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LIvechat Software SA (LCHTF) This autumn 2026 Earnings Call Transcript

Operator

Ladies and gentlemen, thank you for standing by, and I would like to welcome you to the Discussion of Text Q4 2025-2026 KPI Conference Call. The call today will be hosted by Marcin Droba and Lucja Kaseja from the Investor Relations department. [Operator Instructions] So without further ado, I would now like to pass the line to Lucja. Please go ahead, ma’am.

Lucja Kaseja
Investor Relations Manager

Good afternoon, everyone. Thank you for joining our webinar. We will now present and discuss both our operational data for the past quarter and our outlook for the upcoming months, of course, this time in English. First of all, please take a moment to read the disclaimers, especially those regarding forward-looking statements. [Technical Difficulty]

I can go straight to the point, as you already know from the current report published last week on Thursday. The MRR at the end of March stood at USD 6.93 million. This means that during the quarter, the Text Group’s MRR decreased by USD 50,000. This is a smaller decline than in the previous 2 quarters, but of course, it is not a reason to be satisfied. What matters, however, is what lies behind it.

First and foremost, January and February were quite stable as we reported in our February quarterly statement and the MRR drop occurred in March. That month, we introduced some changes to our customer acquisition process, specifically some experiments, including redirecting leads from the chatbot.com website to the Text App. This initiative provides us with a lot of necessary data, but we are still losing some of the leads along the way, although we see improvement almost every day.

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