Sidetrade maintained its sustained growth trajectory in the first quarter of 2026, posting consolidated revenue of 16.8 million euros, up 21% at constant exchange rates (+17% on a reported basis). Subscription revenue reached 14.9 million euros over the period, an increase of 27% at constant exchange rates (+23% on a reported basis).
During the quarter, bookings reached 3.70 million euros in Annual Contract Value (ACV) for new contracts, compared to 2.77 million euros for the same period in 2025, representing a 34% increase. This momentum was driven by a 60% surge in bookings for new subscriptions (New ARR), which totaled 2.05 million euros this quarter, up from 1.28 million euros in Q1 2025.
This performance matches the two best quarters of the record-breaking 2024 fiscal year (2.1 million euros in Q2 and 2.09 million euros in Q4). It already accounts for nearly half (47%) of the new subscriptions signed throughout the entire 2025 fiscal year.
Professional services bookings stood at 1.65 million euros, compared to 1.49 million euros in Q1 2025, an 11% increase.
Furthermore, during this first quarter, the average initial commitment period for new customers (excluding renewals) reached a record 52.5 months, significantly exceeding the industry average of 24 to 36 months.
Sidetrade S.A. is an AI-native company focused on Order-to-Cash (O2C) that is redefining how organizations secure and accelerate their cash flows. Its platform combines dedicated O2C applications, autonomous AI agents, and Aimie IQ, an intelligent natural language interface where finance professionals and agents collaborate within a governed environment. Sidetrade S.A. operates the world's largest proprietary O2C data lake, built from USD 9 trillion in B2B transactions and 42 million buyer companies. This data is used to train specialized AI models capable of reasoning, deciding, acting, and autonomously overseeing the entire O2C cycle to help companies achieve the best possible financial results.
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of rankings based on the following ratings: Returns (Composite), Profitability (Composite) and Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully read the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
