Netsol Technologies Inc (DE:NS9B)
FRANKFURT:NS9B
Earnings Data
Report Date
Oct 05, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
-0.17Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates strong operational and financial momentum: record quarterly revenue, double-digit top-line growth for the 9-month period, meaningful expansion in gross margins and non-GAAP EBITDA, growth in recurring revenue and ARR, strategic customer go-lives and renewals, expansion in US retail and clear AI roadmap. Offsetting items include a decline in services revenue due to timing, a one-time $400K Pakistan tax charge, a modest decline in cash due to working-capital timing, FX headwinds, and the concentration effect of recognizing a large license renewal in the quarter. Management reaffirmed full-year guidance and emphasized a strong pipeline, suggesting confidence in sustainability of growth. Overall positives materially outweigh the listed negatives.Company Guidance
Record Quarterly Revenue
Total net revenues were $19.8M in Q3, the highest quarterly revenue in company history, up ~13% YoY from $17.5M (constant currency $19.6M).
Strong Recurring Revenue Growth
Subscription and support revenue grew ~11.7% YoY to $8.8M in Q3; for the 9 months recurring subscription and support were $26.9M, up ~8.6% YoY. Annualized recurring revenue exiting Q3 is forecasted at ~$35M, up ~7% YoY from $32.9M.
Meaningful EBITDA and Margin Expansion
Q3 non-GAAP adjusted EBITDA was $3.4M, up ~47.8% YoY from $2.3M; EBITDA margin expanded to 17.2% from 13.1%. For the 9 months, non-GAAP EBITDA was $3.5M, up ~84.2% YoY, with margin expanding to 6.6% from 4.0%.
Improved Gross Profitability
Q3 gross profit was $11.0M (55.6% of net revenues) versus $8.7M (49.8%) in the prior year period; 9-month gross profit was $26.0M (48.4%) versus $22.2M (46.6%).
Large License Renewal Recognition
License fees in Q3 were $4.7M (versus ~$1K prior year) and $4.9M for the 9 months (versus $75K prior year), driven by recognition from a renewed $50M, 4-year tier 1 auto captive contract.
Customer Milestones and Contract Renewals
Went live on Transcend Finance with Northridge Finance (Bank of Ireland UK) and Ford China; renewed a multimillion-dollar agreement with Investec Bank, demonstrating global scale and long-term customer relationships.
Expansion in US Retail (Transcend Retail)
Strong demand for US digital retail solution (BMW dealerships); opportunity to go live across ~350 US BMW locations over 2 years; US subscription & support showing double-digit recurring revenue growth.
AI Integration and Product Differentiation
Expanded AI capabilities: AI-enabled credit decisioning engine embedded into Transcend Finance and an AI-native intelligent document processing solution (OCR + LLM), positioning platform differentiation tied to measurable outcomes.
Reaffirmed Full-Year Guidance
Management reaffirmed full-year fiscal 2026 revenue guidance of approximately $73M to $74M, citing continued momentum across the Transcend platform.
DE:NS9B Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:NS9B Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | €3.60 | €3.72 | +3.33% |
Feb 12, 2026 | €2.62 | €2.64 | +0.73% |
Nov 12, 2025 | €3.34 | €3.36 | +0.60% |
Sep 29, 2025 | €3.96 | €4.44 | +12.12% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Netsol Technologies Inc (DE:NS9B) report earnings?
Netsol Technologies Inc (DE:NS9B) is schdueled to report earning on Oct 05, 2026, TBA (Confirmed).
What is Netsol Technologies Inc (DE:NS9B) earnings time?
Netsol Technologies Inc (DE:NS9B) earnings time is at Oct 05, 2026, TBA (Confirmed).
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What is the P/E ratio of Netsol Technologies Inc stock?
The P/E ratio of Netsol Technologies is N/A.
What is DE:NS9B EPS forecast?
Currently, no data Available