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- **CEO Transition & Q3 Highlights**: New CEO emphasizes focus on resolving Ting and driving core business growth.
- **Ting Timeline**: Resolution expected in 2-3 quarters, with full divestiture taking several more quarters.
- **2026 Guidance**: Domains and Wavelo growth metrics to be shared in early Feb 2026 earnings.
- **Contract Transparency**: 4-year CEO agreement details to be disclosed in Q4 filing.
- **Strategic Focus**: Operational efficiency and reinvestment readiness post-Ting resolution.

**【CEO Opening Remarks】**
- First Q&A as CEO, emphasizing honor to lead Tucows and build on its legacy.
- Q3 2025 was a significant quarter with business progress and leadership transition.
- Key focus areas: Ting process resolution, growth outlook for Domains and Wavelo, and strategic reinvestment opportunities.

**【Ting Process Update】**
- Ting divestiture process remains complex and ongoing, with resolution expected in 2-3 quarters.
- Full divestiture likely to take several quarters beyond resolution.
- Valuation details will be disclosed post-final terms.

**【Growth Outlook for Core Businesses】**
- 2026 guidance for Domains and Wavelo to be provided in Q4 earnings (early Feb 2026).
- Focus on maximizing shareholder value through disciplined reinvestment planning.

**【CEO Employment Contract】**
- 4-year fixed-term agreement with alignment for shareholders and leadership continuity.
- Full contract details to be disclosed in Q4 10K filing (March 2026).

**【Strategic Vision & Priorities】**
- Top priority: Completing Ting process to unlock flexibility for reinvestment.
- Operational focus: Efficiency, deleveraging, and momentum in revenue, margin, and EBITDA.
- Board engagement in transformation efforts with skilled representation.

**【Closing Remarks】**
- Gratitude for strong team and board support during transition.
- Commitment to transparency and sharing updates on growth strategy in upcoming quarters.

Tucows (TCX) 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

TCX

TCX fundamentals

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