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The Descartes Systems Group Inc. (DSGX) Q3 2025 Earnings Call Transcript

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The Descartes Systems Group Inc. (NASDAQ:DSGX) Q3 2025 Earnings Conference Call December 3, 2024 5:30 PM ET

Company Participants

Scott Pagan – President and Chief Operating Officer
Ed Ryan – Chief Executive Officer
Allan Brett – Chief Financial Officer

Conference Call Participants

Faith Brunner – William Blair
Paul Treiber – RBC Capital Markets
Stephanie Price – CIBC
Lachlan Brown – Redburn Atlantic
Raimo Lenschow – Barclays
John Shao – National Bank
Scott Group – Wolfe Research
Kevin Krishnaratne – Scotia Bank
Robert Young – Canaccord Genuity
Steven Li – Raymond James

Operator

Good afternoon, ladies and gentlemen, and welcome to The Descartes Systems Group Quarterly Results Conference Call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. [Operator Instructions] This call is being recorded on Tuesday, December 3, 2024.

I would now like to turn the call over to Mr. Scott Pagan. Please go ahead.

Scott Pagan

Thank you, and good afternoon, everyone. Joining me remotely 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 this afternoon. 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 and economic uncertainty on our business and financial conditions, Descartes’ operating performance, financial results and condition, Descartes’ gross margins and any growth in those gross margins, cash flow and use of cash, business, business outlook, baseline revenues, baseline operating expenses and baseline calibration, anticipated and potential revenue losses and gains, anticipated recognition and expensing of specific revenues and expenses, potential acquisitions and acquisition strategy, cost reduction and

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