Text (TXT) Q3 2025 TU earnings summary

Executive summary

• Achieved top 10 debut among Polish IR teams in the Extel survey, reflecting strong investor relations performance.

• MRR grew 9.4% year-on-year in Q3 2024/25, reaching $7.10 million, driven by upselling and higher ARPL, despite a net loss of 907 LiveChat customers.

• Focused on executing a strategy to build an integrated Suite offering, moving from standalone products to a unified platform.

Financial highlights

• Payments received in Q3 totaled $21.43 million, up 0.4% year-on-year but down 6.2% sequentially.

• Monthly recurring revenue (MRR) reached $7.1M in December 2024, up 1% sequentially and 9.4% year-over-year.

• Revenue from API as a service was $53,000, down 10% quarter-on-quarter.

Outlook and guidance

• Expectation of higher annual payment shares in upcoming quarters, with Q4 typically seeing delayed purchasing decisions.

• Anticipate continued MRR growth through upselling and retention, even as customer numbers may decline.

• Market conditions remain challenging for new customer acquisition; focus is on revenue retention and cross-selling.