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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Serko
Serko (SKO) investor relations material
Serko EGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.EGM 2026 summary23 Aug, 2026
Opening remarks and agenda
Chair welcomed shareholders, outlined voting and Q&A procedures, and confirmed quorum for the meeting.
Meeting structure included an introduction, shareholder Q&A, and formal business with resolutions.
Specific resolutions to be voted on
Resolution 1: Approval to issue just over 2.1 million RSUs as executive incentive awards for FY 2026 under two schemes (EDSTI and ELTI).
Resolution 2: Approval to issue up to 2 million RSUs as sign-on stock awards for strategic new hires, with vesting over three years and board approval for each grant.
Proposal to issue RSUs above the 3% threshold set by NZX Listing Rules for employee issuances, requiring shareholder approval.
Combined, the resolutions would allow issuance of up to 4,146,013 RSUs, or 3.28% of shares on issue.
Strategic initiatives and plans
Three strategic initiatives: launch of Serko.ai (multi-agent AI solution), scaling Booking.com for Business, and targeting U.S. corporates for growth.
RSUs are central to attracting and retaining talent for strategic growth.
Focus on delivering a $250m FY30 aspiration, contingent on key partnerships.
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Latest events from Serko
- FY24 income rose 48%, losses narrowed, and FY25 cashflow positivity remains the target.SKO
H2 2024 - Room nights up 39% year-over-year, FY27 guidance reaffirmed, and Serko.ai beta expanded.SKOQ1 2027
- Strong FY24 growth, strategic focus, and cash flow positivity plans highlighted; all resolutions voted.SKOAGM 2024
- FY26 income rose 34% with AI and US expansion, as board renewal and growth plans advance.SKOAGM 2026
- Income up 34%, EBITDAFI up 137%, and US/AI initiatives drive future growth.SKOH2 2026
- AI innovation and US market focus underpin growth toward a $250m FY30 income goal.SKOInvestor Day 2026
- Total income up 45% to $61.8M, EBITDAFI at $6.1M, and strong growth in Booking.com for Business.SKOH1 2026
- GetThere acquisition and Sabre partnership drive North American expansion and 18% income growth.SKOH1 2025
- Income up 27% to NZD 90.5M, positive cash flow, and strong FY26 outlook at NZD 115–123M.SKOH2 2025
Next Serko earnings date
H1 202715 Nov, 2026
Serko
Next Serko earnings date
H1 202715 Nov, 2026
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Frequently asked questions
Serko Limited is a New Zealand-based company specializing in travel management and expense technology. Established on May 23, 2007, Serko has grown to become a key player in providing software-as-a-service (SaaS) solutions aimed at simplifying corporate travel management. Its flagship platform, Zeno, offers a comprehensive travel and expense management service, catering to both enterprise companies and small to medium-sized businesses through partnerships with travel management companies and integration with Booking.com for Business. Serko also operate a marketplace for suppliers to connect their content directly, bypassing traditional global distribution systems. The company is headquartered in Auckland, New Zealand, and its shares are listed on both the New Zealand Stock Exchange (NZX) and the Australian Securities Exchange (ASX).