Kinaxis Q3 SaaS revenue up 17%

Kinaxis

05/11/2025 22:24

Overview

Kinaxis Q3 SaaS revenue grows 17%, ARR increases 17%

Revenue for Q3 misses analyst expectations

Adjusted EBITDA hits record level with strong 25% margin

Outlook

Kinaxis raises FY 2025 revenue guidance to $535-550 mln

Company expects FY 2025 SaaS revenue growth of 15-17%

Kinaxis projects FY 2025 Adjusted EBITDA margin of 24-26%

Result Drivers

MAESTRO AGENTS - Launch of initial Maestro Agents expected to create new revenue stream and enhance customer outcomes

AI-POWERED ORCHESTRATION - AI-powered orchestration message resonating with new global brands and business partners, driving ARR growth

RECORD NEW BUSINESS - Record new business in Q3 drove accelerated ARR growth, positioning company for stronger fiscal 2025

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$134.59 mln
$136.70 mln (8 Analysts)
Q3 Adjusted EBITDA
$33.92 mln
Q3 Gross Profit
$85.95 mln


Press Release: ID:nBw6TbZtya

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)