Q4 2025 ATOSS Software SE Preliminary Earnings Call Transcript
Key Points
- ATOSS Software SE (FRA:AOF) achieved its twentieth consecutive record year in 2025, with a CAGR of 15% since 2014.
- The company reported full-year revenues of EUR189.3 million and an EBIT margin of 36%, exceeding guidance.
- Cloud and subscription revenue streams grew by 28% for the full year, driving overall growth.
- ATOSS Software SE (FRA:AOF) has a strong international expansion, with a 30% growth rate over the past five years.
- The company maintains a strong liquidity position with EUR123 million, allowing continued investment in business growth.
- Operating cash flow in 2025 was lower year-on-year due to high tax cash outs.
- Hardware revenues and perpetual licenses saw a decline in 2025.
- The first half of 2025 experienced weaker order intake due to macroeconomic challenges and internal transformations.
- Crewmeister showed a slightly weaker net retention rate compared to the previous year.
- The company faces potential risks from AI developments, although it is leveraging AI for growth.
Ladies and gentlemen, welcome to the ATOSS Software SE Q4 and full year 2025 earnings call. I am Matilde, the call operator. (Operator Instructions) The conference must not be recorded for publication or broadcast.
At this time, it's my pleasure to hand over to Carla Leicher, Manager, Corporate Development. Please go ahead.
Thank you, operator, and hello, everyone. Welcome back to our third earnings call, where we will be discussing our results for Q4 and full year 2025. We are pleased to have you here with us today. I am joined by our Chief Financial Officer, Christof Leiber, and we are glad to have the opportunity to walk you through our performance and outlook.
We will be referring to the earnings call Q4 and full year 2025 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. A detailed investor relations presentation was also published this morning, which we
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