DataWalk hopes customers from Europe will become important revenue engine
DataWalk is seeing growing European demand for technology sovereignty solutions and expects this trend to become an important revenue driver. In the near term, however, growth is expected to come mainly from financial institutions using its platform to combat financial crime. The company maintains its medium-term revenue growth target of at least 70% CAGR and plans to shift fully toward an annual recurring revenue model from 2027. H1 2026 revenue fell 54% y/y to PLN 11.04 mln, partly due to a high comparison base, while adjusted EBITDA was negative PLN 22.68 mln.
ARR reached PLN 21 mln in Q2, up 11% y/y, and the qualified sales pipeline remained around USD 110 mln.