i3 Verticals, Inc., led by CEO Paul Christians, reported a strong outlook for fiscal 2026 despite lower expectations for certain markets. Revenue distribution by quarter is forecasted at 23%, 25.5%, 24.5%, and 27%. The company is focused on M&A opportunities in the public sector, emphasizing growth and innovation.

In a recent conference call, Rick Stanford, President of the Public Sector, discussed ongoing discussions for potential acquisitions and the company’s disciplined approach to pricing. i3 Verticals is actively seeking opportunities in the public sector vertical to drive growth and enhance customer engagement. CEO Paul Christians highlighted the company’s market-centric model and cross-market solutions that address the modernization needs of government agencies.

The company recently expanded its partnership with the West Virginia Supreme Court to provide a case management solution to the state’s courts. This platform aims to improve efficiency, transparency, and financial processes within the judicial system. i3 Verticals is observing increased RFP activity and market demand for technology-forward solutions across the public sector, positioning itself as a trusted platform provider.

During the Q&A session, CFO Clay M. Whitson addressed the company’s strategy to focus on recurring revenue over professional services, with plans to push for SaaS solutions in negotiations. The company expects professional services revenue to decline in 2026 due to the timing of certain projects, but remains optimistic about the pipeline and future growth opportunities. Discussions also touched on pricing strategies and the balance between M&A and buyback initiatives.

Read more at Yahoo Finance: i3 Verticals (IIIV) Q4 2025 Earnings Transcript