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Exasol
Exasol (EXL) investor relations material
Exasol Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary3 Feb, 2026
Executive summary
EBITDA more than doubled to €4.1 million, with net income rising to €3.1 million and equity ratio improving to 34.2%.
Revenue grew 5.6% year-over-year to €41.9 million, driven by supplementary hardware, service revenues, and cost discipline.
Strategic focus on key verticals (financial services, public sector, healthcare) led to double-digit ARR growth in these segments, while non-focus verticals saw accelerated downsell.
New partnerships with MariaDB, Stackit, Exoscale, and Adesso expanded distribution and industry perception.
Launched Exasol Personal to drive product-led growth and global awareness among developers.
Financial highlights
EBITDA rose to €4.1 million, up from €2.0 million year-over-year, and net income improved by almost €3 million.
Revenue reached €41.9 million, up from €39.6 million year-over-year.
Net liquid funds increased to €18.7 million, and the equity ratio improved to 34.2%.
ARR declined 8% to €39.1 million, mainly due to higher churn and downsell in non-focus verticals.
Non-recurring revenues of €4.1 million from hardware and services.
Outlook and guidance
2026 guidance projects mid-single-digit percentage ARR growth and EBITDA between €3 million and €4 million.
Revenue for 2026 expected to decline in the mid-single-digit range due to lagging effects from ARR reduction and lower one-off hardware/service deals.
Substantial reduction in ARR churn anticipated, with continued focus on profitability and cashflow.
Seasonality expected: stronger ARR growth in Q1/Q2 and Q3/Q4, with profitability weighted toward the second half.
Quantify 2025 non-focus ARR decline
Explain 2026 revenue decline despite ARR growth
What is the customer adoption for AI/ML solution?
What specific actions reduce 2026 churn?
How does Sovereign AI impact customer spend?
How will Exasol Personal drive new customer acquisition?
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Next Exasol earnings date
Q4 202519 Mar, 2026
Exasol
Next Exasol earnings date
Q4 202519 Mar, 2026
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Frequently asked questions
Exasol AG is a technology company based from Germany, founded in 2000. The company develops database products for analytics and data warehousing worldwide. The company also offers cloud analytics, business intelligence (BI) acceleration, BI to data analytics, analytics on big data, enterprise data warehousing, and data science solutions; and professional services, such as operations support, product support and consulting, and training services. It also offers solutions for retail, financial, and sports analytics.
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