CELEBRUS TECHNOLOGIES PLC - Final Results for the year to 31 March 2026

Celebrus Technologies plc reported a mixed set of FY2026 final results, highlighting resilient customer retention, continued annual recurring revenue (ARR) growth and significant product innovation, while acknowledging slower-than-target new customer acquisition. The company retained 100% of its customer base and delivered 10.3% ARR growth despite the impact of customer divestments, with underlying gross ARR growth approaching 17%. Management has restructured its go-to-market strategy to accelerate new logo wins, streamline sales execution and strengthen customer success, supported by a growing sales pipeline across financial services, retail, healthcare and streaming sectors. Financial performance was affected by the transition to a new revenue recognition model, prompting management to emphasise ARR, cash generation and deferred revenue as the most meaningful performance metrics. Celebrus maintained exceptionally high software gross margins of over 95%, generated $4.9 million of operating cash flow and ended the year with a robust $32.5 million cash balance, enabling continued dividend growth and share buybacks. A major strategic milestone was the launch of the Celebrus AI platform, integrating large language models with the company’s proprietary data capabilities to deliver AI-powered marketing, fraud prevention and customer insight solutions. Management believes this innovation, combined with strong customer retention, a healthy order pipeline and ongoing operational efficiencies, positions the business for sustainable long-term growth. While management acknowledged it fell short of its 20% ARR growth target, it expressed confidence that organisational changes, expanding AI capabilities and improved sales execution will support stronger company performance and future revenue growth.