{"filings":[{"id":2144558,"accession_number":"0001829126-26-008509","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-08-10T11:46:56+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Technology Q1 FY2027 revenue up 43% to $21.9M; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $21.9M, +43% YoY; net income $2.2M vs $1.7M; operating cash flow $4.8M.","Adjusted EBITDA $4.1M (18.6% margin vs 6.7%); income from operations $3.4M vs $0.8M.","Reaffirms FY2027 guidance: revenue $80-84M, Adjusted EBITDA $10-12M.","Launched AxAI agentic AI solution; repurchased >10% of outstanding stock; completed 1-for-8 share consolidation.","Customer buyout contributed $2.7M to revenue and profitability."],"consensus_eps_estimate":null,"consensus_eps_actual":0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":21918000.0,"consensus_period":"2027-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2134000,"accession_number":"0001829126-26-008484","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-08-07T20:30:18+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"Aeries settles $1.16M forward purchase liability with Sea Otter via cash and share collateral","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Payment liability of $1,161,461 settled; $100,000 due Aug 5, 2026, then $75,000 monthly from Sep 15, 2026.","Interest accrues at 7.5% per annum, monthly without compounding; paid monthly from Sep 15, 2026.","Company issues 145,183 Class A shares as collateral, valued at fair market value; minimum sale price $8.40/share.","Sea Otter may sell shares only if company is current; sales limited to 20% of daily trading volume; excess proceeds retained by Sea Otter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1011036,"accession_number":"0001829126-26-006421","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-06-12T13:20:16+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"Aeries Technology executes 1-for-8 reverse stock split, adjusts warrants accordingly","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Effective June 12, 2026, every 8 old Class A shares became 1 new share; outstanding shares reduced from ~45.9M to ~5.7M.","Authorized shares cut from 500M to 62.5M; par value raised to $0.0008 per share; fractional shares rounded up.","Warrants adjusted: each now for 1/8 share, exercise price increased 8x to $92.00 per whole share.","CUSIP for Class A shares changed to G0136H128; warrants CUSIP (G97775 111) and tickers (AERT, AERTW) unchanged.","Share consolidation effective after close June 11, 2026; filed Third A&R Articles with Cayman registrar."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":955637,"accession_number":"0001829126-26-006290","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-06-10T13:00:16+00:00","items":["8.01"],"status":"ready","headline":"Aeries Technology announces 1-for-8 reverse stock split to regain Nasdaq compliance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Share consolidation at 1:8 ratio, effective June 12, 2026; shares to trade split-adjusted.","Outstanding shares reduced from ~45.9M to ~5.7M; authorized shares reduced from 500M to 62.5M.","Purpose is to increase per-share price and maintain minimum bid price for Nasdaq listing.","Fractional shares rounded up; no shareholder action required; ticker remains AERT.","Equity awards and per-share amounts retroactively adjusted; new CUSIP G0136H128."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":900036,"accession_number":"0001829126-26-006126","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-06-08T10:51:13+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Tech FY2026 revenue $70M, Adjusted EBITDA $8.3M above guidance; net income $3.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $70M vs FY2025; net income $3.5M vs $(21.6)M loss.","Adjusted EBITDA $8.3M (11.9% margin) above increased guidance of $7-8M.","Operating cash flow $6.8M, positive for fourth consecutive quarter.","FY2027 guidance reaffirmed: revenue $80-84M, Adjusted EBITDA $10-12M.","Launched AeriesOne A1 GCC Platform with AI-enabled automation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96246,"accession_number":"0001829126-26-003161","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-04-03T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Aeries Technology receives Nasdaq delisting notice for bid price non-compliance; plans to request hearing","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq Staff delisting notice on March 31, 2026 for failing minimum bid price (Rule 5550(a)(2)).","Prior 180-day grace period ended March 30, 2026; compliance not achieved.","Company is ineligible for second grace period because it does not meet minimum stockholders' equity for initial listing.","Intends to timely request a hearing before Nasdaq Hearings Panel, which will stay delisting pending decision.","No assurance that Panel will continue listing or grant extension."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109975,"accession_number":"0001829126-26-002837","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CTO Unni Nambiar resigns to lead India subsidiary; CEO Bhisham Khare appointed PAO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CTO Unnikrishnan Balakrishnan Nambiar resigned effective March 31, 2026 to take a leadership role at Aeries' wholly-owned India subsidiary.","CEO Bhisham Khare appointed Principal Accounting Officer effective March 31, 2026.","Khare has served as CEO and Director since February 2025 and previously as COO/CRO since the November 2023 business combination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109974,"accession_number":"0001829126-26-002572","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-03-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CFO Daniel S. Webb resigns effective March 30, 2026; CEO Bhisham Khare appointed Principal Financial Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Daniel S. Webb agreed to resign effective March 30, 2026; mutual decision, no disagreement over operations.","CEO Bhisham (Ajay) Khare appointed Principal Financial Officer effective March 31, 2026; continues as CEO and director.","Separation agreement provides 12 months base salary severance ($265k special payment) and full equity waiver including 452,185 RSUs.","Webb irrevocably releases all equity rights; severance contingent on no revocation within 7 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109973,"accession_number":"0001829126-26-001905","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Aeries shareholders OK 1:10 reverse split but won't implement near term; $5M buyback authorized","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved share consolidation up to 1:10, but Board does not intend to implement in near term.","Board authorized $5.0 million share repurchase program on March 2, 2026.","Company remains focused on operational performance and making repurchases under the buyback program.","All five resolutions at the 2026 Annual Meeting passed, including director elections and auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109972,"accession_number":"0001829126-26-001779","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Aeries Technology authorizes up to $5.0M share repurchase program over 12 months","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to $5.0M buyback of Class A ordinary shares over a twelve-month period.","Repurchases may be made via open market, private transactions, or accelerated share repurchase programs.","Program does not obligate repurchase of any specific amount; can be suspended, modified, or discontinued.","Board expresses confidence in company's strategy, operating trajectory, and long-term growth opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109971,"accession_number":"0001829126-26-001093","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Tech Q3 FY26 revenue $17.5M, net income $1.2M; raises FY26 Adj. EBITDA guidance to $7-8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $17.5M, net income of $1.2M, adjusted EBITDA of $2.5M (14.1% margin).","Operating cash flow positive for 3rd consecutive quarter at ~$2.4M.","Raised FY26 adjusted EBITDA guidance to $7-8M from prior $6-8M.","Issued FY27 outlook: revenue $80-84M, adjusted EBITDA $10-12M.","Highlights expansion of multi-year GCC engagements across India and Mexico."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":50149000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109970,"accession_number":"0001829126-26-000686","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Aeries Technology amends Sandia forward purchase agreement; $1.8M outstanding with 15% interest","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Outstanding amount of $1,812,063.23 recognized under amended Letter Agreement with Sandia.","Amortization: $100,000 on March 31, 2026, then $75,000 monthly until paid in full.","Interest accrues at 15% per annum, payable monthly starting January 2026 on the reduced balance.","Designated Period for share sell-down extended until the Outstanding Amount is fully paid.","Upon payment, Sandia returns or cancels shares valued at $1 per share; excess proceeds above $1.05 refunded."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109969,"accession_number":"0001829126-26-000086","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Aeries Technology extends share sale period with Sandia to Jan 9, 2026 at $1.05 floor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment extends Designated Period for Class A ordinary share sales from Dec 31, 2025 to Jan 9, 2026.","Minimum sales price unchanged at $1.05 per share; no other terms modified.","Sales offset Company's payment obligations under Forward Purchase Agreement with Sandia.","Original Letter Agreement dated Sept 16, 2025; Amendment executed Dec 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126545,"accession_number":"0001829126-25-008939","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Technology reports Q2 net income $0.64M, first-half profitability; guides FY2026 Adj. EBITDA $6-8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $17.36M (+3% YoY); net income $0.64M vs net loss $2.31M in Q2 FY2025.","Adjusted EBITDA $2.55M (14.7% margin) vs $(2.30)M in prior-year quarter.","Six-month net income $2.32M vs net loss $17.62M; operating cash flow $2.39M.","FY2026 Adj. EBITDA guidance of $6M-$8M, driven by AI-led GCC growth and sponsor expansion.","Plans to hire over 500 roles; signed multi-million-dollar AI partnership; content automation solution with >80% efficiency gains."],"consensus_eps_estimate":null,"consensus_eps_actual":0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":32688000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126544,"accession_number":"0001829126-25-007886","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-10-03T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Aeries Technology receives Nasdaq bid price deficiency notice; 180 days to cure","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Nasdaq notice on Sept 30, 2025: AERT failed to maintain $1.00 minimum bid for 30 consecutive business days through Sept 26.","Compliance period ends March 30, 2026; shares continue trading on Nasdaq Capital Market during this time.","Company may consider reverse stock split or other options to regain compliance by March 2026.","If not cured, Aeries could seek additional 180-day period or appeal a potential delisting determination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126543,"accession_number":"0001829126-25-007827","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Aeries Technology enters ATM equity offering for up to $4.485M with Roth Capital","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sales Agreement with Roth Capital Partners for at-the-market offering of Class A ordinary shares up to $4.485M.","Shelf registration statement on Form S-3 (File No. 333-290655) filed October 1, 2025.","Agent receives 3.0% commission on gross sales and expense reimbursement up to $40k plus $5k/quarter during sales.","Company has no obligation to sell; offering terminates upon full sale or earlier termination by either party.","Offering is on commercially reasonable efforts basis, not a firm commitment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143296,"accession_number":"0001829126-25-007430","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Aeries restructures $2.66M forward purchase liability; may issue up to 500K+ shares to Sandia","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Remaining liability of $2,656,222.87 under Forward Purchase Agreement with Sandia.","Sandia will sell 1,232,893 Class A shares at minimum $1.05 through Dec 31, 2025 to offset debt.","If proceeds insufficient, Aeries to issue at least 500,000 additional shares at floor of $1.00 per share.","Additional shares to be registered for resale through June 30, 2026; cash settlement options exist.","Delisting from Nasdaq accelerates payment due within 30 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143295,"accession_number":"0001829126-25-006243","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Tech Q1 net income $1.7M vs loss $15.3M YoY; cash flow positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $15.3M, driven by demand for AI-powered GCC services.","Net income $1.7M, a $17.0M improvement from a $15.3M net loss in Q1 FY2025.","SG&A expenses reduced >85% YoY; operating profit $0.8M vs $(16.4)M.","EBITDA $2.3M; Adjusted EBITDA $1.0M; operating cash flow $1.4M.","Reaffirmed FY2026 guidance: revenue $74-80M, Adj. EBITDA $6-8M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":15330000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143294,"accession_number":"0001829126-25-005119","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Aeries Technology regains compliance with Nasdaq minimum bid price requirement","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq notification on July 17, 2025 confirming compliance with Rule 5550(a)(2); matter closed.","Closing bid price >= $1.00 for at least 20 consecutive business days; no hearing needed.","CEO Ajay Khare expressed appreciation for shareholder support and focus on execution.","Aeries continues AI-driven business transformation for PE portfolio companies.","Stock continues trading on Nasdaq Capital Market."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143293,"accession_number":"0001829126-25-004898","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-07-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Technology reports FY2025 revenue $70.2M, Core Adj EBITDA $7.4M beat; reaffirms FY2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $70.2M; North America up 15% YoY to $65.5M, now 93.3% of mix.","Core Adjusted EBITDA $7.4M exceeded guidance of $6-7M; Adjusted EBITDA $(4.7)M, Operating Loss $(28.8)M, net loss $(21.6)M.","One-time charges: $12.0M non-core loss, $12.7M stock comp, $7.0M deSPAC/M&A costs, $0.7M severance; Middle-East operations wound down.","Reaffirmed FY2026 outlook: revenue $74-80M, Adjusted EBITDA $6-8M.","Launched AI-centric GCC framework; scaled 300+ member GCC for healthcare client; signed new engagements with cybersecurity and SaaS leaders."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":15330000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143292,"accession_number":"0001829126-25-004841","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries beats core EBITDA guidance, reports FY2025 net loss $21.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $70.2M (-3.2% YoY); North America revenue $65.5M (+15% YoY).","Core adjusted EBITDA $7.4M, above $6-7M guidance, up 365% from $1.6M.","GAAP net loss $(21.6)M vs net income $17.3M in FY2024; loss from operations $(28.8)M.","FY2026 guidance reiterated: revenue $74-80M, adjusted EBITDA $6-8M.","Exited Middle East operations, focusing on North America; will stop reporting Core Adjusted EBITDA."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":15330000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143291,"accession_number":"0001829126-25-004832","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Aeries Technology expects FY2025 operating loss of ~$28.8M vs prior year income of $3.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary loss from operations of approximately $28.8M for year ended March 31, 2025.","Prior year (2024) income from operations was $3.0M, a swing of ~$31.8M.","SG&A expenses surged to $45.5M from $18.7M, driven by stock-based comp and bad debt.","Filed Form 12b-25 indicating annual report on Form 10-K will be late."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":15330000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161432,"accession_number":"0001829126-25-004699","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Ramesh Venkataraman to resign from board, become advisory chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Venkataraman resigns from Board effective June 30, 2025.","He will transition to chairperson of the Company's independent advisory board.","Resignation is not due to any disagreement with the Company's operations or policies.","He also steps down from the Nominating and Corporate Governance Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161431,"accession_number":"0001829126-25-002332","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["3.03","5.07","5.02","9.01"],"status":"ready","headline":"Aeries Tech shareholders approve charter amendments, elect directors, ratify auditor; new exec employment agreements","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved Second Amended and Restated Memorandum and Articles of Association by special resolution, modifying rights of security holders.","Alok Kochhar, Biswajit Dasgupta, and Nina B. Shapiro elected as directors.","Amendment No. 1 to 2023 Equity Incentive Plan approved; share reserve increased to 11,928,287 shares with a 5% evergreen provision.","Ratified Manohar Chowdhry & Associates as independent auditor for FY2025-2023.","New employment agreements: CEO Bhisham Khare ($425k base, 100% target bonus), CFO Daniel Webb ($400k base, 40%), CTO Unnikrishnan Nambiar ($250k base, 40%), effective Feb 10, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179606,"accession_number":"0001829126-25-001226","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Aeries Technology receives Nasdaq bid-price deficiency notice; cure period until Aug 19, 2025","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Nasdaq notified AERT on Feb 20, 2025 that shares closed below $1.00 for 30 consecutive business days through Feb 19.","Company has 180 calendar days, until August 19, 2025, to regain compliance; shares continue trading on Nasdaq.","To cure, bid price must close at or above $1.00 for at least 10 consecutive business days before Compliance Date.","If not cured by Aug 19, AERT may seek an additional 180-day period or effect a reverse stock split.","Company will monitor and evaluate options but provides no assurance of regaining compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179605,"accession_number":"0001829126-25-001016","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2025-02-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Tech Q3 FY2025 revenue $17.6M (-6.8% YoY); net income $2.0M swings from prior loss; core adj EBITDA $1.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $17.6M, down 6.8% YoY; North America revenue up 13.1%.","Net income $2.0M vs net loss of $16.3M in Q3 FY2024.","Core adjusted EBITDA $1.5M vs -$0.02M in prior period; adjusted EBITDA -$2.0M.","FY2025 guidance reaffirmed: revenue $71-73M, core adj EBITDA $6-7M.","Introduced FY2026 outlook: revenue $74-80M, adjusted EBITDA $6-8M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":51147000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.67,"calibrated_materiality_score":0.67,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196353,"accession_number":"0001829126-24-008019","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["1.01","5.02","9.01"],"status":"ready","headline":"Aeries Tech resets forward purchase to $0.25, CFO Nair terminated, CEO becomes interim CFO, pay cuts of 29%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended forward purchase agreement sets Reset Price at $0.25/share; maturity extended to 14 months post-Nov 2023 business combination.","CFO Rajeev Nair terminated effective Nov 29, 2024; CEO Sudhir Appukuttan Panikassery appointed interim CFO effective Nov 30.","Maulik Doshi appointed interim principal accounting officer; previously financial controller for Aeries Technology Group since Jan 2020.","Temporary base salary reductions: CEO 29%, Ajay Khare 20%, Unni Nambiar 17%, effective Dec 1, 2024 to Apr 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196352,"accession_number":"0001829126-24-007693","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-11-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Technology Q2 FY2025 net loss $2.3M; revenue down 4% to $16.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $16.9M, down 4% YoY; North America revenue $15.7M, up 13% from $13.9M.","Net loss of $2.3M vs net income of $0.9M; operating loss of $4.1M vs income $1.5M YoY.","Adjusted EBITDA negative $2.3M vs positive $3.0M; Core Adjusted EBITDA $0.2M, down 82%.","CEO cites refocus on North American GCC market; strong pipeline and new FY2025 guidance.","No specific FY2025 guidance figures provided in the release."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":33540000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212649,"accession_number":"0001829126-24-006200","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-09-10T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Aeries receives Nasdaq deficiency notice for late 10-Q and 10-K; has until Sep 30 for compliance plan","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Notice received Sep 5, 2024 for failure to timely file Q2 FY2025 10-Q and still delinquent FY2024 10-K (due Mar 31, 2024).","Company must submit a compliance plan by Sep 30, 2024; Nasdaq may grant extension to Jan 13, 2025.","No immediate effect on listing or trading of AERT shares or warrants on Nasdaq Capital Market.","Company says it is working diligently to file both reports as soon as practicable but cannot provide specific timing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212648,"accession_number":"0001829126-24-005579","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Aeries Technology dismisses auditor KNAV, appoints MCA as new independent accountant","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit committee dismissed KNAV CPA LLP on Aug 11, 2024; replaced by Manohar Chowdhry & Associates (MCA) for FY2024 and FY2023 audits.","KNAV had raised need for expanded revenue recognition procedures in Middle East and APAC; company cites need for auditor near India operations.","Prior material weaknesses in internal controls over financial reporting continue from Dec 2023 (segregation of duties, recording, monitoring).","KNAV's report on prior financials included explanatory paragraph about restatement; no disagreements existed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212647,"accession_number":"0001829126-24-005249","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Aeries Technology receives Nasdaq deficiency notice for delayed FY2024 10-K filing","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq notice on July 31, 2024 for failure to timely file FY2024 Form 10-K.","Company has 60 calendar days to submit a compliance plan to Nasdaq.","Nasdaq may grant up to 180 days from due date until January 13, 2025 to file.","No immediate effect on listing or trading of AERT shares or AERTW warrants.","Company working diligently to complete and file the 10-K as soon as practicable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":231667,"accession_number":"0001829126-24-004083","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aeries Technology boosts share reserve to 11.93M, adds evergreen provision, amends exec agreements","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved Amendment No. 1 to 2023 Equity Incentive Plan, increasing authorized shares to 11,928,287.","Plan adds an evergreen provision to automatically increase share reserve by up to 5% annually for 9 years.","Individual award limits under Sections 5(d) and 5(e) of the Plan were removed.","Shareholder approval is required for the share increase and evergreen provision to become effective.","CEO Sudhir Appukuttan Panikassery's employment assigned to Aeries Technology Middle East Ltd.; three other executives' agreements clarified for incentive opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":231666,"accession_number":"0001829126-24-002425","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-04-12T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Aeries Technology raises $5M via PIPE at $2.21/share with institutional investor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 2,261,778 new Class A ordinary shares at $2.21 per share to Oyster Bay Fund Limited.","Gross proceeds $5M; net proceeds ~$4.75M after 5% placement agent commission.","Beneficial ownership limitation set at 4.99% (or 9.99% at investor election).","Proceeds to be used for general corporate and working capital purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":231665,"accession_number":"0001829126-24-002342","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-04-09T23:59:59+00:00","items":["3.02","8.01","5.01"],"status":"ready","headline":"Aeries Technology Chairman exchanges AARK shares for 21.3M Class A shares; voting power rises to 72%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Chairman Venu Raman Kumar exchanged 9,500 AARK shares for 21,337,000 Class A ordinary shares on April 5, 2024.","Following exchange, Mr. Kumar's beneficial ownership of Class A remains 73.8%; voting power increased from 26.7% to 72.0%.","Company's economic interest in AARK increased from 38.24% to 96.91%.","Class V ordinary share voting power reduced from 51.0% to 1.3% (except for extraordinary events).","Issuance exempt from registration under Section 4(a)(2) based on Mr. Kumar's accredited investor status."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249982,"accession_number":"0001829126-24-001051","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Technology Q3 FY2024 revenue up 49% to $18.9M; net loss $(16.3)M from SPAC-related charge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $18.9M, up 49% YoY vs $12.7M.","Income from operations $0.7M, up 150% vs $0.3M.","Net loss $(16.3)M compared to $(0.3)M loss; includes $16.4M non-cash SPAC Forward Purchase Agreement charge.","Adjusted EBITDA $2.4M, flat vs prior year.","Reaffirmed FY2024 guidance: revenue $95–105M, adjusted EBITDA $16–20M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":52805000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249981,"accession_number":"0001829126-24-000775","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Aeries Technology dismisses Marcum as auditor, appoints KNAV effective Feb 1, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit committee dismissed Marcum LLP and appointed KNAV CPA LLP as independent auditor on Feb 1, 2024.","Marcum's prior reports included a going concern explanatory paragraph for Aeries Technology.","Change not due to any disagreement; material weakness in internal control over financial reporting previously disclosed.","KNAV served as auditor for AARK (predecessor) and is familiar with the restatement of earnings per share disclosed in Dec 2023.","Restatement corrected EPS and share count; driven by material weaknesses in segregation of duties and recording processes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267494,"accession_number":"0001829126-23-008022","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-12-13T23:59:59+00:00","items":["3.02","4.02"],"status":"ready","headline":"Aeries Technology restates AARK carve-out financials; control deficiency identified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 361,338 Class A shares to vendors/third parties in lieu of cash for business combination expenses.","Restating AARK carve-out financials for fiscal years 2022-2023 and interim periods due to EPS and share count errors from a 1,000-for-1 stock split.","Previously filed financial statements in 8-Ks (Nov 13, Nov 30) and S-4 should no longer be relied upon.","CEO and CFO found control deficiency from lack of inter-entity communication; implementing remediation measures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267491,"accession_number":"0001829126-23-008023","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K/A","filed_at":"2023-12-13T23:59:59+00:00","items":["9.01","2.01"],"status":"ready","headline":"Aeries Technology files amendment to restate financials, updates beneficial ownership","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Restates audited carve-out financials of AARK for years ended March 31, 2023 and 2022, and unaudited periods in 2023.","Updates beneficial ownership table: Innovo Consultancy DMCC owns 36.1% of Class A shares; Meet Atul Doshi holds Class V share with 26% voting power.","Amendment does not update any developments since original 8-K filed November 13, 2023.","Pro forma condensed combined financials included for six months ended June 30, 2023 and year ended December 31, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267493,"accession_number":"0001829126-23-007737","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-11-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aeries Technology reports Q2 FY2024 revenue up 38% to $17.6M; net income turns positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 FY2024 revenue $17.6M (+38% YoY); net income $926K vs $222K loss; adj. EBITDA $2.9M (+107%).","H1 FY2024 revenue $33.9M (+34%); net income $1.4M (+27%); adj. EBITDA $5.8M (+71%).","Income from operations $1.5M in Q2 vs loss $0.4M; operating margin improved to 8% from -3%.","New CFO Rajeev Nair and CIO Daniel Webb appointed in November 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267490,"accession_number":"0001829126-23-007736","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K/A","filed_at":"2023-11-30T23:59:59+00:00","items":["2.01","5.02","8.01","9.01"],"status":"ready","headline":"AARK posts $33.9M revenue, $1.42M net income for H1 FY2024; exec comp detailed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AARK (acquired entity) reports revenues of $33.9M for six months ended Sep 30, 2023, up from $25.3M YoY.","Net income attributable to AARK stockholders was $1.24M; total net income $1.42M.","Beneficial ownership table shows Innovo Consultancy DMCC holds 37.0% Class A shares; Class V shareholder has 26% voting power.","Employment agreements: Daniel Webb ($400K salary, 1M shares+200K options/yr) and Narayan Shetkar ($300K salary, 350K options)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267492,"accession_number":"0001829126-23-007330","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-11-13T23:59:59+00:00","items":["1.01","5.02","2.01","9.01","3.02","3.03","5.01","5.03","5.05","5.06","7.01"],"status":"ready","headline":"Aeries Technology completes SPAC business combination, begins trading on Nasdaq","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Business combination closed Nov 6, 2023; WWAC renamed Aeries Technology, Inc. (AERT).","Innovo Consultancy DMCC holds 37.0% of Class A shares; Venu Raman Kumar is Chairman and beneficial owner.","Class V shareholder (Meet Atul Doshi) holds 26% voting power, with potential 51% in hostile change-of-control.","Exchange agreements allow conversion of Aeries shares into ATI Class A at rates of 14.40 and 2,246 per share type.","Forward purchase and non-redemption agreements issued 3,711,667 and 1,024,335 ATI Class A shares, respectively."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267503,"accession_number":"0001829126-23-007121","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-11-06T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"WWAC enters new FPA, amendments, and non-redemption deal to secure funding for Aeries merger","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New Forward Purchase Agreement with Meteora Capital for up to 250,000 Class A shares on same terms as prior FPAs.","Amendments to existing FPAs allow purchase of Additional Shares subject to 9.9% ownership cap.","Non-Redemption Agreement with Meteora reverses up to 103,306 redeemed shares; ATI to pay (Redemption Price - $4.84) per share.","Subscription agreements with certain Sellers for Class A shares at redemption price less Recycled Shares, capped at 9.9%.","Upon closing of business combination, WWAC will have 15,257,669 Class A shares and one Class V share outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267502,"accession_number":"0001193125-23-270492","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-11-03T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"WWAC shareholders approve business combination with Aeries Technology; closing expected Nov 6","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["99.87% of votes cast (81.71% of outstanding shares) approved the business combination.","Shareholders elected to redeem 3,699,291 Class A shares; non-redemption agreements reversed 1,549,587 redemptions.","Combined company to be named Aeries Technology, Inc.; to trade on Nasdaq as AERT and AERTW starting Nov 7, 2023.","Closing of the business combination anticipated on or about November 6, 2023.","Post-closing board includes Sudhir Panikassery, Daniel Webb, Venu Kumar, Alok Kochhar, Biswajit Dasgupta, Nina Shapiro, Ramesh Venkataraman."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267501,"accession_number":"0001193125-23-269978","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-11-03T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"WWAC enters forward purchase and non-redemption agreements for up to ~3M shares and 1.24M redemption reversals","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Forward Purchase Agreement allows Seller to buy up to 3,000,000 WWAC Class A shares at trust redemption price.","Prepayment amount from WWAC's trust account paid at close; optional early termination with reset price adjustment.","Non-Redemption Agreement lets Seller reverse redemption of up to 1,239,670 shares, paying $4.84 below redemption price per share.","Break-up fee of $50,000 payable if Counterparty terminates after Recycled Shares are purchased.","Both agreements support the pending business combination with Aeries Technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267500,"accession_number":"0001193125-23-265625","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"WWAC signs $3M PIPE, amends merger terms with AARK, reduces lock-up to 80%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["PIPE investor to buy 620K Class A shares for $3,000,800 ($4.84/share); closes with the business combination.","Third Amendment to merger agreement: 3M Class A shares to Innovo at close; up to 20% exchange pre-April 2024.","Transfer restrictions on Founder Shares and Transferred Shares reduced to 80% after closing.","Equity Incentive Plan pool set at 9,031,027 shares, auto-increases to 10% of fully diluted equity annually.","Annual Meeting to vote on business combination scheduled Nov 2, 2023; S-4 effective Oct 17."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267499,"accession_number":"0001193125-23-262356","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Worldwide Webb Acquisition Corp. postpones Annual General Meeting to November 2, 2023","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Meeting originally slated for Oct 30, 2023 moved to Nov 2, 2023 at 9:00 a.m. MT; proposals unchanged.","Record date remains the same; shareholders who already voted need not take any action.","Redemption deadline extended to 5:00 p.m. ET on October 31, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267498,"accession_number":"0001193125-23-258492","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-10-18T23:59:59+00:00","items":["1.01","3.03","5.03","5.07","8.01","9.01"],"status":"ready","headline":"WWAC shareholders approve deadline extension to 30 months; $10M in redemptions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders extended business combination deadline from 24 to up to 30 months post-IPO.","938,987 Class A shares redeemed for ~$10.0M at ~$10.66/share.","Trust account holds $40.3M after redemptions; 3,779,067 Class A shares outstanding.","Company is pursuing business combination with Aeries Technology (proxy mailed Oct 17).","Trust agreement and articles amended for board to extend in one-month increments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267497,"accession_number":"0001193125-23-255763","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-10-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"WWAC enters 11 non-redemption agreements covering 3.7M shares; up to $16.1M may be redeemed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered 11 non-redemption agreements covering 3,733,623 Class A shares ahead of Oct 16 extension vote.","Received redemption requests for 1,517,310 shares; 3,200,744 shares remain as of Oct 12.","Company expects 578,323 additional shares will reverse prior redemption requests.","If no reversals, ~$16.1M ($10.62/share) will be removed from trust account at the meeting.","Extension proposal seeks to extend deadline from 24 to up to 30 months for business combination with Aeries Technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267496,"accession_number":"0001193125-23-253693","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-10-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"WWAC amends BCA and sponsor support; non-redemption shares total 3.73M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment No. 2 to BCA increases Employee Merger Consideration Shares from 50,000 to 52,600.","Amendment No. 1 to Sponsor Support Agreement raises Extension Transfer Shares limit to 1,314,250.","Non-Redemption Agreements now cover an aggregate of 3,733,623 Class A ordinary shares.","Actions aim to secure shareholder approval and reduce redemptions for Aeries Technology merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267495,"accession_number":"0001193125-23-253164","cik":1853044,"company_name":"Aeries Technology, Inc.","ticker":"AERT","form_type":"8-K","filed_at":"2023-10-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Worldwide Webb enters non-redemption agreements covering 2.38M shares to extend deadline","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreements with unaffiliated holders of 2,384,613 Class A shares to not redeem in support of extending the business combination deadline.","Holders receive 1% of Non-Redeemed Shares as Commitment Shares, plus 1.5% for first monthly extension and 3% for each subsequent extension.","Commitment and Monthly Extension Shares issued upon closing of a business combination; Sponsor forfeits equal number of Class B shares.","Extension moves deadline from 24 to 25 months from IPO, with option for up to five additional one-month extensions (total 30 months)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":37556866.28571428,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-10-10T23:59:59+00:00|267495"}