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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.
Siteminder
Siteminder (SDR) investor relations material
Siteminder AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 presentation summary27 Oct, 2026
Opening remarks and agenda
Chairman Pat O’Sullivan and CEO and Managing Director Sankar Narayan delivered addresses.
Financial performance review
Revenue grew at a 22% CAGR from FY22 to FY26 on a constant-currency, organic basis; properties grew at a 13% CAGR and ARPU at 9%.
Adjusted EBITDA margin improved from -19.3% in FY22 to 10.6% in FY26, following 6.4% in FY25.
Adjusted transaction gross margin rose from 33.7% in FY25 to 39.4% in FY26; transaction revenue growth outperformed selected global travel peers.
Dynamic Revenue Plus customer billings were more than 2x higher in the Sep-26 quarter than the Jun-26 quarter.
Board and executive committee updates
Pat O’Sullivan was listed as Independent Non-Executive Chairman; Sankar Narayan as CEO and Managing Director.
Jenny Macdonald chaired Audit and Risk; Kim Anderson chaired People and Culture. Other listed non-executive directors were Paul Wilson and Dean A. Stoecker.
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Latest events from Siteminder
- ARR up 24.1%, revenue up 22%, and adjusted EBITDA up 96.5%, driven by Smart Platform and AI.SDR
H2 2026 - ARR up 27.4%, revenue up 25.5%, and EBITDA more than doubled, led by Smart Platform growth.SDRH1 2026
- Accelerating growth, profitability, and product innovation position the business for strong future performance.SDRAGM 2025 Presentation
- AI-powered platform streamlines hotel revenue and distribution, unlocking major growth potential.SDRInvestor Day 2025 Presentation
- ARR up 30.6%, revenue up 19.2% y/y, with positive EBITDA and Smart Platform momentum.SDRH2 2025
- Expanding gold production to 300koz annually with industry-leading margins and long mine life.SDRInvestor Presentation
- Strong growth, new product launches, and board re-elections highlighted the AGM.SDRAGM 2024
- Record revenue and EBITDA growth, with Smart Platform and partnerships driving FY25 outlook.SDRH2 2024
- ARR up 22% and revenue up 17.2%, with positive EBITDA and strong Smart Platform momentum.SDRH1 2025
Next Siteminder earnings date
H1 202723 Feb, 2027
Siteminder
Next Siteminder earnings date
H1 202723 Feb, 2027
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Frequently asked questions
SiteMinder Limited is an Australia-based company that specializes in providing online guest acquisition and commerce solutions for accommodation providers globally. Its comprehensive platform includes tools for channel management, enabling customers to simultaneously sell their rooms across various booking sites, an online booking engine for direct reservations, a website builder tailored for hotels, and business intelligence software for data analytics and decision-making. Additionally, SiteMinder offers Little Hotelier, a property management system for smaller accommodations, SiteMinder Exchange for app integration, and SiteMinder Multi-Property for managing multiple properties. The company is headquartered in Sydney, Australia, and its shares are listed on the Australian Securities Exchange.