NTWK
NetSol Technologies, Inc.3.0600
-0.0700-2.24%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Q&A details margins, NCI, buybacks
Q&A largely reaffirmed prepared remarks on strong growth and raised FY2026 guidance to ~$73M, adding color on drivers. Management expects gross margins to improve as AI hires ramp and cross-training across departments completes Phase 1 in six months. They detailed the Pakistan subsidiary's 70/30 noncontrolling interest, which trimmed EPS despite solid profits there. Open to buybacks or dividends with $18M cash, echoing past moves. No walk-backs. Margins matter next.
Key Stats
Market Cap
36.10MP/E (TTM)
76.50Basic EPS (TTM)
0.04Dividend Yield
0%Recent Filings
10-Q
Q2 FY2026 results
NetSol Technologies swung to Q2 FY2026 operating income of $1.3M, up from a $0.5M loss y/y (derived), on 21% revenue growth to $18.8M driven by services (+41% y/y) and subscriptions while Asia-Pacific delivered 68% of topline. Gross margins expanded 3.5 points to 48.0% yet operating expenses ticked higher on marketing; YTD loss narrowed to $539K from $1.2M as Q1 weighed. Cash climbed to $18.1M with $555K operating cash flow; total debt steady at ~$8.8M across export refinances (7.5%) with covenant compliance. Customer concentration persists. Revenue hinges on three clients.
8-K
Revenues up 21% to $18.8M
NetSol Technologies posted Q2 fiscal 2026 net revenues of $18.8 million, up 21.1% year-over-year, fueled by 40.9% services growth to $9.6 million and 5.1% recurring subscription rise to $9.1 million. Gross margin expanded to 48.0% from 44.5%, swinging operating income to $1.3 million from a $0.5 million loss. Transcend platforms gained U.S. traction. SaaS growth awaits go-lives.
8-K
New CFO appointed
8-K
Revenues up 2.8%, loss widens
NetSol Technologies posted Q1 FY2026 net revenues of $15 million, up 2.8% year-over-year, fueled by 9.4% growth in subscription and support to $9 million amid a shift to recurring models. Yet gross margins slipped to 39.4% and operating loss widened to $1.8 million, swinging to a $2.4 million GAAP net loss. Cash climbed to $22.7 million. Recurring revenues build stability.
10-Q
Q1 FY2026 results
NetSol Technologies posted Q1 FY2026 revenue of $15.0M, up 2.8% y/y from $14.6M yet down from Q4 FY2025 levels (derived), driven by subscription and support growth to $9.0M while services dipped to $5.9M; gross margin slipped to 39.4% from 45.0% y/y on higher salaries and third-party costs. Operating loss widened to $1.8M from $0.8M, fueled by elevated SG&A, with net loss at $(0.20) per diluted share versus $0.006 profit y/y—anti-dilutive options excluded. Cash climbed to $22.7M with $5.3M operating cash flow; total debt held steady at $8.5M across short-term facilities, covenants met. Asia-Pacific generated 64% of revenue. Customer concentration persists.
CNTM
ConnectM Technology Solutions,
0.46-0.04
CRM
Salesforce, Inc.
254.91+0.33
FRSH
Freshworks Inc.
12.47+0.00
NCNO
nCino, Inc.
24.63+0.11
NOW
ServiceNow, Inc.
781.12+15.92
NTAP
NetApp, Inc.
113.09-1.02
NTCL
NETCLASS TECHNOLOGY INC
0.73-0.22
NTSK
Netskope, Inc.
20.04+0.99
RMNI
Rimini Street, Inc.
4.06-0.03
UBER
Uber Technologies, Inc.
80.92-0.94