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SoftwareONE (SWON) investor relations material
SoftwareONE Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary13 Nov, 2025
Executive summary
Q3 2025 marked a return to growth, with revenue up 46.0% year-over-year, driven by the consolidation of Crayon from July 2025 and successful cost control initiatives.
Adjusted EBITDA increased to CHF 65.2 million, with margin improving to 19.0%, reflecting realized cost synergies and integration benefits.
CHF 21 million in run-rate cost synergies achieved by early November, progressing toward CHF 80–100 million target by end of 2026.
The organization is fully integrated, leveraging combined capabilities and focusing on cross-sell, upsell, and operational efficiency.
A €1.5 billion Microsoft framework agreement was secured with the German Federal Ministry of the Interior, enhancing strategic positioning.
Financial highlights
Q3 2025 IFRS reported revenue reached CHF 343.2 million, up 46.0% year-over-year; year-to-date revenue was CHF 829.8 million, up 8.6%.
Reported EBITDA for Q3 2025 was CHF 42.0 million (12.2% margin), up 237.5% year-over-year; adjusted EBITDA was CHF 65.2 million (19.0% margin).
Cost synergies and strict cost control contributed to improved profitability.
FX negatively impacted revenue by 6.1 percentage points in Q3 2025.
Adjusted EBITDA margin on a like-for-like basis increased by up to 2.9 percentage points year-over-year.
Outlook and guidance
FY 2025 outlook confirmed: flat revenue growth in constant currency and adjusted EBITDA margin above 20%.
Dividend payout ratio targeted at 30-50% of adjusted profit for the year.
Q4 2025 expected to benefit from CSP acceleration, NORAM turnaround, and reduced impact from Microsoft incentive changes.
No further negative impact from Microsoft incentive changes expected in 2026.
How will 2026 synergy target be met?
How to offset Microsoft incentive impact?
Elaborate on NORAM turnaround strategy
NORAM turnaround: What's next for legacy growth
Post-Q4 Microsoft EA impact: What drives 2026 CSP growth?
Synergies beyond 2025: What's the margin impact?
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Next SoftwareONE earnings date
H2 202518 Feb, 2026
Next SoftwareONE earnings date
H2 202518 Feb, 2026
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SoftwareONE Holding AG delivers end-to-end software and cloud technology solutions. The company provides software licensing, procurement, digital transformation, and managed services to corporate clients. It partners with major software vendors and supports cloud migration and cost optimization. The company is headquartered in Stans, Switzerland, and its shares are listed on the SIX.
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