ROC Delivers Record Quarterly Revenue of $8.0 Million in the Third-Quarter 2026, Up 50% YoY; Achieves Quarterly Profitability
Key Highlights
- ➤Revenue $8.0M, up 50% YoY; ROC achieved quarterly profitability
- ➤DOJ awarded ROC Evidence contract with $64.3M potential value over eight years
- ➤ROC ABIS revenue $2.2M, up 654% YoY, following federal platform license
- ➤ROC SDK revenue $2.6M, up 52% YoY, reflecting expanded commercial adoption
- ➤Gross margin reached 90%, driven by higher-margin software licensing revenue
Expert Statements
B. Scott Swann, Chief Executive Officer of ROC
“The third quarter marked a transformational period for ROC, highlighted by record revenue, a profitable quarter, and significant execution against the strategic objectives we established at our IPO.”
B. Scott Swann, Chief Executive Officer of ROC
“We delivered record third-quarter revenue of $8.0 million, increasing 50% year over year and 57% sequentially, and our software licensing revenue drove a second consecutive quarter of 90% gross margin.”
B. Scott Swann, Chief Executive Officer of ROC
“Our strong results were driven by meaningful federal traction for ROC ABIS and expanded activity under an existing government R&D program, demonstrating the strategic investments we have made to execute our growth strategy are translating into measurable financial performance.”
B. Scott Swann, Chief Executive Officer of ROC
“Importantly, we delivered on our commitment by establishing two foundational federal beachhead contracts for ROC ABIS and ROC Evidence, including the largest award in ROC’s history, a $64.3 million contract with the U.S. Department of Justice.”
B. Scott Swann, Chief Executive Officer of ROC
“These wins secure ROC’s position as a competitor in the Vision AI space.”
B. Scott Swann, Chief Executive Officer of ROC
“Our differentiation is validated in the accuracy, speed and efficiency of our technologies, supported by a highly specialized team that drives our unique value proposition.”
B. Scott Swann, Chief Executive Officer of ROC
“With these strategic federal programs in place, ROC is well-positioned with an active federal pipeline to pursue larger, longer-duration opportunities that generate durable, high-margin revenue.”
B. Scott Swann, Chief Executive Officer of ROC
“We entered the fourth quarter from a position of strength, focused on disciplined execution, specifically addressing our three core growth products, ROC ABIS, ROC Evidence and ROC Watch.”
B. Scott Swann, Chief Executive Officer of ROC
“With the integration of ZTC strengthening ROC Evidence and a broad pipeline of opportunities across our commercial and federal markets, we believe we are building a foundation for sustained, long-term growth.”
B. Scott Swann, Chief Executive Officer of ROC
“We consider the third quarter an inflection point for ROC, as we secured two landmark contracts and reached record revenue.”
B. Scott Swann, Chief Executive Officer of ROC
“Achieving these significant milestones leaves us confident in a strong close to 2026.”
Product revenue grew 24% to $5.7 million, driven by strong software licensing performance; gross margin reached 90% for the second consecutive quarter
Measurable results validate ROC’s core growth drivers; ROC ABIS grew 654% YoY to $2.2M and ROC SDK grew 52% YoY to $2.6M
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