Links open the original SEC EDGAR filing. Covers tracked managers only.
Earnings Callsⓘ
Q1 2026May 7, 2026
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Q1 beat expectations, with the core being a significant improvement in profitability and steady revenue growth.
Total revenue $124 million, up 19% YoY; ARR reached $330 million, up 16% YoY; adjusted EBITDA $8.9 million, nearly doubling YoY.
Burger King rollout maintains over 400 stores per month, Papa John's implementation to begin by year-end; the Bridge acquisition contributed $14 million in ARR; PAR Intelligence has been deployed in 1,700 retail sites with accelerating customer adoption. Engagement Cloud, after shedding low-value customers, saw ARPU increase 27% YoY, with a multi-product attach rate close to 90%.
Management issued its first official guidance: Q2 revenue expected at $122.5 million to $127.5 million, full-year $500 million to $515 million; Q2 adjusted EBITDA expected at $9.5 million to $11.5 million, full-year $44 million to $47 million.
Highlight: Management's confidence in AI monetization has significantly strengthened, emphasizing growth resilience that "does not rely on large deals." Risk: Hardware gross margin slipped to 22% due to tariffs.