Text (TXT) Q4 2026 TU earnings summary

Executive summary

• Q4 2025/26 saw estimated Monthly Recurring Revenue (MRR) at USD 6.93 million, down 0.4% year-over-year and 2.7% sequentially from December 2025.

• Annual Recurring Revenue (ARR) reached USD 83.12 million.

• Total payments received in Q4 were USD 22.56 million, up 0.4% year-over-year and 3.1% sequentially, marking the highest quarterly value since Q2 2024/25.

Financial highlights

• MRR excludes pay-per-usage fees, which saw significant growth, especially API usage fees rising 2.6-fold quarter-over-quarter.

• Payments received reflect both subscription and pay-per-usage models, with the latter offsetting lower MRR.

Segment performance

• API as a Service and other pay-per-usage products experienced dynamic growth, notably a 2.6x increase in API fees quarter-over-quarter.