Sidetrade (ALBFR) Q2 2026 TU earnings summary

Executive summary

• Achieved record bookings in H1 2026, with new ARR up 112% year-over-year to €5.16M and ACV up 58% to €9.3M.

• Q2 2026 saw the commercial launch of two new AI-native products, contributing over €1M in new ARR, or 33% of the total.

• Total contract value (TCV) for H1 2026 reached €18.71M, up 194% year-over-year and already surpassing the full-year 2025 total by 53%.

Financial highlights

• H1 2026 revenue rose 21% at constant currency to €34.8M; subscription revenue up 26% at constant currency to €31.3M.

• Subscriptions accounted for 90% of consolidated revenue, reflecting a strong recurring revenue model.

• Services bookings in Q2 2026 reached €2.49M, up 28% year-over-year.

• ezyCollect by Sidetrade contributed €0.29M in new ARR, up 29% year-over-year.

Outlook and guidance

• Record bookings in H1 2026 expected to accelerate organic growth from Q4 2026 onward.

• Strategic goal to generate over 50% of revenue from AI-native products and achieve an EBITDA margin of 30–35% by 2030.