Australia · Delayed Price · Currency is AUD Technology One Earnings Call Transcripts
Fiscal Year 2025
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Record ARR, revenue, and profit were achieved, with ARR up 18% and PBT up 19%, surpassing guidance. SaaS+ and the new AI-enabled Plus platform are driving growth, especially in the U.K., while strong R&D investment and a robust sales pipeline support a positive outlook for FY 2026.
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Record first-half ARR and profit, with ARR up 21% to AUD 511.1 million and profit before tax up 33%. SaaS Plus is accelerating growth, customer retention, and margin expansion, with strong results in Australia, New Zealand, and the U.K. FY2025 profit growth is guided at 13%-17%.
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Strong ARR and profit growth, increased dividends, and a debt-free balance sheet were reported. Strategic focus includes SaaS Plus expansion, ambitious ARR targets, and continued R&D investment. All AGM resolutions were expected to pass, with board renewal and governance enhancements highlighted.
Fiscal Year 2024
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Record profit and ARR growth were driven by SaaS Plus and strong U.K. performance, with profit before tax up 18% and ARR up 20%. The company set a new long-term target of AUD 1 billion+ ARR by FY30 and completed the CourseLoop acquisition to deepen its education offering.
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The event outlined a strategy to double in size every five years, driven by SaaS Plus, deep vertical focus, and strong R&D investment. The AUD 500 million ARR target is now set for H1 FY25, with a new AUD 1 billion ARR goal by FY30, all while maintaining 12–16% PBT growth and expanding in APAC and the UK.