Climb Global (CLMB) Q1 2026 Earnings Transcript

Image source: The Motley Fool.

DATE

Thursday, April 30, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Dale Foster

• Chief Financial Officer — Matthew Sullivan

• Senior Director of Alliances, EMEA — Cera Peters

Full Conference Call Transcript

Sean Mansouri: Thank you. Before I present Dale, I'd similar to punctual listeners that definite comments made connected this league telephone and webcast are considered forward-looking statements nether the Private Securities Litigation Reform Act of 1995. -- these forward-looking statements are taxable to definite known and chartless risks and uncertainties arsenic good arsenic assumptions that could origin existent results to disagree materially from those reflected successful these forward-looking statements. These forward-looking statements are besides taxable to different risks and uncertainties that are described from clip to clip successful the company's filings with the SEC. Do not spot undue reliance connected immoderate forward-looking statements. which are being made lone arsenic of the day of this call.

Except arsenic required by law, the institution undertakes nary work to revise oregon publically merchandise the results of immoderate revision to immoderate forward-looking statements. Our presumption besides includes definite cardinal operational metrics and non-GAAP fiscal measures, including gross billings, adjusted EBITDA, adjusted nett income and EPS and effectual borderline arsenic supplemental measures of show of our business. All non-GAAP measures person been reconciled to the astir straight comparable GAAP measures successful accordance with SEC rules. I'd present similar to crook the telephone implicit to Climb's CEO, Dale Foster.

Dale Foster: Thank you, Sean, and bully morning, everyone. In the archetypal quarter, we generated double-digit integrated maturation successful our halfway concern and besides had immoderate payment from our acquisition of Interwork cloud. We remained disciplined successful our signing high-quality vendors to our enactment card, portion moving slower performing vendors to our Climb division. Our show underscores the momentum crossed the business, driven by the spot of our planetary level and the extent of some vendors and partners. During the quarter, we evaluated 39 nett caller brands and selected lone 2 accordant with our strategy of cultivating beardown high-impact vendor relationships crossed our platform. Notably, we signed Czech MK, an manufacture recognized innovator successful broad enterprise-grade monitoring and observability.

As a strategical distributor, we supply transmission partners with streamlined entree to Czech MK's unified monitoring and servability platforms. Delivering heavy visibility crossed hybrid environments and cardinal domains, including infrastructure, networks and applications from a azygous solution. Combined with enterprise-grade scalability, precocious automation and unfastened halfway architecture, Czech MK enables partners to confidently presumption and merchantability and deploy unified monitoring level astatine standard seamlessly crossed divers lawsuit environments and usage cases. We besides launched a institution called Logic Monitor during the quarter, pursuing the palmy aviator with a ample lawsuit successful the 4th fourth of 2025.