Coveo Solutions Inc. (CVO:CA) Shareholder/Analyst Call Prepared Remarks Transcript

Laurent Simoneau
Founder, CEO & Director

Good morning, ladies and gentlemen, and welcome to Coveo’s 2026 Annual General Meeting of Shareholders. [Foreign Language] My name is Laurent Simoneau, and I’m the CEO of the company. With me here on this virtual AGM are Karine Hamel, the Chief Financial Officer of Coveo; and Jérémie Ste-Marie, the Senior Vice President and General Counsel of Coveo as well as a number of other executives and Board members in listen-only mode.

As you know, the company has decided this year again to conduct this meeting virtually by way of a live broadcast — live webcast, I should say, to maximize shareholder attendance for those who would be unable to attend the meeting in person. By holding the meeting virtually, all shareholders, regardless of their geographic location, have an equal opportunity to participate in real time and vote at the meeting.

Dear shareholders, this is an exciting time for Coveo. Over the past several years, the conversation around enterprise AI has evolved rapidly from experimentation to implementation and now to operational scale. Organizations are no longer asking whether AI can deliver value. They are focused on deploying AI across critical business processes while ensuring reliability, governance, measurable outcomes, and return on investment. As AI becomes increasingly embedded in the enterprise, the ability to deliver trusted and contextually relevant information has become foundational.

We believe this shift plays directly to Coveo’s strengths. Against this backdrop, fiscal 2026 was another year of strong execution. We continue to expand our SaaS business, strengthened relationships with strategic customers and drove meaningful adoption of our AI relevance platform across both