Big Technologies announces major contract wins in Lithuania, Latvia, and the US, plus the FCC-approved launch of its AlcoBreath device, building recurring revenue visibility into 2026.
This article covers information on Big Technologies PLC.
LON:BIGBig Technologies has posted a neat pre-Christmas trading update. The headlines: fresh contract wins in Lithuania, Latvia and Pierce County (Washington state) – subject to final contract – plus a signed deal in Prince Edward Island, Canada. There is also a new US partnership with Recovery Monitoring Solutions (RMS) and an FCC-approved alcohol monitoring device called AlcoBreath.
Management says these awards boost confidence that trading is in line with market expectations for 2025, with a fuller update due at the end of January 2026.
All newly announced contracts are expected to contribute to ARR (annual recurring revenue – the ongoing subscription revenue from customers) during 2026 as deployments go live. That matters because it should reduce customer concentration and strengthen revenue visibility.
The standout is Lithuania. It carries an initial ARR of £0.6 million expected to land in 2026, with scope to grow to a total contract value of up to approximately €6 million over a three-year term. The company has not disclosed sizes for the other wins.
| Contract/Award | Status | Expected Contribution | Timing |
|---|---|---|---|
| Lithuania | Awarded (subject to final contract) | Initial ARR of £0.6m; potential TCV up to c. €6m over 3 years | ARR expected to materialise in 2026 |
| Latvia | Awarded (subject to final contract) | Not disclosed | ARR expected in 2026 |
| Pierce County, Washington (USA) | Awarded (subject to final contract) | Not disclosed | ARR expected in 2026 |
| Prince Edward Island, Canada | Contract signed | Not disclosed | ARR expected in 2026 |
Big Technologies has struck a strategic partnership with Recovery Monitoring Solutions (RMS) in the US to supply alcohol monitoring and GPS products to RMS’s client base. RMS brings a 32-year track record and a distribution footprint across US justice and compliance programmes.
This looks like a leveraged go-to-market model: Buddi brings product, RMS brings channels and relationships. Commercial terms are not disclosed, but if executed well this could accelerate US penetration without Big shouldering the full cost of direct sales expansion.
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AlcoBreath is a new handheld device that combines breath alcohol detection, real-time GPS tracking, and facial recognition. It has received FCC approval in the US. The FCC (Federal Communications Commission) certifies electronic devices for radio compliance – a necessary step for sale in the States.
Management sees a significant market for compliance-based alcohol monitoring, particularly in the US. Pairing FCC-approved hardware with the RMS partnership is strategically tidy: you have the product and a channel to sell it. Pricing, deployment pace and margin profile are not disclosed.
The company says it has seen rapid progress in the second half of 2025 following organisational and operational investments, and it remains confident of meeting full-year guidance. The balance sheet is described as strong, with operational cash flow supporting ongoing investment – no figures disclosed.
| Metric (FY2025) | Range | Consensus |
|---|---|---|
| Revenue | £48.5m – £49.5m | £49.1m |
| Adjusted EBITDA | £23.7m – £24.5m | £24.1m |
Adjusted EBITDA is earnings before interest, tax, depreciation and amortisation, adjusted for certain items. Hitting the midpoints here would signal healthy profitability for a subscription-heavy model.
This readout is encouraging. The contract flow should diversify and enlarge ARR through 2026, the RMS tie-up provides a US growth vector, and AlcoBreath adds a new adjacent product category with regulatory clearance already banked. It aligns with management’s comments about market tailwinds in electronic monitoring and a clear growth strategy.
It is also sensible expectation management. Most of the revenue impact lands in 2026, not this year, and management is signalling “in line” with current forecasts for 2025 rather than pushing guidance up today. That is disciplined rather than flashy.
Big Technologies is quietly doing the right things: winning across new jurisdictions, adding a fresh product with US approval, and partnering to scale in the States. The financial uplift is a 2026 story, but today’s update improves visibility and reduces concentration risk. If execution stays tight, the combination of ARR growth and strong margins should remain a compelling mix.
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