Mach7 Technologies (M7T) Q4 2026 earnings summary

Executive summary

• 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 June 30, 2026, with no debt.

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

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

• Completed first production deployment of Flamingo with UnityPoint Health and expanded commercial reach through new partnerships.

Financial highlights

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

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

• Cash receipts from customers in Q4 FY26 were AUD 7.4 million, down 7.9% sequentially from Q3 FY26 due to timing of payments.

• Operating payments decreased 7.3% sequentially, reflecting cost discipline and reduced staff/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 down ~10% vs. FY25; revenue expected ~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 uncertainties; focus on execution and commercial wins.