ARMOUR Residential REIT, Inc. (ARR) Earnings Call Transcripts
ARMOUR Residential REIT, Inc.'s Latest Earnings Call - Q1 FY2026
Arribatec Group ASA reported its Q1 2026 earnings, highlighting a 4.1% year-over-year revenue growth to NOK 152.4 million, with a notable 85% increase in adjusted EBITDA to NOK 13.5 million. The company continues to focus on profitable growth, with recurring revenue now making up 45% of total revenue. Management provided updates on restructuring efforts in their Cloud segment and introduced the Nexus platform as a competitive advantage. Guidance for the year remains optimistic, particularly in Business Services and EA-BPM, though Cloud profitability remains a concern.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | NOK 152.4 million (inline) |
| Recurring Revenue | NOK 69 million (inline) |
| Adjusted EBITDA | NOK 13.5 million (beat) |
| EBITDA Margin | 8.9% (inline) |
| Operating Cash Flow | NOK 35.9 million (beat) |
| Cloud Revenue | NOK 1.3 million (miss) |
Guidance from management
Management expects continued growth in Business Services and EA-BPM, with a focus on scaling and profitability. Cloud segment restructuring is expected to improve financial performance, with a strong pipeline and interest in sovereign cloud offerings.
What analysts pressed on
Analysts expressed concerns about the Cloud segment's profitability and whether it can achieve similar margins to other segments without revenue growth. Questions also focused on the scalability of Business Services and the impact of new commercial terms in EA-BPM.
Main topics on the call
- Revenue Growth — Revenue increased by 4.1% year-over-year to NOK 152.4 million. Management noted, 'This marks our sixth consecutive quarter of year-over-year revenue growth.'
- EBITDA Improvement — Adjusted EBITDA improved by 85% year-over-year to NOK 13.5 million, driven by operational improvements. Management stated, 'This improvement describes well our focus, which has been on profitable growth.'
- Cloud Segment Restructuring — The Cloud segment is undergoing restructuring to improve profitability. Revenue declined 3.6% year-on-year, but management is optimistic about future improvements, stating, 'Turning cloud profitable is our priority.'
- Nexus Platform Introduction — Arribatec introduced the Nexus platform, aimed at improving application delivery speed and security. Management described it as 'a competitive advantage to us' that enhances scalability and client outcomes.
Read the full ARMOUR Residential REIT, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About ARMOUR Residential REIT, Inc.
ARMOUR Residential REIT, Inc. (ARR) is a publicly listed company in the Mortgage Real Estate Investment Trusts (REITs) industry, within the Real Estate sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 41 calls on record spanning February 20, 2020 to July 23, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 41 ARMOUR Residential REIT, Inc. earnings call transcripts on record, spanning February 20, 2020 to July 23, 2026. Based on this history, ARMOUR Residential REIT, Inc. reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ARR
- Exchange
- NYSE
- Country
- US
- Sector
- Real Estate
- Calls on record
- 41
- First call
- February 20, 2020
- Most recent
- July 23, 2026
- Reporting cadence
- quarterly