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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Computer Modelling Group
Computer Modelling Group (CMG) investor relations material
Computer Modelling Group Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary12 Aug, 2026
Executive summary
Strategy focuses on organic growth and acquisitions, leveraging a strong foundation in reservoir simulation software and expanding through complementary technology acquisitions.
Total revenue for FY 2026 reached $126.2M, with 73% from recurring revenue, and Q1 2027 revenue was $27.8M, down 6% year-over-year due to a 16% organic decline partially offset by 10% growth from acquisitions.
The company has completed four acquisitions totaling over $90M in the past 34 months, expanding its portfolio and scale.
The board expanded its share buyback program, including a substantial issuer bid (SIB) to repurchase up to $20M in shares, signaling management's confidence.
Business outlook is for stabilization, with renewed customer interest in enhanced oil recovery (EOR) and high-fidelity seismic interpretation.
Financial highlights
Q1 2027 revenue was $27.8M, down 6% year-over-year; recurring revenue was $20.3M, down 3% year-over-year, with a 12% organic decline and 9% growth from acquisitions.
Adjusted EBITDA for Q1 2027 was $6.4M (23% margin), down 10% year-over-year; net income was $1.3M, down 60% year-over-year.
Professional services revenue dropped 16% to $7.1M, with a 29% organic decline partially offset by 13% growth from acquisitions.
Free cash flow for Q1 2027 was $3.5M, with a per-share value of $0.04, down 22% year-over-year.
Recurring revenue as a percentage of total revenue was 73% in FY26, trending toward an 80% target as acquisitions mature.
Outlook and guidance
Organic recurring revenue is expected to increase sequentially in Q2, with full-year guidance reaffirmed for stable organic recurring revenue and no reduction in adjusted EBITDA versus fiscal 2026.
Professional services revenue for the year is expected to decline to $6–7M, trending to the higher end due to faster wind-down of non-core services.
Free cash flow for the year anticipated to be sufficient to de-leverage the SIB-related credit facility draw.
Adjusted EBITDA and margin anticipated to decline sequentially in Q2 due to lower professional services and higher sales/marketing expenses.
Management anticipates stabilization of adjusted EBITDA and free cash flow as integration progresses.
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Latest events from Computer Modelling Group
- FY 2026 revenue was $126.2M, 73% recurring, with 29% EBITDA margin and strong acquisition activity.CMG
Q4 2026 - Q3 net income fell 38% as acquisitions diluted recurring revenue but growth is expected in Q4.CMGQ3 2026
- FY25 revenue up 19% to $129.4M; Q2 2026 profit and cash flow declined despite acquisition growth.CMGQ2 2026
- Revenue down 3% and EBITDA down 26% as market headwinds persist; dividend cut to $0.01.CMGQ1 2026
- Doubling revenue, cutting dividends, and accelerating M&A to drive platform growth.CMGCanaccord Genuity’s 45th Annual Growth Conference
- Driving growth through digital innovation, energy transition, and targeted acquisitions.CMGCanaccord Genuity 44th Annual Growth Conference & Private Company Showcase 2024
- Revenue surged 47% but net income dropped 43% as margins compressed post-BHV acquisition.CMGQ1 2025
- Transformation and acquisitions drive growth, platform expansion, and margin improvement.CMG27th Annual Needham Growth Conference
- Q3 net income surged 71% on higher revenue and FX gains, with strong Seismic segment growth.CMGQ3 2025
Next Computer Modelling Group earnings date
Q2 202713 Nov, 2026
Computer Modelling Group
Next Computer Modelling Group earnings date
Q2 202713 Nov, 2026
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Frequently asked questions
Computer Modelling Group Ltd. (CMG) is a specialized software technology company primarily serving the oil and gas industry. CMG has established itself as a leader in developing and licensing advanced reservoir simulation software and offering related professional services on a global scale. The company's product portfolio includes several key software solutions such as CMOST-AI, an intelligent optimization and analysis tool; IMEX, a black oil simulator for modeling primary and secondary oil recovery processes; GEM, an equation-of-state simulator for compositional, chemical, and unconventional reservoir modeling; STARS, for thermal and process reservoir simulation; CoFlow, for integrated reservoir and production system modeling; Builder, for simplifying simulation model creation; Results, a post-processor for enhancing recovery process insights; and WinProp, for fluid property characterization. These offerings are complemented by a range of professional services, including training, consulting, and specialized support. The company is headquartered in Calgary, Alberta, and its shares are listed on the Toronto Stock Exchange.