SEC FORM 10-Q | BLOG DISCLOSURE | REF: FS-2026-Q3
ACME CAPITAL BRIEFINGS
AUDITED & APPROVED

STATEMENT PERIOD

Q3 2026 (ENDED JUNE 30)

FILING DATE

AUGUST 5, 2026

AUTHOR / OFFICER

CHIEF FINANCIAL OFFICER

AUDIT STATUS

UNQUALIFIED OPINION

Q3 Financial Statement & Executive Briefing: Scaled Growth & Capital Allocation Strategy

EXECUTIVE SUMMARY DISCLOSURE

During the third quarter of fiscal year 2026, the company generated $14.8M in consolidated revenue, representing a 32.1% year-over-year increase. Strong gross margin expansion (+180 bps) and disciplined operating leverage drove net income before tax to $4.2M, reinforcing cash reserves for strategic reinvestment.

$14.8M

TOTAL REVENUE

+32.1% YOY

76.4%

GROSS MARGIN

+180 BPS

$4.2M

NET INCOME

+122.8% YOY

122%

NET RETENTION

STABLE ARR

ITEM 1. EXECUTIVE COMMENTARY & REVENUE ANALYSIS

Our performance in Q3 demonstrates sustained market momentum across core enterprise software offerings. High-margin SaaS ARR expanded to $12.45M, backed by increased multi-year contracts from Fortune 500 accounts.

Cost of goods sold rose moderately to $3.49M, strictly reflecting increased server bandwidth and tier-1 cloud capacity to support transaction volumes. Operational efficiency initiatives implemented in Q1 contributed to a reduced sales acquisition cost ratio.

ITEM 2. CONDENSED STATEMENT OF OPERATIONS

TABLE 2.1 — QUARTERLY FINANCIAL PERFORMANCE (IN USD $)

FINANCIAL METRIC
Q3 2026
Q3 2025
CHANGE
Subscription SaaS Revenue
$12,450,000
$9,100,000
+36.8%
Enterprise Services
$2,350,000
$2,100,000
+11.9%
Total Net Revenue
$14,800,000
$11,200,000
+32.1%
Cost of Goods Sold (COGS)
($3,492,800)
($2,912,000)
+19.9%
Gross Profit
$11,307,200
$8,288,000
+36.4%
Operating Expenses (OPEX)
($7,100,000)
($6,400,000)
+10.9%
Net Income Before Tax
$4,207,200
$1,888,000
+122.8%

NOTE 3. CAPITAL EXPENDITURES & FORWARD ALLOCATION

Approximately $1.8M of operating cash flow was directed toward AI research and compute infrastructure. The company maintains zero long-term debt and $28.5M in liquid cash reserves as of June 30, 2026.

ITEM 3. STRATEGIC OUTLOOK & Q4 GUIDANCE

Looking ahead to Q4 2026, management forecasts full-year revenue between $58.0M and $60.0M. Growth will be sustained by expanding distribution partnerships and launching automated financial reporting modules.

OFFICER VERIFICATION

Alexander Vance

Chief Financial Officer & Treasurer

OFFICIAL STAMP
AUDITED 2026

STATEMENT INDEX

Item 1 Executive Review
Item 2 Income Statement
Note 3 Disclosures
Item 3 Forward Guidance

FILING METADATA

CIK Number 0001849201
Reporting Std US GAAP
Currency USD ($)
Fiscal Year FY 2026
Security CLASS A COMMON

DISCLAIMER NOTICE

This post contains forward-looking statements within the meaning of Section 27A of the Securities Act. Actual results may differ materially based on macroeconomic factors and currency fluctuations.