Adveritas (AV1) H2 2026 earnings summary

Executive summary

• FY26 revenue rose 31% YoY, while ARR increased 59%; enterprise customer growth and higher average contract values supported expansion.

• TrafficGuard’s self-serve launch extended the product to smaller advertisers; agency and strategic partnerships, plus new verticals, broadened growth channels.

• North American growth diversified beyond sports betting and gaming, with new ARR from US strategic partnerships and agency, e-commerce and retail organisations.

Financial highlights

• Revenue was $10.31m, up from $7.84m in FY25; loss before tax narrowed to $5.19m from $6.99m.

• Net loss was $5.36m versus $7.09m; basic and diluted loss per share improved to 0.58 cents from 0.89 cents.

• Operating cash outflow widened to $4.44m from $2.94m; cash and cash equivalents fell to $4.49m from $9.48m.

• Overheads rose 7% YoY, with employment, hosting and product costs among the main cost increases supporting revenue growth.

Outlook and guidance

• FY27 outlook is supported by expected SME self-serve demand and partnerships that could accelerate subscriber growth beyond organic acquisition.

• Planned commercial AI agents are intended to automate lead sequencing, triage and marketing at zero marginal headcount cost.

• Further diversification across e-commerce, retail and agency partnerships is expected alongside the established sports betting and gaming base.