Creative Realities (CREX)
NASDAQ:CREX
Earnings Data
Report Date
May 18, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.32Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial trajectory driven by the transformative CDM acquisition: revenue more than doubled in Q4, adjusted EBITDA improved materially, ARR and SaaS contracts expanded, and management highlighted significant new contracts and a strengthened leadership team. Offsetting risks include substantially higher debt from acquisition financing, elevated G&A and one-time integration costs, constrained near-term cash balances, weather- and contract-driven timing delays that pushed roughly $4M of revenue into later quarters, and some expected RFPs that have not yet appeared. Management projects meaningful synergies (target $10M) and a path to >$100M revenue in 2026 with mid-teens to >20% adjusted EBITDA margins when synergies are fully realized.Company Guidance
Quarterly Revenue Surge
Q4 revenue of $23.9M vs $11.0M in prior-year quarter, an increase of approximately +117%, with $13.6M attributable to the November CDM acquisition.
Strong Gross Profit and Margin Expansion
Consolidated gross profit rose to $11.5M from $4.9M (+~135%) and consolidated gross margin improved to 47.9% from 44.2% (+3.7 percentage points).
Material Adjusted EBITDA Improvement
Adjusted EBITDA increased to $5.2M in Q4 vs $0.5M in the prior-year quarter (approximately +940% YoY), and improved from $0.8M in Q3.
Recurring Revenue and SaaS Momentum
ARR was $20.1M as of Dec 31 vs $12.3M at end of Q3 (+~63%), plus $4.1M of SaaS under contract to be added through the year.
CDM Acquisition Strategic Impact
CDM more than doubled company size, contributed $13.6M of Q4 revenue, added Canada's largest mall retail media network (750+ screens, ~750M annual shopper visits), and substantially expanded North American reach and DOOH capabilities.
Clear Synergy Targets and Outlook
Company expects at least $10M of annualized synergies by year-end (currently >60% realized), forecasts >$100M revenue in 2026, and projects adjusted EBITDA margin in the mid-teens initially and >20% when all synergies are realized.
Notable New Business Wins and Pipeline
New project awards and deployments include an $8M stadium build (H2 completion), a $6M AMC theatre lobby media network (1,200+ screens), and the deployment of a previously announced 10-year $54M North Carolina Lottery contract (1,550+ locations).
Management and Go-to-Market Strengthening
Key senior hires (new CFO Tamara Koshua, CRO Dan McAllister, Chief Experience Officer Jackie Walker), tripling of sales team to ~40+ reps, and repurchase of Slipstream's 1.7M warrants for $200k (reducing share overhang).
Hardware and Service Revenue Growth
Hardware revenue rose to $6.6M from $3.9M (+~69%), service revenue rose to $17.3M from $7.2M (+~140%), with hardware margin improving to 28% (from 26.3%) and service margin to 55.7% (from 53.9%).
CREX 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
CREX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 14, 2026 | $3.67 | $3.85 | +4.90% |
Nov 12, 2025 | $2.79 | $2.68 | -3.94% |
Aug 13, 2025 | $2.39 | $2.73 | +14.23% |
May 14, 2025 | $1.78 | $1.91 | +7.30% |
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 Creative Realities (CREX) report earnings?
Creative Realities (CREX) is schdueled to report earning on May 18, 2026, After Close (Confirmed).
What is Creative Realities (CREX) earnings time?
Creative Realities (CREX) earnings time is at May 18, 2026, After Close (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 CREX EPS forecast?
Currently, no data Available