archTIS Limited (AR9) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome everyone. My name is Jane Morgan and thank you for joining us today for this webinar with Arctis Limited, a global provider of data-centric security solutions for the secure collaboration of sensitive information. listed on the ASX under the ticket code AR9. Just this morning, the company has lodged their quarterly report for Q2 FY2026, and today I am joined by both Daniel Lai, who is Arctis' CEO and Managing Director, as well as Mr. Kirk Muffelman, who is Arctis' Chief Strategy Officer and the U.S. President. Both presenters will be covering off the quarter's activities, the ongoing strategy and developments in the US market, and they're here to guide us through what's ahead for the 2026 calendar year. Following the presentation, we will have time for questions, so please use the Q&A function, which can be found at the bottom of your screen. Kurt, I'll hand to you. Yeah, great. Thank you, Jane, and good morning, everybody. We're really excited, and thank you for attending today's presentation. And during today's session, we'll update you on some great happenings around our quarterly performance, provide an in-depth financial review, update the U.S. DoD opportunity, obviously the Sperion integration and how that's really progressing in a wonderful manner, and further discuss the go-to-market strategy around how we're growing and where we see the markets going into the future. So what I'd like to do initially is send it over to Dan and start off with some of the Q2 FY26 quarterly highlights. Dan? Thanks very much, Kurt. Welcome, everybody, and thanks for attending this webinar. So I'm going to start from the bottom and then work my way around. Obviously, the big elephant in the room is updating you on the USDOD deal. The first thing that we an...