Octave Intelligence Earnings Call Transcripts

Fiscal Year 2026

Earnings Call: Q2 2026
ARR grew 7% year-over-year to $1.143 billion, with recurring revenue up 6% and SaaS revenue up 21%. Total revenue declined 1% organically due to a shift from perpetual licenses and delayed public safety deals. Guidance for 2026 was reduced to reflect timing of large perpetual deals, but recurring revenue and margin targets remain strong.

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Earnings release
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Octave outlined its strategy to drive double-digit ARR growth by expanding cross-sell and upsell within a large, sticky customer base, accelerating SaaS adoption, and leveraging AI for innovation. Financial guidance targets 6%-8% ARR growth in 2026 and over 10% medium-term, with a focus on recurring revenue and margin expansion.

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