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As at Fri 9 Oct 2026

Contracted ARR grew strongly over the year but remains outside tolerance below its illustrative target. Retention and the ARR line over the last three month ends are the points to look at.

ARR was £4.4m at 30 Sep 2026, as at 9 Oct 2026, against an illustrative target of £5.0m.

What moved: Over the 12 months to 30 Sep 2026 ARR rose from £2.2m to £4.4m and customers from 53 to 90. Gross margin % rose from 65.1% to 74.2%.

Against target: Headcount and Recurring % of revenue meet target; ARR, logo retention, gross retention and EBITDA % are outside tolerance, unfavourable. Customers, net retention and gross margin % are short of target, while ARR growth % is outside tolerance, favourable.

Watch: ARR was £4,397,150, £4.39m and £4,403,000 at the last three month ends, so close to flat. Customers were 91, then 90 and 90.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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