Overview

* Kinaxis ( KXSCF ) 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 ( KXSCF ) raises FY 2025 revenue guidance to $535-550 mln

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

* Kinaxis ( KXSCF ) 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/Mis Actual Consensu

s s

Estimate

Q3 Miss $134.59 $136.70

Revenue mln mln (8

Analysts

)

Q3 $33.92

Adjusted mln

EBITDA

Q3 Gross $85.95

Profit mln

Press Release:

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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.)