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Integrated Research (IRI) investor relations material
Integrated Research AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Chair and CEO welcomed attendees, acknowledged traditional land owners, confirmed quorum, and emphasized innovation and product-led growth.
Directors, executive team, auditor, and share registry representatives were introduced.
Meeting agenda included business update, CEO presentation, Q&A, and formal business with voting.
Financial performance review
FY25 pro forma revenue was $74.3m (down 1%), statutory revenue $68.3m (down 18%), EBITDA $15.9m (down 35%), and NPAT $13.4m (down 51%).
Net cash increased 27% to $40.6m, with a robust balance sheet, no debt, and over AUD 40 million in cash.
Dividend per share remained unchanged at AUD 0.02, fully franked.
New client revenue rose 31% to $6.7m, while expansion revenue fell 51% to $3.3m; subscription fees increased 77% to $3.9m.
1H FY26 trading update showed a 4% decline in revenue and TCV, with EBITDA guidance down 220% due to increased investment and a significant receivables impairment.
Board and executive committee updates
CEO Ian Lowe completed his first full year, providing clear direction and accountability.
Board maintains a disciplined approach to governance and oversight, leveraging diverse expertise.
Directors thanked for their ongoing support and dedication.
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
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