Loading...
•
Jun 30
Cantaloupe Q4 2025 Earnings Report
Cantaloupe closed fiscal Q4 2025 with solid revenue growth and profitability, boosted by increased transaction volume and strong gross margin.
Key Takeaways
Revenue and profitability improved year-over-year in Q4 2025, supported by higher subscription and transaction fees and a strong contribution from equipment sales.
Q4 revenue reached $82.56M, growing year-over-year.
EPS came in at $0.09, slightly below estimates of $0.11.
Strong subscription and transaction revenue at $65.18M in Q4.
Gross margin improvement driven by efficiency and scale.
Cantaloupe
Cantaloupe
Cantaloupe Revenue by Segment
Revenue by Segment
Subscription & Tx Fees Revenue
CapyFin.comEquipment Sales Revenue
CapyFin.com Forward Guidance
Cantaloupe expects continued growth in fiscal 2026, led by increased scale from its pending merger with 365 Retail Markets and ongoing customer and device expansion.
Positive Outlook
- Merger with 365 Retail Markets expected to close in H2 FY26
- Anticipated revenue synergies from expanded product offering
- Continued growth in active customer base
- Gross margin expected to remain strong
- Strong cash position post FY25
Challenges Ahead
- Macroeconomic uncertainty may impact SMB spending
- Integration risks from merger execution
- Foreign exchange headwinds from international operations
- Customer hardware refresh cycles may vary
- No formal FY26 financial guidance issued
Revenue & Expenses
Visualization of income flow from segment revenue to net income