Kinaxis Inc. - Second Quarter Fiscal 2022 Earnings Conference Call - Highlights and Financial Results Discussion

Aug 25, 2026

Uploaded by William

Kinaxis Inc. holds its Fiscal 2022 second quarter earnings conference call on August 10, 2022, with investor relations, the CEO, and the CFO leading the discussion. Management reviews quarter momentum, explaining constant-currency performance versus reported results impacted by foreign exchange. The call covers SaaS growth, total revenue growth, Adjusted EBITDA margin, constant-currency ARR growth, new customer wins, and the rationale for Agile concurrent planning. It also includes forward-looking statement disclosures and guidance on where IFRS and non-IFRS reconciliations are published.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages16

Reading Time40 min

AccessFree to download

Opening Remarks and Safe Harbor

Forward-Looking Statements and Transcript Notice

Business Highlights

SaaS and Total Revenue Growth

ARR Growth and Subscription Momentum

Customer Wins and Market Positioning

Agile Concurrent Planning Shift

Financial Results and Outlook

IFRS vs Non-IFRS Measures

Kinaxis Inc. Second Quarter 2022 Earnings Conference Call August 10, 2022 Kinaxis Inc.– Second Quarter Fiscal 2022 Earnings Conference Call, August 10, 2022 C O R P O R A T E P A R T I C I P A N T S Rick Wadsworth, Vice President, Investor Relations John Sicard, President and Chief Executive Officer Blaine Fitzgerald, Chief Financial Officer C O N F E R E N C E C A L L P A R T I C I P A N T S Richard Tse , National Bank Financial Daniel Chan, TD Securities Stephanie Price-CIBC Thanos Moschopoulos-BMO Capital Markets Paul Treiber-RBC Capital Markets Christian Sgro-Eight Capital Suthan Sukumar-Stifel Nick Agostino-Laurentian Bank Securities Martin Toner-ATB Capital Markets P R E S E N T A T I O N Operator Good morning, ladies and gentlemen. Welcome to the Kinaxis Inc. Fiscal 2022 Second Quarter Results Conference Call. I'd like to remind everyone this call is being recorded today, Wednesday, August 10, 2022. I will now turn the call over to Rick Wadsworth, Vice President of Investor Relations at Kinaxis Inc. Please, go ahead, Mr. Wadsworth. Rick Wadsworth Thanks, Operator. Good morning and welcome to the Kinaxis earnings call. 2 ViaVid has made considerable eﬀorts to provide an accurate transcrip6on. There may be material errors, omissions, or inaccuracies in therepor6ng of the substance of the conference call. This transcript is being made available for informa6on purposes only. 1-888-562-0262 1-604-929-1352 [www.viavid.com](www.viavid.com) Kinaxis Inc.– Second Quarter Fiscal 2022 Earnings Conference Call, August 10, 2022 Today, we will be discussing our second quarter results, which we issued after close of markets yesterday. With me on the call are John Sicard, our President and Chief Executive Officer, and Blaine Fitzgerald, our Chief Financial Officer. Before we get started, I want to emphasize that some of the information discussed on this call, based on information as of today, August 10, 2022, and contains forward-looking statements that involve risks and uncertainties. Actual results may differ materially from those set forth in such statements. For a discussion of these risks and uncertainties, you should review the forward-looking statements disclosure in the earnings press release as well as in our SEDAR filings. During this call, we will discuss IFRS results and non-IFRS financial measures, including Adjusted EBITDA and constant currency results and metrics. The reconciliation between Adjusted EBITDA and the corresponding IFRS results is available in our earnings press release and in our MD&A, both of which can be found on the Investor Relations section of our website, [Kinaxis.com](Kinaxis.com) and on SEDAR. Participants are advised that the webcast is live and is also being recorded for playback purposes. An archive of the webcast will be made available on the Investor Relations section of our website. Neither this call, nor the website archive may be rerecorded or otherwise reproduced or distributed without prior written permission from Kinaxis. To begin our call, John will discuss the highlights of our quarter, as well as recent business developments, followed by Blaine, who will review our financial results and outlook. Finally, John will make some closing statements before opening the line for questions. We have a presentation to accompany today's call, which can be downloaded from the Investor Relations home page [of our website Kinaxis.com. We will](of our website Kinaxis.com. We will) let you know when to change slides. I'll now turn the call over to John. John Sicard Thank you, Rick. Good morning and thank you for joining us today. I will be starting on Slide 4. Our second quarter result demonstrates the momentum we continued to experience in our business. While foreign exchange fluctuations are a headwind to reported results for global SaaS companies right now, our constant currency results pierce through that to reflect the very stron

FAQs

Who participates in the Kinaxis second quarter fiscal 2022 earnings conference call?

The call includes Rick Wadsworth (Investor Relations) and is joined by John Sicard (President and CEO) and Blaine Fitzgerald (CFO), with external financial analysts as conference participants.

Why do management emphasize constant-currency results during this call?

Management notes foreign exchange fluctuations as a headwind for reported results, and uses constant-currency results to reflect underlying business fundamentals more clearly.

What growth indicators does the CEO highlight for the second quarter?

The CEO cites constant-currency SaaS revenue growth of 27%, total revenue growth of 42%, Adjusted EBITDA margin of 15%, and constant-currency ARR growth of 25% in the quarter.

Aug 25, 2026

Uploaded by William