Adveritas
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Adveritas (AV1) investor relations material

Adveritas Q2 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 TU earnings summary20 Jan, 2026

Executive summary

  • Achieved record annualised recurring revenue (ARR) of $14.25 million at 31 December 2025, up 17% from the previous quarter and 82% year-over-year.

  • Cash receipts from customers reached $3.2 million, representing 110% growth from the prior quarter and 68% year-over-year.

  • Focused on product development, including AI capabilities, and expanded into new verticals and geographies, notably North America.

  • Strengthened media agency channel and signed multiple meta and affiliate agreements.

Financial highlights

  • ARR increased to $14.25 million, up from $12.2 million in September 2025 and $7.8 million in December 2024.

  • Cash receipts for the quarter were $3.2 million, with significant growth driven by customer prepayments.

  • Operating expenditure for the quarter was $3.9 million, consistent with prior quarters.

  • Strong cash balance of $6.85 million at quarter end.

  • Net cash used in operating activities was $78,000 for the quarter.

Outlook and guidance

  • Continued focus on AI strategies to improve client ROI and reduce acquisition costs.

  • Ongoing expansion in global sports betting, online gaming, and new verticals such as e-commerce.

  • Plans to enter additional agency partnerships and scale US operations.

  • Strong momentum and early indicators of sustained growth into the March 2026 quarter.

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