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FiscalNote Holdings (NOTE) investor relations material

FiscalNote Holdings Oppenheimer 28th Annual Technology, Internet & Communications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Oppenheimer 28th Annual Technology, Internet & Communications Conference summary11 Aug, 2025

Market context and business overview

  • Provides AI-driven SaaS platform offering subscription access to policy data, insights, and workflow tools, helping organizations navigate complex global regulatory environments.

  • Serves 3,600 customers worldwide, spanning private, public, and nonprofit sectors, with 92% of revenue from subscriptions.

  • Differentiates through a blend of proprietary analysis and comprehensive public data, delivered via a trusted, AI-powered platform.

  • Customers increasingly value technology and AI for regulatory risk management, with AI seen as a growth tailwind.

  • Policy and regulatory issues now impact nearly all organizations, increasing demand for reliable, actionable insights.

Financial performance and operational discipline

  • Achieved eight consecutive quarters of adjusted EBITDA profitability, with $9.8M profit in 2024 and ongoing margin expansion.

  • Improved free cash flow by $69M over two years, aided by debt reduction and divestiture of non-core assets.

  • Reaffirmed 2024 guidance: $94M–$100M revenue and $10M–$12M adjusted EBITDA.

  • Recently refinanced senior and subordinated debt, extending maturities to 2029 and enhancing operational flexibility.

  • Focused on achieving sustainable, positive free cash flow and resuming ARR growth in the second half of 2024.

Product innovation and growth strategy

  • Launched PolicyNote, a unified AI-driven platform consolidating legacy products, improving user experience and engagement.

  • PolicyNote enables more effective bundling, higher ACVs, shorter sales cycles, and streamlined cross-sell/upsell opportunities.

  • Since January launch, delivered 25 major feature enhancements, including rapid development of a tariff tracker in response to market events.

  • User engagement metrics are strong, with usage increasing 30% in users' first quarter and inbound leads up 20% year-over-year.

  • Corporate new logo pipeline grew 45% between Q1 and Q2, with improved win rates and more multi-year customer commitments.

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Q3 202511 Nov, 2025
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Frequently asked questions

FiscalNote Holdings Inc. is a technology company that provides legal, regulatory, and policy data and insights through its AI-powered platforms. The company offers software and services that help organizations track, manage, and respond to evolving legislation, regulations, and government affairs. FiscalNote serves a wide range of clients, including corporations, law firms, non-profits, and government agencies, enabling them to make informed decisions based on real-time legal and policy information. Its solutions also include analytics and workflow tools to improve compliance and strategic planning. The company is headquartered in Washington, D.C., and its shares are listed on the NYSE.

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