Fincantieri S.p.A. (FCT) Earnings Call Transcripts

Fincantieri S.p.A.'s Latest Earnings Call - Q3 FY2026

In the Q3 2026 earnings call for FirstWave Cloud Technology Limited, management reported a significant increase in cash flow and revenue, driven primarily by the successful contracts with Services Australia and Banobras. Revenue for the quarter reached approximately $2.7 million, a notable increase from $1.45 million in Q3, indicating a positive trajectory for the company. Management also highlighted a reduction in operational costs by $500,000 annually and a cash balance of $2.4 million, suggesting improved financial stability. Looking ahead, management signaled optimism for continued revenue growth and potential for doubling annual recurring revenue (ARR) through ongoing deals in the pipeline.

Reported metrics

Guidance from management

Management expressed optimism for continued revenue growth, with expectations of further deals that could double ARR. They maintained a focus on improving sales conversion rates and leveraging AI in product development.

What management said

Good morning, and welcome to all attending. We'll proceed straight to some presentations from Danny Maher and from Sharon Hunneybell, which I'm sure you'll find very interesting. Danny, over to you.

Okay. Thanks, guys. So trying to get through these questions. Looking ahead, do you expect that the company will -- so from Dean, looking ahead, do you expect that the company will see more revenue from overseas or domestically? Absolutely, overseas, but notwithstanding that we are an Australian company. So particularly off the back of the Services Australia deal, it's an important market for us as well, and the rela...

What analysts pressed on

Analysts raised concerns about the slow pace of commercial conversion from trials into sales, with management acknowledging that this is an area needing improvement. There is also uncertainty regarding the sustainability of revenue growth beyond current contracts.

Main topics on the call

• Revenue Growth Acceleration — FirstWave reported revenues of approximately $2.7 million from April 1 to May 25, 2026, significantly higher than the $1.45 million in Q3. Management stated, "we're already way higher than last quarter and higher than th...
• Successful Contracts — The company secured two major contracts: $1.85 million with Services Australia and approximately AUD 350,000 with Banobras. These contracts are expected to enhance the company's revenue base and validate its compliance m...
• Cost Savings Initiatives — Management announced annual cost savings of approximately $500,000, achieved during the previous quarter and subsequent to the quarter end. This reduction in costs is expected to improve profitability moving forward.
• AI Integration and Product Development — FirstWave is leveraging AI to enhance its product offerings, particularly in compliance management. Sharon Hunneybell noted, "we're building out the governance layer that sits around AI agents," which positions the compa...

Read the full Fincantieri S.p.A. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 48 Fincantieri S.p.A. earnings call transcripts on record, spanning April 2, 2020 to July 29, 2026. Based on this history, Fincantieri S.p.A. reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FCT

Exchange

BIT

Country

IT

Sector

Industrials

Industry

Machinery

Calls on record

48

First call

April 2, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly