The following is a summary of the Korn Ferry (KFY) Q2 2025 Earnings Call Transcript:
Financial Performance:
Adjusted EBITDA margin improved for the sixth consecutive quarter, now at 17.4%.
Consolidated fee revenue for Q2 was $674 million, showing stability and signs of early improvement.
Earnings per share increased from last year, fully diluted GAAP earnings per share were $1.14.Korn Ferry repurchased $33 million of stock and paid a quarterly dividend of $0.37 per share.
Business Progress:
Launched the Korn Ferry Talent Suite, integrating their talent management capabilities.
Acquired Trilogy International, expanding interim professional offerings to EMEA and North America.
Continued focus on marquee and regional account strategies, covering 38% of their portfolio.
Reported increases in productivity across their consultants and execution staff.
Opportunities:
New HR integrated software platform, the Korn Ferry Talent Suite, aims to enhance client utilization through subscription agreements.
Expansion into EMEA through Trilogy International acquisition increases access to a larger market for interim professional services.
Risks:
The gradual growth of AI services as they scale and reach general availability might impact financial performance.
Economic uncertainties and fewer billing days in the upcoming quarter due to holiday season could impact revenue assumptions.
More details: Korn Ferry IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
