Latest Annual Recurring Revenue News

Megaport Limited reported a robust 49% increase in Annual Recurring Revenue to A$338 million for H1 FY26, driven by organic growth and key acquisitions. The company raised its FY26 revenue guidance and delivered strong EBITDA growth while expanding its global footprint.

Knosys Limited reported a 4.6% revenue increase to $5.07 million for the half-year ending December 2025, driven by stronger licence and project fees. However, the company’s net loss widened significantly to $1.53 million, reflecting heavy investment in its next-generation Libero X library management system.

TechnologyOne has upgraded its FY26 profit and recurring revenue growth forecasts, citing strong confidence in AI-enhanced SaaS+ products and a robust customer pipeline across key markets.

Clever Culture Systems posted a $1.32 million loss for the half year ending December 2025, reflecting a strategic shift and reduced government grants. Despite this, the company strengthened its cash position, repaid government debt, and grew its APAS Independence instrument footprint globally.

Asset Vision has reported a robust 38% increase in annual recurring revenue to $5.2 million in the first half of FY26, underpinned by new council contracts and AI-driven platform upgrades. The company’s positive cash EBITDA and strategic focus on scalable growth signal strong momentum in the critical infrastructure SaaS market.

Asset Vision Co Limited reported a 27% increase in revenue to $3.06 million for the half-year ended December 2025, yet recorded a net loss of $54,052 due to deliberate investments in growth and product development.

FirstWave has unveiled a strategic shift towards AI-powered compliance management, backed by strong user growth for its Open-AudIT platform and significant cost savings from restructuring.

Jcurve Solutions has reported a robust Q2FY26 with a significant profit turnaround and a confident revenue outlook for FY26, driven by strong sales and recurring revenue growth.

Aura Consolidated Group and Qoria Limited have announced a merger to create AXQ, a global leader in digital safety and cybersecurity, backed by a US$75 million equity raise and targeting strong growth and innovation.

Aura Consolidated Group Inc. is set to acquire Qoria Limited in a landmark $3 billion merger, creating a global leader in digital safety solutions with a new ASX listing under the ticker AXQ.

Identitii Limited has secured five new customer contracts worth $250k and seen a four-fold increase in usage of its BNDRY platform, even as its capital raising efforts face delays due to a Takeovers Panel application.

Stakk Limited has reported a robust Q2FY26 with record cash receipts and a fortified $15.1 million cash reserve, setting the stage for breakeven in CY26 amid strong Tier-1 client momentum.