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NAVN $26.64 -4.10%
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NAVN · Navan, Inc.
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$26.64 -1.14 (-4.10%) At close · Sep 8
Market Cap
$7.07B
Shares
254.33M
All earnings calls

Earnings call · FY2026 Q3

Navan, Inc. (NAVN) Q3 2026 Earnings Call

Concluded Dec 15, 2025
Dec 15, 2025 0 turns
Period
FY2026 Q3
Runtime
Sources
2 artifacts

Executive readout · one minute

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Financial performance and growth 26 Go-to-market momentum 17 AI leadership and platform 12 M&A and partnerships 12 Guidance and profitability 5 Macro and travel environment 4

Management tone

Confident

Net tone +88 · low hedging

Grounding quotes
  • “This was an amazing quarter for us across the board. As you can see in our results, we delivered on every business metric.”
  • “we delivered on every business metric. But more importantly, we continue to innovate, continue to execute our vision of defining the future of travel”
  • “we really had an incredible start of the year. In just three months here, I've been so impressed by the execution from the team”
  • “we are driving leverage across our P&L, even as we invest and deliver amazing product innovation”

Research coverage

2 live sources

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Revenue $194.93M +29% YoY
Diluted EPS -$4.58
Gross margin 70.7% +0.2 pp YoY
Net income -$225.39M

Research materials

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Quarter detail

How the reported period landed and where the business moved.

Revenue · products & services

Usage Based Revenue$179.90M +29.2% YoY
Subscription Revenue$15.03M +26.2% YoY
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