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archTIS Ltd. (AU:AR9)
ASX:AR9
Earnings Data
Report Date
Sep 01, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
>-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strong strategic and operational progress (308% ARR increase to $16.3M Y/Y, 76% gross margin, DoD custom development delivered on time, Spirion cross-sell pipeline and $4.5M annualized synergy targets) alongside clear near-term financial pressures (operating cash flow -$4.1M, operating expenses up to $5.9M, one-off integration costs, churn and a pending 30-day DoD trial). Management has liquidity actions in place (cash ~$6M, total available funds >$7M, $8M debt facility) and a concrete roadmap (Horizon 1–3) to convert pipeline into recurring revenue, but material execution and timing risk remains in the next quarters.Company Guidance
ARR Growth after Spirion Integration
Annual Recurring Revenue (ARR) increased 308% to $16.3 million (December quarter, FY26 vs prior comparative period) following the Spirion acquisition.
Strong Gross Margins and Licensing Mix
Gross margin improved to 76% (from ~73% prior corresponding period). Licensing revenue accounts for ~83% of total revenue, and software revenue was $3.8 million of the $4.6 million quarterly revenue.
U.S. DoD Milestones Achieved and Production Trial Underway
Custom development milestone for the U.S. DoD was completed on time (delivered Jan 16). NC Protect was deployed into the DoD365 environment for a 30-day production trial using live data; one remaining third-party integration configuration is outstanding. Management views this as the final milestone before larger licensing.
Spirion Acquisition Strategic Benefits and Cross-sell Pipeline
Spirion acquisition (effective Oct 1) added ~150 commercial clients, produced identified cross-sell/upsell opportunities of $2 million within the first 3 months, and produced a large pipeline opportunity including one prospect with ~30,000 users.
Cost Synergy Actions and Expected Efficiencies
Post-acquisition workforce and cost-synergy realignment initiative expected to deliver >$4.5 million in annualized operating efficiencies.
Liquidity Actions and Available Capital
Quarter closed with cash balance of $6.0 million and total available funds just over $7.0 million. Company has agreed terms for an $8.0 million non-dilutive Regal debt facility to extend runway.
AU:AR9 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:AR9 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | AU$0.09 | AU$0.09 | -2.22% |
Aug 26, 2025 | AU$0.18 | AU$0.18 | 0.00% |
Feb 27, 2025 | AU$0.07 | AU$0.07 | -4.05% |
Aug 28, 2024 | AU$0.07 | AU$0.07 | -1.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does archTIS Ltd. (AU:AR9) report earnings?
archTIS Ltd. (AU:AR9) is schdueled to report earning on Sep 01, 2026, TBA (Confirmed).
What is archTIS Ltd. (AU:AR9) earnings time?
archTIS Ltd. (AU:AR9) earnings time is at Sep 01, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of archTIS Ltd. stock?
The P/E ratio of archTIS Ltd. is N/A.
What is AU:AR9 EPS forecast?
Currently, no data Available