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Sidetrade (ALBFR) investor relations material
Sidetrade Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 new ARR reached €2.60m, up 348% YoY and the second-best quarter on record, despite Q3 typically being the slowest quarter.
Nine-month new ARR of €7.76m was up 157% YoY, exceeding full-year 2025 by 81% and the 2024 annual record by 19%.
Financial highlights
Q3 revenue rose 22% YoY to €18.4m; subscription revenue increased 24% to €16.4m.
Q3 new ARR was €2.60m versus €0.58m in Q3 2025; ACV reached €4.32m, up 126%, and TCV was €10.4m, up 473%.
Nine-month subscription TCV reached €29.1m, up 256% YoY and 127% versus the same period of 2024.
Organic revenue growth, excluding ezyCollect, was 6% in Q3 versus 4% in Q2.
Outlook and guidance
Organic revenue growth is expected to accelerate in Q4 2026 and reach double digits in early 2027.
Revenue contribution from newly signed contracts is expected to ramp up from 2027 as deployments progress and revenue is recognized over contract terms.
- Turnover up 19% to €34.8m, net income up 15% to €4.7m, with record bookings and AI-driven growth.ALBFR
H1 2026 - Record bookings and 19% revenue growth highlight robust international and US expansion.ALBFR
Q2 2024 TU - Revenue up 26%, net profit up 40%, and operating margin exceeds 15% on strong global growth.ALBFR
H2 2024 - Record bookings and AI-native product launches drove 112% ARR growth and 21% revenue increase.ALBFR
Q2 2026 TU - Q1 2026 bookings and revenue surged, fueled by AI-native products and global expansion.ALBFR
Q1 2026 TU - Record 2025 profitability with 22% EBITDA growth, 14% revenue increase, and global expansion.ALBFR
H2 2025 - 2025 revenue rose 14% with robust SaaS and international growth, and AI innovation set to drive future gains.ALBFR
Q4 2025 TU - Revenue up 13% YTD 2025, SaaS up 17%, with Q3 bookings rebounding 27%.ALBFR
Q3 2025 TU - Turnover up 19%, net profit up 64%, and record 15% margin driven by US and SaaS growth.ALBFR
H1 2024
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