ATOSS Software SE (CHIX:AOFd)

Q3 2025 ATOSS Software SE Earnings Call Transcript

Oct 23, 2025 / 12:00 PM GMT

Release Date Price: €106.7

Transcript

Key Points

Positve

ATOSS Software SE (XTER:AOF) reported strong revenue growth of 11% for the first nine months of 2025, driven by a 13% increase in software revenue.
The company's cloud and subscription business saw a significant 28% year-on-year increase, now accounting for 48% of total revenues.
Margins have been substantially higher than forecasted, with an EBIT margin guidance raised to 34% for the full year.
The company is on track to achieve its 20th consecutive record year in terms of top-line growth.
ATOSS Software SE (XTER:AOF) has a strong cash reserve of nearly €126 million, positioning it well for continued investment and growth.

Negative

There is a noted weakness in on-premise license sales, which has impacted overall revenue guidance.
Hardware revenues declined in the first nine months of 2025.
The manufacturing sector, particularly automotive and suppliers, continues to show weakness.
The reorganization of the sales organization has not yet had a significant impact on results, indicating potential delays in expected benefits.
The macroeconomic environment remains uncertain, which could impact future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AOFG.DE - ATOSS Software SE
Q3 2025 ATOSS Software SE Earnings Call
Oct 23, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone. Welcome back to our second earnings call, where we will be discussing our results for the 1st 9 months in Q3 2025. We are pleased to have you here with us today.

I am joined by our Chief Financial Officer Christoph Leiber, and we are glad to have the opportunity to walk you through our performance and outlook. We will be referring to the Q3 and 1st 9 months of 2025 earnings call presentation, which was published earlier this morning and is available for download on our investor relations website, as well as via the link provided in the webcast.

The detailed investor relations presentation was also published this morning, which we encourage you to review for further insights but will not discuss during

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