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Text Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 TU earnings summary3 Oct, 2025
Executive summary
Q2 2025/26 saw the official launch of Text App, integrating LiveChat, HelpDesk, and ChatBot with AI-driven automation, already used by over 700 organizations, with the first paying customer secured and positive internal validation.
MRR from subscriptions reached USD 7.06 million as of September 2025, up 0.3% year-over-year but down 1.5% from June 2025.
Revenue in USD grew 2.7% year-over-year to $22.2 million, while revenue in PLN declined 2.3% due to currency effects.
Net profit dropped 29.0% year-over-year to PLN 31.0 million, and EBITDA fell 20.9% to PLN 41.6 million, with a margin of 49.1%.
The share of customers with MRR above $500 exceeded 50%, up from 42% a year earlier.
Financial highlights
MRR reached $7.06 million at the end of September 2025, up 0.3% year-over-year but down 1.5% quarter-over-quarter; all products saw ARPL increases, though not enough to offset LiveChat customer declines.
Payments received totaled $22.24 million, down 1.5% year-over-year but up 1.9% quarter-over-quarter, with quarterly fluctuations due to annual payment mix.
Operating profit was PLN 35.2 million, down 24.9% year-over-year.
Cash position at the end of Q1 2025/26 was PLN 103.3 million, with low operating cash flow in Q1 but improvement in Q2.
ARR was reported at USD 84.77 million for the period.
Outlook and guidance
No specific forecasts or financial guidance provided for future active paying users or MRR impact from new pricing; focus remains on expanding multiproduct adoption and targeting larger customers.
Text.com is expected to become a major acquisition channel over a longer time frame, not within one or two quarters.
Management notes that the presented data are preliminary estimates and may differ from final periodic report figures.
Impact of future MRR definition change?
Reason for 1.5% QoQ MRR decrease?
Why payments received declined YoY?
Text App's pay-per-usage revenue contribution?
Timeline for Text App customer migration?
Quantify LiveChat price increase impact?
Partial view of Summaries dataset, powered by Quartr API
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Q2 202626 Nov, 2025
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Frequently asked questions
LiveChat Software S.A. develop and distribute software-as-a-service products for B2C, and B2C communications. The company provide digital customer service and interaction platforms for companies worldwide and offer a broad range of services and product features that cater to the needs of their digital customers. The company's primary SaaS products are LiveChat and chatbot software. They also provide LiveChat apps for major ecommerce platforms such as Shopify, Magento, WooCommerce, and BigCommerce.
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