Q: Thoughts on the quarter please?
5i Research Answer:
EPS of 6c beat estimates of (nil); revenue of $565M beat estimates of $509.7M. EBITDA of $204M missed estimates by 9%. Both revenue and earnings fell year over year but 2026 guidance was maintained. Free cash flow per share was 34c vs 47c in the prior year period. Not the best quarter, but the company did talk up its future with datacentres expected to be a big driver of future growth. Consensus does call for improved growth in the second half and EPS is expected to more than double next year.