Celebrus Technologies (CLBS): Profit warning
This situation live
CLBS Celebrus Technologies
14 Jul 2026 · profit warning · +11% on the day · −42% until the next step
New business performance fell short of our expectations, and the Board has been direct with management about that.
6 Oct 2026 · profit warning · second in 12 months · −9% since
Results for FY27 are now expected to be below current market expectations, with total revenue expected to be between $20.0 million and $20.5 million.
Profit warning
profit warning · second in 12 months
Directionbelow expectations / warning
Reaction on the day−40%
In 12 months2 statements in the same direction
Company's wordsResults for FY27 are now expected to be below current market expectations, with total revenue expected to be between $20.0 million and $20.5 million. ↗
As of 6 Oct 2026 ↗
Since Oct 2023: 661 situations of this kind; median share price +2% six months after they opened
DEC8
Next: H1 FY27 results and presentation in 43 days
Every step · 2
- 14 Jul 2026 profit warning · +11% on the day – New business performance fell short of our expectations, and the Board has been direct with management about that. ↗
- 6 Oct 2026 profit warning · second in 12 months – Results for FY27 are now expected to be below current market expectations, with total revenue expected to be between $20.0 million and $20.5 million. ↗
What is happening
Celebrus Technologies: Profit warning – profit warning · second in 12 months. ['profit warning · second in 12 months']
- In short
- The go-to-market restructure (Marketing, Sales, Customer Success) was meant to fix FY26's new business shortfall. In H1 FY27 gross new logo and upsell additions were only $0.6m, while a lost customer cut Celebrus ARR 2.0% to $14.7m. Sales roles are filled, but deals take around eight months, closing is slower than hoped, and FY27 guidance is cut.
- Announced
- 14 Jul 2026 · profit warning · +11% on the day
- Latest
- 6 Oct 2026 · profit warning · -40% on the day
- Board view
- Supports the direction while challenging management to increase the pace of execution
- Retention
- NRR 96.7% against 104.1%; two bank divestitures cost $0.6m of ARR
- H1 ARR
- Celebrus ARR down 2.0% to $14.7m; new logos $0.2m, upsells $0.4m, reductions $0.9m
- Lost customer
- Exercised a break at the end of year one of a three-year contract; company cites imperfect execution
- Deal cycle
- Average around eight months; pipeline opportunities growing but closing slower than hoped
- Actions
- Sales positions filled; new VP-Global Services hired to standardise enterprise implementations
- FY27 guidance
- Revenue $20.0-20.5m; adjusted loss before tax $2.8-3.0m, against consensus $23.7m and $0.9m loss
- Next milestone
- Half year results on 8 December 2026
What comes next
H1 FY27 results and presentation (8 Dec 2026).
Briefing
Celebrus Technologies in 4 minutes
Celebrus Technologies sells software that captures what visitors do on banks', insurers' and retailers' websites and apps, so the firms can market better and catch fraud. Through 2024 it grew recurring revenue and...
- Act 1A software-only business starts to grow (2023–24)
- Act 2Changing how revenue is counted (2025)
- Act 3A year of sharp falls on paper, and weak new sales (FY26)
From the company's own announcements. Not investment advice.
Also at Celebrus Technologies 2 open
Capital returnShare buyback programme – Buyback spend of $2.0m reported in H1
Stake building towards controlMission Trail Capital Management LLC towards control – 29.4983% (from 22.4266%)
Insider conviction1 director buying – £98k in 2 buys · closed
OverhangRathbones Investment Management Ltd selling down – 15.0309% → 0.3591% in 7 notices · closed
Upgrade / downgrade cycleResults ahead of expectations – ahead of expectations · closed
Celebrus Technologies – company page →