• Exasol’s nine-month 2026 net income rose 10% to EUR 2.3 million, while revenue fell 10% to EUR 28.7 million.
• September-end ARR declined to EUR 37.9 million; nine-month upselling fell 56% year-over-year to EUR 1.9 million due to customer investment restraint.
• A third-quarter agentic AI contract with a Fortune 500 pharmaceutical company includes EUR 240,000 annual software ARR and around EUR 450,000 project fees.
• ARR churn is expected to exceed 20% temporarily in Q1 2027 due to expiring contracts in non-focus industries and the US.
• FY26 guidance remains unchanged, targeting EBITDA of EUR 3 million–EUR 3.5 million and a revenue decline in the upper single-digit percentage range.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Exasol AG published the original content used to generate this news brief via EQS News (Ref. ID: corporate_2432144_en) on November 11, 2026, and is solely responsible for the information contained therein.