -- 00:00:29.138 take us through our significant achievements. 00:00:29.138 -- 00:00:33.607 Then I'll provide an update on Build in the Future and our long-term outlook and our 00:00:33.607 -- 00:00:36.148 outlook for FY26. 00:00:36.228 -- 00:00:40.514 For the 16th consecutive year, we've delivered record ARR, record revenue and record 00:00:40.514 -- 00:00:44.659 profit, and we beat our guidance that we set in May this year. 00:00:44.659 -- 00:00:49.285 Our ability to deliver these results for the last 25 years as a listed company, and in 00:00:49.285 -- 00:00:54.431 fact since inception in 1987, is due to our clear vision, strategy, 00:00:54.431 -- 00:00:59.398 culture and ongoing investment in R&D, which is highlighted in our leading average total 00:00:59.398 -- 00:01:04.529 shareholder return, over this 26-year period of approximately 16% per 00:01:04.529 -- 00:01:09.642 year, four times greater than the ASX 200 total shareholder return over that same 00:01:09.642 -- 00:01:14.875 period. We started the y...