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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
74Software
74Software (74SW) investor relations material
74Software Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary29 Oct, 2026
Executive summary
Q3 2026 revenue was €183.9m, up 6.5% reported and 5.8% organically; 9M revenue reached €550.9m, up 7.7% organically.
Q3 product revenue grew 9.5% organically to €154.4m, reaching 84.0% of revenue versus 81.1% a year earlier.
Subscription expansion at Axway and SBS offset lower Maintenance & Support revenue.
Financial highlights
Q3 recurring revenue was €145.7m, up 12.8%; on an organic basis it rose 11.9% and equaled 94.3% of product revenue.
Q3 license revenue fell 19.6% organically to €8.7m; Services revenue declined 10.3% to €29.5m.
9M product revenue increased 10.4% organically to €458.5m; recurring revenue rose 10.6% to €423.3m.
Outlook and guidance
FY 2026 guidance, raised in July and confirmed, is organic revenue growth of 4%–6%, operating-activities margin of 16%–18%, and unlevered free cash flow of 10% of revenue.
Q4 organic growth is expected to moderate versus 9M due to contract phasing and prior-year comparisons; cost discipline and cash conversion remain priorities.
2028 ambition: revenue close to €800m and operating-activities margin of ~20%; medium-term revenue ambition of €1bn includes selective acquisitions.
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Latest events from 74Software
- Q1 2025 revenue rose 6.9% to €170.4M, with robust product and recurring revenue growth.74SW
Q1 2025 TU - Strong revenue, margin, and cash flow growth drive raised 2026 guidance and long-term ambitions.74SWInvestor presentation
- H1 2026 saw 8.6% organic revenue growth, margin expansion, and sharply higher net profit.74SWH1 2026
- Strong FY 2025 results and Q1 2026 growth highlight a shift to recurring revenue and AI innovation.74SWInvestor presentation
- Q1 2026 revenue up 10% organically, driven by recurring software and strong segment growth.74SWQ1 2026 TU
- H1 2025: revenue up 6.5%, margin 12.0%, net profit €5.8m, leverage down to 1.83x.74SWH1 2025
- Q3 revenue up 14.9% organically, SBS integration and 2025 targets reaffirmed.74SWQ3 2024 TU
- H1 2024 revenue up 1.9%, subscriptions surged, and a major acquisition is set for Q3 close.74SWH1 2024
- €690m revenue, record margins, and SaaS growth set stage for €1bn mid-term ambition.74SWH2 2024
Next 74Software earnings date
H2 202624 Feb, 2027
74Software
Next 74Software earnings date
H2 202624 Feb, 2027
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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.