Australia · Delayed Price · Currency is AUD Technology One Earnings Call Transcripts
Fiscal Year 2026
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Record half-year results with 17% ARR growth and 9% PBT growth, driven by SaaS+ transition, strong local government and education verticals, and rapid adoption of new AI products. Upgraded guidance and robust pipeline support confidence in doubling ARR by 2030.
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 were achieved, driven by SaaS Plus adoption and strong vertical market performance. ARR grew 21% to AUD 511.1 million, with profit before tax up 33% and robust growth in the U.K. and education sectors. FY2025 guidance targets 13%-17% profit growth, supported by a strong pipeline and continued margin expansion.
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Strong ARR and profit growth were reported, with SaaS Plus and UK expansion fueling momentum. The board managed leadership transitions, updated remuneration frameworks, and set ambitious long-term targets, while all AGM resolutions were expected to pass based on proxy votes.
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 company is accelerating its growth targets, aiming for AUD 1 billion+ ARR by FY30 and leveraging SaaS Plus to simplify ERP adoption and expand recurring revenue. Financial guidance has been upgraded, with a focus on margin expansion, R&D investment, and deep vertical specialization driving market differentiation and customer retention.