Sabio Holdings Inc. (SBIO) Earnings Call Transcripts

Sabio Holdings Inc.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Sabio Holdings Inc. reported a consolidated gross revenue decline of 10%, primarily due to temporary factors, while core business growth was normalized at 6%. The company achieved a gross margin of 53% and an adjusted EBITDA loss of $3.4 million. Management remains optimistic about the second half of the year, citing $5 million in political advocacy commitments and strong growth in international and programmatic segments, which now account for 62% of revenues. Forward guidance indicates a potential record year ahead, driven by political spending and continued expansion in new markets.

Reported metrics

Guidance from management

Management is optimistic about the second half of 2026, expecting a record year driven by political spending and continued growth in international and programmatic segments. They anticipate significant revenue contributions from political commitments starting in summer 2026.

What management said

Thank you, Sajid. And to recap, core growth positioned for strong growth backed by 9% renewal rate. App Science powered programmatic is doing incredibly well, delivering strong results were 77% renewal rate. International expansion is accelerating at an even faster rate than we anticipated. And finally, this is a political year. and we already achieved and received commitments of $5 million political advocacy commitm...

We're -- we don't have any clear -- we don't provide forward-looking statements, but we will say that we are incredibly excited, and we think there's just a lot of momentum that and a lot of untapped opportunities out there that we haven't even started realizing. So we're excited. We're very bullish on that. And we're also bullish on our core programmatic and our core business in the U.S., along with our Creator TV c...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical instability on advertising budgets and the potential for further revenue declines in the face of economic pressures. There was also inquiry into the sustainability of the recent growth rates in international and programmatic revenues.

Main topics on the call

• Revenue Composition Diversification — Sabio has shifted from a business model that was 90% U.S. managed revenue to one where 62% now comes from programmatic and international sources. Management noted, "the result is more diversified revenue composition in c...
• International Revenue Surge — International revenues increased significantly, up 1,173% year-over-year to $3.1 million, representing 60% of the full year 2025 record. Sajid Premji stated, "we're already on pace to exceed our 2025 sales by the end of ...
• Programmatic Growth — Programmatic revenues also surged nearly 1,125%, reaching $2 million from $156,000 in Q1 2025. Management emphasized that 77% of programmatic customers renewed between Q4 and Q1, with 36% increasing their spend, demonstr...
• Political Spending Commitments — The company has secured $5 million in political advocacy commitments for 2026, with expectations for this number to increase. Aziz Rahimtoola mentioned, "this is a political year," suggesting a significant boost in reven...

Read the full Sabio Holdings Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Sabio Holdings Inc. earnings call transcripts on record, spanning March 23, 2023 to May 26, 2026. Based on this history, Sabio Holdings Inc. reports quarterly. The most recent call on file is dated May 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SBIO

Exchange

TSXV

Country

CA

Sector

Communication Services

Industry

Media

Calls on record

13

First call

March 23, 2023

Most recent

May 26, 2026

Reporting cadence

quarterly