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Kinaxis (KXS) investor relations material
Kinaxis Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved record Q3 with 11% total revenue growth to $134.6M and SaaS revenue up 17% to $92.0M, driven by strong product demand and improved go-to-market execution.
Annual Recurring Revenue (ARR) grew 17% year-over-year, with a $16M increase in Q3 and accelerated growth outlook.
Launched Maestro Agents, an AI-driven product, creating a new revenue stream, enhancing product differentiation, and delivering significant productivity gains for early adopters.
Secured major enterprise wins and expansion business across automotive, oil & gas, industrial manufacturing, and high-tech sectors, with a balanced split between new and expansion ARR.
Expansion business with existing customers accounted for half of gross ARR additions.
Financial highlights
Total revenue for Q3 was $134.6M, up 11% year-over-year (9% in constant currency).
SaaS revenue reached $92.0M, up 17% year-over-year (15% in constant currency).
Adjusted EBITDA hit a record $33.9M, with a 25% margin, up 13% year-over-year.
Net profit rose 150% to $16.8M ($0.58 per diluted share) from $6.8M ($0.23 per share) a year ago.
Free cash flow margin (trailing 12 months) was 19.8%, normalized to 25.2% after one-time items.
Cash, cash equivalents, and short-term investments totaled $334.4M at quarter-end.
Outlook and guidance
Fiscal 2025 total revenue guidance maintained/raised to $535–$550M.
SaaS revenue growth guidance raised to 15–17% (as reported) and 14–16% (constant currency).
Adjusted EBITDA margin guidance increased to 24–26%, likely achieving the 25% target a year early.
Subscription term license revenue guidance adjusted to $15–$16M due to on-premise to SaaS transitions.
ARR growth rate projected to exit 2025 higher than the previous year.
Maestro Agents: new revenue stream outlook?
Subscription term license revenue decline: SaaS conversion impact?
Future contracted revenue: growth drivers beyond 2025?
When will Maestro agent revenue become material?
Beyond 25% EBITDA, what's the margin strategy?
What's the GTM focus for the 14k prospects?
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Frequently asked questions
Kinaxis Inc. provides cloud-based subscription software for supply chain operations in the United States, Japan, Hong Kong, The Netherlands, South Korea, the United Kingdom, Singapore, France, Ireland, Germany, India, and Canada. It offer RapidResponse that helps customers to plan critical inter-related processes comprising demand planning; supply planning; inventory planning; demand sensing and response; orders, inventory and production performance management; supply chain control towers; collaborative demand and supply matching; revenue and inventory management for direct fulfillment activities; collaboration capabilities for internal and external partners in an integrated environment that spans business functions from customer to supplier.
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