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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.
ikeGPS Group
ikeGPS Group (IKE) investor relations material
ikeGPS Group Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary23 Oct, 2026
Executive summary
1H FY27 total revenue was NZ$12.7m, down 1% YoY, while platform subscription revenue rose 22% to NZ$10.750m.
Subscription revenue reached 85% of total revenue; FY27 subscription Exit Run Rate growth is expected to exceed 30%.
Financial highlights
1H FY27 gross margin was NZ$10.2m, up 7% YoY; gross margin percentage increased to 81% from 75%.
Platform subscription gross margin was 95%, versus 93% in the prior period.
Professional services revenue fell 61% to NZ$1.044m; gross margin was negative NZ$0.2m versus positive NZ$0.5m.
Hardware and other revenue fell 27% to NZ$0.9m; its share of revenue was 7%, versus 10% in the prior period.
Outlook and guidance
March 2027 subscription Exit Run Rate is expected to grow more than 30% versus the prior comparable period.
FY27 subscription revenue growth is expected to be strong in absolute terms but below the previously indicated ~35%; an updated forecast was due by November month-end.
Customer contract timing is affecting FY27 revenue; guidance was confirmed, with an update planned by end-November.
Three new products are on track for 2H FY27 launch and are expected to drive further ARR expansion.
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Latest events from ikeGPS Group
- Subscription growth and PoleForeman underpin FY25 recovery after a weak FY24.IKE
H2 2024 - Subscription revenue up 33% and AI-driven strategy fuel growth and U.S. expansion.IKEAGM 2026
- ARR and subscription revenue up 31%, with new AI-driven products set for late-year launch.IKEQ1 2027
- Subscription revenue surged 48% and gross margin hit 69%, with strong FY26 growth expected.IKEH2 2025
- 33% subscription revenue growth, 94% subscription margin, and strong cash reserves drive outlook.IKEH2 2026
- 33% subscription revenue growth, 81% gross margin, and AI-driven gains support FY27 outlook.IKEQ4 2026
- Subscription revenue up 35% YoY, gross margin at 75%, and recurring revenue at 90% of total.IKEQ2 2026
- Subscription revenue up 34% YoY, with strong margins and robust contract momentum.IKEH1 2025
- ARR up 48% YoY, gross margin at 69%, and strong utility demand drives robust FY26 outlook.IKEQ4 2025
ikeGPS Group
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Frequently asked questions
ikeGPS Group Limited, known as IKE, is a platform technology company that specializes in the management of power and telecommunications assets. Operating primarily from the United States with a significant presence in New Zealand, IKE offers innovative solutions for measuring, modeling, and managing utilities and communication networks. The company's product suite includes tools for accurate data acquisition and structural analysis, notably for utility poles, facilitating efficient grid infrastructure management. IKE's solutions serve a critical role in ensuring the safe, efficient, and reliable operation of power and telecommunications networks, catering to utility companies, engineering firms, and communications providers. These offerings are designed to deliver cost savings, enhance productivity, and ensure safety while providing access to cutting-edge technology and innovation in pole projects and grid infrastructure management. The company is headquartered in Broomfield, Colorado, United States, and its shares are listed on the NZX.