ATOSS Software SE (FRA:AOF)

Q2 2026 ATOSS Software SE Earnings Call Transcript

Jul 24, 2026 / 07:30 AM GMT

Release Date Price: €75.5 (+6.64%)

Transcript

Key Points

Positve

ATOSS Software SE (XTER:AOF) reported strong double-digit revenue growth of 12% year-on-year in H1 2026, driven by a 26% increase in cloud business.
The company achieved an EBIT margin of 35%, surpassing their full-year guidance.
Order development was positive, with strong ARR growth and significant new ACV development, supported by resilient demand and strong sales execution.
International business improved, with new customer acquisitions in the semiconductor sector and expansion with existing customers.
ATOSS Software SE (XTER:AOF) is executing its AI roadmap successfully, with the first AI agent live with selected customers and plans for broader rollout, enhancing customer confidence in their innovation capabilities.

Negative

Maintenance revenue declined by around 3% due to the ongoing shift towards cloud services.
Operational cash flow was impacted by a dividend payment of approximately $36 million, resulting in an overall cash flow of minus $1.5 million at the end of H1 2026.
The macroeconomic environment remains uncertain, with potential impacts from geopolitical risks and changes in energy costs.
The company faces challenges in maintaining high sales execution levels amidst macroeconomic and geopolitical uncertainties.
Despite strong performance, there is lesser visibility for one-off perpetual licenses, which could impact revenue predictability.

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

AOFG.DE - ATOSS Software SE
Q2 2026 ATOSS Software SE Earnings Call
Jul 24, 2026 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the ATOS Software SE Earnings Call H1 2026. I'm Moritz, the chorus call operator. I would like to remind you that all participants will be in a listen-only mode, and the conference is being recorded. The presentation will be followed by a question-and-answer session. You can register for questions at any time by pressing star and one on your telephone. For operator assistance, please press star and zero. The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Karla Leicher. Please go ahead.

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Unidentified_2 [2]
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