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ikeGPS Group
ikeGPS Group (IKE) investor relations material
ikeGPS Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Jan, 2026
Executive summary
Achieved strong third quarter performance, with subscription revenues growing at a 35% to 43% pace year-over-year and reaching NZD 14.1 million for the nine months, up 38% from the prior year.
Exit run rate annual recurring revenue (ARR/ERR) reached NZD 21.1 million, up 35% year-over-year as of December 2025.
Total revenue for the period was NZD 19.8 million, a 7% increase compared to the same period last year.
Net customer growth of 25 in the quarter, with 448 subscription customers at period end, up 7% year-over-year.
New product initiatives, including AI-driven modules and PoleForeman, are progressing as planned.
Financial highlights
Gross margin improved to 79% from 68% year-over-year, with platform subscription gross margin reaching 93%.
Three-year compound annual growth rate for ARR/ERR stands at 39%.
Platform transaction revenue declined 35% to NZD 3.8 million, with billable transactions down 45%.
Hardware and other revenue decreased 23% to NZD 1.9 million.
Total cash position at NZD 32.3 million with no debt as of December 2025.
Outlook and guidance
FY26 guidance reiterated for approximately 35% or greater growth in platform subscription revenue.
Targeting EBITDA breakeven on a monthly run-rate basis by the end of FY26.
Early signs of continued strength in the fourth quarter, with a strong start to FY26's final quarter.
R&D spend expected to accelerate in the next quarter due to onboarding for the PoleOS initiative and platform strategy.
Expectation for continued healthy growth in recurring subscription and transaction revenues.
AI impact on R&D costs and development cycle
New product ARPU expectations
Elaborate on PoleOS platform strategy
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Next ikeGPS Group earnings date
Q4 202628 Apr, 2026
ikeGPS Group
Next ikeGPS Group earnings date
Q4 202628 Apr, 2026
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Frequently asked questions
ikeGPS Group Limited, known as IKE, is a platform technology company that specializes in the management of power and telecommunications assets. Operating primarily from the United States with a significant presence in New Zealand, IKE offers innovative solutions for measuring, modeling, and managing utilities and communication networks. The company's product suite includes tools for accurate data acquisition and structural analysis, notably for utility poles, facilitating efficient grid infrastructure management. IKE's solutions serve a critical role in ensuring the safe, efficient, and reliable operation of power and telecommunications networks, catering to utility companies, engineering firms, and communications providers. These offerings are designed to deliver cost savings, enhance productivity, and ensure safety while providing access to cutting-edge technology and innovation in pole projects and grid infrastructure management. The company is headquartered in Broomfield, Colorado, United States, and its shares are listed on the NZX.
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