archTIS: US DoD opportunity and record recurring revenue

From Proactive - Interviews for investors Proactive

archTIS CEO Daniel Lai talked with Proactive about the company’s FY26 performance, progress with a major US Department of Defense (DoD) opportunity and the outlook for Kojensi across defence markets in Australia and overseas. Lai said archTIS had completed the technical evaluations required for the DoD opportunity, including achieving 60 out of 60 use cases in operational areas. The company has continued to provide pricing for a range of licence volumes, with potential user numbers extending up to 300,000. While the timing remains dependent on the US DoD procurement process, Lai said: “We’re very confident about that deal moving forward.” In Australia, archTIS recently announced a $3.2 million Kojensi expansion with the Australian Department of Defence, including $1 million in annual recurring licensing revenue and $2 million in services. Lai said the services component demonstrated the product’s position within the department and pointed to potential further licence growth. Lai also discussed archTIS’ financial position and cost management. Annual recurring revenue increased from around $4 million a year earlier to $14.8 million, while contracted sales rose from approximately $4 million to $14.1 million. archTIS now has 150 contracted customers, while its latest quarter generated $3.5 million in revenue, up 92% on the comparative period. Looking ahead, Lai said the company’s priorities include progressing the US DoD opportunity, maintaining sufficient cash to support the business and continuing to build a foundation for sustainable growth. Visit Proactive’s YouTube channel for more interviews and market updates. Don’t forget to like the video, subscribe to the channel and enable notifications for future content. #archTIS #Kojensi #DanielLai #CyberSecurity #DataSecurity #DefenceTechnology #USDoD #DepartmentOfDefense #AustralianDefence #DefenceIndustry #NATO #CyberSecurityStocks #ASX #ASXInvesting #InvestorNews #RecurringRevenue #TechnologyStocks #ProactiveInvestors