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Kinaxis (KXS) investor relations material
Kinaxis 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
Achieved record Q2 new business wins, with strong enterprise and balanced new and expansion ARR across multiple sectors and geographies.
ARR grew 15% year-over-year (13% constant currency); SaaS revenue up 17% (14% constant currency); adjusted EBITDA margin reached 25%.
Net profit surged 437% to $18.4M ($0.64 per diluted share); Adjusted EBITDA up 54% to $33.7M.
AI-driven product enhancements and partnerships, including Databricks, are central to future growth and differentiation.
Early adoption of generative and agentic AI by customers positions for more autonomous supply chains.
Financial highlights
Q2 total revenue was $136.4M, up 15% year-over-year; SaaS revenue reached $88.4M, up 17%.
Subscription term license revenue grew 270% to $5.1M; professional services revenue increased 2% to $37.4M.
Gross profit rose 25% to $87.5M (64% margin vs. 59% last year); software margin hit 80% (up from 74%).
Cash flow from operations was $22.6M, up 72% year-over-year; cash and equivalents at $329.4M.
Annual Recurring Revenue (ARR) reached $391M, up 15% year-over-year.
Outlook and guidance
FY 2025 total revenue guidance raised to $535–550M, with SaaS revenue growth expected at 13–15%.
Subscription term license revenue guidance held at $16–18M, with Q3 expected to be slightly higher.
Adjusted EBITDA margin guidance for FY 2025 set at 23–25%.
Strong contracted revenue visibility through 2027, with $833.9M in future performance obligations.
Confident in pipeline and competitive win rates; guidance reflects prudence amid market dynamics.
Assess impact of AI on Kinaxis' opportunity.
Explain drivers behind SaaS revenue guidance increase.
How does renewal rate impact 2025 guidance?
How will AI agents monitor supply chain?
What's driving lower professional service billings?
Update expectations on the CEO search.
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Next Kinaxis earnings date
Q3 20256 Nov, 2025
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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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