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DATA Communications Management (DCM) investor relations material
DATA Communications Management Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Adjusted EBITDA margin improved to 14.6% from 13.4% year-over-year, with adjusted EBITDA nearly flat at $16.6M despite a 9.5% revenue decline to $113.8M, driven by client budget cuts, delayed orders, and macro uncertainty.
Sales pipeline reached its highest level in years, with 45 new logos won in the first half, equating to $9M in annualized revenue.
No material client losses; top enterprise clients remain stable, though order flow is impacted by market uncertainty.
Management withdrew financial guidance due to ongoing uncertainty from trade policies, tariffs, economic direction, and labor issues at Canada Post.
Well-capitalized to pursue M&A opportunities, with a robust pipeline and over $36M in available capital.
Financial highlights
Q2 2025 revenue was $113.8M, down $12M or 9.5% year-over-year, mainly due to client budget reductions, delayed orders, and inventory drawdowns.
Adjusted EBITDA was $16.6M, nearly flat year-over-year; margin up 120bps to 14.6%.
Gross profit was $30.5M (26.8% of revenue), down from $34.3M (27.3%) in Q2 2024.
Net income for Q2 2025 was $3.7M, compared to $4.1M in Q2 2024; adjusted net income was $3.9M.
SG&A expenses reduced by $2.8M year-over-year to $19.9M.
Outlook and guidance
All financial guidance withdrawn until greater clarity on external challenges is achieved.
Focus remains on profitable organic growth, operational efficiency, and agility to navigate ongoing market uncertainty.
Expectation that new business development opportunities will be realized as market conditions improve.
Continued investment in technology and workflow optimization, with tech revenues up 16% year-over-year.
What drove the decision to withdraw guidance?
How will DCM realize new business opportunities?
How does the amended credit facility impact DCM?
M&A strategy: growth sectors or distressed assets
Driving tech revenue: cross-selling AI solutions
Paper sourcing diversification impact on margins?
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Next DATA Communications Management earnings date
Q3 202512 Nov, 2025
Next DATA Communications Management earnings date
Q3 202512 Nov, 2025
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Frequently asked questions
DATA Communications Management Corp. (DCM) is a provider of marketing and business communication solutions. The company offers a range of services, including digital printing, direct mail, and content management, as well as digital asset management and marketing workflow solutions. DCM helps businesses manage and execute their marketing campaigns, streamline operations, and enhance customer engagement through integrated print and digital communications. The company serves clients across industries such as financial services, retail, healthcare, and government. The company is headquartered in Brampton, Canada, and its shares are listed on the TSX.
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