Germany · Delayed Price · Currency is EUR ATOSS Software SE Earnings Call Transcripts
Fiscal Year 2026
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9M revenue rose 12%, led by 26% cloud growth, while EBIT margin reached 37%. FY26 revenue guidance remains €210m–€215m toward the lower end, and EBIT margin guidance rose to ~37%.
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Double-digit revenue and strong profitability in H1 2026 were driven by Cloud and Subscriptions growth, robust order momentum, and successful AI roadmap execution. EBIT margin exceeded guidance, liquidity remained strong, and the outlook for 2026–2027 is positive despite macro uncertainties.
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Q1 2026 saw 11% revenue growth and a 35% EBIT margin, driven by strong cloud momentum and AI-driven efficiency. Healthcare and international sectors performed well, while macro uncertainty impacted SMBs. 2026 guidance is reaffirmed, with raised margin expectations.
Fiscal Year 2025
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Delivered record 2025 results with 11% revenue growth and 36% EBIT margin, driven by 28% cloud and subscription revenue increase. 2026 guidance targets EUR 215 million revenue and >32% EBIT margin, with strong ARR and AI-driven innovation supporting future growth.
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Q3 2025 saw strong revenue and margin growth, driven by cloud and subscription performance, with recurring revenues now 70% of total. Full-year guidance was raised, and the company remains on track for its 20th consecutive record year, supported by robust order intake and a solid pipeline.
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H1 2025 saw 10% revenue growth and a 34% EBIT margin, driven by a 30% increase in cloud revenues and strong recurring revenue performance. Guidance for 2025 remains robust, with a focus on cloud, AI innovation, and international expansion, despite macroeconomic headwinds.