Image source: The Motley Fool. March 5, 2026 at 10 a.m. ET Call participants Interim CEO and Chair — Matthew Kissner Chief Financial Officer — Craig Albright EVP, General Manager, Research — Jay Flynn SVP, Investor Relations — Brian Campbell Need a quote from a Motley Fool analyst? Email [email protected] Takeaways AI revenue -- $42,000,000 year to date, ahead of last year’s $40,000,000, with comp...
Image source: The Motley Fool. March 5, 2026 at 10 a.m. ET Call participants Interim CEO and Chair — Matthew Kissner Chief Financial Officer — Craig Albright EVP, General Manager, Research — Jay Flynn SVP, Investor Relations — Brian Campbell Need a quote from a Motley Fool analyst? Email [email protected] Takeaways AI revenue -- $42,000,000 year to date, ahead of last year’s $40,000,000, with company guidance of $45,000,000–$50,000,000 for the full year. -- $42,000,000 year to date, ahead of last year’s $40,000,000, with company guidance of $45,000,000–$50,000,000 for the full year. Research publishing output -- Submissions increased 26%, article output up 11%, and revenue up 4% excluding AI, outpacing the broader market. -- Submissions increased 26%, article output up 11%, and revenue up 4% excluding AI, outpacing the broader market. Adjusted EBITDA margin -- Guidance raised to the high end of 25.5%-26.5% range (up from 24% prior year), with 250 basis points improvement reported for the quarter. -- Guidance raised to the high end of 25.5%-26.5% range (up from 24% prior year), with 250 basis points improvement reported for the quarter. Operating cash flow -- Nearly doubled year over year to $103,000,000, with free cash flow up by $57,000,000 and tracking to an annual target of ~$200,000,000. -- Nearly doubled year over year to $103,000,000, with free cash flow up by $57,000,000 and tracking to an annual target of ~$200,000,000. Shareholder returns -- Share repurchases doubled in the quarter to $70,000,000 year to date, with $120,000,000 combined repurchases and dividends in nine months, up 37%. -- Share repurchases doubled in the quarter to $70,000,000 year to date, with $120,000,000 combined repurchases and dividends in nine months, up 37%. Recurring revenue -- 70% of research publishing revenue is from recurring contracts, with customer retention above 99% and 82% of the renewal cycle completed. -- 70% of research publishing revenue is from recurring contracts, wi...