Navan, Inc. (NAVN) Q4 2026 Earnings Call Transcript

SA Transcripts159.12K FollowersFollow5ShareSaveCommentsQ4: 2026-03-25 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.02 beats by $0.13 | Revenue of $177.92M beats by $15.66M Navan, Inc. (NAVN) Q4 2026 Earnings Call March 25, 2026 4:30 PM EDT Company Participants Ryan Burkart - Vice President of Investor RelationsAriel Cohen - Co-Founder, CEO & ChairmanAurelien Nolf - Chief Financial OfficerMichael Sindicich - President Conference Call Participants Steven Enders - Citigroup Inc., Research DivisionSamad Samana - Jefferies LLC, Research DivisionSitikantha Panigrahi - Mizuho Securities USA LLC, Research DivisionScott Berg - Needham & Company, LLC, Research DivisionJed Kelly - Oppenheimer & Co. Inc., Research DivisionKeith Weiss - Morgan Stanley, Research DivisionPatrick Walravens - Citizens JMP Securities, LLC, Research DivisionAri Friedman - BNP Paribas, Research DivisionBlair Abernethy - Rosenblatt Securities Inc., Research DivisionDaniel Jester - BMO Capital Markets Equity ResearchMark Schappel - Loop Capital Markets LLC, Research Division Presentation Operator Good day, and welcome to the Navan, Inc. Q4 Fiscal 2026 Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker, Mr. Ryan Burkart, Vice President of Investor Relations. Please go ahead. Ryan BurkartVice President of Investor Relations Thank you, operator. Good afternoon, everyone, and welcome to Navan's Fourth Quarter Fiscal 2026 Earnings Conference Call. With me on the call today are Ariel Cohen, our Chief Executive Officer and Co-Founder; Aurelien Nolf, our Chief Financial Officer; and Michael Sindicich, our President. Before we begin, during the course of today's call, we may make forward-looking statements within the meaning of federal securities laws. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially, including the risks and uncertainties described in our earnings press release, our quarterly report on Form 10-Q filed with the SEC on December 15, 2025, and our other filings with the SEC. In addition, on today's call, we will refer to non-GAAP income and