Navan, Inc. (NAVN) Q2 2027 Earnings Call Transcript

SA Transcripts 162.17K Followers Follow Navan, Inc. ( NAVN ) Q2 2027 Earnings Call September 9, 2026 5:00 PM EDT Company Participants Ariel Cohen - Co-Founder, CEO & Chairman Aurelien Nolf - CFO & Principal Accounting Officer Michael Sindicich - President Erin Rheaume Conference Call Participants Christopher Quintero - Morgan Stanley, Research Division Patrick Walravens - Citizens JMP Securities, LLC, Research Division Samad Samana - Jefferies LLC, Research Division Noah Naparst Steven Enders - Citigroup Inc., Research Division Jed Kelly - Oppenheimer & Co. Inc., Research Division Jared Levine - TD Cowen, Research Division Blair Abernethy - Rosenblatt Securities Inc., Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division Nafeesa Gupta - BofA Securities, Research Division Ian Black - Needham & Company, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Navan Second Quarter 2027 Fiscal Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to turn the call over to your speaker for today, [ Irène ] VP of Investor Relations. Please go ahead. Unknown Executive Thanks, Lisa. Good afternoon, everyone, and welcome to Navan's Second Quarter Fiscal 2027 Earnings Conference Call. With me on the call today are Ariel Cohen, our Chief Executive Officer and Co-Founder; Aurélien Nolf, our CFO; and Michael Sindicich, our President. As a reminder, we publish detailed prepared remarks on our IR website. During the course of today's call, we may make forward-looking statements with the meaning of federal securities laws. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially, including the risks and uncertainties described in our earnings press release, our annual report on our Form 10-K with the SEC on April 2, 2026, and our other filings within the SEC. In addition, on today's call, we refer to non-GAAP gross margin, non-GAAP operating margin, non-GAAP income and loss