London · Delayed Price · Currency is GBP · Price in GBX The Sage Group Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 10% year-over-year to £674 million, led by strong North American and UKIA performance, with cloud and AI solutions driving growth. Guidance for 9%+ organic revenue growth is maintained, supported by robust ARR and continued AI rollout.
Fiscal Year 2025
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Delivered double-digit ARR and revenue growth, margin expansion, and robust cash flow, driven by strong performance in cloud and AI-powered solutions. Entering FY2026 with momentum, guidance is for 9%+ organic revenue growth and continued margin improvement.
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Revenue grew 9% year-over-year to over £1.8 billion, with strong cloud and subscription momentum across all regions. Full-year guidance is reiterated, margins are improving, and capital returns remain robust, supported by stable customer behavior despite a more volatile macro environment.
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Strong first-half results with 9% revenue growth, 11% ARR increase, and 17% EPS rise, driven by robust cloud and AI adoption. Guidance for FY2025 remains at 9%+ organic growth, supported by a solid pipeline and disciplined capital allocation.
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AI-driven innovation, especially through Sage Copilot, is transforming products, platform, and customer experience, with a focus on trust, productivity, and industry-specific solutions. The unified platform and go-to-market structure enable efficient scaling, while AI adoption is driving significant productivity gains and new growth opportunities.
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Q1 revenue grew 10% year-over-year, led by strong cloud and recurring revenue growth across all regions. Management reiterated full-year guidance, with stable macro conditions and no material competitive or regulatory impacts observed.
Fiscal Year 2024
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Double-digit ARR and robust revenue growth led to record operating profit and margin expansion, with strong performance across all regions and cloud solutions. Guidance for FY25 targets 9%+ revenue growth and continued margin improvement, supported by innovation and disciplined investment.
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Revenue grew 9% to over £1.7B in the first nine months, led by strong cloud-native and recurring revenue growth. Full-year guidance is reiterated, with momentum expected to continue into Q4 and beyond.