Creative Realities Q2 revenue rises on CDM acquisition

Creative Realities

13/08/2026 12:44

Overview
US digital signage provider's fiscal Q2 revenue rose yr/yr but missed analyst expectations
Adjusted EBITDA for fiscal Q2 improved yr/yr
Company completed $12.2 mln public offering to fund growth and reduce debt

Outlook
Company expects rollout for national grocery chain to generate up to $4 mln in ARR by end-2027
Creative Realities sees strong demand and substantial opportunities in its pipeline
Company expects to announce two new clients with over 1,000 locations each within 30 days

Result Drivers
CDM ACQUISITION - Co said revenue growth was driven by the acquisition of Cineplex Digital Media
SERVICE REVENUE - Service revenue more than doubled, reflecting the CDM transaction and deployment timing
DEPLOYMENT TIMING - Some sales originally planned for Q1 were pushed into Q2 due to adverse weather conditions

Company press release: ID:nGNXL0nk8

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$21.51 mln
$21.74 mln (3 Analysts)
Q2 Loss Per Share
 
$0.41
 
Q2 Adjusted EBITDA
 
$2 mln
 
Q2 ARR
 
$20.50 mln
 
Q2 Gross Profit
 
$8.30 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for Creative Realities Inc is $7.75, about 158.3% above its August 12 closing price of $3.00

Reuters Recommended Reads
Aug 11 - Canada's Cineplex Q2 revenue rises to record high driven by live FIFA World Cup screenings
Aug 13 - Germany's Stroeer H1 revenue up on strength in digital out of home business, reaffirms FY forecast
Aug 10 - Viant Technology Q2 revenue beats estimates on attention intelligence integration

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)