CELEBRUS TECHNOLOGIES PLC - Post AGM Q&A

Celebrus Technologies PLC’s post-AGM investor update highlighted positive commercial momentum, an improving sales pipeline and a growth strategy targeting sustainable annual recurring revenue (ARR) growth of approximately 20%. Management reported encouraging progress from its strengthened direct sales operation across EMEA and the US, supported by increased marketing activity, stronger lead generation, tighter deal qualification and several opportunities progressing through legal stages. Celebrus also positioned its real-time customer data platform as a potential beneficiary of AI and agentic AI adoption, leveraging proprietary capabilities in compliant identity resolution, accurate digital data capture and millisecond-level data availability to support increasingly sophisticated customer applications. From a financial results perspective, management illustrated that 20% ARR growth would increase Celebrus ARR from £15 million to £18 million, with gross margins of approximately 90% or higher providing significant incremental contribution while supporting continued investment in sales, marketing and customer delivery. The company sees scope for economies of scale to drive stronger profitability over the medium term, with a potential longer-term net margin of around 20%. Investors were also reminded that the transition to straight-line revenue recognition will dampen reported revenue across FY2026-FY2028, meaning cash flow and operating cash flow may provide a clearer indication of underlying company performance during the transition. Standard customer contracts remain three-year agreements, with clients continuing to pay annually in advance.