Asure Software (ASUR) Fireside chat summary
Event summary combining transcript, slides, and related documents.
Fireside chat summary
11 Mar, 2026Introduction and agenda
The session focused on how AI is reshaping enterprise software economics, Asure's platform execution infrastructure, structural advantages of its execution platform, and how AI expands operating leverage.
Background and experience of the speaker
Pat Goepel, CEO, highlighted his long-term collaboration with CTO Yasmine Rodriguez, emphasizing her pivotal role in driving AI initiatives.
Yasmine Rodriguez described her daily engagement with AI trends and her leadership in embedding AI into the company’s core systems.
Current industry trends
AI is fundamentally altering enterprise software, automating features, shifting cost structures, and impacting business models differently depending on revenue structure.
AI’s ability to reason, analyze, and recommend is contrasted with the need for regulated execution infrastructure for real-world actions.
Latest events from Asure Software
- Q4 2025 revenue up 28% YoY; 2026 guidance: $159–$162M revenue, 23–25% EBITDA margin.ASUR
Q4 202526 Feb 2026 - Q1 2025 revenue up 10% to $34.9M; recurring revenue exceeds 95% of total.ASUR
Q1 20253 Feb 2026 - Recurring revenue rose 18% to over 96% of total, but Q2 sales fell due to ERTC drop.ASUR
Q2 20242 Feb 2026 - Recurring revenue reached 98% in Q3, with bookings up 141% and 2025 guidance at $134M–$138M.ASUR
Q3 202417 Jan 2026 - 2024 recurring revenue rose 15% to 96% of total; 2025 guidance targets 23–24% growth.ASUR
Q4 20242 Dec 2025 - Proxy covers director elections, auditor change, NOL protection, equity plan, and governance.ASUR
Proxy Filing1 Dec 2025 - Proxy seeks approval for director elections, auditor, rights plan extension, and incentive plan shares.ASUR
Proxy Filing1 Dec 2025 - Q2 2025 revenue up 7% to $30.1M; guidance raised after Lathem acquisition.ASUR
Q2 202516 Nov 2025 - Q3 2025 revenue up 24% to $36.3M; adjusted EBITDA up 49% to $8.1M; net loss widened to $5.4M.ASUR
Q3 202513 Nov 2025