Text S.A.

Text S.A. Reports 4% Annual Growth in MRR, Driven by Pricing Adjustments and Increased Annual Payments

Text S.A., a Poland-listed B2B SaaS company, has announced key operational metrics for Q1 of the 2026/27 financial year (April to June 2026). The Group's Monthly Recurring Revenue (MRR) reached an estimated $7.46 million by the end of June 2026, reflecting a 4.0% year-over-year increase and a 7.6% rise compared to March 31, 2026. Annual Recurring Revenue (ARR) was reported at $89.52 million.

The reported MRR includes subscription fees across all products but excludes pay-per-use charges, such as additional ChatBot interactions and API services, except for those within the Text App. During the quarter, API-related payments amounted to nearly $250,000. Total estimated payments received reached $24.19 million, marking a 10.8% year-over-year increase and a 7.2% rise from the previous quarter.

The growth in revenue was primarily attributed to the conclusion of legacy pricing protections for LiveChat customers and a higher proportion of annual payment plans during the quarter. The company continues to target business clients through its suite of online platforms, including text.com, livechat.com, chatbot.com, helpdesk.com, knowledgebase.com, and openwidget.com.

The company emphasized that these figures are preliminary estimates and may be subject to adjustments in the final periodic report.

Relevance to Text S.A.: The article highlights Text S.A.'s strong financial performance and strategic pricing adjustments, aligning with its business model of driving recurring revenue growth and increasing ARPL through its unified Text App suite. This underscores the company's focus on enhancing customer retention and revenue scalability.

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

Text S.A., a Poland-listed B2B SaaS company specializing in text-centric customer service solutions, has released its interim consolidated financial statements for the fiscal year ending March 31, 2026. The company reported a 6.9% decline in net revenue, amounting to PLN 329.1 million compared to PLN 354.2 million in the previous year. Net profit also fell by 29%, from PLN 164.4 million to PLN 116.6 million. The decline was attributed to a 2.7% year-on-year drop in Monthly Recurring Revenue (MRR) and challenges in customer acquisition due to shifts in online content search behavior and macroeconomic conditions in key markets, particularly the United States.

Despite the revenue decline, Text S.A. continued its transition towards a unified suite of products, the Text App, which integrates its existing offerings such as LiveChat, ChatBot, HelpDesk, and KnowledgeBase. The company invested PLN 31 million in research and development, with a significant portion allocated to the development of the Text App. The product is currently in the commercialization phase and is expected to address the needs of enterprise-level clients more effectively.

Operating costs rose to PLN 201.3 million, up from PLN 176.9 million in the previous year, driven by increased third-party service expenses. The company also paid out a dividend of PLN 6.06 per share for the 2024/2025 financial year, maintaining its policy of distributing maximum permissible profits to shareholders. Additionally, Text S.A. utilized a short-term working capital loan of PLN 10 million during the fiscal year, which was fully repaid by December 2025.

Geographically, the United States remained the largest market for Text S.A., contributing PLN 105.4 million to total revenue, followed by the United Kingdom and Indonesia. The company continues to face foreign exchange risks due to its significant revenue generation in USD, although it employs natural hedging strategies to mitigate this risk.

Relevance to Text S.A.: The financial results highlight the challenges faced by Text S.A. in its transition to a unified product suite and its efforts to adapt to changing market dynamics, which are critical to its strategy of targeting higher-value enterprise customers.

Text S.A. Loses Key Tender to Competitor Offering Lower Bid

In a recent tender for a large-scale customer service software contract, Text S.A., a leading Poland-listed B2B SaaS provider, was outbid by a competitor offering a lower price. The tender, which aimed to secure a unified customer service platform for a major enterprise client, saw Text S.A. submit a competitive proposal leveraging its flagship Text App suite. However, the winning bid was awarded to a rival company, reportedly due to a more cost-effective offer.

While Text S.A. has been focusing on transitioning its portfolio into a unified suite to target higher-value enterprise customers, this loss highlights the intense competition in the fragmented customer service software market. The company’s reliance on premium pricing for its advanced features and enterprise-grade infrastructure may have contributed to its inability to secure the contract.

This development underscores the challenges Text S.A. faces in competing against both established players and emerging low-cost providers in the industry. The company will need to reassess its pricing strategy and value proposition to maintain its competitive edge in future tenders.

Relevance to Text S.A.: The tender loss directly impacts Text S.A.’s strategy to grow its enterprise customer base and increase ARPL through its unified Text App suite, highlighting the competitive pressures and pricing challenges in the market.

Text S.A. Proposes Second Dividend Advance for Fiscal Year 2025/26

On June 26, 2026, the Management Board of Text S.A. announced its proposal to the Supervisory Board for the approval of a second advance payment on the anticipated dividend for the fiscal year 2025/26. The proposed advance amounts to PLN 25,235,000.00, representing no more than half of the company's net profit as reported in its audited financial statement dated March 31, 2026. The advance will cover 25,750,000 shares, with a payout of PLN 0.98 per share. The record date for determining eligible shareholders is set for July 22, 2026, with the payment scheduled for July 29, 2026.

This announcement reflects Text S.A.'s strong financial performance and commitment to delivering shareholder value, aligning with its business model of generating robust recurring revenues and maintaining investor confidence.

Text S.A. Proposes Dividend Payout of PLN 109.7 Million for FY 2025/2026

On June 26, 2026, the Management Board of Text S.A. announced its proposal for the allocation of the company’s net profit for the financial year ending March 31, 2026. The company reported a net profit of PLN 115.94 million for FY 2025/2026. The board has recommended allocating PLN 6.24 million to the company’s reserve capital and PLN 109.7 million for dividend distribution to shareholders. This translates to a dividend of PLN 4.26 per share.

Taking into account the interim dividends of PLN 29.61 million (paid on December 1, 2025) and PLN 25.24 million (scheduled for July 29, 2026), the remaining dividend to be distributed amounts to PLN 54.96 million, or PLN 2.13 per share. The dividend will cover 25.75 million shares, with the exact record and payment dates to be determined during the Ordinary General Meeting.

The Management Board reaffirmed its commitment to a dividend policy that prioritizes maximizing shareholder returns, provided no higher-return investment opportunities arise. The proposal also complies with the Commercial Companies Code, ensuring that any unamortized development costs are accounted for in the profit allocation.

Relevance to Text S.A.: This announcement highlights Text S.A.'s strong financial performance and commitment to shareholder value, aligning with its business model of generating robust recurring revenues and reinvesting strategically to support its ongoing suite transformation and infrastructure development.

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.