NTG Clarity Networks

NTG Clarity reported revenue of CAD 20.1m and adjusted EPS of USD 0.04 for Q2 2026, slightly above estimates, while adjusted EBITDA collapsed to around CAD 5,000 and operating cash flow was negative CAD 4.6m. The company cited uncertainty from the Middle East conflict and slowed customer decisions as reasons and withdrew its 2026 outlook. Order backlog rose to CAD 80m, CAD 33.4m of orders were announced for Q3, and cash inflows improved in July (CAD 8m). Investors focused on the revenue miss and weak cash flow, sending the stock down 31.71% in after-hours trading. » More on de.investing.com

NTG Clarity increased quarterly revenue in Q4 2025 by 38.9% to CAD 23.9 million and full-year 2025 revenue by 48.5% to CAD 83.4 million, exceeding the annual target by CAD 5.4 million. Adjusted EBITDA amounted to CAD 3.8 million (margin 15.8%) and net income was CAD 0.9 million; the stock fell 9.52% after the earnings call. For 2026 a minimum revenue of CAD 90 million is expected; the company is focusing on geographic expansion and AI-powered products. Net dollar retention stands at 134.7%. Risks remain high customer and regional concentration (71% across five customers, 96% of revenue in Saudi Arabia) as well as geopolitical uncertainties. » More on de.investing.com