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The Sage Group
The Sage Group (SGE) investor relations material
The Sage Group Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary27 Jan, 2026
Executive summary
Q1 organic revenue growth accelerated to 10%, with total revenue reaching £674 million, driven by strong execution and AI-powered platform innovation across all key regions.
North America led with 13% revenue growth, supported by Sage Intacct and continued demand for Sage 200 and Sage 50.
UKIA region revenue rose 10%, reflecting rapid scaling of Sage Intacct and strong cross-sell/upsell in Sage Accounting and Sage 50.
Europe saw 7% revenue growth, with notable performance in accounting, HR, and payroll solutions.
Full-year guidance reiterated, focusing on efficient, sustainable growth and long-term value creation.
Financial highlights
Sage Business Cloud revenue increased 15% to £574 million, with Cloud Native revenue up 24% to £253 million.
Recurring revenue rose 10% to £675 million, with subscription revenue up 12% and penetration reaching 84%.
Organic total revenue growth accelerated to 10% year-over-year.
Sequential ARR growth for Q1 was 2.5%, ahead of last year's 2%.
Organic total revenue up 10% to £673m, recurring revenue up 10% to £654m, both on a constant currency basis excluding M&A.
Outlook and guidance
Full-year organic total revenue growth expected at 9% or above.
Operating margins anticipated to trend upward in FY 2026 and beyond.
Guidance reflects strong Q1 momentum but also considers tougher comparators in the second half.
Full-year guidance as set out in FY25 results is reiterated, with continued focus on sustainable growth.
Impact of AI platform investment on growth?
Specific drivers for Europe's 7% revenue growth?
Contribution of cloud native to future growth?
Future AI agent monetization plans
Intuit's impact on Intacct new customer acquisition?
Multi-year Intacct contracts: ARR impact timing?
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Next The Sage Group earnings date
Q2 202621 May, 2026
The Sage Group
Next The Sage Group earnings date
Q2 202621 May, 2026
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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).
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