)
Text (TXT) investor relations material
Text Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial and operating performance
Q2 MRR was USD 7.29m, up 3.3% YoY and down 2.3% QoQ; September ended flat after declines in the first two months.
Payments received were USD 23.61m, up 6.2% YoY and down 2.4% QoQ; payments are not equivalent to quarterly revenue.
Customer churn fell below 4%, while acquisition remained weak; future-period revenue liabilities reached PLN 77.2m after higher annual payments, with revenue expected over coming quarters.
Q1 revenue was PLN 83.2m, down 1.9% YoY; USD revenue rose 2.1% to USD 22.61m as the average USD/PLN rate fell 3.9%.
Q1 net profit was PLN 29.1m, down 6.2% YoY and up 2.0% QoQ; results included ~PLN 2m in one-off sales-process restructuring costs.
Customer and product mix
Customers with MRR of at least USD 500 contributed 56% of MRR in September 2026, up from 50% a year earlier.
Multiproduct customers contributed nearly 40% of MRR, up 5 percentage points YoY, reflecting a shift toward a broader product suite.
Product and customer developments
Nuvoo’s AI Agent sales grew 432% after four months; it handled over 7% of chats, drove 70% of chat sales and resolved 98% of interactions.
An Australian customer moved from LiveChat after considering cancellation; AI results drove spending several times higher, including usage-based fees, under a one-year contract.
API revenue exceeded USD 450k, nearly doubling QoQ; growth came from more users but remained uneven, with large prepaid call packages contributing to monthly fluctuations.
63 features were released in three months, including a Klaviyo integration; products launched on Google Cloud, ChatGPT and AWS marketplaces.
Selected to support the Winter Olympic Games; at Milano Cortina 2026, the solution supported 130,000 applicants and handled 1m+ messages, with 99% resolved without an agent.
- Q2 revenue rose 7.9% as end-September MRR reached $4.91M.TXT
Q2 22/23 TU - Q2 revenue rose 7.9% YoY as September MRR reached $4.91m.TXT
Q2 22/23 TU - Q4 revenue rose 37% YoY to USD 20.02m; end-March MRR grew 37.9% to USD 6.4m.TXT
Q4 22/23 TU - Preliminary Q4 revenue rose 37% to $20.02M as MRR reached $6.4M.TXT
Q4 22/23 TU - Q3 revenue rose 35.8% to $18.91M; December MRR grew 43.0% YoY.TXT
Q3 22/23 TU - Preliminary Q3 revenue and MRR rose as H1 sales and profit grew.TXT
Q3 22/23 TU - MRR reached $6.49M as customer metrics advanced across the product portfolio.TXT
Q3 23/24 TU - Record payments, led by usage growth, offset lower subscription MRR.TXT
Q4 25/26 TU - Text App rollout advances as Q1 MRR reaches $7.17M and FY sales grow 5.6%.TXT
Q1 25/26 TU - Record payments and higher ARPL amid churn, as suite strategy advances.TXT
Q2 24/25 TU
Next Text earnings date
Next Text earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)