EarningsQ2 2026 Earnings Report
DE:IDE Q2 2026 EPS Results
Actual EPS€0.07
Consensus EPS€0.07
Beat/MissBeat by +<€0.01
One Year Ago EPS€0.12
DE:IDE Q2 2026 Revenue Results
Actual Revenue€5.00M
Expected Revenue€4.91M
Beat/MissBeat by +€94.38K
YoY Revenue Growth-0.05%
Earnings Announcement Details
QuarterQ2 2026
Date08/11/2026
TimeBefore Open
Conference CallTuesday, August 11, 2026
DE:IDE Upcoming Earnings
ACCESS Newswire's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:IDE Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously optimistic outlook. Key subscription metrics are strong (15% ARR per customer growth, 24% YoY customer growth, 124% net revenue retention and early adoption of new products), and management is driving cost discipline (G&A down 23%) while investing in product and go-to-market to convert innovation into recurring revenue. However, near-term challenges remain: total revenue was essentially flat YoY, webcasting and ProPlan declines pressured top line, gross margins compressed due to higher distribution costs, GAAP losses widened, adjusted profitability and quarterly free cash flow weakened, and the cash balance is modest. Overall, the strategic progress on recurring revenue and product roadmap outweighs the short-term revenue and margin headwinds, but execution on converting new products and customer acquisition will be critical in H2 and into 2027.Company Guidance
Sequential Revenue Growth
Q2 2026 revenue of $5.6M, up ~5% sequentially from $5.3M in Q1 2026, demonstrating quarter-over-quarter momentum in the business.
Strong ARR per Subscription Customer
Average ARR per subscription customer was $12,718 at quarter end, a 15% increase year-over-year from $11,039, indicating successful upsell/migration to higher-value tiers.
Subscriber and Customer Base Expansion
Total subscriptions ended at 1,162 (up 4% sequentially). Customer numbers were up 24% year-over-year and up 6% quarter-over-quarter. Subscriber revenue increased ~23% YoY.
High Retention and Net Revenue Retention
Quarterly retention was 94% (up 2 percentage points from Q1 and up 3 percentage points YoY). Net revenue retention ended Q2 at 124%, signaling strong upsell and reduced churn among existing customers.
Product Innovation and Early Adoption
Launched Social Monitoring and Insight & Analytics during the quarter. Early adoption: several hundred customers upgraded to Insight & Analytics and ~600+ Insight reports ran during the period; new products (Content Studio, ACCESS Events enhancements) expected to drive further ARR expansion (management expects 10–15% lift for some add-ons).
Cost Discipline and G&A Reduction
General & administrative expenses fell $402k (23%) year-over-year in Q2 and were down 15% for the first half, reflecting lower nonrecurring costs, stock-based comp and savings after the compliance business sale and remote work shift.
Positive EBITDA and Operating Cash Flow
Q2 EBITDA was $0.5M (8% of revenue) and adjusted EBITDA $0.6M (11% of revenue). Cash flow from operations was positive at $173k in Q2 (up from $135k YoY) and adjusted free cash flow for the first half was $1.0M.
Active Capital Allocation (Share Repurchase)
Repurchased 40,000 shares for just over $300k in Q2; total repurchases since Dec 2025 = 90,000 shares (~$700k), retiring over 2% of outstanding common shares and with ~$300k remaining in the current plan.
Clear Recurring Revenue Strategy
Management reiterated a plan to increase recurring ARR mix, targeting movement toward ~80% recurring ARR over the next 12 months (non-subscription revenue currently ~40% of overall revenue).
DE:IDE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed