Inferra AI / Company / DCBO

Docebo

DCBO · Information Technology

Last earnings Aug 7, 2026

Key results

Revenuequarter

$ 3,243

Since the date of acquisition, the acquisition has generated revenue of $ 3,243 and a net loss of $ 3,871 for the six months ended June 30, 2026.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Since the date of acquisition, the acquisition has generated revenue of $ 117 and a net loss of $ 428 for the six months ended June 30, 2026.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Had the acquisition been completed on January 1, 2026 the pro forma results would have resulted in revenues of $ 283 and a net loss of $ 895 for the six months ended June 30, 2026.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

This resulted in additional employee compensation costs of $ 852 in cost of revenue, $ 1,544 in general and administrative, $ 872 in sales and marketing, and $ 3,184 in research and development.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Subscription revenuequarter

$63.8 million

Second Quarter 2026 Financial Highlights Subscription revenue of $63.8 million, an increase of 12% from the comparative period in the prior year, including approximately 1 percentage point of positive impact resulting from the weakening of the US dollar relative to foreign currencies.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Total revenuequarter

$68.7 million

Total revenue of $68.7 million, an increase of 13% from the comparative period in the prior year, including approximately 1 percentage point of positive impact resulting from the weakening of the US dollar relative to foreign currencies.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Net incomequarter

$2.3 million

Net income of $2.3 million, or $0.09 per share, compared to net income of $3.1 million, or $0.10 per share for the comparative period in the prior year.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Adjusted net incomequarter

$9.4 million

Adjusted Net Income 1 of $9.4 million, or Adjusted Earnings per share of $0.37, compared to Adjusted Net Income of $8.9 million, or Adjusted Earnings per share of $0.30, for the comparative period in the prior year.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

EPSquarter

$0.37

Adjusted Net Income 1 of $9.4 million, or Adjusted Earnings per share of $0.37, compared to Adjusted Net Income of $8.9 million, or Adjusted Earnings per share of $0.30, for the comparative period in the prior year.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

AI analysis

Q4 2026 · reported Aug 7, 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Total revenue · Q4 2026
$68.7M
EX-99 · Aug 7, 2026
EPS · Q4 2026
$0.37
EX-99 · Aug 7, 2026
Net income · Q4 2026
$2.3M
EX-99 · Aug 7, 2026
Revenue · Q4 2026
$ 3,243
EX-99 · Aug 7, 2026

Headline figures

MetricQ4 2026Prior qtrYear ago
Revenue$ 3,243——
Subscription revenue$63.8 million——
Total revenue$68.7 million——
Net income$2.3 million——
Adjusted net income$9.4 million——
EPS$0.37——

EX-99 · Aug 7, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

On May 8, 2026, the Company renewed the NCIB to repurchase and cancel up to 1,269,702 of its common shares, representing approximately 5 % of its Company s issued and outstanding shares as of May 6, 2026, over the 12 month period commencing May 20, 2026 , and ending no later than May 19, 2027.

During the six months ended June 30, 2026, the Company repurchased a total of 1,077,544 common shares for cancellation at an average price of $ 18.02 (C$ 24.83 ) per common share for total cash consideration of $ 19,421 including transaction costs.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Docebo Q4 2026 — Since the date of acquisition, the acquisition has generated revenue of $ 3,243 and a net loss of $ 3,871 for the six months ended June 30, 2026.

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

On May 8, 2026, the Company renewed the NCIB to repurchase and cancel up to 1,269,702 of its common shares, representing approximately 5 % of its Company s issued and outstanding shares as of May 6, 2026, over the 12 month period commencing May 20, 2026 , and ending no later than May 19, 2027.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

During the six months ended June 30, 2026, the Company repurchased a total of 1,077,544 common shares for cancellation at an average price of $ 18.02 (C$ 24.83 ) per common share for total cash consideration of $ 19,421 including transaction costs.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Under the ASPP, the broker may be authorized to repurchase common shares during blackout periods, without consultation with the Company, on predefined terms, including share price, time period and subject to other limitations imposed by the Company and subject to rules and policies of the TSX and applicable securities laws, such as a daily purchase restriction.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

On March 10, 2026, the Company completed a substantial issuer bid under which the Company repurchased 2,941,176 common shares for cancellation at a price of $ 20.40 per common share for total cash consideration of $ 60,000 , and incurred transactions costs of $ 558 related to the SIB.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Three months ended June 30, Six months ended June 30, 2026 2025 2026 2025 $ $ $ $ North America Canada 3,450 3,438 6,860 6,528 United States 46,183 41,634 89,586 82,294 Rest of World 19,017 15,660 37,824 29,206 68,650 60,732 134,270 118,028 20 Subsequent events Substantial Issuer Bid On July 17, 2026, the Company announced that the board of directors had approved a substantial issuer bid under which the Company has offered to repurchase for cancellation up to $ 70.0 million of its outstanding common shares at a price of $ 20.40 per common share (the Offer ).

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

In connection with the Offer, the Company has temporarily suspended repurchases of common shares pursuant to the NCIB in accordance with applicable securities legislation.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Strategy & priorities

The Amended Facility includes an accordion feature that allows for the expansion of the Amended Facility by up to an aggregate maximum principal amount of $ 50,000 .

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Forward-looking information may relate to our future financial outlook and anticipated events or results and may include information regarding our financial position, business strategy, macroeconomic conditions and global economic uncertainty, war and inflation, including actions of Central banks to contain it, our business, growth strategies, addressable markets, budgets, operations, financial results, taxes, dividend policy, plans and objectives.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

In some cases, forward-looking information can be identified by the use of forward-looking terminology such as plans , targets , expects , is expected , an opportunity exists , budget , scheduled , estimates , outlook , forecasts , projection , prospects , strategy , intends , anticipates , believes , or variations of such words and phrases or statements that certain actions, events or results may , could , would , might or, will , occur or be achieved , and similar words or the negative of these terms and similar terminology.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Key capabilities include an AI-generated skills graph that eliminates the need for manual taxonomy maintenance continuous gap analysis mapped to business priorities a Talent Marketplace that surfaces qualified internal candidates for open roles and projects based on verified skills data and pre-built connectors to major HCM, ATS, and LMS platforms.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Management uses a number of metrics, including the ones identified below, to measure the Company s performance and customer trends, which are used to prepare financial plans and shape future strategy.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Risks & headwinds

In preparing these financial statements, the significant judgments made by management in applying the Company s accounting policies and the key sources of uncertainty are the same as those applied and described in the Company s annual audited consolidated financial statements for the year ended December 31, 2025.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Forward-looking information may relate to our future financial outlook and anticipated events or results and may include information regarding our financial position, business strategy, macroeconomic conditions and global economic uncertainty, war and inflation, including actions of Central banks to contain it, our business, growth strategies, addressable markets, budgets, operations, financial results, taxes, dividend policy, plans and objectives.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

If any of these risks or uncertainties materialize, or if the opinions, estimates or assumptions underlying the forward-looking information prove incorrect, actual results or future events might vary materially from those anticipated in the forward-looking information.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

While each of these factors presents significant opportunities for our business, they also pose important challenges, some of which are discussed below and in the Risk Factors section of the AIF.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

We may experience customer turnover in respect of such SMBs, which are more susceptible than larger businesses to changes in general economic conditions and other risks affecting their businesses, such as uncertainty in the macroeconomic environment, including with respect to inflationary pressures, changes in consumer spending, exchange rate fluctuations, and increases of interest rates.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

If the market for cloud-based technology learning solutions does not grow as we expect or our platform does not achieve widespread adoption it could result in reduced customer spending, customer attrition, and decreased revenue, any of which would adversely affect our business and results of operations.

SEC original ↗Docebo — Earnings release (6-K exhibit)EX-99Aug 7, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

31 documents

Earnings releases

4 documents

Presentations

0 documents

No presentations for Docebo are held in this edition of the library.

Transcripts

0 documents

No transcripts for Docebo are held in this edition of the library.

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