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archTIS Limited (ARHLF) Q3 2026 Earnings Call Transcript
SA Transcripts · 2026-04-30 · via All Articles on Seeking Alpha

archTIS Limited (ARHLF) Q3 2026 Earnings Call April 29, 2026 9:00 PM EDT

Company Participants

Kurt Mueffelmann - Chief Strategy Officer & US President
Chun Leung Lai - Founder, MD, CEO & Executive Director

Presentation

Kurt Mueffelmann
Chief Strategy Officer & US President

Welcome, everybody. Welcome to the archTIS Q3 FY '26 quarterly update for the period ending March 2026. I'm Kurt Mueffelmann, and I'm joined by our CEO, Daniel Lai.

During today's session, we'll provide you an update on the quarterly performance, provide an in-depth financial review, update on the U.S. DoD opportunity, Spirion integration and further discuss the go-forward strategy on the market focus and growth. So first, let me kick it over to Dan, and he'll get things going today as I sit here in black with a broken camera.

Chun Leung Lai
Founder, MD, CEO & Executive Director

Yes. So apologies, everyone, for the camera. You're going to have to stare at me and preferably the slides for most of the presentation, but welcome, everybody, to the quarterly update.

So let's jump into the highlights. So accelerated Spirion sale. So the integration is going well. We talk a little bit about this sale further down the track in the slide deck that essentially, we've closed the global IT provider sale. It was a 60-day sales cycle. It was for $150,000, but we're starting to see that cross-sell, upsell engagement starting to come through that pipeline which we've been working very hard over the last 6 months.

U.S. DoD, custom development fully delivered and production ready for the DoD365. That is excellent news for that DoD opportunity. And as it says, it's been completely delivered, validated for integration into that environment and is production ready.

ARR, $15.1 million, up 231% on the previous comparative period. Revenue of $3.5 million and revenue up 143%. Available