What does Docebo do and what are its main business segments?

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- **Revenue Growth**: 14% YoY ARR (excl. Dayforce), driven by mid-market and enterprise wins (e.g., Amazon Health). 
- **AI Strategy**: Introduced AI credits for modules like Virtual Coach, targeting monetization through consumption models. 
- **Profitability**: 20% EBITDA margin in Q2, targeting 25%+ via cost control and G&A reduction. 
- **Federal Success**: Early wins post-FedRAMP, resilient state/local pipeline despite shutdown. 
- **AWS Impact**: $4M ARR loss Q4, but mid-market growth maintained momentum.

**【CEO Summary Section】**
- **Revenue Growth**: ARR grew 14% YoY (excluding Dayforce), driven by mid-market success and multi-use case signings (e.g., Veolia with 200k+ seats). 
- **AI Strategy**: Introduced AI credit-based pricing for modules like Virtual Coach and Creator, targeting monetization through consumption models. 
- **Customer Wins**: Signed Amazon Health for a 5-year contract and expanded with existing customers like Dayforce, despite its wind-down. 
- **Partnerships**: Leveraged system integrators (Deloitte, Accenture) for 60% of enterprise deals, enabling complex implementations.

**【CFO Financial Commentary】**
- **Profitability**: Achieved 20% EBITDA margin in Q2, targeting 25%+ long-term via G&A reduction to 9-11% of revenue. 
- **ARR Breakdown**: 14% YoY growth (excl. Dayforce), with HCV up 8% QoQ due to mid-market focus. 
- **AWS Impact**: $4M ARR loss in Q4 from contract rollover, but mid-market growth offset this, keeping ARR momentum. 
- **Cost Control**: Strong expense management maintained margins despite AWS impact.

**【Q&A Key Highlights】**
- **Federal Progress**: Secured 2 federal wins post-FedRAMP listing, with state/local pipeline resilient despite shutdown. 
- **Enterprise Momentum**: Amazon Health signed for 5-year contract, Veolia expansion highlights multi-use case adoption. 
- **AI Monetization**: AI credits model for modules like Virtual Coach aims to lift NRR through consumption-based pricing. 
- **Retention**: 2 consecutive quarters of improved retention, focusing on proactive account mapping and renewals.


Docebo Inc (DCBO) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DCBO

DCBO fundamentals

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