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Edge15 May 2026
TOMRA: Closing the Loop
The story of TOMRA: from reverse vending machine pioneer to global technology for deposit systems, recycling, and resource optimization.
TradeWindow
TradeWindow (TWL) investor relations material
TradeWindow Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary11 May, 2026
Market opportunity and industry dynamics
Global trade relies on complex, manual, and paper-based processes, creating demand for digital solutions.
The addressable market for trade and logistics software is estimated at US$59B, growing at 10.5% CAGR.
Growth drivers include e-commerce expansion, digital transformation, supply chain resilience, and complex regulations.
Business overview and product differentiation
Provides mission-critical software for exporters, importers, freight forwarders, and customs brokers, with integrated platforms for compliance, operations, and data sharing.
Serves over 500 customers, including major agriculture exporters and logistics providers, with ~95% recurring revenue and 89% customer retention.
Differentiated by AI innovation, modular product design, and offshore development teams.
Accredited to issue Certificates of Origin in Australia and New Zealand.
Revenue model and performance
Revenue generated through a mix of transaction fees, subscriptions, and one-time onboarding fees.
FY26 trading revenue reached $9.6m, with $10.1m annual recurring revenue and 63% gross margin.
95% of revenue is recurring, with low customer concentration and churn risk.
ARPC per annum: $30,352 for shippers and $13,904 for freight forwarders.
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Latest events from TradeWindow
- Record revenue growth, reduced losses, and AI-driven strategy set the stage for FY26 expansion.TWL
AGM 2025 presentation15 May 2026 - Strong recurring revenue growth, AI innovation, and dual listing drive global expansion.TWLInvestor presentation15 May 2026
- AI-powered trade software firm posts strong recurring revenue and targets global expansion.TWLInvestor presentation15 May 2026
- Revenue up 20%, ARR over NZD 10M, margins up, and Freight.AI investment accelerated.TWLQ4 20265 May 2026
- Revenue up 22% and EBITDA loss down 73%, with break-even targeted for March 2025.TWLH1 202512 Jan 2026
- 25% revenue growth, narrowed losses, and strong capital raise support expansion plans.TWLH1 202627 Nov 2025
- Record revenue growth, AI-first strategy, and all resolutions passed.TWLAGM 202523 Nov 2025
- Record revenue, 77% lower EBITDA loss, and breakeven achieved, with strong FY26 outlook.TWLH2 202510 Nov 2025
- Revenue and ARR growth drive raised FY25 guidance and strong customer retention.TWLQ2 2025 TU13 Jun 2025
Next TradeWindow earnings date
H2 202628 May, 2026
TradeWindow
Next TradeWindow earnings date
H2 202628 May, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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