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Visual21 Nov 2025
Data center suppliers
74Software (74SW) investor relations material
74Software Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenue reached €172.8m, up 6.3% organically year-over-year, driven by strong demand and effective sales execution.
Both Axway (+8.8% organic) and SBS (+4.7% organic) contributed to balanced growth, with integration between brands advancing and synergies materializing.
Annual Recurring Revenue (ARR) rose to €262.8m at Axway (+12.2%) and €233.8m at SBS (+10.1%), supporting a highly predictable revenue model.
The group increased its full-year 2025 organic revenue growth guidance to around 4%, at the upper end of its initial range.
Financial highlights
Q3 product revenue was €140.1m (+9.4% organic), with recurring revenue at €129.2m (+9.1% organic).
Customer-managed subscriptions grew 23.3%, own-managed subscriptions up 16.9%, while maintenance & support declined 8.1% as the shift to subscriptions continued.
License revenue increased 12.7% to €10.9m, and services revenue declined 5.2% to €32.7m.
Year-to-date (9M 2025) revenue was €516.8m (+6.4% organic), with product revenue up 11.7% and recurring revenue up 11.6%.
Outlook and guidance
Full-year 2025 organic revenue growth expected at around 4%, with operating margin guidance unchanged at 14–16% of revenue.
Unlevered free cash flow is projected to be at least 10% of revenue, and leverage ratio to remain below 2.0x through year-end.
Ambition to surpass €750m in revenue by 2027 with operating margin above 17%, targeting around 20% by 2028.
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Next 74Software earnings date
Q4 202525 Feb, 2026
Next 74Software earnings date
Q4 202525 Feb, 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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