๐ ๐๐ซ๐ ๐๐๐ง๐ข๐ฌ๐ฌ๐
โข Q2 Revenue: โฌ182.7 million (-1.4% cc)
โข ARR: โฌ736.8 million (-0.1% cc)
โข Enterprise ARR: +8.3% cc
โข Adjusted EBITDA: โฌ78.9 million
โข Adjusted EBITDA margin: 43.2%
โ
๐ฏ ๐๐ฎ๐ฌ๐๐ฅ๐ข๐๐ค
โข 2026 guidance confirmed
โข Revenue growth (cc): 0% to +3%
โข Adjusted EBITDA margin: approximately 43%
โ
๐ Key Points
โข DEX business is undergoing the expected turnaround; enterprise customers are renewing contracts for the long term
โข TeamViewer ONE is gaining significant momentum and driving cross-selling and upselling
โข SMB customer churn stabilizes; growth is expected to accelerate in the second half of the year
โข AI adoption rises to 49,000 customers; ServiceNow partnership strengthens the long-term growth story
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ-๐๐ฎ๐ฌ๐ฌ๐๐ ๐
โOur business has reached a turning point: As expected, we are seeing a turnaround in the DEX business and stabilization in the SMB segment. With this momentum, we are well on track to accelerate growth in the second half of the year and confirm our full-year forecast.โ