PATHOS COMMUNICATIONS PLC - Investor Presentation скачать в хорошем качестве

PATHOS COMMUNICATIONS PLC - Investor Presentation

To be informed of all PATHOS COMMUNICATIONS PLC's upcoming presentations, register at InvestorMeetCompany: https://www.investormeetcompany.com/p... 0:00 Introduction 8:09 AIM IPO – Overview 14:59 Market Update 16:45 Business & Revenue Model 33:21 Financials 38:39 FY25 Trading Update 47:52 Q&A Pathos Communications plc (NEWS:AIM) provided an investor update outlining strong company performance from its tech-enabled, human-led PR platform that connects SMEs to global press via a differentiated pay-on-results model. Following its December 16, 2025 IPO (raising £5m), management highlighted FY2025 financial results of $13.2m revenue and $2.9m adjusted EBITDA, supported by strong gross margins, improving cash collection and a growing proportion of repeat business (nearly half of cash receipts), reflecting increased customer “stickiness.” With over 6,000 clients across 80+ countries and a 370,000-strong prospect/community ecosystem, Pathos is scaling a diversified acquisition engine (telemarketing, partnerships, paid media and warm re-engagement) while reducing concentration risk. The commercial model charges $5,000 per published article, with a “Priority” subscription (c.$1,000 annually) enabling a reduced $3,500 per article rate—supporting retention and lifetime value. The business emphasized operational upgrades addressing legacy bad debt through tighter onboarding and quality control, and reported trading ahead of expectations with strong volumes into early 2026. Growth strategy centers on scaling the core engine, expanding internationally (including China and Latin America), pursuing micro-acquisitions, and productising proprietary AI—“Pathos Mind” (news monitoring, hooks and drafting) and “Priscilla” (virtual publicist workflow automation)—to enhance customer ROI, deepen the order book of repeat engagements, and support margin and revenue expansion over the next 2–3 years.