Vercom S.A.

[Vercom S.A. @vercom_sa]

Vercom accelerates growth in Q1 2026, driven by faster customer acquisition powered by AI

➡️ To download the Q1 2026 presentation, please use the following link: https://t.co/FP6b0zyG5x

Q1 confirms that the strategies we highlighted in our annual results are now translating into financial performance. Growing AI adoption is fuelling faster customer acquisition, while an improved customer journey is driving stronger monetization. We remain on track to deliver PLN 165m EBITDA in 2026.

Key Q1 2026 metrics:

▪️PLN 70m Gross Profit (+19% YoY)
▪️PLN 35m Adjusted EBITDA (+21% YoY)
▪️PLN 26m Adjusted Net Profit (+23% YoY)
▪️+33,200 net paying customer adds (+34% YoY)

AI is increasingly reshaping how customers discover, adopt, and scale communication services. New registrations in MailerLite grew by 34% YoY, while MCP usage - which allows MailerLite users to perform operations directly from popular AI tools - nearly tripled to almost 300k daily queries.

For our MessageFlow brand, we have also established direct partnerships with Meta (WhatsApp) and Rakuten (Viber). Combined with the launch of our RCS API, these initiatives expand MessageFlow's capabilities in conversational messaging.

This means that both of our segments - SME and Enterprise - are expanding their offering and are well positioned to benefit from the AI revolution, with the benefits already visible in our Q1 numbers.

#Growth #Teamwork #Q1Results #Results2026 #CPaaS #WSE #AI #Vercom

[Strefa Inwestorów @strefainw]

Wyniki finansowe Vercom za I kwartał 2026 r. https://t.co/fPLbE7UdqA

[Strefa Inwestorów @strefainw]

Vercom przyspiesza wzrost w I kwartale 2026 roku AI wspiera rekordowe tempo pozyskiwania klientów @vercom_sa
https://t.co/DtgaDOSkTo

[Strefa Inwestorów @strefainw]

Vercom wypłaci 2,73 zł dywidendy na akcję @vercom_sa
https://t.co/GwvbY3KQF5

[Vercom S.A. @vercom_sa]

Join us this Wednesday for a webinar with the Management Board of Vercom S.A.!

📆 Wednesday, May 20th, 2026
🕐 11:00 CET

➡️ To register for the webinar, please use this link: https://t.co/NSOKJdBiQZ

Tune in to Vercom’s live webinar with the Management Board, where we will discuss the Company’s growth outlook supported by accelerating customer acquisition and driven by the growing adoption of AI.

The presentation will be hosted by:
▪️ Krzysztof Szyszka – CEO
▪️ Tomasz Pakulski – COO
▪️ Łukasz Szałaśnik – CFO

#Vercom #ScaleBeyond #Growth #AI #Q1

[Strefa Inwestorów @strefainw]

🔴 Zapraszamy na webinar z zarządem @vercom_sa: CEO - Krzysztofem Szyszką, COO - Tomaszem Pakulskim oraz CFO - Łukaszem Szałaśnikiem.

📊 Spotkanie będzie poświęcone omówieniu wyników finansowych spółki za I kwartał 2026 roku oraz planów rozwoju.

🕚 Start w środę, 20 maja 2026 roku o godz. 11:00. Trzeba się wcześniej zarejestrować ⬇️

https://t.co/ldwwYcgt1O

[Vercom S.A. @vercom_sa]

🍾 We’re celebrating the 5th anniversary of our IPO on the Warsaw Stock Exchange

Five years ago, in May 2021, we went public on the WSE. Since then, we’ve grown into a global CPaaS platform. Along the way, we joined the sWIG80 in March 2022 and, three years later, moved up to the mWIG40.

Including the upcoming 2025 dividend, Vercom will have returned 108% of the capital raised in the IPO to shareholders through dividends and share buybacks, meaning we have already returned more than we originally raised in just five years as a public company.

We continue to raise the bar. With AI opening a new chapter in digital communication, we see a strong opportunity to accelerate growth further. Our ambition is clear: PLN 300 million EBITDA by 2028, driven by organic growth, strategic M&A, and the growing role of AI across our products and operations.

Thank you to our shareholders, employees, clients, and partners for your trust and support over the years.

#Vercom #IPO #WSE #mWIG40 #Growth #CPaaS #ScaleBeyond

[Vercom S.A. @vercom_sa]

Erste Group has raised Vercom’s target price to PLN 153, implying nearly 21% upside potential!

The analyst highlights several AI-driven advantages already implemented by Vercom:

✨ Higher conversion rates
✨ Faster onboarding of new clients
✨ More efficient customer support

The report notes that AI can strengthen Vercom’s position by enhancing the usefulness of our products, increasing the attractiveness of our offering, and expanding our addressable market.

The report also points to potential M&A opportunities, as the broader sell-off in software companies may create attractive acquisition targets.

#Vercom #ScaleBeyond #SaaS #Growth #AI

[Vercom S.A. @vercom_sa]

🌍 We support over 120,000 customers across 180 markets

Our operations are built at scale and designed to be both diversified and resilient, enabling us to operate effectively across geographies and segments while remaining flexible to adapt and grow as markets evolve.

👥 We maintain a well-diversified customer base, with approximately two-thirds of gross profit generated from international markets. North America accounts for 36%, Europe for 31%, and the rest of the world for 33%, reflecting a balanced global footprint.

This strong geographic diversification, combined with scalable infrastructure and products, allows us to capture growth opportunities across multiple regions.

#Vercom #Growth #Global #CPaaS #Technology #Diversification

[Vercom S.A. @vercom_sa]

If you missed our annual results webinar, don't worry! Our Management Board Report is now available here: https://t.co/JUagCACB1I

Here's what you'll find inside:

How AI is already delivering measurable results, from 3x more support tickets resolved automatically to 35% higher revenue per employee and a 38% increase in customer LTV.

Why AI powered omnichannel communication (RCS, WhatsApp, conversational messaging) is expanding our addressable market and shifting the revenue mix toward higher-margin services.

How we plan to reach PLN 300m+ EBITDA by 2028 through organic growth, new initiatives and M&A.

In the 2025 Management Board Report, we also highlight growing shareholder distributions, with record-high net income supporting the potential for record payouts this year.

Missed the 2025 Vercom Webinar? Check out the following link: https://t.co/iNfg6IOFRI

[Strefa Inwestorów @strefainw]

Vercom liczy na dalsze wzrosty w 2026 r., planuje kolejne akwizycje (wywiad) @vercom_sa
https://t.co/PgAjY82rLM

[StockWatch.pl @StockWatchPL]

Vercom wypracował w 2025 roku skorygowaną EBITDA na poziomie 136 mln zł, rosnącą organicznie o 23 proc. r/r i po raz piąty z rzędu przekraczając cele finansowe https://t.co/ievjis2fE3

[Vercom S.A. @vercom_sa]

🚀 Record-high results for 2025, supported by the accelerating adoption of AI!

Key 2025 metrics:
💲 PLN 255m Gross Profit (+15% YoY)
💲 PLN 136m Adjusted EBITDA (+23% YoY), exceeding the ESOP target
💲 PLN 99m Net Profit (+29% YoY)
👥 +28,400 net paying customer adds (+86% YoY)

🤖 Artificial intelligence is becoming an increasingly important growth driver across both our SME and Enterprise segments — accelerating customer acquisition, improving operational efficiency, and strengthening customer retention.

We continued to grow organically, reaching 123,000 paying customers (+30% YoY). Combined with effective upselling, this resulted in a strong 116% Net Expansion Rate. Rising demand for RCS and OTT confirms the shift toward conversational messaging — a trend set to accelerate further with AI, driving higher interaction volumes across modern channels.

High cost discipline and consistent scaling allowed us to fully capture operating leverage in 2025. Efficiency gains were particularly visible in the SME segment, where revenue per FTE increased by 35% YoY — driven by our systematic implementation of AI across key areas of the business.

🎯 Our ambition remains clear: PLN 300m EBITDA by 2028, driven by strong organic growth supported by AI tailwinds and selective acquisitions.

👏 Thank you to our team, customers, and partners for being part of this journey. We remain focused on long-term value creation for our shareholders.

➡️ To download the 2025 presentation, please use the link below:
https://t.co/Nwlq0STFqA

#Growth #Results #Teamwork #2025Results #CPaaS #WSE

[Strefa Inwestorów @strefainw]

Vercom szacuje, że w IV kw. miał 25,4 mln zł skonsolidowanego zysku netto, 12 proc. więcej rdr @vercom_sa
https://t.co/H9fXtJHIIs

[Strefa Inwestorów @strefainw]

Vercom z rekordowymi wynikami za 2025 rok @vercom_sa
https://t.co/EJoWvmWVaK

[Strefa Inwestorów @strefainw]

🟢 Zapraszamy na webinar z zarządem @vercom_sa: Krzysztofem Szyszką - CEO, Tomaszem Pakulskim - COO oraz Łukaszem Szałaśnikiem - CFO.

🎯 Podczas spotkania porozmawiamy o strategii wzrostu spółki w erze AI.

🕙 Start w czwartek, 5 marca 2026 r. o godz. 10:00. Trzeba się wcześniej zarejestrować ⬇️

https://t.co/dFXcGnMnrl

[Vercom S.A. @vercom_sa]

🚀 Join us this Thursday for a webinar with the Management Board of Vercom S.A.!

📆 Thursday, March 5th, 2026, 10:00 CET

The presentation will be hosted by:
▪️ Krzysztof Szyszka – CEO
▪️ Tomasz Pakulski – COO
▪️ Łukasz Szałaśnik – CFO

➡️ To register for the webinar, please use this link: https://t.co/cOV1kNx8oX

Tune in to Vercom’s live webinar with the Management Board, where we will discuss the Company’s growth outlook supported by the accelerating development and adoption of artificial intelligence.

#Vercom #ScaleBeyond #CPaaS #Growth