Agillic (AGILC) Q3 2026 earnings summary

Executive summary

• ARR subscriptions rose 2% YoY to DKK 57.1m; YTD EBITDA increased 38% to DKK 7.6m, with an 18% margin, while revenue fell 3% to DKK 43m.

• Slower-than-expected sales cycles prompted revised FY guidance; the pipeline strengthened, with Agillic CDP expected to support sales following the Arrigoo acquisition.

• 2026 strategy prioritizes profitable growth, acquisitions, AI capabilities, faster product releases, and stronger sales and partnerships.

Financial highlights

• Q3 revenue was DKK 13.8m, flat YoY; Q3 gross profit was DKK 12.0m, up 2%, and YTD gross profit was DKK 36.7m, up 1%.

• Q3 net loss narrowed to DKK 1.0m from DKK 1.8m; YTD net loss narrowed to DKK 3.7m from DKK 6.2m.

• Q3 EBITDA was DKK 2.635m, versus DKK 2.237m in Q3 2025.

Outlook and guidance

• FY 2026 ARR subscription growth guidance is 3–6%, reduced from 5–10% announced 24 February; FY 2025 growth was 5%.

• FY 2026 EBITDA margin guidance is 15–20%, raised from 12–18% announced 24 February; FY 2025 margin was 15%.

• Positive free cash flow for FY 2026 remains unchanged guidance.