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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.
Mitek Systems
Mitek Systems (MITK) investor relations material
Mitek Systems Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Aug, 2026
Executive summary
Q3 2026 revenue reached $54 million, up 18% year-over-year, with SaaS revenue up 36% and record Fraud & Identity SaaS growth.
Net income rose to $8.4 million, up from $2.4 million in Q3 2025; adjusted EBITDA margin expanded to 38.5%.
SaaS revenue now represents 46% of total revenue, reflecting a shift to recurring, higher-quality streams.
Major consortium data network milestone achieved with a top five US bank joining; expanded partner and reseller channels.
Raised full-year fiscal 2026 revenue and adjusted EBITDA margin guidance.
Financial highlights
Non-GAAP gross margin was 85.5%, up from 85.0% year-over-year; GAAP gross margin was 79.1%.
Adjusted EBITDA margin reached 38.5% in Q3 2026, up from 28.6% year-over-year.
Non-GAAP net income was $16.8 million ($0.34 per diluted share), up 65% year-over-year.
Free cash flow for the quarter was $25.3 million; LTM free cash flow was $48.6 million (70% conversion).
Cash and investments at quarter-end were $100.2 million, reflecting debt retirement.
Outlook and guidance
FY 2026 revenue guidance raised to $195–$200 million (approx. 10% YoY growth).
Fraud & Identity solutions revenue guidance: $105–$109 million (approx. 19% YoY growth).
Adjusted EBITDA margin guidance increased to 32–34%.
Q4 revenue guidance: $42–$47 million, with typical seasonal softness.
Management expects current cash, credit, and operating cash flow to meet all material requirements for at least the next twelve months.
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Latest events from Mitek Systems
- Fraud & Identity Solutions revenue surged 28% year-over-year, driving strong growth and margins.MITK
Investor presentation - Q2 FY26 revenue rose 6% to $54.8M–$55M, with 28% Fraud & Identity growth and raised guidance.MITKQ2 2026
- Q1 revenue up 19%, Fraud & Identity up 30%, outlook and $50M buyback raised.MITKQ1 2026
- 2026 meeting seeks approval for directors, auditor, executive pay, and equity plan amendments.MITKProxy Filing
- SaaS and Fraud & Identity growth drove record FY25 results and a strong FY26 outlook.MITKQ4 2025
- Q4 revenue up 15% YoY; SaaS and fraud solutions drive 2025 growth, with margin expansion ahead.MITKQ4 2024
- Q3 revenue up 4% to $45M, with strong Deposits but lower Identity revenue and revised guidance.MITKQ3 2024
- Record Q2 revenue, margin expansion, and new financing drive strong growth and flexibility.MITKQ2 2025
- SaaS and identity growth drove margin expansion, strong cash flow, and improved outlook.MITKQ1 2025
Next Mitek Systems earnings date
Q4 202614 Dec, 2026
Mitek Systems
Next Mitek Systems earnings date
Q4 202614 Dec, 2026
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Frequently asked questions
Mitek Systems, Inc. provides mCred software and hardware solutions that securely capture data to support identity verification of mobile users by government agencies, banks and other financial institutions, and insurance companies in the United States and internationally. The company's digital authentication solutions consist of its mCred digital ID verification application and Mobile Verification Platform that uniquely combine the use of the camera technology embedded into mobile devices with risk-based identity verification.