The Descartes Systems Group Inc. (NASDAQ:DSGX) Q1 2026 Earnings Conference Call June 4, 2025 5:30 PM ET
Company Participants
Allan J. Brett – Chief Financial Officer
Edward J. Ryan – CEO & Director
John Scott Pagan – President & COO
Conference Call Participants
Cole Alexander Couzens – Wolfe Research, LLC
Jackson Geoffrey Bogli – William Blair & Company L.L.C., Research Division
Lachlan Brown – Redburn (Europe) Limited, Research Division
Mark William Schappel – Loop Capital Markets LLC, Research Division
Meng Shao – National Bank Financial, Inc., Research Division
Paul Michael Treiber – RBC Capital Markets, Research Division
Raimo Lenschow – Barclays Bank PLC, Research Division
Richard Chu – Scotiabank Global Banking and Markets, Research Division
Robert Young – Canaccord Genuity Corp., Research Division
Stephanie Doris Price – CIBC Capital Markets, Research Division
Operator
Good afternoon, ladies and gentlemen, and welcome to The Descartes Systems Group quarterly results conference call. [Operator Instructions] This call is being recorded on Wednesday, June 4, 2025.
I would now like to turn the conference over to Mr. Scott Pagan. Please go ahead.
John Scott Pagan
Thank you, and good afternoon, everyone. Joining me on the call today are Ed Ryan, CEO; and Allan Brett, CFO. And I trust that everyone has received a copy of our financial results press release that was issued earlier today.
Portions of today’s call, other than historical performance, include statements of forward-looking information within the meaning of applicable securities laws. These statements are made under the safe harbor provisions of those laws. These forward-looking statements include statements related to our assessment of the current and future impact of geopolitical trade tariff and economic uncertainty on our business and financial condition; Descartes’ operating performance, financial results and condition; cash flow and use of cash; business outlook; baseline revenues, baseline operating expenses and baseline calibration; anticipated and potential revenue losses and gains; anticipated recognition and
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