skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. KXS: If not asked already, can we get your comments on earnings and what you think lies ahead? [Kinaxis Inc.]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: If not asked already, can we get your comments on earnings and what you think lies ahead? Does any one thing stand out?

Asked by on March 02, 2023
5i Research Answer:

EPS of $0.61 beat estimates of $0.257 and revenues of $98.48M missed estimates of $99.23M. Adjusted EBITDA grew 87% year-over-year to $21.1M, beating estimates of $13.6M. Revenues grew by 44% for the year and the company guided for total revenue of $420M to $430M and an Adjusted EBITDA margin of 13% to 15% for the full year. This guidance reflects ongoing revenue growth acceleration in SaaS, despite its currency headwinds. The company grew its customer base by 40% and management is quite optimistic about its strong momentum heading into 2023. KXS expanded its balance sheet, executed well on managing costs, and expects SaaS revenue growth of 25% to 27% for FY2023. We consider these to be strong results and feel that investors should be happy with the company's continued growth in its customer base and improvement in operational efficiencies.