ACUITY RM GROUP PLC — Trading Update

Investor Meet Company presentation | 23 April 2026

In this trading update, Acuity Risk Management outlines its Q1 2026 progress, including six consecutive months of profitable trading, a stronger forward contracted revenue position, and the launch of STREAM® Cloud. The presentation also explains why Acuity believes it is well placed for growth in the second half of 2026, with a sticky public sector revenue base, a clearer mid-market offer, and a sharper focus on scalable Cyber GRC delivery.

Watch the presentation

Key highlights

Six consecutive months of profitable trading
Q1 2026 revenue of 441K, with 86% of revenue subscription-based
619K of new contracts won in Q1, above management expectations
Forward contracted revenue increased to 2.1 million from 1.9 million in the previous quarter
STREAM® Cloud launched as Acuity's new SaaS product for the mid-market
Management expects stronger growth in H2 2026

Financial snapshot

441K

Q1 2026 revenue

86%

Subscription-based revenue

619K

New contracts won in Q1

2.1 million

Forward contracted revenue

37%

Admin cost reduction year-on-year

Figures shown are management commentary from the recorded presentation.

What stood out

Acuity's message in this update is straightforward: the turnaround is no longer only about cost reduction. The business is now presenting itself as profitable, operationally tighter, and better positioned to scale.

A major part of that next phase is STREAM® Cloud, which Acuity describes as a purpose-built SaaS product for mid-market organisations that are still managing cyber risk in spreadsheets and need a faster, simpler way to gain visibility and structure.

The presentation also reinforces Acuity's broader product strategy: STREAM® Classic remains the proven, highly configurable platform for public sector and defence use cases, while STREAM® Cloud expands reach into a new commercial segment with faster onboarding and easier deployment.

Market context from the presentation

Boards are under increasing pressure to understand and oversee cyber risk
Regulatory demands continue to grow, including new obligations across the UK and Europe
Many mid-market organisations still rely on spreadsheets for cyber risk management
Acuity sees faster deployment and easier adoption as a competitive advantage against slower, more complex enterprise platforms
Channel partnerships are positioned as an important route to distributing STREAM® Cloud into the mid-market

Product portfolio discussed

STREAM® Classic

Acuity's flagship platform, used across the UK public sector and defence environments. It is highly configurable, well proven, and provides a sticky revenue base.

Vendor Management Hub

A third-party risk management solution designed to replace unwieldy spreadsheet-based questionnaires with a more structured and manageable process.

STREAM® Cloud

Acuity's SaaS product for the mid-market, aimed at organisations with low-to-medium cyber maturity that need to move from spreadsheets to a more connected, board-visible Cyber GRC approach.

Q&A themes

Closing perspective

The closing message of the presentation is that Acuity believes the hardest part of the turnaround has already been done. The company now presents itself as having reduced costs without weakening its core capability, and sees the next phase as one of scaling—especially through STREAM® Cloud, channel distribution, and a more efficient operating model.

This page summarises statements made during a recorded investor presentation and may include forward-looking statements that involve risks and uncertainties. This content is provided for information only and should not be relied on as investment advice.