Every 8-K that Mitek Systems, Inc. (MITK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MITK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MITK filings page.
Mitek Systems reported a strong third quarter of fiscal 2026, with total revenue of $54.0 million, an 18% year-over-year increase, driven largely by SaaS revenue of $26.2 million, up 36%. GAAP gross margin was 79.1%. GAAP net income rose to $8.4 million, or $0.17 per diluted share, while non-GAAP net income was $16.8 million, or $0.34 per diluted share. Adjusted EBITDA reached $20.8 million with a 38.5% margin. Cash and investments totaled $100.2 million at June 30, 2026, after retiring $155 million of Convertible Senior Notes and adding a term loan.
The company raised its fiscal 2026 outlook, guiding full-year revenue to $195–$200 million and adjusted EBITDA margin to 32–34%, and expects fourth-quarter revenue of $42–$47 million. Fraud & Identity solutions revenue for fiscal 2026 is guided to $105–$109 million. Mitek also appointed Aaron Seyler as Chief Revenue Officer effective August 17, 2026, and elected Mark Rossi as non-executive Chairman effective October 1, 2026, succeeding Scott Carter, who will remain a director.
Mitek Systems reported record fiscal 2026 second‑quarter revenue of $54.8 million, up 6% from $51.9 million a year ago, and raised its full‑year outlook. Growth was led by Fraud and Identity solutions, where revenue rose 28% year over year to $25.7 million, and by SaaS revenue, which increased 18% to $21.2 million.
GAAP net income was $9.5 million, or $0.20 per diluted share, roughly flat with $9.2 million and $0.20 a year earlier. Non‑GAAP net income increased to $18.5 million, or $0.38 per diluted share, and adjusted EBITDA rose to $22.3 million with a 40.7% margin. Cash and investments totaled $77.6 million at March 31, 2026, reflecting retirement of $155 million of Convertible Senior Notes and a new $50 million term loan.
For full‑year fiscal 2026, Mitek now expects revenue of $189–$198 million, implying about 8% growth at the midpoint, Fraud and Identity solutions revenue of $103–$108 million with about 17% midpoint growth, and an adjusted EBITDA margin between 30% and 33%.
Mitek Systems, Inc. held its annual stockholder meeting on March 3, 2026, where stockholders approved all proposals presented. Eight directors, including Scott R. Carter and Edward H. West, were elected to serve until the 2027 annual meeting. Stockholders ratified BDO USA, P.C. as independent auditor for the fiscal year ending September 30, 2026. They also approved, on an advisory basis, the compensation of named executive officers, an Amended and Restated Employee Stock Purchase Plan to add shares and extend its term, and an Amended and Restated 2020 Incentive Plan. A total of 38,435,860 shares were represented in person or by proxy out of 45,299,662 shares outstanding and entitled to vote as of January 16, 2026.
Mitek Systems adopted a new Annual Incentive Plan that provides cash bonuses to certain full-time employees, including the executive team, based on corporate and individual performance goals. The plan is intended to attract, motivate, retain and reward employees.
Participants, called Covered Participants, receive a target bonus opportunity for each performance period. Bonuses depend on achieving goals set by the Board, primarily company revenue and adjusted EBITDA, with some employees also evaluated on individual objectives. Employees generally must be employed at the end of the performance period to receive payment, although the Board may prorate bonuses for partial-year service.
Mitek Systems, Inc. fully repaid its 0.750% Convertible Senior Notes due February 1, 2026, including aggregate principal and accrued interest, and terminated all related lending commitments. The company also released first‑quarter results for the period ended December 31, 2025 via an attached press release.
The Board authorized a new share repurchase program for up to $50 million of common stock, which will become effective after the existing $50 million program from May 2024 is completed and can run for up to two years. Mitek appointed Eric Bell as Chief Accounting Officer and principal accounting officer, granting him restricted stock units with a grant date fair value of $200,000, split between time‑based and performance‑based awards tied to stock price performance versus the Russell 2000 Index.
Mitek Systems, Inc. disclosed that on January 21, 2026 it borrowed $50,000,000 under its delayed draw term loan facility established by its existing Loan and Security Agreement with Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, and related subsidiaries.
The company plans to use the cash to provide additional liquidity and preserve financial flexibility ahead of the maturity of its 0.750% Convertible Senior Notes due February 1, 2026, including potential repayment of those notes at maturity and related fees and expenses. The term loan bears a variable interest rate based on either term SOFR plus a margin or WSJ prime plus a margin, with the margin adjusted according to Mitek’s net leverage ratio.
Mitek Systems, Inc. furnished a report stating that it issued a press release with its financial results for the fourth fiscal quarter and fiscal year ended September 30, 2025.
The press release is attached as Exhibit 99.1 and contains the detailed results, and the company notes that this information is being furnished rather than formally filed and will only be incorporated into other securities filings if specifically referenced.
Mitek Systems, Inc. reported that its Chief Product Officer, Christopher Briggs, has resigned. The company received his resignation on September 12, 2025, and his last day in the role will be September 19, 2025. The company stated that his decision to resign was not due to any disagreement with Mitek on its operations, policies, or practices. This update focuses solely on the leadership change and does not include new financial or operating results.