The acquisition closed on May 8, 2026 (SEC 8-K 2.01). Its last closing price was on May 7, 2026. It has left the AI-ranked universe. The score and rank below are its final ones, from May 3, 2026. Source: SEC 8-K 2.01
CANTALOUPE, INC. CTLP
NasdaqSmall CapTechnology
Final 13F Pro quality score
Final rank #854 of 2,819 · as of May 3, 2026TOP 50%
AI-extracted from the 10-Q filed 2026-05-06 — Q3 FY2026 (nine months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue grew 8.3% YoY to $238.3M driven by transaction fees and subscription growth, but net loss of $3.1M reflects $16.2M in merger-related expenses as 365 Retail Markets acquisition awaits final close.
Biggest Revenue Drivers
Subscription and transaction fees$210.7M+8.6% YoY
Transaction fees increased 9.1% to $144.0M due to 13.3% increase in total dollar volumes; subscription fees grew 7.5% to $66.7M driven by focus on recurring services and higher active devices.
Equipment sales$27.5M+6.2% YoY
Increased sales of smart stores and greater international growth offset slight softness from prior-year Smart Store product demand.
Biggest Revenue Drivers
Total revenue: $238.3M+8.3% YoY
Subscription and transaction fees$210.7M+8.6% YoY
Transaction fees increased 9.1% to $144.0M due to 13.3% increase in total dollar volumes; subscription fees grew 7.5% to $66.7M driven by focus on recurring services and higher active devices.
Equipment sales$27.5M+6.2% YoY
Increased sales of smart stores and greater international growth offset slight softness from prior-year Smart Store product demand.
Largest Expense Items
Cost of sales$143.8M+11.4% YoY
Increased transaction fees to payment processors and higher equipment costs as volumes grew; transaction cost ratio pressured by increased partner fees.
Merger, acquisition, and integration expenses$16.2Mvs. $(0.3)M benefit in prior year
Professional services fees for pending 365 Retail Markets acquisition; HSR waiting period terminated May 1, 2026, closing expected ~May 8, 2026.
Sales and marketing$18.7M+12.3% YoY
Increased compensation costs to drive revenue growth both domestically and internationally.
General and administrative$30.4M-4.0% YoY
One-time employee retention tax credit of $2.3M offset by $1.3M legal settlements and merger-related professional fees.
Watch Items from the Filing
Pending acquisition by 365 Retail Markets at $11.20/share expected to close ~May 8, 2026; HSR approval received May 1, 2026, but deal still subject to customary closing conditions.
Net loss of $3.1M for nine months vs. $57.7M net income prior year; prior-year result included $42.2M tax valuation allowance release, making comparison difficult.
Active Devices grew 2.8% to 1.30M; Active Customers increased 8.2% to 36,928, indicating solid customer and device growth despite margin pressure.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Lamm JacobDirectorDisposition to issuer · May 8, 2026
Warren Shannon SDirectorDisposition to issuer · May 8, 2026
Grachek Jared ScottChief Accounting OfficerDisposition to issuer · May 8, 2026
Venkatesan RaviChief Executive OfficerDisposition to issuer · May 8, 2026
About CANTALOUPE, INC. (CTLP): stock profile, AI score and financials
Acquired by 365 Retail Markets, LLC: CANTALOUPE, INC. (CTLP) no longer trades and has left 13F Pro's AI-ranked universe. The acquisition closed on May 8, 2026 (SEC 8-K 2.01). Its last closing price was on May 7, 2026. It has left the AI-ranked universe. The score and rank below are its final ones, from May 3, 2026. CANTALOUPE, INC. (CTLP) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro tracks CTLP using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q3 2026), CANTALOUPE, INC. reports quarterly revenue of $78.7M, net income of $-2.2M, an operating margin of -1.0%. CTLP trades on the Nasdaq exchange and files with the SEC under CIK 896429. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CTLP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CANTALOUPE, INC. directly from SEC EDGAR.