archTIS Posts 231% ARR Surge to A$15.1M, Wins A$416k DoD Alliance Contract
archTIS delivered A$15.1 million ARR in the March quarter, up 231% year-on-year, with total revenue rising 143% to A$3.5 million and gross margin holding at 71%. The company completed a US DoD custom software project and secured a A$416k NC Protect contract for 2,500 users, plus a A$145k Spirion sale.
1. March Quarter Financial Highlights
archTIS reported ARR of A$15.1 million for the March 2026 quarter, up 231% year-on-year, total revenue rose 143% to A$3.5 million and gross margin maintained at 71%, reflecting a pivot to higher-value licensing. Year-to-date gross margin improved to 74%, underscoring operational efficiency gains.
2. US DoD Custom Software Project
The company completed delivery of a mission-specific software project for the US Department of Defense, achieving production-ready status within agreed requirements and setting the stage for expanded DoD365 deployments. This milestone cements archTIS’s position in secure data solutions for defence and intelligence sectors.
3. Military Alliance Contract Win
archTIS secured an NC Protect contract with a US-European military alliance covering over 2,500 users, valued at approximately A$416,000 for the remainder of calendar 2026, with extension options pushing total potential to about A$1.22 million. The award demonstrates the platform’s adoption in allied defence environments.
4. Spirion Platform Sale
Progress on the Spirion platform included a new deal worth roughly A$145,000 to a global IT provider in advanced computing and AI, closed within a 60-day sales cycle. This sale highlights the growing momentum of archTIS’s data-centric security offerings outside defence.