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LIvechat Software SA (LCHTF) Q4 2026 Earnings Call Transcript

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⚡ Quantum Brief
LiveChat Software reported Q4 2026 MRR of $6.93 million, a $50,000 quarterly decline—smaller than prior drops but still concerning. The decrease stemmed from March experiments redirecting chatbot.com leads to the Text App. January-February MRR remained stable, but March changes disrupted customer acquisition. The company acknowledged lead losses during transitions but noted daily improvements in conversion metrics. Management emphasized data collection from the new funnel as critical for long-term optimization. Short-term revenue dips were framed as necessary for refining acquisition strategies. No growth targets were revised, though leadership signaled caution about near-term volatility. Investor relations stressed monitoring experimental results before adjusting forecasts. The call underscored operational shifts over financial performance, hinting at broader platform consolidation. Analysts were directed to disclaimers on forward-looking statements.
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SA Transcripts159.23K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call LIvechat Software SA (LCHTF) Q4 2026 Earnings Call April 7, 2026 9:00 AM EDT Company Participants Lucja Kaseja - Investor Relations ManagerMarcin Droba - Vice President of Investor Relations Presentation 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 KasejaInvestor 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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