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Black Pearl Group (BPG) investor relations material
Black Pearl Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary20 Nov, 2025
Executive summary
Achieved all four strategic priorities: accelerating ARR growth, advancing Pearl Engine/LLM capabilities, launching Bebop (AI product), and acquiring B2B Rocket in the first half of FY 2025.
Strengthened balance sheet and diversified revenue streams, including expansion into Data-as-a-Service (DaaS).
Focused on efficient, sustainable growth and disciplined execution, with an average revenue per employee over $250,000.
Product diversification and venture-led structure implemented to support long-term resilience and quality revenue.
Financial highlights
ARR reached $19.5 million, up 87% year-over-year as of 30 September 2025.
Subscription revenue for HY26 was $5.2 million, a 59% increase year-over-year.
Gross margin improved by 10% from Q4 FY 2025, with gross profit margin at 67% for HY26, down from 73% in HY25 due to fixed data supply agreements.
B2B Rocket acquisition added $3.5 million in ARR, with only 40 days contributing to subscription revenue.
Net loss for the period was $7.34 million, compared to $4.20 million loss in the prior year.
Outlook and guidance
Strong Data-as-a-Service pipeline with over $8 million in ARR opportunities generated in the last 90 days.
Second half of FY26 will focus on scaling DaaS, advancing Bebop, increasing B2B Rocket's contribution, and leveraging fixed fee data supply for margin improvement.
Each venture (Bebop, Pearl Diver, B2B Rocket) has dedicated resources and CEO, with resourcing adjusted quarterly based on performance and market conditions.
Anticipates continued efficiency improvements and scaling as capital is deployed.
Annual contracts are standard for recurring revenue, with automatic renewals.
Gross margin recovery drivers?
Address declining ARR per employee.
B2B Rocket ARR target confidence?
What is the DaaS pipeline conversion outlook?
How does the venture model optimize resource allocation?
What are the core criteria for future acquisitions?
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Next Black Pearl Group earnings date
H2 202627 May, 2026
Next Black Pearl Group earnings date
H2 202627 May, 2026
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Frequently asked questions
Black Pearl Group Limited is a technology company that develops and markets software solutions aimed at enhancing data-driven decision-making for businesses. The company offers tools and platforms that enable organizations to analyze customer data, optimize marketing efforts, and improve customer engagement. Black Pearl Group’s solutions cater to businesses across various industries, providing insights and analytics to support targeted growth and operational efficiency. The company is headquartered in Wellington, New Zealand, and its shares are listed on the NZX.
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