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SoftwareONE (SWON) investor relations material
SoftwareONE Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary28 Aug, 2025
Executive summary
Combined with Crayon, the company now operates in over 70 countries, forming a global leader in software and cloud services.
Integration is progressing as planned, with CHF 11 million run-rate cost synergies achieved by end-August 2025 and a target of CHF 80–100 million by 2026.
H1 2025 was challenging due to Microsoft incentive changes and go-to-market issues, but recovery and growth are expected in H2 2025.
New leadership and turnaround measures in NORAM are being implemented to address sales execution issues.
Strategic focus areas include CSP conversion, AI enablement, FinOps, and cybersecurity for future growth.
Financial highlights
H1 2025 revenue declined 4.9% YoY in constant currency to CHF 487.7 million; adjusted EBITDA margin improved to 23.5%.
Adjusted EBITDA was CHF 114.7 million, margin up 0.5 percentage points; reported EBITDA CHF 85.0 million, margin up 1.9 percentage points.
Profit for the period was CHF 9.9 million, down from CHF 27.9 million in H1 2024.
Net cash position at June 30, 2025, was CHF 36.2 million, mainly due to increased factoring and bridge facility drawdown.
Dividend distribution of CHF 45.6 million and share buyback program completed in 2024.
Outlook and guidance
Full-year 2025 outlook expects flat revenue growth in constant currency and adjusted EBITDA margin above 20%.
H2 2025 is expected to return to growth, supported by easing Microsoft incentive headwinds and positive Q3 trends.
Dividend payout ratio targeted at 30-50% of adjusted profit for the year.
Guidance for 2026 and midterm targets to be provided with FY 2025 results.
Beyond 2025, acceleration in growth and profitability is expected, with CHF 80–100 million run-rate cost synergies by end-2026.
Detail NORAM turnaround measures and H2 impact.
Address Crayon's Q2 underperformance drivers.
How will Microsoft incentive impact lessen in H2?
Detail early revenue synergy wins or pipeline?
Quantify CSP margin uplift vs. EA?
What is the long-term factoring strategy?
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Next SoftwareONE earnings date
Q3 202513 Nov, 2025
Next SoftwareONE earnings date
Q3 202513 Nov, 2025
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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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