ARR

Commentary

Current to 11 Oct 26

ARR reached £1,095,300 at 30 Sep 2026, with growth of 74.5% over 12 months. Retention measures are below their illustrative targets, and all five lost logos sit in Other industries.

Contracted ARR was £1,095,300 at 30 Sep 2026, up 74.5% over 12 months, but retention sits below target and the book fell from £1,139,300 at 31 Aug 2026.

What moved: In the 12 months to 30 Sep 2026, as at 9 Oct 2026, land added £525,300 and expand £106,800, against £164,650 lost across five logos from £627,850 brought forward. Fenmoor Specialty Underwriting rose from £44,000 to £125,000.

Against target: ARR growth of 74.5% is outside tolerance and favourable, and average ARR of £45,638 is on target. ARR, customers, logo retention, gross retention and net retention are outside tolerance and unfavourable; net retention is 90.8% against target 105.0%.

Watch: all five lost logos sit in Other industries, where gross retention is 45.4%. The whole book gross retention is 73.8%.

AI · claude-sonnet-5-5 · 11 Oct 2026

Data incompleteThe renderer could not draw this block (ValueError: bridge 'ARR waterfall' has no steps).
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