Highlights

  • Stakk reported Q1 FY2027 pro-forma group Revenue of A$16.1 million.
  • Revenue rose about 16.5% compared with the preceding quarter.
  • The indicative annualised revenue pace of A$64.3 million sits above the FY2027 revenue objective.
  • The FY2027 EBITDA objective of A$18.5 million has been maintained.

Stakk Limited (ASX:SKK) has reported pro-forma group revenue of A$16.1 million for the first quarter of FY2027, up about 16.5% on the preceding quarter. The company described the result as an indicative annualised revenue pace of A$64.3 million.

Quarterly Revenue Performance

The A$64.3 million annualised figure is calculated by multiplying Q1 revenue by four and sits about A$9.1 million above the company's FY2027 revenue objective of A$55.2 million. Stakk noted this figure is illustrative only and is not a forecast, guidance or contracted annual recurring revenue.

Pro-forma quarterly revenue has grown from about A$6.4 million in the March 2025 quarter to A$16.1 million in the September 2026 quarter. Stakk said Recurring Revenue under existing contracts supports its full FY2027 revenue objective, and the FY2027 EBITDA objective of A$18.5 million has been maintained.

Commercial Momentum and ParaScript

Stakk said many customer engagements have completed their ramp-up, and their revenue is increasingly visible in results. Customers named over the past 12 months include SoFi, T-Mobile, Chime and IBM.

The Acquisition of ParaScript, completed on 17 September 2026, has expanded the group's capabilities and customer access. Cross-selling is already contributing, with a larger impact expected in FY2028. Executive Director Arthur Lo said, "We exceeded our FY2026 revenue guidance, secured the recurring contracted revenue supporting our FY2027 revenue objective."

Basis of Reporting

The Q1 figures are unaudited and presented on a full-quarter pro-forma basis that includes ParaScript, so they are not statutory results. The company's upcoming Appendix 4C will include ParaScript only from completion.

Stakk describes itself as an AI-native digital trust infrastructure group focused on Fraud prevention. It serves more than 300 enterprise customers across the US, Europe, the Middle East and Australia.

Key Takeaways

  • Stakk's Q1 FY2027 pro-forma revenue rose to A$16.1 million.
  • The indicative annualised pace is above the FY2027 revenue objective.
  • The ParaScript acquisition is adding capabilities and cross-selling opportunities.
  • The results are pro-forma and unaudited, with the Appendix 4C due later in October.