The Sage Group (SGE) Investor Update summary

Strategic focus and innovation

• AI, especially Sage Copilot, is central to enhancing products, platforms, and go-to-market strategies, driving productivity and insights for customers and internal operations.

• The strategy is anchored on pillars: connect (integrating customers into a unified cloud platform), grow (expanding revenue and scaling solutions like Sage Intacct), and deliver (using AI to boost efficiency and value).

• Industry suites and pre-configured bundles are developed for specific needs, streamlining workflows, enabling seamless upgrades, and accelerating deal velocity.

• Sage Copilot is live across multiple products, providing automation, actionable insights, and receiving positive customer feedback.

• The platform approach enables rapid deployment of AI features and integration across all products, aiming for full Copilot coverage within 12-18 months.

Technology and AI differentiation

• Sage Copilot leverages domain-specific large language models, trained in partnership with AWS, to deliver high accuracy and context-relevant automation.

• AI is embedded in workflows such as accounts payable, receivable, reporting, and analytics, automating tasks and ensuring compliance with evolving regulations.

• Copilot is designed for rapid deployment, context relevance, integrated user experience, and user trust, with over 40,000 customers already accessing it.

• Custom LLMs enable accurate, trusted, and proactive responses tailored to global accounting standards.

• Industry recognition includes leadership positions in analyst reports and accolades for AI-driven solutions.

Brand and market positioning

• Trust, accuracy, and security are core brand values, reinforced by targeted AI use cases and strong regulatory engagement.

• Brand strategy adapts to digital buying behaviors, leveraging content, analyst recognition, and high-profile sponsorships to build awareness.

• Sage is perceived as innovative, credible, and trustworthy, with strong brand salience in key markets.

• 62% of SMB owners in the UK would recommend Sage; Sage leads in awareness and consideration in France.

• In the UK and Europe, Sage is positioned as a leader in AI accounting, supporting government digitization and expanding its addressable market through compliance-driven adoption.