TransAct Q4 ARPU Falls 14%, Ends 2025 with $20M Cash, Guides $55M–$57M Sales
TransAct reported Q4 ARPU of $756, down 14% year-over-year, and narrowed its net loss to $1.1 million while ending 2025 with $20 million in cash, up $6 million. Management forecasts 2026 net sales of $55–57 million and adjusted EBITDA of $0.8–1.5 million, driven by software growth in FST.
1. Q4 Financial Results
The company reported ARPU of $756 in Q4, down 14% year-over-year, and reduced its net loss to $1.1 million compared with the prior year. It ended 2025 with $20 million in cash, a $6 million increase that underscores a strengthened liquidity position.
2. Segment Performance
Casino and gaming net sales reached $5.3 million in the quarter, up 13% year-over-year, while full-year segment revenue totaled $26.9 million, a 32% increase. In the foodservice technology segment, net sales climbed 12% to $4.8 million, with recurring revenue of $3.4 million driving customer retention.
3. 2026 Guidance and Strategy
Management projects 2026 net sales of $55 million to $57 million and adjusted EBITDA of $800,000 to $1.5 million positive, emphasizing software-led growth. Strategic priorities include expanding recurring software revenue in the FST sector, funded by cash flows from the gaming vertical and investments in sales and marketing.