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Touchtech (TOUCH) investor relations material
Touchtech Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Recurring revenue grew 19% YoY in Q3 and accounted for 88% of net sales, as customer-funded development and hardware sales wound down.
The business completed its transition to a software-only model; rolling 12-month recurring revenue reached SEK 14,214k, up 48% YoY.
Financial highlights
Q3 net sales were SEK 3,807k vs SEK 4,733k YoY; recurring revenue rose to SEK 3,354k from SEK 2,830k.
Q3 EBITDA was SEK 3,239k vs SEK 3,010k; 9M EBITDA increased 17% to SEK 9,900k from SEK 8,471k.
9M net sales were SEK 13,418k vs SEK 14,260k; customer-funded product development fell 65% to SEK 2,192k.
9M loss before tax was SEK 1,660k vs SEK 1,291k; EPS was -SEK 0.15 vs -SEK 0.12.
Segment performance
9M Digital Showroom recurring revenue rose 62% to SEK 6,274k; InStore recurring revenue increased 23% to SEK 4,265k, while Lima was unchanged at SEK 25k.
Q3 recurring revenue was SEK 2,108k from Digital Showroom and SEK 1,238k from InStore; Puma wholesale-workflow digitalization continued during the quarter.
Hardware sales totaled SEK 587k in 9M, including SEK 174k in Q3; Q3 was the final hardware sales quarter.
- Recurring SaaS revenues now dominate sales, driving margin gains and strong cash flow.TOUCH
Q2 2026 - Recurring revenues up 87% year-over-year, EBITDA margin at 67%, hardware to be phased out.TOUCH
Q1 2026 - Recurring revenues rose to 56% of sales in 2025, with stable liquidity and no debt.TOUCH
Q4 2025 - Recurring SaaS revenue surged 70% YoY, now 60% of sales, as cost base and cash flow improved.TOUCH
Q3 2025 - Recurring SaaS revenue growth and cost reductions set the stage for improved profitability.TOUCH
Q2 2025 - Q3 2024 saw robust profit growth, cost reductions, and strategic AI-driven product innovation.TOUCH
Q3 2024 - EBITDA doubled and pre-tax profit tripled in H1 2024, with AI driving future growth.TOUCH
Q2 2024 - Revenue fell 22% in Q1 2025, but stable license income and strong liquidity support resilience.TOUCH
Q1 2025 - Net profit up 700% and revenue up 5% in 2024, with a focus on profitable growth for 2025.TOUCH
Q4 2024
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