France · Delayed Price · Currency is EUR 74Software Earnings Call Transcripts
Fiscal Year 2025
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Strong 2025 results with revenue, margin, and cash flow at or above guidance, driven by recurring revenue growth, AI investments, and improved customer and employee metrics. 2026 guidance raised for organic growth and margins, with continued deleveraging and share buybacks planned.
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H1 2025 saw $344M revenue (+6.5% organic), margin and ARR growth, and a net profit turnaround. Guidance for 2025 is $700M revenue, 14–16% operating margin, and >10% free cash flow, with leverage below 2x and M&A resuming in 2026.
Fiscal Year 2024
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The group delivered strong 2024 results, achieving EUR 690 million revenue and 13.6% operating margin, with robust growth in both Axway and SBS segments. 2025 guidance targets EUR 700 million revenue, improved margins, and further deleveraging, supported by a healthy pipeline and continued SaaS transformation.
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Q3 2024 saw strong revenue growth and successful initial integration of Axway and SBS, with robust pipelines for Q4 and a clear path to deleveraging and profit growth. The group is rebranding as 74Software, targeting €700 million revenue and 14%-16% operating profit by 2025.
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H1 2024 saw 1.9% organic revenue growth, 18% subscription growth, and stable profitability, with strong momentum in MFT and API management. Customer satisfaction improved, and the Sopra Banking Software acquisition is on track, supported by robust financing and pipeline.