Australian investigative analytics and intelligence software Nuix has released its results for FY26, with the headline figures of revenue up 18.8% to $263.2 million and annualised contract value (ACV) up 13.9% to $260 million.
The company also reported that Adjusted Management EBITDA rose 60.4% to $59.8 million with margin expanding to 22.7% from 16.8% in FY25. This result meets the FY26 strategic objective to grow revenue faster than operating costs, demonstrating expanding operating leverage.
Adjusted Management EBITDA incorporates the full R&D investment spend, including capitalised component, and share based payments expenses, but excludes net non-operational legal costs, restructuring costs and acquisition costs.
The company said its March acquisition of Linkurious, a graph-powered AI decision platform, is on track, with integration progressing to plan.
The strategic rationale for the acquisition remains clear, Nuix said - its AI-powered data intelligence platform Nuix Neo processes large volumes of complex, unstructured data, while Linkurious visualises the connections within it.
Together, they provide a complete workflow from raw data to visual intelligence, the company claims, and there is a "significant cross-sell opportunity" across the combined customer base, with pipeline development active and early commercial wins already secured.
During FY26, the company initiated a strategic shift in how Nuix builds, positions, sells and embeds the Nuix Neo platform.
The addressable market in enterprise unstructured data, spanning investigations, compliance, privacy, and AI, is multi-billion dollars in size, with over 10,000 ICP accounts globally meeting target criteria and current penetration of less than 10%, Nuix stated.
As such, platform positioning opens a significantly larger addressable market and deeper wallet share within existing accounts, creating the conditions for sustained profitable growth, it said.
The company also said its go-to-market structure has been realigned with enhanced commercial capability to drive scalable, predictable growth. The new structure comprises two regional sales teams (Americas and International), each led by a dedicated EVP, providing consistent execution and clearer accountability.
A Chief Customer Officer leads global practices to strengthen retention and increase expansion revenue. A dedicated Sales Enablement function has been established to improve pipeline conversion at scale. Discover has been separated into a dedicated go-to-market team positioning it to deliver on its growth potential independently of Nuix Neo. Apart from one-off restructuring costs, the new structure is essentially cost-neutral.
Nuix said it has also established a structured approach to embedding AI across the organisation, with dedicated AI roles, model-agnostic tooling, and Digital FTEs (dFTEs) adopted as a universal measure of AI ROI.
The approach is designed to scale capacity rather than reduce headcount.
Product and Technology teams have been unified under CTO ownership, with outcome-oriented teams aligned to strategic priorities and roadmap priorities directly connected to customer needs and commercial outcomes.
A one-off R&D Accelerator investment of $15 million in FY27 will aim to strengthen platform capability across five key areas: Enterprise Integration and Connectivity, Agentic AI Capabilities, Cloud Platform Acceleration, Unified UI/UX, and Accelerated Innovation Cadence.
"FY26 was a year of profitable growth and decisive action. Financial performance was robust across key metrics, with ACV within our guided range, material increases in profitability and a substantial lift in cash generation. Nuix Neo continues to scale as the primary engine of profitable growth,” said CEO John Ruthven.
“During the year, we made the structural changes required to shift from feature selling to platform value. We have restructured our go-to-market with enhanced commercial capability, established a clear AI strategy, and unified product and technology, backed by a one-off R&D Accelerator investment in FY27.
“These were decisive actions to position the Company to capture a significantly larger addressable market. Looking ahead to FY27, we are building on continued underlying momentum. With enhanced commercial capability in place, continued investment in platform and AI capabilities, and a clear strategy for profitable growth, we are well positioned to capture the significant opportunity ahead."
The outlook for FY27 includes an ACV range of $285-$300 million, similar adjusted EBITDA to FY26 and growth weighted to 2H in line with prior years.
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