Text outlined faster migration: what it means for Text stock

Published on 10/13/2026 at 00:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Text said on October 5 it was targeting USD 100 million ARR. Text stock recorded USD 7.29 million Q2 MRR, up 3.30 percent year over year.

Key points in brief

Text outlined a faster migration of customers to its core Text product on October 5, 2026.
Management is targeting USD 100 million in annual recurring revenue after the migration.
Second-quarter 2026/27 MRR rose 3.30 percent year over year to USD 7.29 million, while customer payments rose 6.20 percent to USD 23.61 million.
Text stock last traded at PLN 39.60 on GPW on October 12, 2026, with a market capitalization of PLN 1.0 billion.

Text, PLLVTSF00010, Illustration mit AI erstellt.

Text outlined faster customer migration to its core product on October 5, 2026, while management said it was targeting USD 100 million in annual recurring revenue after the migration. Bankier reported that customer acquisition remained difficult, making the migration strategy the companys main growth lever.

Migration sets the growth test

The target must be measured against annual recurring revenue of USD 87.48 million at the end of September 2026. The gap is USD 12.52 million, so the planned migration requires growth beyond the current subscription base rather than only stabilization.

Text also linked the strategy to usage-based revenue. API payments exceeded USD 450,000 in the second quarter of fiscal 2026/27 after almost doubling from the previous quarter, according to Bankier. That mix gives the migration a second performance test beyond monthly subscriptions.

What does migration mean for ARR?

Text reported monthly recurring revenue of USD 7.29 million in the second quarter of fiscal 2026/27, up 3.30 percent year over year but down 2.30 percent from the previous quarter. The companys investor-relations page dated the KPI release October 2, 2026 and also reported USD 23.61 million in customer payments, up 6.20 percent year over year.

The comparison shows a larger customer-payment base but slower subscription momentum. Payments based on usage, including API activity, therefore matter for the path from USD 87.48 million ARR toward the USD 100 million target.

Three milestones shape the year

On September 28, 2026, Text scheduled webinars to discuss second-quarter KPIs of USD 7.29 million MRR and USD 23.61 million in payments, according to Text. On September 29, 2026, the company was nominated for a capital-market award while its investor page listed 7 US patents. On October 2, 2026, Text published the second-quarter figures with MRR up 3.30 percent year over year.

Dates for income and payout

The final dividend installment of PLN 2.13 per share is scheduled for October 15, 2026, according to FinanzNachrichten. Texts next earnings date is listed as November 25, 2026 by Quartr.

Stock stays below its yearly high

Text stock last traded at PLN 39.60 on GPW on October 12, 2026 at 5:04 p.m. CEST. Its 52-week range was PLN 35.50 to PLN 54.80, and market capitalization stood at PLN 1.0 billion on the same date.

The further course of trading is shown by the continuously updated real-time quote of Text stock.