)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
ATOSS Software (AOF) investor relations material
ATOSS Software Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Achieved strong Q3 and 9M 2025 results with 11% year-over-year revenue growth, driven by a 28% increase in cloud and subscriptions, and a significant improvement in order development after a slower H1.
Cloud and subscriptions are now the main revenue driver, accounting for 48% of total revenue, with robust order backlog and ARR growth; EBIT margin for 9M 2025 reached 35%, exceeding full-year guidance.
Transformation to a recurring revenue model is progressing, with recurring revenues now 70% of total and cloud and subscriptions nearly 50%.
Management raised EBIT margin guidance for 2025 to 34% from at least 31%, expecting to exceed the initial earnings forecast.
Demand for software solutions, especially cloud and subscriptions, rebounded in Q3, supporting a solid pipeline and robust order intake.
Financial highlights
Group revenues for the first nine months rose 11% year-over-year to €139.3 million, driven by 13% software revenue growth and 28% growth in cloud and subscription revenues.
EBIT for Q1–Q3 2025 was €48.2 million (35% margin), up 5% year-over-year; net profit reached €34.1 million, up 4%; EPS was €2.14.
Cloud and subscription ARR reached €95.4 million in Q3 2025, up 26% year-over-year; total ARR (including maintenance) up 13% to €134.1 million.
Operating cash flow for the first nine months was €49.5 million; liquidity at Q3 end was €125.7 million, up from €112 million at 2024 year-end.
Dividend payments of €33.9 million made in May 2025.
Outlook and guidance
Full-year 2025 revenue expected at around €190 million, with EBIT margin guidance raised to 34%.
Recurring revenue growth for 2025 projected at 18% year-over-year; cloud and subscription revenue growth at 27%.
Medium-term revenue target of €245 million by 2027, representing a 13% CAGR, remains unchanged; recurring revenue target ~75% by 2027.
Cloud revenue growth expected to stay around 25% in 2026; recurring revenue to grow approximately 15% in 2026.
EBIT margin target for 2027 is at least 33%.
What is the long-term outlook for software license revenue?
Drivers of 9M operating cash flow decline?
How is high EBIT margin sustained with growth?
When will GTM transformation impact sales?
How do AI services differentiate your offering?
What drives NRR above 110% for ASUS/ATC?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next ATOSS Software earnings date
Q4 202530 Jan, 2026
Next ATOSS Software earnings date
Q4 202530 Jan, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
ATOSS Software AG is a provider in the workforce management software industry, offering a comprehensive suite of solutions aimed at optimizing workforce efficiency and operational productivity. The company specializes in a range of software products and services including time and attendance management, workforce scheduling, forecasting, and analytics, catering to a diverse set of industries such as healthcare, retail, manufacturing, and many others. ATOSS is headquartered in Munich, Germany, and its shares are listed on the Frankfurt Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage