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Constellation Software

TSX: CSU · Q2 2026

Recurring organic growth fell to 2%. Is that the whole portfolio, or one vertical?

Reading the Q2 MD&A
Splitting out Altera
Adjusting for FX
Lining up 5 quarters

One vertical. Altera, the hospital EHR business, is under 5% of revenue but its recurring revenue fell 19%. The rest of Constellation held at 4%.

Maintenance & recurring organic growth, FX-adjustedAlteraRest of CSI

Q2 2025+1%−5 pts

Q3 2025−10%−15 pts

Q4 2025+5%−1 pt

Q1 2026−6%−10 pts

Q2 2026−19%−23 pts

Sourced fromQ2 2026 MD&AAltera tablesView sourcesView breakdown

Ask about Topicus, Lumine, capital deployed…ExportAdd to sheet

−19% recurring organic growth at Altera

Q2 2025 included $17M of one-off contract revenue that did not repeat.

Q2 2026 MD&A pp. 15–16 · FX-adjusted organic growth

Revenue type	Altera	Rest of CSI	Gap
Licenses	−31%	−3%	−28 pts
Services	−27%	−2%	−25 pts
Recurring	−19%	+4%	−23 pts

Open full tableShowing 3 of 4

Constellation Software

TSX: CSU · Q2 2026

Recurring organic growth fell to 2%. Is that the whole portfolio, or one vertical?

Reading the Q2 MD&A
Splitting out Altera
Adjusting for FX
Lining up 5 quarters

One vertical. Altera, the hospital EHR business, is under 5% of revenue but its recurring revenue fell 19%. The rest of Constellation held at 4%.

Maintenance & recurring organic growth, FX-adjustedAlteraRest of CSI

Q2 2025+1%−5 pts

Q3 2025−10%−15 pts

Q4 2025+5%−1 pt

Q1 2026−6%−10 pts

Q2 2026−19%−23 pts

Sourced fromQ2 2026 MD&AAltera tablesView sourcesView breakdown

Ask about Topicus, Lumine, capital deployed…ExportAdd to sheet

−19% recurring organic growth at Altera

Q2 2025 included $17M of one-off contract revenue that did not repeat.

Q2 2026 MD&A pp. 15–16 · FX-adjusted organic growth

Revenue type	Altera	Rest of CSI	Gap
Licenses	−31%	−3%	−28 pts
Services	−27%	−2%	−25 pts
Recurring	−19%	+4%	−23 pts

Open full tableShowing 3 of 4

What we are building

An Infrastruture for what's next in finance

From agents, more dynamic IR, better product, custom indexing,... The possibilities are endless.

01Surface
What ships on top
IR sites, custom indexes, research agents, fund tooling. Each one is a thin layer over the same graph, so a new product takes weeks, not a data project.
Interfaces
REST, streaming, bulk, MCP
Built for
IR teams, fintechs, funds, agents
02Reasoning
Agents that show their work
Models plan the query, read the graph and the source documents, and answer with a citation for every figure. Every run is logged, so it can be replayed and checked.
Retrieval
Graph and documents together
Output
Answer, figures, citations
Checks
Runs replayed against filings
03Model
A company is a graph, not a ticker
Legal entities, listings, segments, the KPIs a company actually reports, people and events, linked in one graph. Nothing is overwritten, so you can ask what was known on any date.
Nodes
Entities, listings, segments, KPIs, people, events
Time
Point-in-time, every revision kept
Identity
One ID per company, across listings
04Pipeline
Parse, align, trace
Filings, transcripts and decks are parsed into facts. Units, currencies and fiscal calendars are aligned, restatements are caught, and every value keeps a pointer to its page and line.
Formats
PDF, XBRL, HTML, call audio
Aligns
Units, FX, fiscal calendars
Lineage
Value → document → page → line
05Ingestion
Every disclosure, as it lands
Regulatory filings, call transcripts, investor decks, press releases and alternative data, collected per company rather than per document type.
Regulators
SEDAR+, EDGAR
Also
Transcripts, decks, press, alt data
Mode
Continuous, deduplicated
06Bedrock
The company itself
At the bottom is the issuer. IR teams publish reports and KPIs straight into their profile, and we render them for the web and for AI models from one source.
In
Decks, KPI tables, reports
Out
Web pages, structured feeds
Trust
Published by IR

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Engineering the intelligence layer of finance

Engineering the intelligence layer of finance

An Infrastruture for what's next in finance

What ships on top

Agents that show their work

A company is a graph, not a ticker

Parse, align, trace

Every disclosure, as it lands

The company itself

Read our insights.

We turn noise into conviction.