Text (TXT) Q4 2026 TU earnings summary
Event summary combining transcript, slides, and related documents.
Q4 2026 TU earnings summary
2 Apr, 2026Executive summary
Q4 2025/26 saw estimated Monthly Recurring Revenue (MRR) of 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.
Dynamic growth in pay-per-usage payments offset the decline in MRR.
Segment performance
Online business services, including platforms like text.com and livechat.com, contributed to the reported metrics.
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