Latest Software Revenue News

Fair Isaac posted a strong fourth quarter, with revenue rising 27% to US$657 million and non-GAAP diluted EPS reaching US$11.10. But the company declined to provide fiscal 2027 guidance as it shifts mortgage customers to bespoke pricing amid continued housing-market pressure.

ResMed has delivered a stronger first quarter for fiscal 2027, with revenue up 6% to US$1.415 billion and net income rising 20% to US$418 million. The headline result was helped by a preliminary gain on the MatrixCare sale, while the core Sleep and Breathing Health business continued to expand.

Activeport’s Q1 FY27 revenue rose 18% to A$1.72 million as software sales more than doubled, while a completed restructure promises A$2 million in annualised savings. The sharper growth story arrives with a pressing funding question: quarter-end cash covered only 0.7 quarters of reported operating outflows.

4DS Memory has completed its acquisition of Jenesys and appointed founder Jaspal Sarai as CEO, combining autonomous-systems software with its ReRAM technology. The company has A$6.6 million in quarter-end cash plus a further A$2 million placement, but has yet to secure a binding customer agreement.

Enlitic’s Ensight platform reached approximately US$760,000 in annualised recurring revenue as two more US deployments went live and a US$806,000 University of Michigan migration project progressed. The company also ended the quarter with US$9.453 million in cash after completing its capital raise and converting its notes into equity.

Clever Culture Systems has fully invoiced three APAS Independence sales in the first quarter of FY27 and expects customer commitments to lift first-half sales and evaluations to eight instruments. A new paid evaluation with a Top-20 pharmaceutical company could expand its base of major drugmakers to nine, although several milestones remain prospective.

Objective Corporation delivered 9% revenue growth and a 5% lift in net profit for FY2026, but the loss of a long-running Defence agreement and a separate NHVR contract will pressure recurring revenue in the year ahead. Management expects adjusted EBITDA of at least $40 million in FY2027 as it keeps investing in AI, sales capacity and potential acquisitions.

Talius Group returned to positive operating cash flow in the September quarter as revenue, subscriptions and annualised recurring revenue all increased. The next test is converting newly contracted work into active deployments, recurring revenue and cash receipts.

Activeport has reported a sharp first-quarter acceleration in software revenue, alongside a leaner cost base and expanding GPU deployments. The company says $4.05 million of software project contract value was activated during the quarter, but the cash flow payoff still depends on customer usage and execution.

Activeport has secured a stage-one contract worth more than A$1 million to deploy its network orchestration software across Microscan’s 1,800-kilometre pan-India fibre network. The agreement could expand recurring licence revenue, although the timing and scale of that contribution remain undisclosed.

Locate Technologies has reported its first quarterly net profit as a listed company, with Locate2u revenue surging 72% and operating cash flow turning strongly positive. The result marks progress in its shift towards logistics software, although a November debt refinancing remains an immediate test.

AI-Media has set FY27 targets for ARR of $44 million to $46 million and announced an on-market buy-back of up to 20.8 million shares. The combination gives shareholders a clearer scorecard for growth and capital allocation, but neither the guidance nor the full buy-back is guaranteed.