Bridgeline Digital, Inc. — Form 8-K
Filed October 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Bridgeline Digital announced record fiscal 2026 results: 38 new customers (generating $1.2M ARR and $3.9M TCV) plus 37 expansion sales to existing customers ($1.0M ARR, $4.0M TCV), totaling ~$2.2M ARR and ~$8M TCV for the year. HawkSearch AI platform accounted for 89% of all sales and now generates ~$10M in revenue (with $8M in subscription revenue). Q4 FY2026 also set records with 12 new customers ($400K ARR) and 11 expansion sales ($200K ARR); ARPU increased 53% sequentially and 35% year-over-year. Company ended FY2026 with ~$1.0M cash and <$200K debt.
Why this rating
ARR growth to $2.2M and HawkSearch's ~$10M revenue are transformational for a $17.4M market-cap company. Consecutive record quarters, 105% NRR, and rapid customer acquisition (1/week) signal real traction. Material revenue inflection relative to company size.
Price action (we called it positive)
before filing · preread $0.89 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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