Claranova (CLA) Q1 2026 earnings summary
Event summary combining transcript, slides, and related documents.
Q1 2026 earnings summary
13 Nov, 2025Executive summary
Q1 2025-2026 revenue reached €24m, reflecting a strategic focus on core SaaS software activities and tighter marketing investment control.
Disposal of non-core US businesses completed, transforming the group into a pure play SaaS software publisher in Utilities & Security, PDF, and Photo segments.
Transition to a calendar fiscal year proposed to align with market practices and improve financial communication.
Financial highlights
Q1 2025-2026 total revenue was €24m, down 7% at constant scope and exchange rates, and down 12% at actual exchange rates compared to the same quarter last year.
Core SaaS businesses generated €22m, down 5% at constant exchange rates and 10% at actual exchange rates year-over-year.
Non-core and discontinued operations contributed €1.6m, a 28% decrease year-over-year.
Outlook and guidance
Continued focus on streamlining operating expenses and ramping up targeted marketing investments to drive sustainable, profitable growth.
Expectation of higher sales starting in H1 2025-2026 as marketing investments are progressively increased.
Latest events from Claranova
- Revenue fell 21% to €94M as recurring and B2B revenues rose, supporting future growth.CLA
H2 2026 TU - Recurring revenue rose to 81% as B2B and SaaS segments drove growth despite revenue decline.CLA
Q3 2026 TU - Revenue fell 19% to €49m, but EBITDA margin and net income improved amid SaaS and B2B focus.CLA
H1 2026 - Document segment growth and higher recurring revenue offset overall revenue decline.CLA
H1 2026 TU - Net profit hit €73m, debt fell by €100m+, and SaaS focus lifted margins to 20.4%.CLA
H2 2025 - SaaS focus, €118m revenue, 20% EBITDA margin, and major debt reduction drive growth.CLA
H2 2025 TU - Q1 revenue stable at €89m; Avanquest up, myDevices down, 2027 targets reaffirmed.CLA
Q1 24/25 TU - SaaS revenue hit 92% as Claranova pivots to software, divesting non-core units.CLA
Q3 2025 TU - EBITDA surged 23% and net income quadrupled as Claranova advances its software-focused strategy.CLA
H1 2025