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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.
Perfect
Perfect (PERF) investor relations material
Perfect Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
Q4 2025 revenue reached $18.1M, up 14.2% year-over-year, with full-year 2025 revenue at $69.2M, up 14.9% year-over-year, driven by mobile app and web services subscriptions.
Gross profit for Q4 2025 was $14.6M (80.5% margin), and for the full year $53.5M (77.4% margin).
Operating loss narrowed to $1.7M for 2025, a 45% improvement from 2024, reflecting improved operational efficiency.
Net income for 2025 was $4.6M, down 7.5% year-over-year; Q4 2025 net income was $0.1M, down 94.2% due to a $2.0M goodwill impairment from the Wannaby acquisition.
Positive operating cash flow of $13.3M for 2025, with cash and equivalents at year-end reported as $172.4M and $126.0M in different sources.
Financial highlights
AR/AI cloud solutions and subscription revenue grew 13.5% to $61.1M in 2025.
Licensing revenue increased 1.7% to $5.3M; other revenue surged 133.8% to $2.8M.
Gross margin averaged 80% from FY22–FY25.
Operating expenses rose 10.3% to $55.3M, with R&D up 28.4% and S&M up 9.2%.
General and administrative expenses fell 17.7% to $7.0M in 2025.
Outlook and guidance
2026 revenue expected to grow 8–12% year-over-year, driven by Generative AI, B2C subscription momentum, and web subscriptions.
B2B enterprise segment is expected to remain cautious with limited near-term growth.
Continued investment in generative AI, API-based solutions, and operational efficiency is planned.
Wannaby impairment impact on 2025 operating income?
Subscriber decline vs. revenue per user strategy?
Future growth drivers given cautious B2B outlook?
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Next Perfect earnings date
Q1 202628 Apr, 2026
Perfect
Next Perfect earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Perfect Corp. is a company in the beauty and fashion technology sectors, known for its use of artificial intelligence (AI) and augmented reality (AR) solutions. Established in 2015, the company focuses on offering a wide range of SaaS solutions designed to enhance customer engagement and drive sales growth for beauty and fashion brands. These solutions encompass Beauty AI, Skin AI, Fashion AI, and Generative AI, aimed at supporting brands through digital transformation. Perfect Corp.'s offerings include AR- and AI-powered makeup, skin analysis, hair, jewelry, accessories, glasses, watches, nails, men's grooming, product recommendations, face analyzer, beauty advisor services, AR live casting for web and app, in-store QR code try-on, and various virtual try-on applications. It also develops popular consumer apps such as YouCam Makeup, YouCam Perfect, YouCam Video, YouCam Cut, YouCam Nails, and YouCam Fun. The company is headquartered in New Taipei City, Taiwan, and its shares are listed on the NYSE.
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