archTIS Limited (ASX:AR9) Advances Secure Data Collaboration Solutions Across Global Markets

Aditi Sarkar

23 September 2026 04:38 PM AEST

archTIS Limited (ASX:AR9) Advances Secure Data Collaboration Solutions Across Global Markets

Image Source: Shutterstock

You are reading a free article with opinions that may differ from the recommendation given by Kalkine in its paid research reports. Become a Kalkine member today to get access to our research reports, in-depth technical and fundamental research. Learn more

Start Your Free Trial Now!

Highlights

archTIS reported ARR of $14.8 million at 30 June 2026, up 209% year-on-year across 225 customers.
FY2026 contracted sales reached $14.1 million, while pro forma sales including Spirion increased to $16.6 million.
U.S. Department of Defense completed final NC Protect testing with all 60 test cases passed.
Australian Defence awarded a $3.2 million Kojensi contract after the quarter end.

archTIS Limited (ASX:AR9) completed FY2026 with higher recurring revenue, expanding customer coverage and increased activity across defence and regulated industries. The company reported that the period represented the first full year following the Spirion acquisition, which expanded its product offering and customer base.

Annual Recurring Revenue (ARR) reached $14.8 million as at 30 June 2026, representing a 209% increase from $4.8 million at 30 June 2025. The company served 225 total customers during the period, compared with a previous customer base that was more concentrated around defence markets.

Quarter four revenue was $3.5 million, up 92% compared with the previous corresponding period. Gross Margin remained at 74% for both the quarter and financial year, reflecting the company’s transition towards proprietary licensing solutions.

archTIS also reported record contracted sales of $14.1 million for FY2026, up from $8.6 million in FY2025. On a pro forma basis including Spirion sales contribution, contracted sales reached $16.6 million.

Expansion revenue became a new contributor during FY2026, generating $2.7 million across 12 transactions and representing 19% of total FY2026 sales.

Defence Contracts and Secure Data Collaboration Platform

Defence remained a key area of activity for archTIS during FY2026. The company announced that the U.S. Department of Defense completed final internal Warfighter Command production testing of NC Protect, with the software passing all 60 test cases.

The testing covered U.S. personnel, releasable users and attribute-based access control data segregation scenarios. Following completion of the technical assessment, archTIS advanced commercial discussions regarding potential enterprise licensing arrangements.

The company also progressed deployment activities under a U.S. and European military alliance contract for NC Protect. The initial award was approximately $416,000, covering licensing, configuration and support activities, with additional option years available at the purchaser’s discretion.

Subsequent to the quarter end, Australian Defence awarded archTIS a $3.2 million Kojensi contract. The 12-month contract included $1 million in annual recurring software licences and $2.2 million in application development, enhancement and maintenance services.

The contract continued Australian Defence’s use of the Kojensi Enterprise platform for sensitive information collaboration environments.

Spirion Expansion and Enterprise Market Opportunities

The integration of Spirion contributed to archTIS expanding beyond its traditional government and defence customer base into enterprise and regulated industries.

In September 2026, the company announced a $119,000 contract with a U.S. regional bank for the Spirion Sensitive Data Platform. The agreement supported a data retention and lifecycle management program involving legacy data stored across Windows file shares and Microsoft 365 environments.

The Spirion platform will support data identification, classification, retention, deletion and Quarantine processes based on file type, location and age. The contract was sourced through archTIS’ partner channel and included software licensing and premium support.

During FY2026, operating expenses declined by 11% quarter-on-quarter to $5.3 million following cost actions implemented after the Spirion integration. The company ended the quarter with combined cash, term deposits and trade receivables of $5.8 million.

archTIS continues to focus on data-centric security solutions through its product suite, including Trusted Data Integration, Kojensi, NC Protect and Spirion. The company’s strategy remains centred on secure collaboration of sensitive information across government, defence, enterprise and regulated industries.

Key Insights

archTIS Limited’s FY2026 performance reflected expansion of its recurring revenue base, broader customer exposure and continued development of its secure data collaboration platform. The company progressed defence engagements, expanded Spirion adoption and increased enterprise market activity following the acquisition.

FAQs

Q:What was archTIS’ ARR at the end of FY2026?

A:archTIS reported ARR of $14.8 million at 30 June 2026, up 209% from the prior corresponding period.

Q:What happened with NC Protect testing?

A:The U.S. Department of Defense completed final production testing of NC Protect, with all 60 test cases passed.

Q:What was the value of the Australian Defence Kojensi contract?

A:Australian Defence awarded archTIS a $3.2 million 12-month Kojensi contract commencing 1 July 2026.

Q:How did Spirion contribute to archTIS’ expansion?

A:Spirion supported expansion into enterprise and regulated industries through sensitive data discovery, classification and management capabilities.

Q:What products are included in archTIS’ platform suite?

A:The company’s product suite includes Trusted Data Integration, Kojensi, NC Protect and Spirion.

Download Free Report – Explore 3 Stock Ideas & Industry Insights

Unlock 3 stock ideas and key industry insights in our free report. This information is general in nature and does not consider your personal objectives, financial situation, or needs. It is not financial advice.

All investments involve risk—consider independent advice before making any investment decisions.

View 3 Research Reports

Disclaimer:

This article (“Article”) has been prepared by Kalkine Pty Limited (ABN 34 154 808 312) (Australian financial services licence number 425376) (“Kalkine”) and its related bodies corporate who are authorised to provide general financial product advice. Kalkine.com.au and its associated pages are published by Kalkine.

Any information/advice provided in this article is general in nature and does not take into account your objectives, financial situation or needs. You should therefore consider whether the information is appropriate for your objectives, financial situation and needs before acting upon it.

There may be a Product Disclosure Statement, Information Memorandum or other offer document (“Offer Document”) for the securities or other financial products referred to in Kalkine articles. You should obtain a copy of the Offer Document and consider it before making any decision about whether to acquire the security or financial product.

Kalkine strongly recommends that you seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) before acting on any advice/information in this Article or on the Kalkine website. Not all investments are appropriate for all people.

The information in this Article and on Kalkine website has been prepared from a wide variety of sources, which Kalkine, to the best of its knowledge and belief, considers accurate. Kalkine has made every effort to ensure the reliability of the information contained in its articles (including this Article), newsletters and websites. All information represents our views at the date of publication and may change without notice.

The information in this Article does not constitute an offer to sell securities or other financial products or a solicitation of an offer to buy securities or other financial products.

Kalkine does not issue, sell or deal in any financial products.

This Article may contain information on past performance of particular investments. Please note past performance is neither an indicator nor a guarantee of future performance.

To the extent permitted by law, and excluding any dishonesty or gross negligence by Kalkine, Kalkine disclaims and excludes all liability for any direct, indirect, implied, punitive, special, incidental or other consequential loss or damage arising from the use of or reliance on this Article, the Kalkine website and any information published on the Kalkine website without any warranties or representations by Kalkine to you. To the extent the law prohibits or limits this exclusion, Kalkine limits its liability to the resupply of services.

Please also read our Terms & Conditions and Financial Services Guide for further information.

Employees and/or associates of Kalkine and its related entities may hold interests in the securities or other financial products covered in this Article or on the Kalkine website. Any such employees and associates are required to comply with certain safeguards, procedures and disclosures as required by law.

Some of the images/music that may be used in the Article are copyright to their respective owner(s). Kalkine does not claim ownership of any of the pictures displayed/music used in the Article unless stated otherwise. The images/music that may be used in the Article are taken from various sources on the internet, including paid subscriptions or are believed to be in public domain. We have used reasonable efforts to accredit the source wherever it was indicated or was found to be necessary.

Kalkine Media Pty Ltd, an affiliate of Kalkine Pty Ltd, may have received, or be entitled to receive, financial consideration in connection with providing information about certain entity(s) covered on its website.