Stock Markets April 21, 2026 02:16 AM

Checkit narrows losses as cost reductions lift adjusted EBITDA into positive territory

Revenue dips 2% to £13.7m in FY2026 while subscription shift and cost savings improve profitability; formal sale process remains underway

By Sofia Navarro
Checkit narrows losses as cost reductions lift adjusted EBITDA into positive territory

Checkit, a UK-based operational intelligence provider, reported a 2% decline in revenue to £13.7 million for fiscal year 2026 while moving to a positive adjusted EBITDA of £0.3 million. The company achieved £4 million in annualised cost savings and increased recurring revenue to 96% of total, even as it recorded a net loss of £2.80 million and an operating loss of £2.60 million. A Formal Sale Process announced on March 26, 2026, is ongoing with no guarantee of offers or completion.

Key Points

  • Revenue fell 2% to £13.7 million in fiscal year 2026 as non-recurring sales declined, while recurring revenue rose to 96% of total.
  • Adjusted EBITDA turned positive at £0.3 million after £4 million in annualised cost savings from headcount and operating expense reductions.
  • Checkit announced a Formal Sale Process on March 26, 2026, which is ongoing with no certainty that offers will be made or concluded; FY2027 will see retirement of a legacy product and launch of a next-generation solution aimed at accelerating ARR growth and enterprise penetration.

Checkit reported a modest revenue reduction for fiscal year 2026, with top-line sales falling 2% to £13.7 million, according to the company statement released Tuesday. Management attributed the decline primarily to lower non-recurring sales as the business shifted emphasis toward subscription-based revenue streams.

Despite the slight slide in revenue, the firm recorded a positive turn in adjusted EBITDA, which reached £0.3 million. That improvement followed £4 million in annualised cost savings realized through reductions in headcount and other operating expense cuts. The company nevertheless reported a net loss of £2.80 million for the period and an operating loss of £2.60 million.

Checkit reported gross profit of £9.90 million while disclosing operating expenses of £9.80 million for the year. The composition of revenue continued to move toward recurring sources, with recurring revenue representing 96% of total revenue by the end of the period.

Underlying annual recurring revenue (ARR) increased by 5% on a like-for-like basis, after excluding the impact of a single large US customer that reduced its utilisation of services. That adjustment highlights the company view that ARR growth was stronger when that customer-specific reduction is removed from the calculation.

On March 26, 2026, Checkit announced a Formal Sale Process that remains in progress. The company cautioned that there is no assurance any offers will be made or that any discussions will conclude with a sale.

Looking ahead to fiscal year 2027, Checkit plans to retire its legacy product and roll out a next-generation solution. The company said the move is intended to accelerate high-quality ARR growth and broaden penetration into enterprise accounts.


Summary

In FY2026 Checkit managed to convert cost savings into a positive adjusted EBITDA despite a small decline in revenue and continuing net and operating losses. The transition toward subscription revenue increased recurring revenue to 96% of the total, and management has launched a Formal Sale Process while preparing a product refresh in FY2027.

Risks

  • The Formal Sale Process is ongoing and there is no certainty that any offers will be made or concluded, creating transactional uncertainty for stakeholders - impacts M&A and technology sectors.
  • A large US customer reduced use of services, partly muting reported ARR growth; concentration effects from large customers could affect revenue stability - impacts enterprise SaaS customers and vendor revenue predictability.
  • Transitioning away from a legacy product toward a next-generation solution poses execution risk and could affect sales or customer retention if not implemented as planned - impacts product development and enterprise deployment timelines.

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