archTIS Rides U.S. DoD Momentum and Spirion Synergies to 308% ARR Surge

archTIS Ltd. ( (AU:AR9) ) has issued an update.

archTIS reported a strong December 2025 quarter marked by accelerating traction in the U.S. defence sector, highlighted by the successful deployment of its NC Protect platform into a live Microsoft DoD365 production environment and the renewal of 1,000 production licences with the U.S. Department of Defense, as well as ongoing contracted development work to enhance mission-critical features. The completion and integration of the Spirion acquisition drove Annual Recurring Revenue to $16.3 million, a 308% year-on-year increase, boosted quarterly revenue to $4.6 million with a higher 76% gross margin, and enabled a global cost realignment expected to deliver about A$4.5 million in annualised savings, even as operating expenses and negative operating cash flow rose temporarily due to U.S. expansion and integration costs; together with a signed term sheet for an A$8 million senior secured debt facility, these moves underpin archTIS’s strategic U.S. expansion and reinforce its positioning as a key player in zero trust and data-centric security for defence and regulated markets.

The most recent analyst rating on (AU:AR9) stock is a Sell with a A$0.11 price target. To see the full list of analyst forecasts on archTIS Ltd. stock, see the AU:AR9 Stock Forecast page.

More about archTIS Ltd.

archTIS Limited (ASX:AR9, OTCQB:ARHLF) is a global provider of data-centric security solutions that enable secure collaboration of sensitive information. The company focuses on defence, government and other highly regulated industries, aligning its offerings with zero trust and data-centric security mandates, and delivers proprietary software such as NC Protect alongside complementary services across Australian and U.S. markets.

Average Trading Volume: 687,597

Technical Sentiment Signal: Sell

Current Market Cap: A$53M

See more data about AR9 stock on TipRanks’ Stock Analysis page.