Nowvertical completes transition to one brand

Executive Summary

• Nowvertical Group Inc. has completed its "one brand" strategy, unifying all nine acquired businesses under the Nowvertical global identity, marking the conclusion of its integration phase announced in August 2024.
• The company exceeded its integration targets, with integration-led revenue accounting for approximately 12% of total revenue in the third quarter of 2025 year-to-date, surpassing the stated 10% target.
• Management highlights three pillars of integration success: Account integration (cross-selling/expansion), Partnership integration (enhanced credibility with partners like Google Cloud), and Capability integration (leveraging global delivery hubs in Argentina and India).

Key Details

• Brand Unification: All nine acquired businesses now operate under the single Nowvertical brand, aiming to reduce brand fragmentation and improve enterprise visibility.
• Integration-Led Revenue Performance:
  • Achieved ~12% of total revenue in Q3 2025 YTD, exceeding the 10% target.
  • Defined as revenue from cross-sell, multiregion delivery, or partner-enabled engagements that would not have occurred prior to the integrated model.
  • Generated without incremental acquisition costs, improving operating leverage and margin expansion.
• Specific Account Wins & Metrics:
  • Argentine Energy Sector: Contract valued at over $1.25 million with a 35% gross margin (Q3 2025 YTD), leveraging Brazilian team capabilities.
  • North America/Europe Expansion: Generated >$500,000 in incremental revenue across two strategic accounts by leveraging European capabilities for historically North America-only engagements; maintained >60% gross margin.
  • Google Cloud Engagement: Secured a ~$150,000 engagement in Q3 2025 within a strategic account previously not served by Google Cloud; maintained 65% gross margin.
  • Delivery Hubs: Utilization of hubs in Argentina and India supports North American accounts with scalable delivery models, maintaining gross margins of approximately 50%.
• Strategic Outlook: The company is transitioning from integration to value realization, targeting larger, multimarket enterprise programs in 2026 with a focus on operational integration and sustained organic growth.
• Financial Context: Revenue and gross margin references are based on Q3 2025 financial results publicly disclosed on Nov. 12, 2025. Some referenced contracts may have revenue recognized in subsequent periods.

Notable Quotes

• "Together, these integration pillars strengthen the company's strategic account program and partner engagement by supporting more consistent cross-sell execution and multiregion delivery."
• "Unifying our brand marks a clear transition from integration to value realization... The progress we delivered in 2025, particularly in integration-led revenue, demonstrates the strength of our model." — Sandeep Mendiratta, CEO