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Integrated Research (IRI) investor relations material
Integrated Research Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial performance
FY26 revenue declined 17% to $56–58m, with pro forma revenue down 13% to $64–66m due to softer renewals and lower new business in the second half.
EBITDA for FY26 was negative ($2.0m to $4.0m loss), impacted by expected credit losses and foreign exchange.
Cash position increased 27% year-on-year to $51.7m, supporting ongoing investment in product-led growth.
Business strategy and outlook
Product-led growth remains the primary strategy to drive sustainable new business revenue over the medium term.
Multiple new business opportunities were deferred to the first half of FY27, with a focus on accelerating monetisation of new products.
Emphasis on strengthening innovation, product delivery, and client engagement despite challenging financial performance.
Market and operational context
Fluctuations in the renewals book and cautious technology investment decisions, influenced by AI trends, affected results.
The company maintains its position as a trusted partner to leading global organisations, providing a strong platform for future growth.
- Revenue and profit surged, with a strategic pivot to cloud innovation and a reinstated dividend.IRI
AGM 20248 Jul 2026 - Revenue and profit down, $4.8m credit loss, but cash up 8% to $43.6m for product-led growth.IRI
H1 20269 Jun 2026 - Steady pro forma revenue, but profits fell as investment and renewals softness weighed.IRI
H2 20259 Jun 2026 - New business revenue surged 76% as product-led growth offset renewal-driven declines.IRI
H1 20259 Jun 2026 - Revenue up 19%, NPAT up 193%, and cash up 72%, with FY25 focused on product-led growth.IRI
H2 20249 Jun 2026 - AI-driven innovation and hybrid pricing fuel growth and expand market reach.IRI
Investor Day 202624 Mar 2026 - Product-led growth and AI innovation drive future focus amid short-term profit decline.IRI
AGM 20253 Feb 2026 - New business TCV surges 87% as IR pivots to product-led growth despite overall revenue decline.IRI
Trading Update13 Jun 2025 - Strong FY24 results and CEO transition set the stage for product-led growth.IRI
Trading Update13 Jun 2025
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