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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.
Nuix
Nuix (NXL) investor relations material
Nuix H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary22 Feb, 2026
Executive summary
ACV grew 8.4% year-over-year to $234.4 million, with Neo ACV surging 148% to $46.8 million and now representing 20% of total ACV.
Revenue increased 15.2% year-over-year to $121.2 million, driving adjusted management EBITDA up 42.6% to $19.1 million and statutory EBITDA up 72.7% to $26.5 million.
Positive underlying and overall cash flow achieved, with a closing cash balance of $57.8 million, up 88.4% year-over-year.
Launch of a comprehensive Neo migration program to accelerate customer transition and drive further ACV growth.
Acquisition of Linkurious for up to €20 million to enhance graph technology and data visualisation, pending regulatory approval.
Financial highlights
Adjusted management EBITDA margin expanded from 12.7% to 15.8%.
Net dollar retention declined to 101% from 109.6% year-over-year, mainly due to downsell in large clients and project completions.
Free cash flow conversion ratio reached 149%, with underlying cash flow of $28.4 million and free cash flow of $20.4 million.
Multi-year deals accounted for 33% of revenue, up from 22% in the prior period.
R&D spend was $28.8 million, representing 24% of revenue, with 43% capitalised.
Outlook and guidance
ACV guidance for FY26 is reaffirmed at $240 million–$260 million, excluding any ACV from the Linkurious acquisition.
ACV is expected to be weighted to the second half, consistent with renewal cycles.
Focus remains on business transformation, Neo-driven ACV growth, revenue growth outpacing operating costs, and maintaining positive cash flows.
Strategic focus on expanding Neo capabilities and migrating customers to the Neo platform.
The Linkurious acquisition is expected to close in Q1 2026, enhancing AI and graph analytics capabilities.
How will Neo migration specifically address NDR?
Detail the commercial value of BYO AI
What are the key challenges in Neo migration?
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Next Nuix earnings date
H2 202623 Aug, 2026
Nuix
Next Nuix earnings date
H2 202623 Aug, 2026
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