AI at work: 4Sight's Record FY26 Results

Описание: What does it look like when a South African technology company turns AI, data and automation into record financial results?

In this webinar, our own Higgo van Biljon sits down with Tertius Zitzke, Group CEO of 4Sight Holdings, and Eric van der Merwe, Group CFO, to unpack the company’s record FY26 results, the accelerating adoption of AI in business, and how 4Sight is positioning itself at the centre of Africa’s digital transformation. From data and automation to recurring revenue, acquisitions and proprietary IP, this conversation explores how businesses are using technology to improve productivity, unlock efficiencies and drive growth.

Topics covered include:

4Sight’s FY26 financial results and growth drivers
Revenue growth of 16.3% and operating profit growth of 45.8%
How AI, data and automation are transforming businesses
The convergence of operational technology (OT) and information technology (IT)
Why 4Sight describes AI as “Automated Intelligence”
Practical AI use cases in recruitment, HR and business operations
The role of recurring software and services revenue
4Sight’s acquisition strategy and recent acquisitions
Moving up the value chain into larger enterprise clients
The future of AI-as-a-Service and token-based software models
Building proprietary intellectual property and AI agents
Expansion opportunities across Africa and international markets
The growth of Microsoft’s ecosystem and cloud adoption
Cybersecurity, data sovereignty and hybrid cloud trends
Mining, industrial automation and simulation technologies
Talent development and upskilling for the AI era
Capital allocation, dividends and acquisition opportunities
Valuation, liquidity and attracting institutional investors
The long-term outlook for technology and AI adoption in Africa

⏱️ Timestamps:

00:00 Welcome & introduction
01:04 What does 4Sight Holdings actually do?
04:30 AI at work: practical business applications
08:34 Revenue growth, profitability and efficiency gains
12:37 Recurring revenue and business model overview
13:39 Acquisitions, dividends and capital allocation
17:53 Organic growth opportunities and AI agents
21:11 Proprietary IP and software development
22:25 International expansion opportunities
22:49 Risks, cybersecurity and data sovereignty
26:30 Key industries driving growth
29:21 Valuation, liquidity and institutional investors
31:36 Outlook for FY27 and the future of AI
33:14 Closing remarks


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