Record Q2 Revenue and a Major Grocery Chain Win for Creative Realities
CREX sits 37% above its 52-week low of $2.187.
Summary
Record Q2 revenue of $21.5M, positive Adjusted EBITDA of $2.0M, and a major new grocery chain contract worth over $10M highlight Creative Realities' quarter.
Updates
· SEC 10-Q — The 10-Q states substantial doubt about going concern no longer exists after Q2 operating improvements and the June 30 offering that raised $10.8M net.
· Reuters — Q2 revenue of $21.51M missed the $21.74M consensus. Management expects to announce two new clients with over 1,000 locations each within 30 days, and the grocery chain rollout could add up to $4M in ARR by end-2027.
Key Events · Earnings and Guidance · CREX
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Record Q2 Revenue
Revenue reached $21.5 million, up 65% from $13.0 million in the prior-year quarter, driven by the CDM acquisition and strong service growth.
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Positive Adjusted EBITDA
Adjusted EBITDA was $2.0 million, compared to $1.1 million a year ago, marking a return to profitability after a negative Q1.
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Major Grocery Chain Contract
Selected by a national grocery chain with over 2,000 stores to deploy a Retail Media Network; initial rollout of 800+ locations this year, contract estimated at over $10 million.
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Improved Cash Position
Cash on hand increased to $10.7 million from $1.6 million at year-end 2025, following a $12.2 million public offering completed in the quarter.
Analysis · CREX · Technology
A 65% year-over-year jump in second-quarter revenue to $21.5 million, along with a swing to positive Adjusted EBITDA of $2.0 million, underscores Creative Realities' strengthening operating momentum. The company also secured a significant new contract with a national grocery chain, estimated at over $10 million, which is expected to generate more than $4 million in annual recurring revenue by the end of 2027. These developments arrive after a challenging Q1 that raised going-concern concerns, and the improved results plus new business provide a clearer path toward sustainability.
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At the time of this filing, CREX was trading at $3.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $39.3M. The 52-week trading range was $2.19 to $4.42. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.