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Newmark Security (NWT) investor relations material
Newmark Security Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading performance
H1 2027 core HCM revenue expected to rise YoY; revenue remains weighted towards H2, as in prior years.
HCM ARR rose 13% YoY to £4.3m in September 2026 from £3.8m; underlying growth was 26% excluding the phased-out Mexican services contract.
HCM wins
Won a first large order from a large U.S. airline customer secured in FY 2026, plus another sale to a global home furnishings company through Legion.
Secured a first U.S. direct-to-end-user sale and first Workday customer win; extended the largest HCM customer relationship with a significant clock supply agreement due by FY-end.
Product development
First AI agent version went live in GT Connect in May, enabling users to query real-time workforce operations.
Developing AI-enabled hardware capabilities for an existing clock for release by mid-2027; lower-cost GT1 clock is progressing toward a 2027 launch, with positive customer design feedback.
- HCM growth powered record revenue as strategic focus narrowed to HCM.NWT
H2 25/26 - FY26 revenue up 13% to £26m, HCM up 27%, North America up 43%, outlook strong.NWT
Q4 25/26 TU - Revenue up 13% and gross margin improved, with HCM and service growth driving outlook higher.NWT
H1 25/26 - Robust H1 2026 growth, strategic reviews, and governance changes drive positive outlook.NWT
Trading Update - HCM-led growth drove higher revenue and margins, with recurring revenues and new partnerships fueling expansion.NWT
H2 24/25 - Revenue up 10% to £22.3m, with margin gains and strong recurring revenue growth.NWT
H2 23/24 - Revenue growth and new tech partnerships position Newmark for further expansion.NWT
Trading Update - Recurring HCM revenue up 30% and margin growth support a strong H2 outlook.NWT
H1 24/25
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Next Newmark Security earnings date
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