silver bullet data service (LON:SBDS) has entered a new stage of maturity after announcing a trading update that signals a move towards EBITDA profitability, while positioning the business at the heart of the enterprise’s AI transformation. In this interview, CEO Ian James explains how streamlining operations, acquiring new customers, and growing demand for a robust data infrastructure are reshaping the company’s trajectory. With 73% of this year’s expected revenue already secured and a strong first quarter underway, the company is now focused on expanding long-term customer relationships while enabling organizations to unlock the value of their data for AI-driven growth.
important moment
00:10 – Overview
Ian James joins Directors Talk to discuss the company’s trading update for the year ended 31 December 2025.
00:26 – 2025 Performance Review
Revenue was essentially flat compared to the same period last year due to delayed decision-making by U.S. customers and the impact of the U.S. government shutdown.
01:08 – Strategic cost restructuring
The company has streamlined its operations, cut costs, created a leaner structure and is now more profitable.
01:20 – EBITDA positive milestone
Silver Bullet Data Services already reports trading EBITDA became positive in the first few months of this year.
02:11 – AI Transformation Opportunity
The growing demand for AI adoption is driving the need for robust data infrastructure and advanced data tools.
02:32 – New client win
The company is Major European airline customers and US Critical Data Products Clientcontributing to growth in 2026.
03:06 – Return to growth outlook
Management is confident that the business will return to growth while maintaining profitability.
04:43 – 73% of revenue already secured
A strong foundation of recurring revenue gives you visibility and confidence in meeting your budget goals.
06:14 – What investors should pay attention to
We remain focused on growing our customer base, delivering AI-driven data solutions, and maintaining our EBITDA momentum.
Silver Bullet Data Services helps organizations derive value from their data by providing advanced data infrastructure, AI-enabled data capabilities, and expert consulting services to support digital and AI transformation.
