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Cantaloupe (CTLP) investor relations material

Cantaloupe Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary8 Sep, 2025

Executive summary

  • Achieved record revenues of $303 million for FY2025, up 13% year-over-year, driven by higher transaction and subscription fees and increased device and customer counts.

  • Net income reached $64.5 million, a significant increase from $12.0 million in FY2024, aided by the release of a $46 million deferred tax valuation allowance.

  • Entered into a merger agreement to be acquired by 365 Retail Markets for $11.20 per share in an all-cash transaction, with closing expected in the second half of 2025.

  • Expanded product offerings and market reach through acquisitions of SB Software (UK) and Cheq, and launched new products such as Smart Store and Go Micro kiosks.

Financial highlights

  • Total revenues: $302.5 million, up 13% from $268.6 million in FY2024.

  • Net income: $64.5 million, up from $12.0 million in FY2024.

  • Adjusted EBITDA: $46.7 million, up from $34.0 million in FY2024.

  • Gross margin: 37.1% (GAAP), up from 35.7% in FY2024; Adjusted gross margin: 40.9%, up from 38.2%.

  • Active Devices: 1.28 million, up 5% year-over-year; Active Customers: 34,896, up 11%.

  • Total transaction volume: $3.44 billion, up 13% year-over-year.

Outlook and guidance

  • Merger with 365 Retail Markets expected to close in the second half of 2025, after regulatory approvals.

  • No material impact expected from new U.S. tax legislation (OBBBA) effective 2026.

  • Continued focus on expanding recurring revenue, international growth, and product innovation.

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Frequently asked questions

Cantaloupe Systems, Inc. provides technology solutions for the unattended retail market. The company offers Seed, a cloud-based platform that helps operators manage food service equipment, vending machines, corporate micro markets and more through one interface. It enables merchandise inventory management and programming of hardware; payment gateway services; route optimization tools; and e-commerce solutions consisting of custom web stores, dynamic purchasing websites and other technology services to automate customer retail experiences.

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