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    Erin Kyle • CIBC World Markets

    Erin Kyle's questions to Docebo Inc (DCBO) leadership

    Erin Kyle's questions to Docebo Inc (DCBO) leadership • Q2 2025

    Question

    Erin Kyle from CIBC Capital Markets asked for details on the recent Global Education Solutions customer win, including the use cases and broader demand from the education vertical. She also requested an update on capital allocation priorities for the second half of the year.

    Answer

    CEO Alessio Artuffo described the win as a multi-use case deal with a large education publisher who was displacing a legacy vendor, highlighting Docebo's flexibility. He noted the education sector is a growing footprint. CFO Brandon Farber outlined capital allocation priorities as: 1) strategic investments in the business (e.g., government sales, AI R&D), 2) opportunistic share buybacks, and 3) M&A, for which they are awaiting the right asset.

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    Erin Kyle's questions to Docebo Inc (DCBO) leadership • Q2 2024

    Question

    Erin Kyle from CIBC World Markets asked about capital allocation priorities between M&A and share buybacks, the appetite for tuck-in acquisitions versus organic investment, and the expected pace of G&A expense optimization.

    Answer

    Interim CEO Alessio Artuffo stated that while past M&A focused on small tuck-ins, the company's strong capital structure now provides flexibility for quality investments that fit its long-term vision. CFO Sukaran Mehta explained that G&A expense has been held flat or down in absolute dollars for several quarters due to system automation and is expected to continue providing significant operating leverage as revenue grows.

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