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Open Text (OTEX) investor relations material
Open Text Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 Nov, 2025
Executive summary
Q1 FY26 total revenue was $1.29B, up 1.5% year-over-year, with cloud revenue at $485M (+6%) and enterprise cloud bookings up 20.2% to $160M.
Annual recurring revenue reached $1.071B, representing 83.2% of total revenue, and free cash flow surged 186.4% to $101M.
Adjusted EBITDA margin was 36.3%, up 130 bps year-over-year, and adjusted EPS grew 12.9% to $1.05; GAAP EPS was $0.58, up 81.3%.
Net income margin was 11.4%, with GAAP net income of $147M, up 73.8% year-over-year.
The company is accelerating its pivot to core content management and cloud, divesting non-core units, and focusing on AI-driven enterprise solutions.
Financial highlights
Total revenue: $1.29B (+1.5% YoY); Cloud revenue: $485M (+6% YoY); Content Cloud: +21% YoY.
ARR: $1.071B (+1.8% YoY), representing 83.2% of total revenue.
GAAP gross margin: 72.8% (+100 bps YoY); Non-GAAP: 76.5% (+60 bps YoY).
Adjusted EBITDA: $467M (36.3% margin, +130 bps YoY); Adjusted EPS: $1.05 (+12.9% YoY).
Free cash flow: $101M, up 186.4% YoY, reflecting the absence of a prior-year one-time tax payment.
Outlook and guidance
FY26 annual outlook unchanged: total revenue growth of 1–2%, cloud revenue growth of 3–4%, and enterprise cloud bookings growth of 12–16%.
Q2 revenue expected between $1.275B and $1.295B, adjusted EBITDA margin 35.5–36%.
Free cash flow growth of 17–20% anticipated; dividend per share expected to grow 5%; $300M in share repurchases targeted for FY26.
Divestiture of non-core units, including eDOCS for $163M, to proceed at a pace of about one per quarter, aiming for completion within a year.
Strategic focus on AI-first information management, operational excellence, and portfolio optimization.
How will divestiture pace balance EBITDA stability?
How does legacy data enhance agentic AI training?
How does cloud shift impact Q2 revenue guidance?
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UBS’s 2025 Global Technology and AI Conference2 Dec, 2025
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Open Text Corporation develops and markets enterprise information management software. Its products and services support content services, cybersecurity, digital experience, and business networking for organizations across industries. The company is headquartered in Waterloo, Canada, and its shares are listed on the NASDAQ.
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