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Nasdaq 100 Stocks SEC Filings — April 09, 2026

USA NASDAQ-100

9 high priority11 medium priority20 total filings analysed

Executive Summary

The April 9, 2026, filings from NASDAQ-100 related entities are dominated by proxy statements (13/20) for May 2026 AGMs, signaling peak proxy season with routine governance votes on directors, auditors, and compensation, mostly neutral but highlighting board continuity and virtual/in-person formats. Key financial highlights include ImmunityBio's explosive Q1 2026 revenue growth of 168% YoY to $44.2M and 15% QoQ, bolstering cash to $380.9M amid trial progress, contrasting Simulations Plus' mixed Q2 FY2026 results (8% YoY revenue to $24.3M, 47% net income growth) but lowered FY2026 EPS guidance to $0.75-$0.85 from $1.03-$1.10 due to tax hikes. Camden Property Trust's $53M antitrust settlement is one-time with no FFO impact, while AITX announced a new AI product positively. Portfolio-level trends show biotech outperformance (ImmunityBio +168% YoY vs Simulations H1 +3%), limited insider activity (only Adial comp grants), no major capital allocation shifts, and forward catalysts clustered in May AGMs and ImmunityBio's 2026 sBLA. Overall, low volatility with biotech alpha opportunities amid neutral governance noise.

Tracking the trend? Catch up on the prior Nasdaq 100 Stocks SEC Filings digest from April 02, 2026.

Investment Signals(11)

  • Q1 2026 net product revenue +168% YoY to $44.2M (+15% QoQ from $38.3M Q4 2025), full-year 2025 +700% over 2024, cash $380.9M, NCCN guidelines update, QUILT-2.005 trial fully enrolled for 2026 sBLA

  • AITX(BULLISH)

    RAD-R unveils new radcam.ai product built on RADCam, positive sentiment signaling AI tech expansion in security solutions

  • Proposed reorganization to MFS fund to allow 30-50% high-yield muni allocation (vs current 20% cap), lower expenses, higher liquidity/income potential despite modest credit risk increase (MFM: 25% CCC/below vs VFL 14%)

  • Q2 FY2026 revenue +8% YoY to $24.3M, software +9% to $14.6M, gross margin + to 66%, net income +47% to $4.5M, adj EBITDA +32% to $8.7M

  • Amazon.com(NEUTRAL-BULLISH)

    2025 Shareholder Letter released with Annual Report, routine but signals management communication on performance amid neutral sentiment

  • Camden Property Trust(NEUTRAL-BULLISH)

    $53M RealPage antitrust settlement (2x$26.5M installments) with no impact on 2026 Core FFO/AFFO, liquidity, leverage, or dividends, resolves litigation risk

  • Adial Pharmaceuticals(NEUTRAL-BULLISH)

    Compensation Committee granted RSAs to CEO (37,985 shares), CFO (17,325), COO (26,510), directors (9,185 each), vesting 1-year or CoC, signals retention amid development stage

  • H1 FY2026 services revenue +12% YoY to $19.2M, adj EBITDA margin +200bps to 29%, maintaining FY2026 revenue guidance $79-82M (0-4% growth)

  • ANKTIVA approvals in 34 countries, NCCN Category 2A inclusion for NMIBC, IDMC confirms trial power

  • VFL(BULLISH)

    Board plans high-yield expansion to 30-50% even without reorganization, historical muni HY default rates < corporates

  • Routine proxy with FOR recs on directors, comp, auditors; multi-country ops stable

Risk Flags(8)

Opportunities(8)

  • Full enrollment confirmed by IDMC, adequate power for 2026 sBLA submission post-Q1 $44.2M rev beat, +168% YoY growth

  • AITX/Product Launch(OPPORTUNITY)

    New radcam.ai on RADCam platform expands AI solutions, positive sentiment in small-cap AI/security niche

  • VFL/MFS Reorg(OPPORTUNITY)

    Broader HY muni mandate 30-50%, lower expenses/higher yields in larger fund, even if fails board to implement internally

  • +47% net income, +32% adj EBITDA despite guidance cut, services +12% YoY supports modeling beats

  • Litigation risk eliminated post-$53M (no FFO hit), focus returns to core ops pre-May 15 court approval

  • Routine FOR on directors/auditors/comp at May 20 virtual meeting, monitor shareholder proposals for lapses

  • Stable board election, comp advisory at May 22 AGM, tower infra play amid 5G demand

  • RSA grants align mgmt with shareholders, vest on 1-yr/CoC amid pipeline potential

Sector Themes(6)

  • Proxy Season Peak

    13/20 filings are DEF/DEFA14A for May 2026 AGMs (Amazon May 20, SBA May 22, NIQ May 21, etc.), routine FOR votes on directors/auditors/comp signal stable governance, low controversy; implications: minimal volatility, watch pass rates for activism

  • Biotech Revenue Acceleration

    ImmunityBio +168% YoY Q1 rev outlier vs Simulations H1 +3%, ANKTIVA traction in 34 countries/NCCN; theme: early commercialization wins in immuno-oncology, alpha in trial catalysts

  • Mixed Software/Services Growth

    Simulations Q2 +8% rev (software +9%, services +8%) but H1 software -3%, FY rev flat 0-4%; contrast AITX AI product push; theme: services buffer software weakness, tax headwinds compress EPS

  • Litigation Resolution in REITs

    Camden $53M settlement (no FFO impact) mirrors sector antitrust scrutiny; theme: one-time costs clear decks for rent growth, monitor peer suits

  • Fund Mandate Expansion

    VFL seeks 30-50% HY munis (credit risk up but defaults low), positive income tilt; theme: yield chase in fixed income amid rate environment

  • Neutral Capital Events

    No dividends/buybacks/splits reported, routine debt (FHLB bonds 4.25-4.5%), comp grants (Adial); theme: conservative allocation, focus on ops/governance

Watch List(8)

Filing Analyses(20)
Artificial Intelligence Technology Solutions Inc.8-Kpositivemateriality 5/10

09-04-2026

Artificial Intelligence Technology Solutions, Inc. (AITX) filed a Form 8-K on April 9, 2026, under Items 8.01 and 9.01, announcing the issuance of a press release titled 'AITX's RAD-R Unveils New radcam.ai Built Around the RADCam Experience,' attached as Exhibit 99.1. The information is furnished and not deemed filed for liability purposes. No financial metrics or period comparisons are reported.

  • ·Filing is not intended to satisfy other filing obligations under Rule 425, 14a-12, 14d-2(b), or 13e-4(c).
  • ·Registrant is incorporated in Nevada with CIK 0001498148 and EIN 27-2343603.
  • ·Principal executive offices at 10800 Galaxie Avenue, Ferndale, Michigan 48220.
abrdn National Municipal Income FundDEFA14Apositivemateriality 8/10

09-04-2026

The Board of abrdn National Municipal Income Fund (VFL) is proposing a reorganization into MFS Municipal Income Fund (MFM) to broaden VFL's investment mandate by removing the current 20% limit on High Yield municipal bonds, allowing expected allocations of 30-50% depending on market conditions, which could enhance income, distributions, and risk-adjusted returns through a larger, more liquid fund with lower expenses. This change weighs a modest increase in credit risk—evidenced by MFM's lower AAA exposure (16% vs. VFL's 45%) and higher Not Rated (40% vs. 19%) and CCC/below (25% vs. 14%) holdings as of 12/31/25—against benefits like improved diversification and higher yields. Even if the reorganization fails, the Board plans to broaden VFL's mandate similarly.

  • ·Data sourced from Fund Factsheets as of 12/31/25
  • ·Aberdeen expects to manage with High Yield allocations of 30-50% depending on market conditions, whether reorganization occurs or not
  • ·Historical analysis shows municipal High Yield default rates lower than comparable corporates
AMAZON COM INC8-Kneutralmateriality 8/10

09-04-2026

Amazon.com, Inc. filed an 8-K on April 9, 2026, under Regulation FD Disclosure (Item 7.01), attaching its 2025 Letter to Shareholders accompanying the Annual Report for the year ended December 31, 2025 as Exhibit 99.1, and a reconciliation of a non-GAAP financial measure as Exhibit 99.2 (Item 9.01). The filing details registered securities including common stock (AMZN) and various notes due 2028-2064. No specific financial metrics or period-over-period comparisons are disclosed in the filing body.

  • ·Filing date: April 9, 2026
  • ·Annual Report period: Year ended December 31, 2025
  • ·Securities traded on The Nasdaq Stock Market LLC
AMAZON COM INCDEFA14Aneutralmateriality 8/10

09-04-2026

Amazon.com, Inc. issued definitive additional proxy materials (DEFA14A) for its 2026 Annual Shareholder Meeting scheduled for May 20, 2026, at 9:00 a.m. PT virtually. Key voting items include the election of 11 director nominees (board recommends FOR all), ratification of Ernst & Young LLP as independent auditors (FOR), advisory vote to approve executive compensation (FOR), and four shareholder proposals on charitable partnerships, data centers' climate impact, climate commitments reporting, and mandatory independent board chair (board recommends AGAINST all). Proxy materials and annual report are available online at www.ProxyVote.com with voting deadline May 19, 2026, 11:59 p.m. ET.

  • ·Meeting attendance virtually at www.virtualshareholdermeeting.com/AMZN2026
  • ·Vote by May 19, 2026 11:59 p.m. ET (May 17, 2026 11:59 p.m. ET for shares in a Plan)
  • ·Request paper/email copy of materials by May 6, 2026 via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com
AMAZON COM INCDEF 14Aneutralmateriality 7/10

09-04-2026

Amazon.com, Inc.'s 2026 Proxy Statement solicits votes for the election of 11 director nominees at the virtual Annual Meeting of Shareholders on May 20, 2026, at 9:00 a.m. Pacific Time, following Keith B. Alexander's announcement on April 7, 2026, that he will not stand for re-election. The Board emphasizes a balanced composition with diverse skills, qualifications, and tenures to support long-term performance, oversight of sustainability, governance, and risks. No financial results or period-over-period comparisons are provided.

  • ·Proxy materials first made available to shareholders on or about April 9, 2026.
  • ·Principal offices: 410 Terry Avenue North, Seattle, Washington 98109.
  • ·Voting methods: Internet (www.proxyvote.com), QR code, telephone (800-690-6903).
  • ·Board committees mentioned: Leadership Development and Compensation (Chair: Edith W. Cooper), Nominating and Corporate Governance (Jamie S. Gorelick).
ImmunityBio, Inc.8-Kpositivemateriality 9/10

09-04-2026

ImmunityBio reported preliminary Q1 2026 net product revenue of $44.2 million, a 168% YoY increase from Q1 2025 and 15% QoQ growth from Q4 2025's $38.3 million, building on full-year 2025 revenue of $113 million (700% over 2024). ANKTIVA unit sales grew 168% YoY, with approvals in 5 jurisdictions (34 countries) and full enrollment in the QUILT-2.005 trial, supporting a 2026 supplemental BLA. The company ended Q1 2026 with $380.9 million in cash, cash equivalents, and marketable securities.

  • ·NCCN Clinical Practice Guidelines updated in March 2026 to include ANKTIVA plus BCG for BCG-unresponsive NMIBC with papillary-only disease (Category 2A)
  • ·Independent Data Monitoring Committee (IDMC) confirmed adequate statistical power for QUILT-2.005 trial; no additional enrollment required
Federal Home Loan Bank of San Francisco8-Kneutralmateriality 4/10

09-04-2026

The Federal Home Loan Bank of San Francisco reported the creation of direct financial obligations via two consolidated obligation bonds for which it is the primary obligor, each with a par value of $10,000,000, issued on trade dates April 6 and April 7, 2026, settling April 9, 2026, and maturing April 9, 2031. The bonds feature fixed rates of 4.250% (European callable style, next call April 9, 2027) and 4.500% (Bermudan callable style, next call October 9, 2026), as part of routine capital markets funding backed jointly by the eleven Federal Home Loan Banks. No period-over-period comparisons or performance metrics were provided, reflecting standard debt issuance activity.

  • ·First bond (CUSIP 3130BAAC): Next Pay Date October 9, 2026; Rate Type Fixed Constant
  • ·Second bond (CUSIP 3130BA7F): Next Pay Date October 9, 2026; Rate Type Fixed Constant
  • ·Consolidated obligations are joint and several obligations of the eleven Federal Home Loan Banks, not guaranteed by the U.S. government
  • ·Schedule A excludes discount notes with maturity of one year or less issued in ordinary course
Nuvera Communications, Inc.DEF 14Aneutralmateriality 6/10

09-04-2026

Nuvera Communications, Inc. issued a DEF 14A proxy statement for its virtual Annual Meeting of Shareholders on May 21, 2026, at 10:00 a.m. CDT, seeking approval for the election of two director nominees (James J. Seifert and Colleen R. Skillings), ratification of Olsen Thielen & Co., Ltd. as independent auditor for the year ended December 31, 2026, and consideration of a non-binding shareholder proposal (Proposal 3) on which the Board makes no recommendation. As of the March 26, 2026 record date, there were 5,215,348 shares of common stock outstanding, with a quorum requiring 35% presence. The Board recommends voting FOR the nominees and auditor ratification.

  • ·Quorum requires presence of 35% of outstanding shares.
  • ·Proxy voting deadline: May 20, 2026, at 10:59 p.m. CDT via internet or telephone.
  • ·Shareholder proposals for 2027 proxy statement due by December 11, 2026.
  • ·Virtual meeting access: www.virtualshareholdermeeting.com/NUVR2026 using 16-digit control number.
  • ·Board consists of eight directors serving three-year terms.
SBA COMMUNICATIONS CORPDEFA14Aneutralmateriality 4/10

09-04-2026

SBA Communications Corporation issued a Definitive Additional Proxy Statement (DEFA14A) notice for its Annual Meeting of Shareholders on May 22, 2026, at 10:00 A.M. ET in Boca Raton, FL. Key proposals include the election of director nominees Steven E. Bernstein, Laurie Bowen, and Amy E. Wilson for a three-year term; advisory approval of named executive officer compensation; and ratification of Ernst & Young LLP as independent auditors for fiscal 2026. Proxy materials and the 2025 Annual Report are available online at www.edocumentview.com/sbac, with voting required by May 21, 2026.

  • ·Proxy materials request deadline: May 12, 2026
  • ·Meeting address: 8051 Congress Avenue, Boca Raton, FL 33487
  • ·Investor Relations contact: 561-322-7850
NIQ Global Intelligence plcDEF 14Aneutralmateriality 6/10

09-04-2026

NIQ Global Intelligence plc has issued a proxy statement for its 2026 Annual General Meeting (AGM) on May 21, 2026, at Arthur Cox LLP offices in Dublin, Ireland, seeking shareholder approval on electing four Class I directors for terms until 2029, ratifying Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026, advisory votes on named executive officer compensation and frequency (1, 2, or 3 years), authorizing market purchases of ordinary shares, setting price range for re-allotting treasury shares, and approving capital reduction to create distributable reserves. The record date for voting eligibility is March 27, 2026, with no financial performance metrics or period-over-period comparisons disclosed in the filing. All proposals are routine governance matters with no reported controversies or declines.

  • ·Voting requirements: Proposal 1 (directors) by plurality; Proposals 2, 3, 5 by simple majority; Proposals 6, 7 by 75% majority.
  • ·Irish statutory financial statements for year ended December 31, 2025 available by April 29, 2026 on investor relations website.
  • ·Proxy materials available at www.ProxyVote.com; paper requests due by May 7, 2026.
SBA COMMUNICATIONS CORPDEF 14Aneutralmateriality 7/10

09-04-2026

SBA Communications Corporation's definitive proxy statement for the 2026 Annual Meeting of Shareholders on May 22, 2026, at 10:00 AM ET in Boca Raton, Florida, seeks shareholder approval for electing directors Steven E. Bernstein, Laurie Bowen, and Amy E. Wilson for three-year terms; an advisory vote on named executive officer compensation; and ratification of Ernst & Young LLP as independent auditors for fiscal 2026. The Board recommends voting FOR all proposals, with disclosures on corporate governance, executive compensation for PEOs Jeffrey A. Stoops and Brendan T. Cavanagh from 2021-2025, and company operations in wireless infrastructure across multiple countries. No financial performance metrics or period-over-period comparisons are detailed in the provided filing excerpt.

  • ·Record Date: March 26, 2026
  • ·Meeting Location: 8051 Congress Avenue, Boca Raton, Florida 33487
  • ·Voting eligibility: Shareholders of record at close of business on March 26, 2026
  • ·Principal operations: United States, Brazil, Chile, Costa Rica, Ecuador, El Salvador, Guatemala, Honduras, Nicaragua, Panama, Peru, South Africa, Tanzania
NIQ Global Intelligence plcDEFA14Aneutralmateriality 4/10

09-04-2026

NIQ Global Intelligence plc filed definitive additional proxy materials (DEFA14A) on April 9, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The company, formerly NIQ Global Intelligence Ltd (name change effective February 3, 2025), operates in computer programming and data processing services with headquarters at 200 West Jackson Boulevard, Chicago, IL 60606. No financial results, performance metrics, or operational updates are detailed in the filing.

  • ·Filing date: April 09, 2026
  • ·Name change date: February 3, 2025
  • ·Business address: 200 West Jackson Boulevard, Chicago, IL 60606
  • ·Business phone: 312-583-5100
  • ·Fiscal year end: December 31
  • ·SIC: 7370 (Services-Computer Programming, Data Processing, etc.)
  • ·SEC file number: 001-42763
MAUI LAND & PINEAPPLE CO INCDEF 14Aneutralmateriality 6/10

09-04-2026

Maui Land & Pineapple Company, Inc. (MLP) has issued a proxy statement for its 2026 virtual Annual Meeting on May 27, 2026, seeking shareholder approval for the election of seven directors for a one-year term, non-binding advisory approval of named executive officer compensation, and ratification of Accuity LLP as independent auditors for fiscal year 2026. The record date is April 2, 2026, with 19,868,771 shares of common stock outstanding. The Board recommends voting 'FOR' all proposals.

  • ·Annual Meeting held virtually on May 27, 2026 at 8:30 a.m. Hawaii Standard Time.
  • ·Notice of Internet Availability mailed on or about April 14, 2026.
  • ·Principal executive office: 500 Office Road, Lahaina, Hawaii 96761.
CAMDEN PROPERTY TRUST8-Kmixedmateriality 8/10

09-04-2026

Camden Property Trust entered into a binding term sheet on April 7, 2026, to settle the 'In Re: RealPage, Inc., Rental Software Antitrust Litigation (No. II)' class action for $53 million, payable in two $26.5 million installments, resolving all claims related to alleged rent collusion via RealPage software. While the settlement incurs a significant one-time cost recorded as Other Non-Operating Expenses, it will not impact 2026 Core FFO or Core AFFO, liquidity, leverage, dividends, or capital allocation, and includes non-material changes to business practices. The settlement requires court approval and does not admit liability, aiming to eliminate litigation risks and distractions.

  • ·First settlement installment due within 45 days of long-form agreement execution; second within four months.
  • ·Plaintiffs to seek preliminary court approval by May 15, 2026; long-form agreement by May 7, 2026.
  • ·No insurance coverage for settlement; company to defend other related litigation.
  • ·Settlement subject to court approval with no assurance of finalization.
ADIAL PHARMACEUTICALS, INC.8-Kneutralmateriality 5/10

09-04-2026

On April 7, 2026, the Compensation Committee of Adial Pharmaceuticals, Inc. approved restricted stock awards (RSAs) to named executive officers and directors under the 2017 Equity Incentive Plan, including 37,985 RSAs to CEO Cary Claiborne, 17,325 to CFO Vinay Shah, and 26,510 to COO Tony Goodman. Additional RSAs of 9,185 each were granted to directors Kevin Schuyler and Robertson H. Gilliland, while director Kermit Anderson received options for 9,185 shares at $1.64 per share. All awards vest in full on the one-year anniversary of the grant date or upon a Change of Control.

  • ·RSAs are subject to forfeiture upon cessation of service if vesting conditions not met.
  • ·A form of Restricted Stock Award Agreement was approved by the Board and filed as Exhibit 10.1.
COMMUNITY BANCORP /VTDEFA14Aneutralmateriality 6/10

09-04-2026

Community Bancorp /VT (CMTV) filed definitive additional proxy materials (DEFA14A) on April 9, 2026, notifying shareholders of the availability of the 2025 Proxy Statement and 2024 Annual Report online for the Annual Meeting on May 20, 2025, at The East Side Restaurant in Newport, Vermont. Key proposals include electing five director nominees (David P. LaForce, Wayne A. Lamberton, Stephen P. Marsh, Carol A. Martin, and Jeffrey L. Moore) for terms expiring at the 2028 annual meeting, an advisory vote to approve executive compensation, an advisory vote on the frequency of future say-on-pay votes (Board recommends 3 years), and ratification of Berry, Dunn, McNeil & Parker, LLC as external auditor for the fiscal year ending December 31, 2025. No financial performance metrics or period-over-period comparisons are provided in the filing.

  • ·Annual meeting social hour starts at 2:00pm ET, formal meeting at 3:00pm ET on May 20, 2025.
  • ·Requests for paper copies of proxy materials must be received by May 9, 2025.
  • ·Online access and voting at www.envisionreports.com/CMTV.
  • ·Company address: 4811 US Route 5, Derby, VT 05829; phone: 802-334-7915.
  • ·Fiscal year end: December 31.
COMMUNITY BANCORP /VTDEF 14Aneutralmateriality 6/10

09-04-2026

Community Bancorp /VT (CMTV) has filed a definitive proxy statement for its 2026 Annual Meeting of Shareholders on May 19, 2026, at 3:00 PM ET at The East Side Restaurant in Newport, Vermont, seeking approval for the election of two directors to three-year terms expiring in 2029 and ratification of BDMP Assurance, LLP as external auditors for the fiscal year ending December 31, 2026. The record date is March 25, 2026, with 5,580,648 shares of common stock issued and outstanding, each entitled to one vote. Proxy materials and the 2025 Annual Report are available online at www.envisionreports.com/CMTV.

  • ·Proposal 1 (Election of Directors) is non-routine; broker non-votes not permitted without instructions.
  • ·Proposal 2 (Auditor Ratification) is routine; brokers may vote without instructions.
  • ·401(k) Plan voting instructions due by May 15, 2026.
  • ·RSVP for attendance: Jennifer Desroches at (802) 487-3545 or jdesroches@communitynationalbank.com.
Adirondack Capital Advisors, LLC13F-HRneutralmateriality 4/10

09-04-2026

Adirondack Capital Advisors, LLC disclosed $155,680,984 in managed equity holdings across 44 positions in its 13F-HR filing as of March 31, 2026. Top holdings include iShares Core S&P 500 ETF ($37,837,341), iShares Core Dividend Growth ETF ($26,673,642), and iShares Core High Dividend ETF ($14,936,149), with additional exposure to individual names like Apple Inc. ($2,406,541) and Berkshire Hathaway Inc. ($4,393,306). All reported positions are held solely with full discretionary voting power.

  • ·Report filed on April 09, 2026
  • ·Filer CIK: 0002107623
  • ·All positions report 0 shared voting power, 0 put/call options
FIRST NORTHERN COMMUNITY BANCORPDEF 14Aneutralmateriality 7/10

09-04-2026

First Northern Community Bancorp has issued its DEF 14A Proxy Statement for the 2026 Annual Meeting of Shareholders on May 19, 2026, at 5:30 p.m. local time at First Northern Bank’s Operations Center in Dixon, California, to elect eleven directors, approve a non-binding advisory proposal on named executive officer compensation, and ratify Baker Tilly US LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. Shareholders of record as of the close of business on March 31, 2026, when 16,409,660 shares of common stock were outstanding, are entitled to vote, with the Board recommending a FOR vote on all proposals. Cumulative voting is permitted under specified conditions for director elections.

  • ·Annual Meeting location: First Northern Bank’s Operations Center, 210 Stratford Avenue, Dixon, California 95620.
  • ·Record date: close of business on March 31, 2026.
  • ·Mandatory retirement age for directors: 75 years (or, if approved by the Board, at the adjournment of the first Board meeting following the 75th birthday).
  • ·Proxy materials expected to be mailed on or about April 8, 2026.
Simulations Plus, Inc.8-Kmixedmateriality 9/10

09-04-2026

Simulations Plus reported strong Q2 FY2026 results with total revenue up 8% YoY to $24.3 million, software revenue up 9% to $14.6 million, services up 8% to $9.7 million, gross margin expanding to 66%, net income up 47% to $4.5 million, and adjusted EBITDA up 32% to $8.7 million. However, first-half FY2026 total revenue grew only 3% to $42.7 million, with software revenue down 3% to $23.5 million despite services up 12% to $19.2 million. The company lowered FY2026 adjusted diluted EPS guidance to $0.75-$0.85 from $1.03-$1.10 due to an expected tax rate increase to 23-25%, while maintaining revenue guidance at $79M-$82M (0-4% growth).

  • ·Q2 FY2026 adjusted diluted EPS of $0.35, up from $0.31 YoY
  • ·H1 FY2026 adjusted EBITDA margin of 29%, up from 27% YoY
  • ·FY2026 software revenue mix guidance of 57-62%
  • ·FY2026 adjusted EBITDA margin guidance of 26-30%
  • ·Cash and cash equivalents decreased to $25.7M from $30.9M as of Aug 31, 2025
  • ·Deferred revenue increased to $5.5M as of Feb 28, 2026

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