Stakk targets $15M ARR on major Robinhood expansion

ASX-listed embedded finance provider Stakk (ASX:SKK) announced a growth roadmap for 2026, targeting an annual recurring revenue run-rate of $15 million by June 30.

The objective represents a significant leap from its current $8.5 million ARR and follows a landmark expansion of its partnership with retail trading giant Robinhood Markets (NASDAQ: HOOD).

Under the new agreement, Robinhood will become one of the first flagship clients to deploy Stakk’s newly unveiled Mobile IQ SDK, a document-capture liveness detection tool designed to thwart sophisticated AI-generated fraud and "injection attacks" at the point of digital onboarding.

Stakk’s strategy to bridge the $6.47 million ARR gap is built on three distinct execution levers.

The company expects 20% of the growth to come from existing "signed-but-not-live" contracts as they transition to billing.

A further 50% is projected from a robust enterprise pipeline across the aviation and hospitality sectors, while the final 30% is earmarked for product upsells, spearheaded by the Mobile IQ SDK.

The technology is critical for Chief Information Security Officers, as it validates that documents are captured in real-time rather than being replayed or synthetically manipulated by fraudsters.

At the time of reporting, Stakk’s share price was $.029.