8CO Price sensitive 23 Apr 2026, 9:26 AM

Quarterly Activities/Appendix 4C Cash Flow Report

8COMMON Ltd

8COMMON Ltd reports Q3 FY26 results

Key points

  • SaaS revenue of $1.2m, up 7% vs PCP
  • New contract wins including The Aged Care Quality and Safety Commission and The National Environmental Protection Agency
  • Annualised Recurring Revenue (ARR) of ~$5.1 million

Full summary

8COMMON Ltd (ASX: 8CO) has released its quarterly cashflow and business update for the quarter ended 31 March 2026 (Q3 FY26). Key highlights include:- Transaction and recurring SaaS revenue of $1.2 million, up 7% on the previous corresponding period (PCP)- Total revenue of $1.45 million, down 3% on PCP- Cash receipts from operations of $1.43 million- Net operating cash inflow of $8k- Annualised Recurring Revenue (ARR) of ~$5.1 million (based on Q3FY26 YTD SaaS and transaction revenue)- ARPU of $25.03 with an increased user base of 195,000- Total costs down 12% vs PCP, driven by a 41% decrease in Admin and Corporate costs- Cash position of $0.1 million at 31 March 2026, supported by a $1.5 million loan facilityThe company secured new customer contract signings including The Aged Care Quality and Safety Commission (TCV $1m inc GST over 2 years) and The National Environmental Protection Agency (TCV $200k inc GST over 1.5 years). It also extended contracts with existing customers such as The Treasury (1 year) and Audit Office of NSW (3 years).CEO Andrew Bond said, 'Q3 has been a period of significant operational execution, marked by high-value contract wins and a steady expansion of our user base to 195,000. With our cost base now stabilised and gross SaaS margins approximately 70%, we are well-positioned to close FY26 EBITDA positive and with strong positive operational cash flow.'

Guidance

The company expects SaaS revenue of $1.2m for Q3 FY26, up 7% vs the previous corresponding period, with gross SaaS margins averaging 73% for the quarter.

Outlook

The company is on track to close FY26 EBITDA positive with strong positive operational cash flow, supported by new contract wins and a steady expansion of its user base to 195,000.

Summary generated by a large language model. Please interpret with care.

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