FY26 Revenue Growth: 19-20%
Management nudged guidance upward from 18-19% to 19-20% based on strong pipeline momentum in Financial Services, Data bricks, and CPG verticals, pending Q3 renewal outcomes.
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Latent View Analytics · forward-looking guidance across the available source record.
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revenue
Full Year EBITDA Margin: 22-23%
Revised downward from 23-24% as the company commits to sustained investment in Data bricks go-to-market, AI Center of Excellence, and front-end sales bandwidth to drive growth beyond 20%.
Data bricks $50M in 3 Years
On track for the $50M target in three-year timeframe; first year trajectory at $19M represents 80%+ growth with SAP competency on Data bricks platform being built out.
FY28 Revenue Target: $200-220M
No change to the medium-term $200-220M revenue target; management noted need for acceleration but sees visa normalization and nearshore expansion as potential tailwinds.
FY26 Revenue: $119-120 Million
Full-year revenue guidance maintained at 19-20% YoY growth, with potential to exceed $120M if current pipeline projects execute. This represents 12th consecutive quarter of sequential growth.
FY26 Full-Year EBITDA Margin: ~24%
Adjusted EBITDA margin (excluding one-time items) expected at 24% for full year, with Q4 specifically targeted at 24.5-25% due to absence of severance costs and lower visa expenses.
FY28 Revenue Target: $200 Million
Management targets $200M revenue by FY28, requiring ~30% growth trajectory from current $120M base. Gap of ~$80M expected to be addressed through organic growth and M&A (potentially larger ticket deals).
Databricks 3-Year Target: $50 Million
Databricks partnership on track for $50M revenue target over 3-year horizon with $16-17M expected in FY26. Mix expected to shift from 80/20 (analytics/migration) to 60-70/30-40 as migrate mate solution gains traction.