Quarterly Report 31 March 2026 & FY26 Forecast Update
| Stock | Sensen Networks Ltd (SNS.ASX) |
|---|---|
| Release Time | 27 Apr 2026, 9:40 a.m. |
| Price Sensitive | Yes |
SenSen delivers solid ARR growth and positive operating cash flow in Q3
- Record YTD customer cash receipts of $10.7 million, up 7% on prior year
- Positive Q3 operating cash flow of $0.9 million, up 417% on prior year
- Annual Recurring Revenue (ARR) growth of 17% versus prior year to $11.0 million
SenSen Networks Limited, a provider of Live Awareness AI solutions, has reported its activities for the quarter ended 31 March 2026 (Q3 FY26) and provided a trading update for the full year. The company achieved record YTD customer cash receipts of $10.7 million, up 7% on the prior corresponding period (PCP) of $10.0 million. Q3 quarterly cash receipts were $5.2 million, including a $2.05 million R&D tax offset refund. The company reported positive Q3 operating cash flow of $0.9 million, up $0.7 million or 417% on PCP. SenSen's Annual Recurring Revenue (ARR) grew 17% versus PCP to $11.0 million, attributable to new customers, expansion revenue from existing customers, and a 41% increase in usage revenue compared to PCP. The company has also been listed as one of the Vendors in the 2026 GartnerĀ® Emerging Tech: AI Vendor Race report. Despite the positive momentum, the current economic uncertainty has resulted in the deferral of some opportunities in Q3, impacting project completion and delaying revenue recognition in FY26. The company expects that revenue for H2 FY26 will be broadly in line with H2 FY25, and total revenue for FY26 slightly ahead of FY25, with forecast recurring revenue growth offset by a decline in upfront revenue due to project delays. However, full year EBITDA for FY26 is expected to be well up on FY25.
Revenue for H2 FY26 expected to be broadly in line with H2 FY25, and total revenue for FY26 slightly ahead of FY25, with forecast recurring revenue growth offset by a decline in upfront revenue due to project delays. Full year EBITDA for FY26 expected to be well up on FY25.