Text (TXT) Q2 2026 TU earnings summary

Executive summary

• Q2 2025/26 saw the official launch of Text App, integrating LiveChat, HelpDesk, and ChatBot with AI-driven automation, already used by over 700 organizations, with the first paying customer secured and positive internal validation.

• MRR from subscriptions reached USD 7.06 million as of September 2025, up 0.3% year-over-year but down 1.5% from June 2025.

• Revenue in USD grew 2.7% year-over-year to $22.2 million, while revenue in PLN declined 2.3% due to currency effects.

• Net profit dropped 29.0% year-over-year to PLN 31.0 million, and EBITDA fell 20.9% to PLN 41.6 million, with a margin of 49.1%.

• The share of customers with MRR above $500 exceeded 50%, up from 42% a year earlier.

Financial highlights

• MRR reached $7.06 million at the end of September 2025, up 0.3% year-over-year but down 1.5% quarter-over-quarter; all products saw ARPL increases, though not enough to offset LiveChat customer declines.

• Payments received totaled $22.24 million, down 1.5% year-over-year but up 1.9% quarter-over-quarter, with quarterly fluctuations due to annual payment mix.

• Operating profit was PLN 35.2 million, down 24.9% year-over-year.

• Cash position at the end of Q1 2025/26 was PLN 103.3 million, with low operating cash flow in Q1 but improvement in Q2.

• ARR was reported at USD 84.77 million for the period.

Outlook and guidance

• No specific forecasts or financial guidance provided for future active paying users or MRR impact from new pricing; focus remains on expanding multiproduct adoption and targeting larger customers.

• Text.com is expected to become a major acquisition channel over a longer time frame, not within one or two quarters.

• Management notes that the presented data are preliminary estimates and may differ from final periodic report figures.