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Edge12 Dec 2025
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NowVertical Group (NOW) investor relations material
NowVertical Group Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary10 Dec, 2025
Strategic account growth and revenue performance
Focus on 30 strategic accounts, each targeted to deliver $1 million annually, with several exceeding $5 million in lifetime value and some surpassing $25 million.
Top 30 accounts grew 23% year over year, now representing 69% of total revenue, with an average account size of $846,000.
Ten accounts exceeded $1 million in spend over the past 12 months, up from three the prior year.
Strategic account revenue reached $19 million, up 23% year over year.
Strategic accounts have long tenures, often over five years, and are in various stages of expansion.
Technology partnerships and integration
Google Cloud partnership is a key growth driver, with GCP-related revenue up 42% year over year and 19 new leads generated in 2024.
Achieved three Google specializations and recognized as a Premier partner in multiple regions.
Technology partnerships provide a reliable revenue stream and help convert enterprise clients into strategic accounts.
Integration of 12 acquisitions under one brand has led to 82% year-over-year growth in integration revenue, now 12% of total revenue.
Efficient delivery centers in India and Argentina support global scalability and high gross margins.
Financial performance and operational efficiency
Year-to-date revenue reached $27.7 million, with EBITDA up 17% to $5.4 million and operating income up 55% to $2.5 million.
Gross margin and EBITDA margin are best in class at 49% and 20%, respectively.
Short-term liabilities reduced by $4.7 million since December 2024; $8.9 million in acquisition and long-term debt cleared in 2025.
Targeting long-term EBITDA margins of 15%-20% as operational cash flow increases.
Management owns 27% of the business, aligning interests with shareholders.
How does Agentic AI impact headcount-to-revenue ratio?
Explain the $1:$8-10 GCP revenue multiplier.
How is "business outcome focus" a differentiator?
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Next NowVertical Group earnings date
Q4 20251 Apr, 2026
Next NowVertical Group earnings date
Q4 20251 Apr, 2026
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Frequently asked questions
NowVertical Group Inc. is a company that specializes in vertical intelligence (VI) software and solutions. Their focus is on delivering vertically-specific data, technology, and artificial intelligence (AI) applications to both private and public sectors globally. The firm offers a variety of products, including NOW Fusion, NOW DataBench, NOW Privacy, and NOW Affinio for Snowflake, each designed to address different aspects of data management, analysis, and privacy. These solutions aim to transform data into actionable insights, providing users with a comprehensive set of tools for data analysis. The company's services are designed to support small, medium, and large organizations in undergoing vertically intelligent transformations through industry-specific software and services. The company is headquartered in Toronto, Ontario, Canada, and its shares are listed on the TSX.
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