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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.
Icetana
Icetana (ICE) investor relations material
Icetana Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 TU earnings summary19 Oct, 2026
Executive summary
ARR reached $3.1m at 30 September 2026, up 19% QoQ and 35% YoY; quarterly revenue was $838k, up 29% QoQ and 40% YoY.
Antara Core recorded its third commercial order in three months, and its first commercial site went live during Q1 FY27.
Net operating cash outflow was $712k for the quarter; closing cash was $3.9m.
Financial highlights
Q1 FY27 revenue was $838k, including $100k of non-recurring partner-funded platform security and compliance work.
Customer cash receipts were $910k, down 37% QoQ from a prior quarter that included the largest customer's annual renewal, and up 133% YoY.
ARR increased from $2.585m at Sep'25 to $3.081m at Sep'26; quarterly net operating cash outflow was $712k.
Outlook and guidance
FY27 focus is converting US and APAC partner channels into repeatable sales, with Antara Core positioned as a private, on-premise option for scaling security AI.
SOC 2 Type 1 report is targeted by 31 December 2026.
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Latest events from Icetana
- ARR reached $3.1m as Antara Core secured three commercial orders.ICE
Investor update - Revenue up 31% to $2.47M, net loss widened to $3.66M, cash reserves at $4.8M.ICEH2 2026
- Revenue up 112% to $3.7M, ARR up 16%, net loss after tax improved 10% year-over-year.ICEH2 2024
- Revenue fell sharply and losses widened, but post-period capital raise strengthened liquidity.ICEH1 2025
- Recurring SaaS revenue surged to 96% of total, but net loss widened as revenue fell 49%.ICEH2 2025
- Recurring revenue surged 43% and gross margin hit 88% on strong APAC and Middle East growth.ICEH1 2026
Next Icetana earnings date
H1 202725 Feb, 2027
Icetana
Next Icetana earnings date
H1 202725 Feb, 2027
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