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XBP Global Holdings, Inc. (XBP) Q4 2025 Earnings Call Prepared Remarks Transcript

Seeking Alpha

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⚡ Quantum Brief

XBP Global reported Q4 2025 results, highlighting its July 2025 acquisition of Exela Technologies BPA as a transformative milestone, with CEO Andrej Jonovic emphasizing integration as the top priority for consolidating platforms. The company focused on three strategic pillars post-acquisition: platform unification, operational synergy realization, and scaling its quantum-resistant encryption solutions for enterprise clients. CFO Dejan Avramovic noted non-GAAP financial metrics were used to assess performance, with reconciliations provided in SEC filings, signaling a shift toward alternative profitability benchmarks. Forward-looking statements dominated the call, with leadership cautioning investors about risks tied to quantum computing market volatility and integration challenges outlined in their 10-K report. The earnings call underscored XBP’s pivot toward quantum-secure infrastructure, positioning itself as a leader in post-quantum cryptography amid growing cybersecurity demands.

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SA Transcripts159.23K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call XBP Global Holdings, Inc. (XBP) Q4 2025 Earnings Call March 31, 2026 5:00 PM EDT Company Participants David ShamisAndrej Jonovic - CEO & DirectorDejan Avramovic - Chief Financial Officer Presentation Operator Hello, and welcome to the XBP Global Fourth Quarter 2025 Financial Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. It is now my pleasure to introduce Head of Investor Relations, David Shamis.

David Shamis Thank you, and good afternoon, everyone. Welcome to XBP Global's Fourth Quarter and Full Year 2025 Earnings Call. Joining me are CEO, Andrej Jonovic; and CFO, Dejan Avramovic. Before we begin, please note that today's remarks may contain forward-looking statements, including statements regarding our future performance, outlook and strategy. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those described. For a detailed discussion on these risks and uncertainties, please refer to our filings with the Securities and Exchange Commission, including our most recent annual report on Form 10-K and our proxy statement and other filings with the SEC, copies of which are available on our Investor Relations website at investors.xbpglobal.com. In addition, during this call, we will reference certain pro forma and non-GAAP financial measures. Reconciliations of these non-GAAP measures to the most directly comparable GAAP measures are included in our earnings release and the appendix to our investor presentation, which are available on our Investor Relations website. With that, I'll turn the call over to Andrej. Andrej JonovicCEO & Director Good afternoon, everyone. 2025 was a defining year for us at XBP Global. Following our transformative acquisition of Exela Technologies BPA at the end of July, we focused on 3 key areas: one, integrating 2 platforms into 1 XBP Global and benefiting from resulting

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