LeadDesk (LEADD) Q3 2026 earnings summary

Executive summary

• Q3 performance broadly matched expectations; strategy prioritizes enterprise customers, AI-enabled voice services and a more focused product portfolio.

• Telia ACE acquisition is expected to close in December, subject to remaining conditions, and expands Nordic scale and enterprise reach.

Financial highlights

• Q3 revenue was EUR 9.237m, down 5.5% YoY; comparable-currency decline was 7.3%.

• Q3 EBITDA was EUR 1.553m, or 16.8% of revenue, versus EUR 1.954m and 20.0% a year earlier.

• 9M revenue was EUR 28.229m, down 3.7% YoY; comparable-currency decline was 5.2%.

• 9M EBITDA was EUR 4.427m, or 15.7% of revenue, versus EUR 4.690m and 16.0% a year earlier.

Outlook and guidance

• FY 2026 EBITDA margin guidance remains 15–20%.

• Telia ACE would lift pro forma LTM revenue above EUR 50m; the long-term ambition is EUR 100m revenue and a 20% EBITDA margin.

• The first public procurement exceeding EUR 1m in ARR is under appeal; the process is expected to conclude by Q2 2027.