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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Kneat.com
Kneat.com (KSI) investor relations material
Kneat.com Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Software revenue grew 33% year-over-year in 2025, with record total revenue of $63.3 million and a record number of new customers added, including major strategic wins across life sciences, technology, and specialty chemicals.
Net revenue retention was 115% for 2025, reflecting continued expansion within the customer base.
Net loss narrowed to $2.3 million from $7.7 million in 2024, with positive Adjusted EBITDA for the second consecutive year.
The company is leveraging AI to enhance its platform, introducing features for regulated environments and expanding into adjacent manufacturing areas.
Recognized as the #1 Pharma and Biotech Software by G2 and secured a Gold Stevie Award for Sales & Customer Service.
Financial highlights
Annual Recurring Revenue (ARR) grew 24% year-over-year in Q4, reaching $74.1 million at year-end, impacted by FX headwinds and deferred expansions.
Q4 2025 revenue rose 24% to $17.0 million; SaaS revenue up 29% to $16.2 million.
Gross margins in Q4 benefited from year-end accrual releases, with normalized gross margins around 77–78%.
Operating expenses for the full year increased 33%, with Q4 expenses down sequentially from Q3.
Ended 2025 with CAD 48.7 million ($48.7 million) in cash on the balance sheet.
Outlook and guidance
Targeting cash flow breakeven in 2026, contingent on meeting top-line growth expectations.
Expecting incremental ARR in 2026 to exceed 2025, driven by delayed expansions and new customer growth.
Adjusted EBITDA margins expected to remain consistent, with capitalized R&D relatively static year-over-year.
Anticipates typical second-half seasonality but maintains a durable growth model.
Gross margins anticipated to remain at or above 77% in 2026, depending on revenue mix.
AI governance for GxP environments
Drivers for 2026 cash flow breakeven
Scaling potential of new strategic customers
Key levers for 2026 cash flow breakeven target
Customer adoption of new AI features
What drives 2026 incremental ARR growth?
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Next Kneat.com earnings date
Q1 20267 May, 2026
Kneat.com
Next Kneat.com earnings date
Q1 20267 May, 2026
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Frequently asked questions
Kneat.com develops, sells, and supports its software that enables customers to comply with regulatory requirements on an ongoing basis. The company offers Kneat V&V, which manages documents and data to support the traceability of controlled processes; and Kneat Go, a cloud-based solution for performing inspections on electronic devices by capturing data and signatures in real time. It also provides installation, implementation, validation, and training services.
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