Creative Realities, Inc. (CREX) Earnings Call Transcripts
Creative Realities, Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of fiscal 2026, Creative Realities, Inc. reported revenue of $16.3 million, significantly up from $9.7 million in the prior year, driven largely by the CDM acquisition. However, the company faced challenges, including a net loss of $7.9 million compared to a net income of $3.4 million in the same quarter last year. Management anticipates improved performance in subsequent quarters, with expectations for revenue to exceed $100 million for the fiscal year and adjusted EBITDA margins to reach the high teens as synergies from the CDM integration are realized.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $16.3 million (beat) |
| Net Loss | $7.9 million (miss) |
| Adjusted EBITDA | -$0.5 million (miss) |
| Gross Margin | 34.2% (miss) |
| Annual Recurring Revenue (ARR) | $20.1 million (positive) |
| Cash on Hand | $2.3 million (positive) |
Guidance from management
Management expects revenue to exceed $100 million for fiscal 2026 and anticipates adjusted EBITDA margins to reach the high teens as synergies are realized and operational efficiencies improve.
What management said
We think it's huge. I mean, the referenceability of this is second to none. It would be considered again, let's be clear, Jason. We got to go execute, right? I got to go get it done. But let's assume we're successful, and I think we will be. And we go get it done. This will be considered the top shelf first-class retail media network with full closed-loop attribution at the cash register for this retailer. And nobody...
Yes. Great question. In terms of it, put it in size, this year, we think it's 10,000 screens and about 20,000 data gathering analytic devices will be deployed, right, to map out the shopper journey as they manage through a retail environment. All total by mid-2027, the customer expects it to be about 60,000 devices, which is roughly 25,000 screens and then 35,000 data gathering devices. In terms of range of magnitude...
What analysts pressed on
Analysts expressed concerns regarding the impact of weather on revenue and the significant net loss compared to the previous year. There were also questions about the sustainability of the growth in customer acquisitions and the timeline for realizing cost synergies from the CDM acquisition.
Main topics on the call
- Revenue Growth — Creative Realities reported a revenue increase to $16.3 million in Q1 2026, up from $9.7 million in Q1 2025, with $7.9 million attributed to the CDM acquisition. Management noted, "We expect our second quarter results to...
- Impact of Weather on Revenue — The company experienced a revenue impact of approximately $4 million due to extreme cold weather, particularly in North Carolina, which delayed new location openings. Management stated, "February and March, new location ...
- Gross Margin Decline — Consolidated gross margin fell to 34.2% from 45.7% year-over-year, primarily due to a one-time event related to a subcontractor termination. Management indicated that gross margin on hardware revenue was significantly im...
- Future Guidance — Management maintained a bullish outlook, projecting revenue to exceed $100 million for the year and adjusted EBITDA margins to reach the high teens. They stated, "We remain on track for our best year ever with company re...
Read the full Creative Realities, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Creative Realities, Inc.
Creative Realities, Inc. (CREX) is a publicly listed company in the Media industry, within the Communication Services sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 24 calls on record spanning March 13, 2020 to May 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 24 Creative Realities, Inc. earnings call transcripts on record, spanning March 13, 2020 to May 15, 2026. Based on this history, Creative Realities, Inc. reports quarterly. The most recent call on file is dated May 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CREX
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Communication Services
- Industry
- Media
- Calls on record
- 24
- First call
- March 13, 2020
- Most recent
- May 15, 2026
- Reporting cadence
- quarterly