T

Text SA
WSE:TXT

Watchlist Manager
Text SA
WSE:TXT
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Price: 37.42 PLN -0.74%
Market Cap: zł963.6m

Text SA
Investor Relations

Livechat Software SA engages in the development and sale of software solutions for online businesses. The company is headquartered in Wroclaw, Woj. Dolnoslaskie and currently employs 0 full-time employees. The company went IPO on 2014-04-11. The firm is a producer and global provider of software as a service (SaaS) LiveChat, communication software for business. The company enables fast and intuitive communication between company's employees and customers visiting corporate Website. The application also tracks customers’ activity on a Website. The firm produces and distributes software for business-to-consumer (B2C) and business-to-business (B2B) communication. Its product portfolio includes three types of LiveChat plans: Solo, dedicated to single user and offering such features as unlimited chats, ticketing system, enhanced security and basic reporting; Team, for numerous teams that additionally includes chat routing and groups creation; and Enterprise, for companies that, additionally to previous ones, provides advanced reporting, work scheduler and unlimited visits on a Website.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Apr 7, 2026
AI Summary
Q4 2026

MRR slipped: End-of-March MRR was USD 6.93 million, down USD 50,000 on the quarter. Management said the decline was smaller than in the prior two quarters, but March was weaker after changes to customer acquisition and a pickup in churn.

Cash flow improved: Payments received rose 0.4% year over year and 3.1% versus the prior three months, marking the best quarter of the financial year and the strongest since Q2 of 2024/25.

Pricing impact ahead: Management said ending grandfathered pricing for existing LiveChat customers should cause some short-term churn, but the net effect should be significantly positive for recurring revenue, with the biggest MRR impact expected in the current quarter.

AI and product progress: The company highlighted new AI agent features, including multiple AI agents in one workspace and custom skills, and said AI agents are already delivering a 74% resolution rate versus an industry average of around 59%.

Brand transition: Text App will be rebranded gradually into the Text solution, with marketing and PR activity ramping up in May and broader KPI benefits expected by year-end rather than immediately.

Defense stronger than offense: Management said the quarter was solid on customer retention and renewals, but not strong on acquisition, and they do not believe they lost notable customers to competitors during the period.

Key Financials
MRR
USD 6.93 million
Payments received
0.4% YoY and 3.1% vs the previous 3 months
API usage payments
over USD 0.25 million
Customers with ARPL over USD 500
share increased by 1 percentage point
Multi-product customers share of MRR
38.8%
AI agent resolution rate
74%
Industry average resolution rate
around 59%
Resolution rate for trained AI agents
80% to 90%
LiveChat price increase for new customers
around 20% on average
Largest MRR impact from pricing changes
current quarter
Other Earnings Calls

Management

Mr. Mariusz Cieply Warm
President of the Management Board & CEO
No Bio Available
Ms. Urszula Jarzebowska
Member of Management Board
No Bio Available
Joanna Alwin
Chief Financial Officer
No Bio Available
Mr. Marcin Droba
Head of Investor Relations
No Bio Available
Mr. Piotr Bednarek
Chief Automation Officer
No Bio Available
Ms. Sylwia Sobolewska
Head of Billings & Accounts
No Bio Available
Mr. Pawel Halas
Head of Partnerships
No Bio Available
Mr. Mateusz Cichon
Head of Infrastructure
No Bio Available
Lucja Kaseja
Investor Relations Manager
No Bio Available

Contacts

Address
WOJ. DOLNOSLASKIE
Wroclaw
ul. Zwycieska 47
Contacts
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