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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Asure Software
Asure Software (ASUR) investor relations material
Asure Software Fireside chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fireside chat summary11 Mar, 2026
Introduction and agenda
The session focused on how AI is reshaping enterprise software economics, Asure's platform execution infrastructure, structural advantages of its execution platform, and how AI expands operating leverage.
Background and experience of the speaker
Pat Goepel, CEO, highlighted his long-term collaboration with CTO Yasmine Rodriguez, emphasizing her pivotal role in driving AI initiatives.
Yasmine Rodriguez described her daily engagement with AI trends and her leadership in embedding AI into the company’s core systems.
Current industry trends
AI is fundamentally altering enterprise software, automating features, shifting cost structures, and impacting business models differently depending on revenue structure.
AI’s ability to reason, analyze, and recommend is contrasted with the need for regulated execution infrastructure for real-world actions.
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Latest events from Asure Software
- Q4 2025 revenue up 28% YoY; 2026 guidance: $159–$162M revenue, 23–25% EBITDA margin.ASUR
Q4 202526 Feb 2026 - Q1 2025 revenue up 10% to $34.9M; recurring revenue exceeds 95% of total.ASURQ1 20253 Feb 2026
- Recurring revenue rose 18% to over 96% of total, but Q2 sales fell due to ERTC drop.ASURQ2 20242 Feb 2026
- Recurring revenue reached 98% in Q3, with bookings up 141% and 2025 guidance at $134M–$138M.ASURQ3 202417 Jan 2026
- 2024 recurring revenue rose 15% to 96% of total; 2025 guidance targets 23–24% growth.ASURQ4 20242 Dec 2025
- Proxy covers director elections, auditor change, NOL protection, equity plan, and governance.ASURProxy Filing1 Dec 2025
- Proxy seeks approval for director elections, auditor, rights plan extension, and incentive plan shares.ASURProxy Filing1 Dec 2025
- Q2 2025 revenue up 7% to $30.1M; guidance raised after Lathem acquisition.ASURQ2 202516 Nov 2025
- Q3 2025 revenue up 24% to $36.3M; adjusted EBITDA up 49% to $8.1M; net loss widened to $5.4M.ASURQ3 202513 Nov 2025
Next Asure Software earnings date
Q1 202630 Apr, 2026
Asure Software
Next Asure Software earnings date
Q1 202630 Apr, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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