Earnings release
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SIDETRADE Press Release Third Quarter 2026 Revenue Bookings Surpass 2024's All - Time Annual Record in Nine Months • • • Exceptional Q3 2026 : € 2.60 million in new Annual Recurring Revenue ( new ARR ) , up 348 % year over year , Sidetrade's second - best quarter on record , despite Q3 traditionally being the slowest quarter of the year 76 % of bookings generated outside France , with North America accounting for 54 % of total bookings € 7.76 million in new ARR in the first nine months of 2026 , up 157 % year over year from € 3.02 million in the same period of 2025 , already exceeding full - year 2025 by 81 % and the previous annual record set in 2024 by 19 % € 29.1 million in Total Contract Value ( TCV ) of subscriptions signed in the first nine months , up 256 % from € 8.18 million in the same period of 2025 and 127 % above the € 12.81 million recorded in the first nine months of 2024 Q3 2026 Revenue Up 22 % , Driven by 24 % Subscription Growth • 72 % of subscription revenue generated outside France October 20 , 2026 | Sidetrade , an Al - native company dedicated to Order - to - Cash , today reported € 2.60 million in new Annual Recurring Revenue ( new ARR ) for the third quarter of 2026 , a 4.5 - fold year - over - year increase ( up 348 % ) and the second - best quarter on record . North America , the Group's leading region , accounted for 54 % of the quarter's bookings . For the first nine months of 2026 , new ARR reached € 7.76 million , already 81 % above the full - year 2025 total . Third - quarter revenue rose 22 % to € 18.4 million , driven by 24 % growth in subscription revenue . Olivier Novasque , CEO and Founder of Sidetrade , stated : " Sidetrade is undergoing the biggest shift in its history , and it is accelerating at the breakneck pace of Al advancement . From founding our Data Lake in 2015 , when we decided to collect and structure B2B payment data , to training our proprietary models , which our Al agents now use on nearly $ 10 trillion in aggregated transactions across more than 45 million buying companies , the leap forward has been enormous . In 2026 , we crossed a new technological frontier . Building on everything we had developed over the years , we stopped thinking like a software vendor and became an Al - native company . With SAFE , our agentic Al infrastructure , we control the full technology stack hosted in our private cloud , from the GPU computing power , through our proprietary domain intelligence models , to the rules that govern every decision and every action our Al agents take . Where many vendors have chosen to purchase intelligence from frontier model labs or hyperscalers , exposing their economics to constant fluctuations in token costs , we chose to produce our own intelligence . It is a sovereign industrial decision , one that demands significant capital , engineering , and expertise , but gives us control over our Al , its evolution , and its economics . Control of the data , the models , and the associated Al costs give our customers a new level of sovereignty over how they deploy and use their Al with Sidetrade . Our multi - year contractual commitments on token costs give them visibility on the long - term return of their agents . That control shows up on their invoice . According to McKinsey , 71 % of executives view Al sovereignty as an existential concern or a strategic imperative * for their organizations . Our value proposition , unique in the Order - to - Cash market , addresses the growing demands of large enterprises worldwide , as the unprecedented acceleration in our bookings since the beginning of the year demonstrates . " * Source McKinsey , Sovereign Al : Building ecosystems for strategic resilience and impact . March 3 , 2026 . www.sidetrade.com 1/4