OTEX
Open Text·NASDAQ
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OTEX fundamentals
Open Text (OTEX) released its earnings on Feb 5, 2026: revenue was 1.32B (YoY -0.36%), beat estimates; EPS was 1.126 (YoY +2.01%), beat estimates.
Revenue / YoY
1.32B
-0.36%
EPS / YoY
1.126
+2.01%
Report date
Feb 5, 2026
OTEX Earnings Call Summary for Q2,2026
- New CEO Appointment: Ayman Antoun to lead strategic pivot to cloud and AI, with Vertica divestiture completed for $150 million.
- Revenue Growth: Q2 total revenue $1.33 billion, cloud revenue up 3.4% YoY, and enterprise cloud bookings +18% YoY.
- Content Dominance: Content business (43% of revenue) grew 4.5% YoY, with cloud content up 18% YoY.
- AI Innovation: Launch of AI Data Platform with 1,500+ connectors to enterprise systems, positioning for agentic AI training.
- Profitability: Adjusted EBITDA $491 million (37% margin), non-GAAP EPS $1.13, and free cash flow $279 million.
- Divestiture Impact: Proceeds from Vertica and eDOCS sales to reduce debt, with $300 million share buyback program.
- FY26 Outlook: Total revenue growth 1%–2% YoY, Q3 revenue $1.26–$1.28 billion, and focus on core cloud businesses.
EPS
Actual | 0.6033 | 0.786 | 0.8682 | 0.9525 | 0.7252 | 0.8125 | 0.8138 | 0.8989 | 0.7171 | 0.8029 | 0.7527 | 0.8777 | 0.7254 | 0.9173 | 1.0164 | 1.2586 | 0.9492 | 0.9922 | 0.9581 | 1.1038 | 0.7885 | 0.98 | 1.0653 | 1.126 | ||||||||||
Forecast | 0.5801 | 0.6145 | 0.6812 | 0.8556 | 0.6941 | 0.7314 | 0.7852 | 0.8769 | 0.6747 | 0.7646 | 0.7436 | 0.7721 | 0.456 | 0.8707 | 0.9121 | 1.2195 | 0.9481 | 1.0221 | 0.8314 | 0.9153 | 0.7441 | 0.8389 | 0.9887 | 1.028 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.00% | +27.91% | +27.45% | +11.33% | +4.48% | +11.09% | +3.64% | +2.51% | +6.28% | +5.01% | +1.22% | +13.68% | +59.08% | +5.35% | +11.44% | +3.21% | +0.12% | -2.93% | +15.24% | +20.59% | +5.97% | +16.82% | +7.75% | +9.53% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 805.72M | 812.17M | 784.30M | 857.82M | 805.43M | 907.49M | 816.06M | 885.52M | 903.79M | 905.73M | 832.92M | 885.05M | 1.24B | 1.50B | 1.43B | 1.56B | 1.46B | 1.38B | 1.31B | 1.33B | 1.21B | 1.32B | 1.31B | 1.32B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 787.14M | 802.09M | 749.78M | 830.25M | 816.57M | 846.05M | 806.65M | 866.45M | 901.59M | 899.67M | 827.69M | 868.87M | 1.18B | 1.50B | 1.42B | 1.52B | 1.45B | 1.41B | 1.31B | 1.31B | 1.25B | 1.30B | 1.27B | 1.30B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.36% | +1.26% | +4.60% | +3.32% | -1.36% | +7.26% | +1.17% | +2.20% | +0.24% | +0.67% | +0.63% | +1.86% | +4.63% | +0.26% | +1.25% | +2.26% | +1.13% | -2.35% | -0.36% | +1.53% | -3.47% | +2.19% | +2.67% | +2.04% |
Earnings Call
You can ask Aime
Did Open Text beat or miss consensus estimates last quarter?What guidance did Open Text's management provide for the next earnings period?What were the key takeaways from Open Text's earnings call?What were the key takeaways from Open Text’s earnings call?What does Open Text do and what are its main business segments?What is the market's earnings forecast for Open Text next quarter?What is Open Text's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Open Text year over year?
