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D2L (DTOL) investor relations material
D2L AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting held virtually with instructions for submitting questions and voting online.
Three formal business items: presentation of FY2026 financials, election of directors, and reappointment of auditors.
Confirmation of quorum and procedural details provided, with Computershare acting as scrutineer.
Financial performance review
Consolidated financial statements for fiscal year ended January 31, 2026, and auditor's report presented to shareholders.
Board and executive committee updates
Six directors nominated: John Baker, Robert Courteau, Tim Connor, Marta DeBellis, Tracy Edkins, and David L. Johnston.
No additional nominations received; nominations declared closed.
- Revenue and ARR grew, but margins declined; guidance and share buybacks remain strong.DTOL
Q1 202710 Jun 2026 - Subscription and ARR rose 10% with strong cash flow, AI adoption, and margin expansion.DTOL
Q4 20268 Apr 2026 - Q1 saw double-digit revenue and ARR growth, margin expansion, and reaffirmed guidance.DTOL
Q1 202531 Jan 2026 - Revenue up 11%, ARR and EBITDA improved, guidance raised, H5P acquisition expands growth.DTOL
Q2 202522 Jan 2026 - Q3 revenue up 18% YoY, net income $5.5M, ARR $201.7M, and guidance raised for FY2025.DTOL
Q3 202511 Jan 2026 - Double-digit revenue and profit growth, margin gains, and strong outlook for expansion.DTOL
Q4 202526 Dec 2025 - Subscription revenue up 6%, but margins fell and U.S. K-12 churn weighed on growth.DTOL
Q3 202612 Dec 2025 - Revenue and margins improved, guidance maintained, and AI innovation drives growth.DTOL
Q1 202613 Nov 2025 - Q2 revenue up 11%, net income $2.7M, and SaaS guidance raised amid strong AI momentum.DTOL
Q2 202612 Sep 2025
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