The Sage Group
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The Sage Group (SGE) investor relations material

The Sage Group Q3 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 TU earnings summary29 Jul, 2026

Executive summary

  • Achieved 11% revenue growth to £2,062 million in the first nine months, driven by strong demand and AI-powered product enhancements.

  • AI tools now available to over 600,000 customers, up 20% since May, supporting critical finance, HR, and payroll workflows.

  • Growth was broad-based across North America, UKIA, and Europe, with notable momentum in Sage Intacct and cloud-native solutions.

  • Sustained acceleration in revenue growth for four consecutive quarters, with balanced contributions from new and existing customers.

  • Continued focus on deepening AI capabilities and scaling key products like Sage Intacct.

Financial highlights

  • Total revenue rose 11% year-over-year to £2,062 million for the nine months ended 30 June 2026.

  • North America revenue up 14% to £932 million; UKIA up 10% to £602 million; Europe up 7% to £528 million for the first nine months.

  • Sage Business Cloud revenue grew 15% to £1,762 million; cloud-native revenue up 25% to £794 million.

  • Recurring revenue increased 11% to £2,002 million; subscription revenue up 13% to £1,743 million, with 84% subscription penetration.

  • Q3 standalone revenue nearly £700 million, with growth accelerating to 12%.

Outlook and guidance

  • Full-year guidance reiterated: organic revenue growth expected above 9%.

  • Operating margins projected to trend upwards in FY 2026 and beyond, with continued investment in innovation and efficiency.

  • Confident in sustainable, efficient long-term growth, supported by disciplined execution and product innovation.

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Frequently asked questions

The Sage Group plc is a global software company specializing in business management solutions for small and medium-sized enterprises (SMEs). The company provides a range of products and services, including accounting, payroll, enterprise resource planning (ERP), and customer relationship management (CRM) software. Sage also offers cloud-based platforms and subscription-based solutions designed to streamline financial and operational processes. The company is headquartered in Newcastle upon Tyne, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).