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74Software
74Software (74SW) investor relations material
74Software Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
FY25 revenue reached €707.2m, up 3.8% organically year-over-year, exceeding guidance, with both Axway and SBS contributing to growth.
Operating margin improved to 15.2%, with unlevered free cash flow at €80.4m (11.4% of revenue), and EPS up 40% to €1.39.
Net leverage reduced to 1.92x, enhancing financial flexibility and supporting deleveraging.
AI strategy and investments are driving product innovation, customer adoption, and operational efficiency.
Employee engagement and customer NPS scores reached record highs across both brands.
Financial highlights
Revenue grew to €707.2m, with organic growth of 3.8% despite FX headwinds; gross margin increased to 67.3%.
Net profit rose to €40.8m (5.8% of revenue), up 40.7% year-over-year.
Unlevered free cash flow reached €80.4m, more than double Axway's previous record.
Recurring revenue accounted for 75% of total, with product revenue at 81%.
EPS increased 40% to €1.39.
Outlook and guidance
2026 organic growth guidance raised to 3%-5% CAGR, with operating margin targeted at 15%-17%.
Unlevered free cash flow expected around 10% of revenue.
By 2028, aiming for €800m revenue and 20% operating margin; mid-term ambition to reach €1bn revenue with selective M&A.
Services revenue expected to decline further in 2026, then stabilize and grow in line with overall revenue.
Continued focus on ARR as a key metric, with expected CAGR of 10% and further alignment with product revenue.
AI monetization strategy for new products?
Rationale for share buybacks vs. dividend?
Future growth drivers: upsell, cross-sell, new logos?
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Next 74Software earnings date
Q1 2026 TU30 Apr, 2026
74Software
Next 74Software earnings date
Q1 2026 TU30 Apr, 2026
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Frequently asked questions
Axway Software SA specializes in providing enterprise integration software and services, focusing on API management, B2B integration, and managed file transfer solutions. The company enables organizations to securely integrate, manage, and analyze their data across various cloud and on-premises environments. Axway's key products include the Amplify API Management platform, B2B Cloud Services, and Managed Cloud Services, catering to industries like banking, healthcare, and life sciences. The company is also active in digital transformation, helping businesses modernize their IT infrastructures and enhance customer experiences through secure data movement and integration. The company is headquartered in Scottsdale, Arizona, and its shares are listed on the Euronext Paris.
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