Stakk finishes CY25 at $8.53m ARR run-rate

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Stock SKK.ASX (SKK.ASX)
Release Time 28 Jan 2026, 9:46 a.m.
Price Sensitive Yes
 Stakk finishes CY25 at $8.53m ARR run-rate
Key Points
  • Record CY25 booked revenue of $3.56m, reflecting 222% CQGR
  • ARR run-rate increased from ~$18.0k to $8.53m, representing 43,000% growth
  • Breakeven expected in CY26, with strong balance sheet and cash position
Full Summary

Stakk Limited has reported a significant step-change in revenue scale and momentum, finishing calendar year 2025 with an Annual Recurring Revenue (ARR) run rate of $8.53m, following its first full year operating as a SaaS-based embedded finance provider. The company generated $3.56m in total booked revenue during CY25, reflecting a Compounded Quarterly Growth Rate (CQGR) of 222%. This revenue momentum was driven by organic growth across Tier 1 U.S. clients, following the integration of Stakk's technology with RDBX's established U.S. distribution footprint. The ARR run-rate increased from ~$18.0k in Q2FY25 to $8.53m in Q2FY26, representing an increase of ~43,000%. The company remains on track to reach breakeven in CY26, underpinned by SaaS operating leverage and retains a strong balance sheet, with cash of $15.1m at the end of Q2FY26. Stakk is also actively evaluating additional strategic acquisition opportunities to further accelerate growth in the USA, Europe and Asia Pac.

Guidance

Stakk expects to reach breakeven in CY26, underpinned by SaaS operating leverage.

Outlook

Stakk is actively evaluating additional strategic acquisition opportunities to further accelerate growth in the USA, Europe and Asia Pac.