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Dec 31, 2025
Cantaloupe Q2 2026 Earnings Report
Cantaloupe reported higher revenue and improved profitability in its fiscal second quarter 2026, driven by growth in subscription and transaction fees.
Key Takeaways
For Q2 2026, Cantaloupe generated revenue of 70100000, with net income of 4800000 and diluted EPS of 0.07. Growth was driven by subscription and transaction fee revenue, which offset a decline in equipment sales.
Total revenue increased to 70100000 from 65200000 year-over-year.
Subscription and transaction fees rose to 55900000 from 50500000.
Net income improved to 4800000 from 1100000 in the prior year period.
Adjusted EBITDA increased to 11500000 from 8700000.
Revenue by Segment
Forward Guidance
Cantaloupe reaffirmed its fiscal 2026 outlook, expecting continued revenue growth and margin expansion driven by recurring revenue.
Positive Outlook
- Fiscal 2026 revenue guidance maintained.
- Expected continued growth in subscription and transaction revenue.
- Projected adjusted EBITDA margin expansion.
- Ongoing growth in active devices and customers.
- Strong cash position to support investments.
Challenges Ahead
- Equipment sales remain subject to customer capital spending trends.
- Exposure to macroeconomic conditions affecting small business customers.
- Potential supply chain disruptions.
- Competitive pressure in payment processing.
- Operating expenses expected to increase with growth initiatives.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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