Vercom S.A. has released its financial results for the third quarter of 2025. The company acquired over 11,000 new users—three times the average gain from the previous four quarters—resulting in a 22% year-on-year increase in its customer base, which now exceeds 111,000. The record number of new customers and the continued rapid growth in the use of new communication channels contributed to a 23% year-on-year increase in adjusted EBITDA, which reached PLN 35 million.
“Last quarter clearly demonstrated that emerging technologies like artificial intelligence are becoming increasingly important across our Group. It’s worth noting that the progress we’ve made in implementing AI solutions in both product development and customer service not only supports our current financial performance but also enhances the scalability of our business model. This allows us to serve a growing number of customers more efficiently—a key factor as we pursue our long-term strategic goal of reaching one million paying customers,” commented Krzysztof Szyszka, CEO of Vercom.
In the third quarter alone, Vercom added more than 11,000 customers, triple the average from the previous four quarters. At the same time, the company experienced rapid adoption of new communication channels such as RCS and OTT, which are increasingly used by companies searching for better ways to engage their audiences ahead of the upcoming peak sales season. As a result, Vercom reported accelerated financial performance in the period. Gross profit on sales, adjusted for currency effects, rose 18% year-on-year to PLN 65 million, while adjusted EBITDA increased 23% year-on-year to over PLN 35 million.
“The positive trends we are seeing in both the SME and Enterprise segments allowed us to make significant progress toward our EBITDA target of PLN 135 million for this year. The acceleration in revenue growth, particularly evident toward the end of the quarter, is also a strong indicator ahead of the high sales season. It’s also worth noting that we’ve achieved these results despite adverse currency effects, which have already reduced our gross profit by more than PLN 3.5 million this year,” said Łukasz Szałaśnik, CFO of Vercom S.A.
The most significant advancements in AI adoption during the quarter were seen in MailerLite. Thanks to the use of AI, the average time required to activate new MailerLite users has been reduced from more than one day to under one hour, and over 70% of customer support inquiries are now handled entirely automatically. Additionally, MailerLite customers can now take advantage of “Model Context Protocol” (MCP), a communication standard that safely integrates AI tools like ChatGPT with external services. As a result, users can create, schedule, and analyze email marketing campaigns using several popular AI models.
Following the growing value of MailerLite’s offerings, adjustments were made to the free plan last quarter, including a reduced subscriber limit and shorter trial period. These changes have accelerated the monetization of users previously on the freemium model.
“The past two quarters have seen a record surge in new MailerLite registrations. By automating key processes with AI, we are not only growing faster but also delivering better service quality, which significantly enhances conversion and user retention rates. We expect that these efforts, combined with the faster monetization of freemium users, will lead to a sustained increase in the number of paying customers in future quarters,” added Indrė Sizovaitė, Vercom Management Board Member responsible for the SME segment.
Source: ceo.com.pl
