Strong ACV Growth
Annualized Contract Value (ACV) grew 28% year-over-year on a constant currency basis to $133.8M (reported), and 18% organic constant-currency growth when normalizing for acquired ACV.
Revenue and Currency Milestone
Total revenue reached $141M, up 19% year-over-year; translated to AUD, revenue exceeded AUD 200M for the first time.
Record Profitability and Rule of 40
Management EBITDA reached approximately $24.7–$25M (up ~$10M YoY), representing ~17.6–18% management EBITDA margin. Rule of 40 hit a record — 36% excluding acquired ACV and 46% inclusive — indicating disciplined profitable growth.
High Retention and Low Churn
ACV retention rate was 96.1% (churn 3.9%), consistent with top-tier enterprise software peers and demonstrating strong customer stickiness.
ARPU and Multi-Solution Expansion
ACV per Pro team (core ARPU) grew 10% year-over-year and exceeded $30,000 for the first time. Multi-solution Pro teams increased 62% YoY, with 506 new multi-solution teams added, reflecting successful cross-sell and platform expansion.
Pro Team Footprint Expansion
Total team count expanded to over 5,500 teams globally (approximately 1,000 net new teams YoY, >20% increase). Management also cited more than 4,100 Pro teams in key metrics, indicating growth in both total and professional customer bases.
SaaS Revenue and Contribution Margin Improvements
SaaS revenue (driven by ACV) grew 21% YoY. Contribution margin improved to 53% as variable costs fell to 47% of revenue (down from prior periods), demonstrating better unit economics.
High Incremental Profitability
Incremental profit margin (profit retained on each additional dollar) was 41% in FY '26; excluding acquisition-related costs this would have been ~48%, exceeding the company target of retaining at least 30% of additional revenue as profit.
Cash Position and Balance Sheet Strength
Ended FY '26 with cash balance of over $53M and no outstanding debt, providing flexibility for growth and execution.
Strategic Acquisitions and Product Innovation
Executed three acquisitions (including Perch and Impect), expanding platform capabilities. Launched/co-developed Vector 8, Perch P2 camera, Impect integration, Matchtracker automated aggregation, AI-powered automatic shift detection in ice hockey, and expanded Focus Live to practice — all supporting upsell and differentiation.