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.