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Q1: 2026-05-12 Earnings Summary
EPS of $36.74 beats by $3.46
|
Revenue of
$4.36B
(17.39% Y/Y)
beats by $65.82M
Constellation Software Inc. (CSU:CA) Shareholder/Analyst Call May 15, 2026 8:30 AM EDT
Company Participants
Mark Dennison - General Counsel & Secretary
Bernard Anzarouth - Chief Investment Officer
Lawrence Cunningham
Mark Miller - President, COO & Director
Damien McKay - Chief Executive Officer of Vela Software Group
Santina Allen - Group President
David Nyland - CEO & Director
Dexter Salna
Bill Delaney - Chief Executive Officer of Modaxo
Jeff Bender
Greg Richards
Andrew Jones
David Wilkes
Jamal Baksh - CFO & Director
John Billowits
Michael Dufton - Chief Executive Officer
Robin Van Poelje - Chairman & CEO
Barry Symons - Chief Executive Officer
John Billowits
Conference Call Participants
Caroline Khachehtoori - Lumine Group Inc.
Will Pan - Ruane, Cunniff & Goldfarb Inc.
Howard Leung
Joseph Shaposhnik - Rainwater Equity LLC
Alexander Captain - Cat Rock Capital Management LP
Ryan Floyd
Andrew Rosenblum
Daniel Lee
Donald Whalen
Presentation
Mark Dennison
General Counsel & Secretary
Good morning. So last one. Mark Miller, our President, and John Billowits, our Board Chair, have asked me to act as Chairman of today's meeting. Our CFO, Jamal Baksh, will act as Secretary of the meeting. Shirley Tom and Melissa Phillips of Computershare will act as the scrutineers and compute the votes of any polls that are taken at the meeting. We are conducting today's meeting as a hybrid meeting held virtually via live webcast and in person.
Before we get started, I wanted to outline a few logistical items regarding the conduct of the meeting. We're starting with the formal AGM business for Constellation. Once the formal AGM business is completed, we'll move on to our management presentations and our Q&A. Any questions regarding procedural matters are directly related to the motions before the meeting may be addressed during the formal part of this meeting. Otherwise, I ask that you please save your questions for the Q&A session to follow after the formal business to be conducted at this meeting has been fully completed.
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