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Integrated Research H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Aug, 2025
Executive summary
FY25 marked a strategic shift to product-led growth, with significant investment in new product development and commercialization, including launches such as High Value Payments, Prognosis Elevate, and the AI-powered Iris, and a major US bank contract.
Historical revenue was overly reliant on contract renewals, with inconsistent new client and expansion revenue insufficient to offset churn.
AI and machine learning are now integral to the value proposition, enhancing data insights and innovation opportunities.
Revenue performance remained steady on a pro forma basis, but statutory results declined due to softer renewals and delayed new business.
CEO transition occurred in January 2024.
Financial highlights
Statutory revenue for FY25 was $68.3M, down 18% year-over-year, while pro forma revenue was $74.3M, down 1% year-over-year after a $1M currency gain.
EBITDA was $15.9M, down 35% year-over-year; NPAT dropped 51% to $13.4M, reflecting higher tax and lower renewals.
Operating cash flow was $8.7M, with a closing cash balance of $40.6M and no debt.
Fully franked dividend of $0.02 per share declared and held steady.
Net tangible assets per share increased 12% to 56.7 cps.
Outlook and guidance
No specific revenue or OpEx guidance for FY26 due to ongoing product launches and market uncertainties.
Product-led growth investment to accelerate in FY26, with a focus on new product commercialization and expanding the client base.
Profitability and cash generation expected to reduce over the next two to three years as investment in product-led growth accelerates.
Renewals book for FY26 is expected to be softer than FY25.
Medium to long-term sustainable growth targeted through new revenue streams and consumption-based pricing.
Clarify profit reduction timeline from strategy.
What is the priority for capital allocation?
Explain the growth in subscription fees.
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Next Integrated Research earnings date
AGM 202523 Nov, 2025
Next Integrated Research earnings date
AGM 202523 Nov, 2025
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Frequently asked questions
Integrated Research Limited is a technology company that specializes in providing performance management and monitoring solutions for critical IT infrastructure, payments systems, and unified communications environments. The company’s flagship product, the Prognosis platform, enables businesses to monitor and manage the performance of their digital environments in real time, helping to ensure system reliability, optimize operations, and enhance user experience. Integrated Research serves clients across industries such as finance, telecommunications, and healthcare. Integrated Research Limited is headquartered in North Sydney, Australia, and its shares are listed on the ASX.
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