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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.
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Q3 2026 TU earnings summary20 Oct, 2026

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.

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Frequently asked questions

Sidetrade S.A. is a technology company specializing in artificial intelligence-powered solutions for optimizing the Order-to-Cash (O2C) process. Sidetrade's primary offering is a software-as-a-service (SaaS) platform that enables businesses to enhance their cash flow management by predicting customer payment behaviors and automating cash collection activities. The company’s AI technology, branded as "Aimie," helps organizations across various sectors improve sales, customer loyalty, and payment speed by providing real-time insights and strategies. The company is headquartered in Boulogne-Billancourt, France, and its shares are listed on Euronext Paris.