)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Fadel Partners
Fadel Partners (FADL) investor relations material
Fadel Partners H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary17 Sep, 2026
Executive summary
Revenue grew 4% year-over-year to $4.8 million in H1 2026, driven by a 25% increase in license and support revenue, offsetting a 19% decline in services revenue.
Gross profit rose 28% to $2.9 million, with gross margin improving to 61% from 49% due to a higher mix of recurring, higher-margin revenue and operational efficiencies.
Operating expenses fell 15% to $4.1 million, reflecting cost discipline and restructuring benefits, resulting in a 53% improvement in adjusted EBITDA loss to $1.1 million.
Annual Recurring Revenue (ARR) increased 11% year-over-year to $9.4 million, with net revenue retention at 104%.
New customer wins and expansions, especially in IPM Suite and Brand Vision, contributed to ARR growth.
Financial highlights
License and support revenue: $3.1 million (+25% YoY); services revenue: $1.8 million (-19% YoY).
Gross profit: $2.9 million (+28% YoY); gross margin: 61% (+12pp YoY).
Adjusted EBITDA loss: $1.1 million (53% improvement YoY).
Cash and cash equivalents: $1.9 million at period end, with access to an undrawn $1.0 million credit facility.
Net loss after taxes: $1.57 million; basic and diluted loss per share: $0.09.
Outlook and guidance
Management expects full-year 2026 revenue, adjusted EBITDA loss, and cash to be in line with market expectations.
Focus remains on recurring revenue growth, cost control, and cash management amid enterprise sales cycle risks and macroeconomic uncertainties.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Fadel Partners
- Revenue and ARR grew, margins improved, and losses narrowed amid strong AI-driven demand.FADL
Q2 2026 TU - Licensing ARR up 14% and gross margin at 64%, with strong SaaS-driven profitability gains.FADLH2 2025
- ARR up 13% to $8.9M, revenue down 4%, with cost cuts and AI launches driving FY26 outlook.FADLQ4 2025 TU
- Recurring revenue base strengthened and cost discipline improved EBITDA loss despite lower sales.FADLH1 2025
- Gross margin rose to 53% as services revenue surged 90% and ARR hit $9.2M.FADLH1 2024
- ARR up 10% to $9.9M, revenue down 10%, net loss $5.8M; cost cuts set stage for 2025 growth.FADLH2 2024
- ARR up 10% and cost base streamlined as FADEL explores strategic options for future growth.FADLTrading Update
Fadel Partners
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Fadel Partners Inc. specializes in developing cloud-based software solutions for brand compliance, rights management, and royalty billing. The company’s offerings include Brand Vision-Content Cloud, Brand Vision-Rights Cloud, and IPM Suite, among others. These products provide services such as organizing digital assets, managing asset usage rights, and tracking published content for compliance. Fadel Partners serves industries including media, entertainment, publishing, consumer brands, and high-tech sectors. The company is headquartered in New York, NY. Its shares are listed on the London Stock Exchange.