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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Microlise Group
Microlise Group (SAAS) investor relations material
Microlise Group H1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 TU earnings summary3 Aug, 2026
Executive summary
H1 FY26 performance aligned with management expectations, with strong Direct Customer ARR growth, margin recovery, and improved net cash position.
Group revenue declined year-over-year due to lower OEM and non-recurring hardware revenues, but recurring revenue from Direct Customers remained robust.
Strategic initiatives advanced, including technology investment, sales team expansion, and operational efficiency improvements.
Financial highlights
Direct Customer ARR grew 12% year-over-year to £47.1m; total ARR up 4% to £60.8m.
Group revenue for H1 FY26 was £39.5m, down 10% from £44.1m in H1 FY25.
Adjusted EBITDA margin improved to 13.2% in H1 2026 from 5.2% in H2 2025; adjusted EBITDA was £5.2m, up 148% sequentially.
Net cash position increased to £13.8m from £11.2m year-over-year.
Recurring revenues accounted for 76% of total Group revenue.
Outlook and guidance
FY26 adjusted EBITDA expected to be in line with market consensus (£10m–£11.1m), supported by recurring revenue growth and margin recovery.
Revenue guidance for FY26 is £84.2m–£84.3m; net cash expected in the range of £10.5m–£11.1m.
Board confident in stronger growth for FY27, driven by Direct Customer ARR, customer expansion, and improved margins.
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Next Microlise Group earnings date
H1 202624 Sep, 2026
Microlise Group
Next Microlise Group earnings date
H1 202624 Sep, 2026
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