London · Delayed Price · Currency is GBP · Price in GBX Craneware Earnings Call Transcripts
Fiscal Year 2026
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Fiscal 2026 saw flat revenue at $206M and strong ARR of $185M, but growth was hampered by 340B market headwinds and a cybersecurity incident. Fiscal 2027 guidance is reset to ARR levels, with margins expected to recover by 2028 as cost reviews and market clarity progress.
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Delivered 6% revenue growth and 10% adjusted EBITDA increase, with ARR reaching $184.2 million and NRR at 103%. New AI-enabled products and strong customer retention underpin confidence in continued expansion, despite 340B program uncertainty.
Fiscal Year 2025
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Revenue grew 9% to $205.7M and adjusted EBITDA rose 12% to $65.3M, with strong recurring revenue and high customer retention. Strategic investments in R&D, a new Microsoft partnership, and robust capital allocation underpin confidence in future growth.