Nextech3D.AI Corporation

Management reported Q3 revenue growth of 59% year over year and 20% sequentially, alongside record 95% gross margins. No EPS figure was stated in the interview. Forward-looking, management said multiple enterprise contracts are expected to close in the next week or two, expects triple-digit growth this year, and said the next quarter should be even better; no formal guidance range was provided.

Evan Gappelberg framed the quarter as a turnaround inflection point, saying the company is now seeing traction from a unified AI and event platform with enterprise customers. He stressed that Nextech is becoming an AI-first company, using AI to streamline operations and make acquisitions more efficient, while also expanding into event tech, team-building, gifting, and blockchain ticketing. His tone was highly optimistic and assertive, repeatedly saying the numbers show the turnaround is real and that the company is at the beginning of a multiyear growth curve.

No CFO appeared on the call. Financial commentary came from the CEO, who highlighted 95% gross margins, said the business is mostly pure software now, and credited the finance team for reducing expenses. He also said the company wants to avoid paying auditors twice on the ARway deal because it would unnecessarily burden cash, implying discipline around spend and liquidity.

Analyst and investor questions focused on the mix of enterprise customers, ticketing strategy, revenue expectations, acquisitions, and share price. Management said the 200 enterprise customers are being moved into real enterprise contracts, that tiering starts at roughly $25,000 to above $150,000 but customers can expand over time, and that the company is pursuing blockchain ticketing rather than me-too ticketing. On share price and capital allocation, Gappelberg said the stock is undervalued, disclosed buying 550,000 shares in November at CAD 0.14, and said he may buy more because he believes the company could turn cash flow positive this year.