Mitek Systems, Inc. (MITK) Q4 2025 Earnings Call Transcript

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SA Transcripts157.32K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Mitek Systems, Inc. (MITK) Q4 2025 Earnings Call December 11, 2025 5:00 PM EST Company Participants Edward West - CEO & DirectorDavid Lyle - Chief Financial Officer Conference Call Participants Ryan FlanaganMike Grondahl - Northland Capital Markets, Research DivisionJacob Roberge - William Blair & Company L.L.C., Research DivisionSurinder Thind - Jefferies LLC, Research DivisionGeorge Sutton - Craig-Hallum Capital Group LLC, Research DivisionAllen Klee - Maxim Group LLC, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Mitek Reports Fiscal 2025 Fourth Quarter and Full Year Financial Results. [Operator Instructions] This call is being recorded on Thursday, December 11, 2025. And I would now like to turn the conference over to Ryan Flanagan with ICR. Thank you. Please go ahead.
Ryan Flanagan Thank you, operator. Good afternoon, and thank you for joining us today to discuss Mitek's Fiscal Fourth Quarter and Full Year Fiscal 2025 financial results. Joining me today are Chief Executive Officer, Ed West; and Chief Financial Officer, Dave Lyle. Please note that today's call will include forward-looking statements, and because these statements are based on the company's current intent, expectations and projections, they are not guarantees of future performance, and a variety of factors could cause actual results to differ materially. A description of these risks and uncertainties can be found in our 10-K filing dated December 11, 2025, and our other SEC filings. These forward-looking statements include, but are not limited to, our expectations around consumer demand for our products and services, expansion of our Check Fraud Defender or CFD, data consortium, the ongoing stability of our check verification business, our growth and investment plans, expected improvements in gross profits and unit economics, improvement to operating leverage and scale, expected free cash flow conversion rate and our FY '26 financial outlook and guidance. Except as required by law, we do not undertake any obligation to update these forward-looking statements.
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