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Text S.A. Reports Decline in MRR but Achieves Record Quarterly Revenue Through Pay-Per-Use Growth

Text S.A., a Poland-listed B2B SaaS company, has announced its key operational metrics for Q4 of the 2025/26 fiscal year, covering January to March 2026. The Group's Monthly Recurring Revenue (MRR) from subscriptions across all products reached an estimated $6.93 million as of March 31, 2026, reflecting a 2.7% year-over-year decline and a 0.7% drop compared to December 31, 2025. The Annual Recurring Revenue (ARR) stood at $83.12 million.

While MRR saw a decline, the company experienced significant growth in its pay-per-use revenue streams, particularly in API usage fees, which surged by 2.6 times during the quarter. This growth contributed to a total estimated quarterly revenue of $22.56 million, marking a 0.4% year-over-year increase and a 3.1% rise compared to the previous quarter. This figure represents the highest quarterly revenue recorded since Q2 of the 2024/25 fiscal year.

The company emphasized that these figures are preliminary estimates and may be subject to adjustments in its periodic financial report. Text S.A. continues to target business customers through its suite of online platforms, including text.com, livechat.com, chatbot.com, helpdesk.com, knowledgebase.com, and openwidget.com.

Relevance to Text S.A.: The article highlights the company's ongoing transition to a diversified revenue model, emphasizing the importance of its pay-per-use offerings in offsetting declines in subscription-based MRR, which aligns with its strategy to increase ARPL and target higher-value enterprise customers.

Text S.A. Reports Decline in Revenue and Profit Amid Challenging Market Conditions

Text S.A., a Poland-listed B2B SaaS company specializing in text-centric customer service solutions, has reported a decline in revenue and profit for the nine-month period ending December 31, 2025. The company recorded net sales revenue of PLN 249.2 million, a 6% decrease compared to the same period in 2024. Net profit also fell significantly to PLN 88.1 million, down from PLN 127.6 million in the previous year. The decline was attributed to a challenging economic environment, slower adoption of AI technologies by enterprises, and changes in online search behaviors impacting customer acquisition.

Despite the revenue drop, Text S.A. continued its efforts to transition its product offerings, including LiveChat, ChatBot, HelpDesk, and KnowledgeBase, into a unified suite called Text App, targeting higher-value enterprise customers. The company also highlighted its ongoing investment in AI-driven functionalities to enhance its product portfolio and address the needs of enterprise clients. However, the company acknowledged that rapid technological advancements in AI could pose risks if it fails to adapt effectively.

Text S.A. also reported a decrease in its Monthly Recurring Revenue (MRR) to USD 6.98 million, reflecting a 1.7% year-on-year decline. The company emphasized that its financial results are heavily influenced by the USD/PLN exchange rate, as nearly all its revenue is generated in U.S. dollars. To mitigate currency risks, the company employs natural hedging by incurring some costs in USD.

In terms of cash flow, Text S.A. reported a net cash outflow of PLN 24.4 million during the period, primarily due to dividend payouts and investments in product development. The company remains committed to its dividend policy, having distributed a total of PLN 113.3 million in dividends during the reporting period.

Looking ahead, Text S.A. plans to continue its focus on AI-driven product development and enterprise customer acquisition to drive future growth. However, the company remains cautious about external factors, including economic conditions in key markets and competitive pressures.

Relevance to Text S.A. Profile: This article is directly relevant as it highlights the financial performance, strategic initiatives, and challenges faced by Text S.A., aligning with its business profile as a provider of text-centric customer service solutions transitioning to a unified enterprise suite.

Text S.A. Announces Interim Dividend for Fiscal Year 2025/26

Text S.A., a Poland-listed B2B SaaS company, has announced its decision to distribute an interim dividend for the fiscal year 2025/26. The proposed dividend amounts to PLN 29,612,500, representing no more than half of the company's net profit as of September 30, 2025, verified by an independent auditor. The interim dividend will cover 25,750,000 company shares, with a payout of PLN 1.15 per share. The record date for eligible shareholders is set for February 9, 2026, with the payment scheduled for February 16, 2026.

This announcement highlights Text S.A.'s strong financial performance and commitment to shareholder returns, aligning with its subscription-based SaaS model and recurring revenue strategy.