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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Text
Text (TXT) investor relations material
Text Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary5 Jan, 2026
Executive summary
Q3 2025/26 saw MRR decline 1.7% year-over-year and 1.1% quarter-over-quarter to USD 6.98 million, with payments received at USD 21.89 million, up 2.1% year-over-year but down 1.6% quarter-over-quarter.
Annual Recurring Revenue (ARR) reached USD 83.70 million.
Larger customers (MRR ≥ USD 500) now represent over 51% of total MRR, up 8 percentage points year-over-year.
API revenue grew nearly 60% quarter-over-quarter, surpassing USD 100,000 for the first time.
SOC 2 Type I certification achieved, with Type II expected later in the year.
Financial highlights
MRR dropped below USD 7 million at year-end but rebounded above that level on January 1.
Payments for the year reached USD 88.42 million, flat year-over-year due to currency effects.
Net sales in H1 2025/26 dropped 4.9% year-over-year to PLN 167.6 million.
EBIT fell 29.5% to PLN 65.3 million, and net profit declined 30.9% to PLN 59.7 million in H1 2025/26.
Share of customers paying for multiple products rose to 37.2%, up 10 percentage points year-over-year.
Outlook and guidance
2026 will focus on expanding product reach, scaling go-to-market efforts, and enhancing distribution channels.
Dividend advance of 1.15 PLN to be paid in February, reflecting net profit and ongoing investments.
No formal financial guidance provided, but continued investment in infrastructure and product development is expected.
Optimism for future growth, but management remains cautious due to market challenges.
Management notes that the presented data are preliminary and may differ from final periodic report figures.
What caused the MRR decrease?
Impact of new MRR definition on future reporting
Reconcile payments received vs. MRR trends
Text App go-to-market strategy for 2026
Reconcile MRR decline with payment growth
Impact of AI search changes on small customer churn?
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Q3 202626 Feb, 2026
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