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Verimatrix (VMX) investor relations material
Verimatrix H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary28 Jul, 2025
Executive summary
H1 2025 revenue was $26.5 million, down 14% year-over-year, with recurring revenue at 65% of total and a 49% improvement in adjusted EBITDA to $2.5 million.
Q2 2025 revenue reached $15.0 million, down 10% year-over-year but up 30.5% from Q1 2025.
Adjusted net loss was $3.3 million for H1 2025, unchanged from H1 2024.
A $60 million goodwill/asset impairment led to a reported net loss of $65 million.
Cash and cash equivalents declined to $5.3 million due to deferred customer payments, mainly in Latin America.
Financial highlights
H1 2025 recurring revenue totaled $17.3 million (+1% year-over-year), with subscriptions up 9% and maintenance down 7%.
Q2 2025 recurring revenue was $8.7 million (+1% year-over-year); subscription revenue grew 8% to $4.7 million.
Non-recurring revenue in Q2 2025 was $6.3 million, down 21% year-over-year but improved from Q1.
Gross profit margin for H1 2025 was 66.6%, down from 69.7% in H1 2024.
Free cash flow at end-June 2025 was $5 million, impacted by late payments in Latin America.
Outlook and guidance
ARR from subscriptions is expected to achieve double-digit growth for the full year, with recurring revenue targeted at 70% of total revenue.
Full-year EBITDA margin is now expected to be slightly above 2024's 4.9%, below the initial 10% target.
Focus remains on expanding in media, telecoms, entertainment, and banking, with new strategic partnerships and verticals.
Economic uncertainties and extended sales cycles are expected to persist, affecting business momentum.
Discuss the civil security strategy.
Elaborate on the growth streaming.
Explain the reference to Las Vegas.
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Next Verimatrix earnings date
Q3 2025 TU22 Oct, 2025
Next Verimatrix earnings date
Q3 2025 TU22 Oct, 2025
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Frequently asked questions
Verimatrix SA is a cybersecurity company that specializes in protecting digital content, applications, and devices across various sectors. The company's solutions are particularly focused on anti-piracy, threat defense, and secure delivery, serving industries such as media, entertainment, financial services, and healthcare. Key offerings include the Verimatrix Secure Delivery Platform, which provides content protection and anti-piracy services, and the Extended Threat Defense (XTD) suite, which offers advanced security for mobile apps and websites. Verimatrix also collaborates with partners to enhance its cybersecurity solutions, ensuring comprehensive protection for customers worldwide. The company is headquartered in Aix-en-Provence, France, and its shares are listed on the Euronext Paris.
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