ACCESS Newswire (ACCS) LD Micro Main Event XIX Investor Conference summary

Business transformation and strategic pivot

• Rebranded from Issuer Direct to ACCESS Newswire, shifting from compliance to a PR/IR platform focus.

• Sold the compliance business for $12.5 million, using proceeds to reduce debt by 78% and streamline operations.

• Transitioned to a subscription-driven model, with 50% of revenue now from ARR and a target of 80% within 12 months.

• Reduced OpEx by 25% and expect to fully repay remaining debt by end of 2026.

• Focused on larger enterprise clients, increasing average ARR and customer LTV.

Product innovation and technology roadmap

• Launched new products including Media Database, pitching, analytics, and event software.

• Introducing 'Kill the Report,' replacing traditional distribution reports with real-time, interactive analytics and AI-driven engagement tools.

• Partnering with Hootsuite for integrated social media listening and engagement.

• Deployed agentic AI systems in editorial workflow, saving 8% in editorial time, targeting 12-15% by early next year.

• Launching pressrelease.com for private companies, offering a low-cost, single-circuit press release product.

Market opportunity and growth outlook

• Addressable market in corporate communications and software estimated at $8 billion globally.

• Targeting expansion into new verticals and earlier-stage company partnerships to double TAM.

• Aims to become the second largest newswire by volume within 12-18 months.

• Subscription business retention rate at 93%, with a goal to reach 98% through product and service enhancements.

• Expecting double-digit revenue and adjusted EBITDA growth next year.