London · Delayed Price · Currency is GBP · Price in GBX The Sage Group Earnings Call Transcripts
Fiscal Year 2026
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Delivered 11% revenue growth and 15% operating profit increase in H1 FY2026, driven by strong AI adoption, expanding cloud offerings, and robust customer demand. Upgraded FY2026 organic revenue growth guidance to above 9%, with continued investment in R&D and capital returns.
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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, strong margin expansion, and robust cash flows, driven by AI innovation and cloud adoption. Entering FY2026 with momentum, guidance targets 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 recurring revenue growth. Operating margin improved, and full-year guidance is reiterated despite a more volatile macro environment. Share buybacks and acquisitions supported strategic priorities.
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Strong first-half results featured 9% revenue growth, 16% higher operating profit, and 11% ARR growth, driven by robust cloud and AI adoption. Guidance for FY2025 remains at 9%+ organic growth, supported by a resilient subscription model and continued innovation.
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AI and Sage Copilot are transforming product innovation, customer experience, and internal productivity, with rapid deployment across the portfolio and strong market recognition. Strategic focus on industry suites, compliance-driven growth, and a unified platform positions the business for efficient scaling and increased customer value.
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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.