Access Newswire Inc. · AMEX:ACCS
Access Newswire — Q1 2026 Earnings Presentation
17 slides from Access Newswire's earnings presentation, May 12, 2026
Slide 1: Earnings Results
F I R S T Q U A R T E R 2 0 2 6 Earnings Results Subscription strength, retention milestone, and product momentum May 12, 2026 Brian Balbirnie, CEO · Steve Knerr, CFO
Slide 2: Host For Today's Conference Call
Host For Today’s Conference Call Live Now "I have been with the company since 2022 initially in the Newswire.com business, where I was a part of the PR Optimizer team helping customers shape and tell their stories. Now I am a part of the Product team here helping shape, ideate and deliver some of th
Slide 3: Forward Looking Statements
Forward Looking Statements Statements made during today's conference call may be deemed forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are subject to the safe harbor created thereby. Actual results may differ materially due to a v
Slide 4: Host For Today's Conference Call
Host For Today’s Conference Call Brian R. Balbirnie Founder, Chief Executive Officer
Slide 5: Revenue summary - subscription mix improving
Q1 2026 REVENUE Revenue summary - subscription mix improving Q1 2026 Revenue vs. Q4 2025 vs. Q1 2025 Subscription Mix $5.3M -$472K -$149K ↑ Growing -3% YoY -8% QoQ Seasonal Structural shift Total Revenue ($M) REVENUE COMPOSITION 7 Core Press Release 6 $5.80M 5 $5.48M $5.33M $4.4M Down from $4.8M in
Slide 6: Direct on Q1 — confident in the signals
CEO OPENING REMARKS Direct on Q1 — confident in the signals “ 01 Retention Step-Change Moved from high-80s in 2025 to 92% in Q1 2026 — a fundamental shift in subscription health. Top-line growth is the mandate for 2026. We are 02 ARR Per Subscriber Up not satisfied with Q1 revenue — but the signals
Slide 7: A fundamental shift in subscription health
CUSTOMER RETENTION A fundamental shift in subscription health Retention Rate Progression RETENTION RATE — Q1 2026 100.00% 92% 95.00% 95.00% 91.79% 90.58% 90.42% 90.95% 90.00% 88.19% 85.00% 85.00% 80.00% up from high-80s in 2025 75.00% Year-End Goal 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Goal '
Slide 8: New subscription tiers are commercializing now
PRODUCT INNOVATION New subscription tiers are commercializing now 20% $550K ARR LIFT FROM SOCIAL MONITORING 60% of ACCESS PR customers opted in implied ARR (12-mo) ~$550K implied ARR over next 12 months · $200/mo per upgrading subscriber LIVE · COMMERCIALIZING LIVE · STRONG EARLY FEEDBACK LIVE NOW ·
Slide 9: Growing the base and the value per subscriber
ARR & SUBSCRIBERS Growing the base and the value per subscriber ARR per Subscriber Total Subscribers New Customers (Q1) Sequential ARR $12,803 1,119 110 +2% +15% YoY +17% YoY Higher quality mix vs. Q4 2025 ARR per Subscriber Total Subscribers 1400 14000 $12,803 1200 1,119 12000 $11,139 1000 955 1000
Slide 10: Host For Today's Conference Call
Host For Today’s Conference Call Steve Knerr Chief Financial Officer
Slide 11: Revenue summary - subscription mix improving
Q1 2026 REVENUE Revenue summary - subscription mix improving Q1 2026 Revenue vs. Q4 2025 vs. Q1 2025 Subscription Mix $5.3M -$472K -$149K ↑ Growing -3% YoY -8% QoQ Seasonal Structural shift Total Revenue ($M) REVENUE COMPOSITION 7 Core Press Release 6 $5.80M 5 $5.48M $5.33M $4.4M Down from $4.8M in
Slide 12: Operating costs down 11% sequentially, 6% year-over-year
COST DISCIPLINE Operating costs down 11% sequentially, 6% year-over-year Operating Expense Breakdown ($M) OPERATING COSTS — Q1 2026 Q1 2025 Q4 2025 Q1 2026 $4.7M 2.5 $1.95M $1.96M 2 $1.78M $1.72M $1.68M $1.59M 1.5 -$580K vs. Q4 2025 · -11% sequentially 1 -$281K $0.73M $0.62M $0.56M 0.5 vs. Q1 2025 ·
Slide 13: Margins resilient; loss narrowed YoY despite revenue softness
PROFITABILITY Margins resilient; loss narrowed YoY despite revenue softness Gross Margin Adjusted EBITDA Operating Loss Net Loss (GAAP) 74% $564K $(718K) $(611K) Q4 '25: 77% · Q1 '25: 78% 11% of revenue Improved vs. Q4 '25 Improved 20% YoY Net Loss from Continuing Operations ($K) Adjusted EBITDA ($K
Slide 14: Levers we're pulling for top-line growth in 2026
WHAT'S NEXT Levers we're pulling for top-line growth in 2026 Commercialize the new product suite 1 Social Monitoring at 20% ARR lift · ACCESS Verified live · MCP analytics shipping incremental upsell revenue beginning Q2. Marketplace & strategic partnerships 2 Hootsuite live as first integration; pi
Slide 15: Focused, disciplined, and innovating
IN CLOSING Focused, disciplined, and innovating 92% $12,803 1,119 Retention rate ARR / Subscriber Total Subscribers Up from high-80s +15% YoY +17% YoY $550K -11% $5.3M Implied ARR (Social Monitoring) Operating Costs QoQ Q1 Revenue Next 12 months Disciplined Seasonal — focus is growth “We will contin
Slide 16: Customer acquisition costs trending in the right direction
ACQUISITION ECONOMICS Customer acquisition costs trending in the right direction SUBSCRIBER CAC NON-SUBSCRIBER CAC $5,292 $2,279 Quarter ended March 2026 · trending lower as brand traction builds and pressrelease.com showing materially lower CAC — baseline to be set by year-end retention improves DR
Slide 17: Closing Remarks
F I R S T Q U A R T E R 2 0 2 6 Closing Remarks Subscription strength, retention milestone, and product momentum May 12, 2026 Brian Balbirnie, CEO · Steve Knerr, CFO