Mach7 Technologies (M7T) Q4 2026 earnings summary

Executive summary

• Completed a strategic reset, focusing on improved products, revenue quality, and disciplined operating expenses over the past nine months.

• Achieved positive operating cash flow of AUD 1.1 million in Q4 FY26, marking the third consecutive quarter of positive cash generation.

• Cash balance increased 4% sequentially to AUD 19.9 million at 30 June 2026, with no debt.

• Transformation efforts are now reflected in financial results, not just operational changes.

• Signed new multi-year subscription agreements, including a AUD 2.8 million expansion licence and a AUD 1.7 million eUnity subscription.

Financial highlights

• ARR run rate reached AUD 23.5 million at 30 June 2026, up 7.6% in constant currency year-over-year.

• CARR at 30 June 2026 was AUD 25.5 million, with AUD 0.9 million from two new contracts, but down 8.9% year-over-year due to earlier contract losses.

• Cash receipts from customers in Q4 FY26 were AUD 7.4 million, down 7.9% sequentially from Q3 FY26.

• Operating payments in Q4 FY26 decreased 7.3% sequentially, mainly from reduced staff and admin costs.

• Capitalised AUD 260,000 in development costs in Q4 FY26, reflecting increased R&D investment.

Outlook and guidance

• Fiscal year 2026 guidance reaffirmed: OpEx expected to decline ~10% vs. FY25; revenue expected to be ~15% below FY25 due to historical customer losses and delayed capital deals in Asia and the Middle East.

• Continued investment in Flamingo, AI, and commercial capability to support FY27 growth.

• Strategy remains unchanged despite regional disruptions; focus on recurring revenue and operational discipline.