The Management Board of Text S.A. (the “Company”) hereby announces key operating metrics (KPIs) recorded by the Text Group (the “Group”) in Q4 of the 2025/26 financial year (January–March 2026).
In Q4 of the financial year, the estimated value of the Group’s Monthly Recurring Revenue (MRR) from subscriptions of all products, as of the end of March 2026, amounted to USD 6.93 million. This represents a decrease of 0.4% year-over-year and a decrease of 2.7% compared to the level as of December 31, 2025. The Annual Recurring Revenue (ARR) amounted to USD 83.12 million.
The reported MRR includes fixed subscription fees but excludes fees based on the pay-per-usage model, such as additional ChatBot interactions, API as a Service, and others. In the future, MRR will include such payments if they are prepaid.
The lower MRR level was offset by dynamic growth in payments collected under the “pay-per-usage” model, which are not included in MRR. In particular, fees for the use of the Company’s API increased 2.6-fold quarter-over-quarter.
As a result, the estimated value of payments received amounted to USD 22.56 million, representing a 0.4% year-over-year increase and a 3.1% increase compared to the previous three months. This is the highest quarterly value recorded in the financial year and the highest since Q2 of the 2024/25 financial year.
The Company notes that its offering is directed to business customers via online services, including text.com, livechat.com, chatbot.com, helpdesk.com, knowledgebase.com, and openwidget.com. The Management Board emphasizes that the presented data is estimated and preliminary and may therefore ultimately differ from the figures presented in the periodic report.