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Navan, Inc. (NAVN) Discusses AI-Driven Strategy, Market P...
2026-05-14 · via All Articles on Seeking Alpha

Navan, Inc. (NAVN) Discusses AI-Driven Strategy, Market Positioning, and Path to Profitable Growth in Travel May 13, 2026 1:15 PM EDT

Company Participants

Ryan Burkart - Vice President of Investor Relations
Ariel Cohen - Co-Founder, CEO & Chairman
Michael Sindicich - President
Aurelien Nolf - CFO & Principal Accounting Officer
Ilan Twig - Co-Founder, Former CTO & Director

Conference Call Participants

Samad Samana - Jefferies LLC, Research Division
Jared Levine - TD Cowen, Research Division
Christopher Quintero - Morgan Stanley, Research Division
Jed Kelly - Oppenheimer & Co. Inc., Research Division
Scott Berg - Needham & Company, LLC, Research Division
Steven Enders - Citigroup Inc., Research Division
Blair Abernethy - Rosenblatt Securities Inc., Research Division
Gabriela Borges - Goldman Sachs Group, Inc., Research Division

Presentation

Operator

Ladies and gentlemen, please welcome to the stage, Navan's Vice President of Investor Relations, Ryan Burkart.

Ryan Burkart
Vice President of Investor Relations

Hello, everyone. Good afternoon. My name is Ryan, Vice President of Investor Relations. And it is my pleasure to welcome you to Navigate. Thank you so much for taking the time to be here with us today in person and thank all of you who are joining us on the webcast.

Today is all about giving you a glimpse into the future of where Navan is going, why we are positioned to win and how we are driving durable and profitable growth. You're going to hear from 3 of our leaders today, beginning with Ariel, who's going to share our vision and why AI is accelerating that vision. Then we're going to hear from our President, Michael Sindicich, who will take us through our go-to-market motion and all of the amazing momentum we have there. And then finally, we'll hear from our CFO, Aurélien, who's going to wrap up with some financials and how our model is durable and high return. We'll finish off the day with about 25 minutes of Q&A. The