Cerillion Plc (CER) Earnings Call Transcripts

Cerillion Plc's Latest Earnings Call - June 5, 2026

In the first half of fiscal year 2026, Cerillion Plc reported a revenue decline of 14% to GBP 18 million, primarily due to minimal software license revenue recognition. However, the company achieved a significant milestone with new orders doubling to GBP 40 million, driven by a landmark deal with Omantel. Management expressed confidence in achieving full-year expectations, supported by a robust backlog of GBP 82 million and a 15% increase in dividends, indicating strong cash flow and operational health.

Reported metrics

Guidance from management

Management expects to recognize more license revenue in the second half, particularly from the Omantel deal, and believes they are well positioned to meet full-year expectations.

What management said

We have some. I think we'll have a lot more relatively seen as an progresses and we get the chance to build that out story. But it's not -- that's not a particularly strong weight in our pipeline right now.

Yes. So we're online with any new loan wins really to do the 26 numbers because we're quite late in the year now and there's any limited impact on new logo we would have at this stage. For 2017, it's important. There are some opportunities in the pipeline that are the same scale or larger than [indiscernible] I think if we close 1 of those, then we probably would be looking at upgrades to 27.

What analysts pressed on

Analysts expressed concerns about the significant drop in profit before tax and the potential risks associated with customer concentration. They questioned how management plans to reassure investors regarding future performance.

Main topics on the call

• Doubling of New Orders — Cerillion reported a doubling of new orders to GBP 40 million compared to GBP 20 million in the previous year, attributed to the significant Omantel deal. CEO Louis Hall stated, "That's a significant jump. It's a new rec...
• Revenue Decline — The company's revenue fell 14% to GBP 18 million, reflecting a shortfall in license revenue recognition. CFO Gregory Price noted, "This reflected the phasing of new orders with minimal software license revenue recognized...
• Increased Backlog — Cerillion's backlog increased to a record GBP 82 million, providing visibility for future revenue growth. Hall emphasized, "All of that gives us confidence looking into H2."
• Dividend Increase — The company raised its dividend by 15%, reflecting confidence in cash flow and operational stability. This increase was described as being "on the back of that confidence" in the business outlook.

Read the full Cerillion Plc transcript (June 5, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 Cerillion Plc earnings call transcripts on record, spanning May 19, 2023 to June 5, 2026. Based on this history, Cerillion Plc reports semi-annually. The most recent call on file is dated June 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CER

Exchange

AIM

Country

GB

Sector

Information Technology

Industry

Software

Calls on record

7

First call

May 19, 2023

Most recent

June 5, 2026

Reporting cadence

semi-annually