AI at work: 4Sight's Record FY26 Results

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 Disclaimer: Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice. Ts and Cs apply.