WALLIX GROUP (ALLIX) Q3 2026 TU earnings summary

Executive summary

• Q3 2026 revenue grew 18.6% YoY to €11.2m; MRR rose 17.9% YoY to €2.9m at September 30, supporting confirmation of FY targets.

• Recurring revenue reached 79.7% of 9M revenue, up 4.3 percentage points YoY, with subscription revenue up 36.9%.

Financial highlights

• Q3 2026 consolidated revenue was €11.2m, up 18.6% YoY; recurring revenue was 77.5% of the quarter’s total, up 0.4 percentage points YoY.

• 9M 2026 consolidated revenue was €31.7m, up 15.4%; recurring revenue totaled €25.3m, including subscription revenue growth of 36.9%.

Outlook and guidance

• FY 2026 targets confirmed: hypergrowth in recurring revenue, positive operating income and positive free cash flow.

• A strong Q4 is expected, supported by commercial momentum and the increasing contribution from Q3 contracts as they go live and flow into MRR.