earnings
confidence high
sentiment positive
materiality 0.55
Bridgeline Digital posts record Q4 FY2026 sales: 12 new customers, $1.4M TCV; FY26 adds $2.2M ARR
Bridgeline Digital, Inc.
- Q4 FY2026 added 12 new customers, a third consecutive quarterly record, worth over $1.4M in TCV and $400K in ARR; 11 expansion sales added $750K TCV and $200K ARR.
- FY2026 totaled 38 new customers ($3.9M TCV, $1.2M ARR) plus 37 expansion sales ($4.0M TCV, $1.0M ARR) — 75 deals worth nearly $8M TCV and $2.2M ARR.
- HawkSearch drove 89% of FY2026 sales and roughly $10M in revenue, including $8M of multiyear subscriptions; net revenue retention was 105% with double-digit growth.
- Core products expected at 61% of total revenue and 64% of subscription revenue for FY2026; legacy products add over $5M revenue and $3M gross profit.
- Fiscal year ended with about $1.0M cash and under $200K of legacy bank debt at roughly 3.5%; ARPU rose 35% for FY2026 and 53% in Q4.