archTIS (ASX:AR9) is gaining global traction with its zero trust security solutions for classified and sensitive information. FY24 ARR rose 54% to $4.6 million, with gross margins climbing to 75% as the company shifts toward high-margin licensing. Recent deals include a UK Defence Industrial Base contract with potential to scale to 100,000 users, and a US Department of Defense engagement nearing final approval for a 150,000-user rollout.
With deployments now spanning Australia, the US, UK, Japan, and Singapore, archTIS is replicating its domestic success across key allied markets. Strategic partnerships, including co-selling with Microsoft, and a growing role in securing AI workflows position the company at a pivotal moment. Watch CEO Daniel Lai’s full presentation for insight into the company’s growth strategy, defence wins, and upcoming global expansion.
