RT Nick Szabo (@NickSzabo4)@sonofnariman Or. the GCC could act like normal wealthy countries, and use their vast funds to hire armies and buy weapons (e.g. the cheap drones and missiles that have such good bang for the buck) that they actually control. ...

Core Viewpoint - Aeries Technology, Inc. reported solid financial results for Q3 FY2026, with increased adjusted EBITDA guidance for the full year and positive operating cash flow for the third consecutive quarter, driven by strong execution in key markets and ongoing client program expansions [1][4][8]. Financial Performance - For Q3 FY2026, Aeries achieved revenue of $17.5 million, net income of $1.2 million, and adjusted EBITDA of $2.5 million, reflecting a margin of 14.1% [10][23]. - The company has raised its full-year fiscal 2026 adjusted EBITDA guidance to a range of $7 million to $8 million, up from the previous guidance of $6 million to $8 million [2][8]. - For fiscal 2027, Aeries anticipates revenue between $80 million and $84 million, with adjusted EBITDA expected to be in the range of $10 million to $12 million [3]. Operational Highlights - The company experienced strong performance in India and Mexico, with increased adoption of transformation programs and expansion of multi-year Global Capability Center (GCC) engagements [4][11]. - Aeries generated positive operating cash flow of approximately $2.4 million for the third consecutive quarter, indicating improved operating leverage and cost discipline [10][11]. - The company has enhanced its talent acquisition capabilities through a strategic partnership with a global recruitment firm to support the scaling of client programs [7]. Market Position and Strategy - Aeries is recognized for its automation and AI delivery initiatives, contributing to strong demand from private equity portfolio companies and mid-market enterprises [6][8]. - The company is focused on building a more predictable and efficient operating model, supported by automation-driven productivity gains and disciplined execution across client programs [5][8].