Q3: 2025-12-03 Earnings Summary
EPS of $0.31 beats by $0.10
| Revenue of $152.16M (9.63% Y/Y) beats by $4.85M
nCino, Inc. (NCNO) Barclays 23rd Annual Global Technology Conference December 10, 2025 2:35 PM EST
Company Participants
Gregory D. Orenstein – CFO & Treasurer
Conference Call Participants
Saket Kalia – Barclays Bank PLC, Research Division
Presentation
Saket Kalia
Barclays Bank PLC, Research Division
Excellent. Well, hey, good morning, everyone. Welcome to Day 1 of the Barclays TMT Conference. My name is Saket Kalia. I cover software here at Barclays. Really honored to have with us Greg Orenstein, Chief Financial Officer of nCino. We’ve got about 30 minutes together. Let me take the first 20 or 25 minutes to go through some fireside chat with Greg, which I know is going to be fun.
A lot of stuff to talk about from last quarter. And then we’d love to make this interactive. So if anyone’s got any questions, just pop up your hand, and we can get a mic around for the benefit of the webcast. So with that, Greg, thanks so much for being with us here today.
Gregory D. Orenstein
CFO & Treasurer
Pleasure being here. Always good to spend time with you.
Saket Kalia
Barclays Bank PLC, Research Division
Wouldn’t be Barclays Conference without nCino. So, for those of us that remember nCino back from the 2020 IPO, we remember a leading platform in commercial lending here in the U.S. and a growing international story. Can you just talk about how the story has evolved since then? And what focus areas and new markets are sort of top of mind? Maybe we’ll start there. .
Gregory D. Orenstein
CFO & Treasurer
Sure. It does seem like quite some time. And the company has evolved quite a bit. So you’re right. We started as focused on commercial lending, but we always had this vision of building out a platform across the financial institution. We
