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Visual21 Nov 2025
Data center suppliers
NowVertical Group (NOW) investor relations material
NowVertical Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Year-to-date revenue reached $27.7 million, with Q3 2025 revenue at $9.1 million; strategic accounts now contribute 69% of total revenue, growing 23% year-over-year.
EBITDA for the year was $5.4 million, up 17% year-over-year, with Q3 EBITDA at $1.8 million (20% margin); operating income was $2.5 million YTD, up 55% year-over-year.
Integration and Google Cloud partnerships drove high-margin, recurring revenue and industry-leading margins.
Completed integration to a unified brand and business model, focusing on enterprise and strategic accounts.
Administrative expenses rose 9% in Q3 2025 to $4.3 million, but fell 16% YTD to $11.1 million.
Financial highlights
Q3 gross margin was 51%, exceeding the 50% target, with gross profit of $4.7 million.
Top 30 strategic accounts contributed $19 million YTD, up 23% year-over-year, representing 69% of total revenue.
Google Cloud partnership revenue grew 42% year-over-year, reaching $3.9 million YTD and creating 19–20 new opportunities.
Integration revenue increased 82% year-over-year to $3.4 million YTD, now 12% of total revenue.
Q3 revenue was impacted by a $1 million FX deflation due to Argentine peso devaluation; local currency revenue in Argentina grew 18% quarter-over-quarter.
Outlook and guidance
Management expects continued growth from enterprise accounts and recurring revenue, leveraging a stronger balance sheet and expanded Google Cloud partnership.
Strong pipeline for 2026, with robust renewal and transformation program opportunities and a focus on AI-driven offerings.
Expectation to generate positive free cash flow in 2026, with no anticipated risk of dilution.
Focused investments planned in commercial engine and go-to-market capabilities, especially in North America and EMEA.
Strategic account program targets 25% growth rate and expansion to new strategic accounts.
Reconcile Q3 revenue decline with strategic account growth
Detail Google Cloud partnership's future impact
How does debenture retirement enhance growth?
Strategic account margin evolution
Google partnership's client referral impact
Balance sheet impact on future investments
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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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