Creative Realities Reports Fiscal 2026 Second Quarter Results
Creative Realities (NASDAQ: CREX) reported fiscal 2026 Q2 ended June 30, 2026 revenue of $21.5M vs $13.0M a year earlier, gross profit $8.3M vs $5.0M, and Adjusted EBITDA $2.0M vs $1.1M. ARR was about $20.5M. Net loss was $4.2M. The company also said a public offering raised about $12.2M net and cited a $10M+ retail media rollout contract.
How this was made
The 30-second read
Why it matters
This is a primary earnings release with multiple new financial metrics (revenue, gross profit, Adjusted EBITDA, ARR, cash, debt) and new commercial wins (retail media network rollout and Tennessee Titans stadium digital signage). The disclosed contract size and ARR ramp to 2027 can drive near-term sentiment and forward expectations.
Market read
Traders can reassess CREX’s growth and profitability trajectory using the fresh Q2 print and ARR level, and reprice forward expectations based on the disclosed >$10M contract and rollout plan.
What to watch
ARR is only slightly up sequentially, and the service gross margin declined due to contract expirations in 2025; investors may discount the contract win until rollout timing and customer economics are clearer.
Background
Creative Realities is a NASDAQ-listed provider of digital signage, media, and AdTech solutions, including retail media network deployments. The company also references consolidation of its organization and prior acquisition activity (CDM).
Ticker impact
Creative Realities reported fiscal Q2 revenue of $21.5M, Adjusted EBITDA of $2.0M, and ARR of ~$20.5M, plus a >$10M retail media contract win.
Near-term bias upward if investors focus on revenue/EBITDA expansion and the disclosed contract size and ARR ramp; downside risk if margins and operating losses remain elevated.
The article provides multiple fresh datapoints (quarterly revenue, gross profit, Adjusted EBITDA, ARR level, cash increase, and a contract estimated >$10M with ARR ramp to 2027). However, it lacks full guidance and detailed forward assumptions, limiting precision on valuation impact.
Market effects
Supports demand narrative for retail media networks and digital signage/AdTech deployments, potentially improving sentiment toward small-cap adtech infrastructure providers.
Limited, as the disclosed wins are specific to US retail and sports venue deployments.
Low, largely US-focused contract and financial reporting.
Counterpoint
Hardware gross margin fell year-over-year and the company still posted an operating loss, so the quality of earnings and sustainability of margins may be questioned despite revenue growth.
Key entities
- companyCreative Realities, Inc.
Reports fiscal 2026 Q2 results, ARR level, cash/debt changes, and new retail media network and stadium digital signage wins.
- executiveRick Mills
CEO quoted on Q2 progress, margin improvement, and pipeline expectations for additional clients.
- executiveTamra Koshewa
CFO participating in the earnings call.
- executiveGeorge Sautter
Chief Strategy Officer participating in the earnings call.
