Eagle Eye, the SaaS and AI marketing platform, issued a trading update ahead of its annual general meeting on Tuesday, reporting a solid start to the first half of its 2026 financial year.
The company said it had secured new contracts in the UK and Thailand and, notably, a five-year agreement with a major independent food retailer in North America – a market it has identified as its principal growth opportunity. Management said early progress in the region reflected the benefits of its sharpened commercial focus, with the sales pipeline continuing to expand and a rising proportion of opportunities at an advanced stage.
Eagle Eye also highlighted further progress on its previously announced OEM partnership, describing it as “transformational” for the group. The partner’s new loyalty product, launched in October 2025, is now included on its global price list, with sales training under way across its international commercial teams. Both parties expect the first customer contracts to be signed in the coming months. The company reiterated its expectation that the agreement will add to annual recurring revenue in the current financial year and generate more substantial revenue from FY27.
Management said it is continuing to put in place operational and platform efficiencies to support long-term margin expansion, alongside increased partner-led delivery and the scaling of its SaaS and AI businesses. As part of this effort, the company has made further changes to its operating structure, including streamlining elements of its leadership team. The board said it remains on track to maintain a double-digit adjusted Ebitda margin in FY26 and is targeting an exit run-rate margin of 20 per cent.
The board reaffirmed its confidence in the group’s medium-term outlook, citing momentum in its EagleAI product suite, a broadening set of routes to market and the scalability of its technology platform. With four customer wins already recorded this year and a strong pipeline in place, the company said it is well positioned to deliver continued progress through FY26 and a return to double-digit revenue and Ebitda growth in FY27.
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