74Software (XPAR:74SW)

Half Year 2025 Axway Software SA Earnings Call Transcript

Jul 24, 2025 / 04:30 PM GMT

Release Date Price: €38.8 (-0.26%)

Transcript

Key Points

Positve

74Software (FRA:1XV) achieved a revenue of $344 million in the first half of 2025, marking a 6.5% organic growth.
The company reported a significant improvement in margins, achieving 12% of revenue in the first half.
Strong commercial momentum was observed across both Axway and SBS brands, contributing to the company's positive performance.
The company successfully increased its Annual Recurring Revenue (ARR), strengthening its recurring revenue model.
74Software (FRA:1XV) has managed to deleverage ahead of schedule, achieving a leverage ratio below 2 times by the end of June 2025.

Negative

The company anticipates a slower second half of the year, with expectations of lower growth compared to the first half.
There is a shift in seasonality, with more customer managed deals signed earlier in the year, potentially impacting second-half performance.
Despite strong customer managed sales, working capital was greater than zero, even after adjusting for factoring.
The company is not expecting significant changes in sales and marketing ratios for the full year, indicating limited cost-saving opportunities in these areas.
The company remains cautious about pursuing large acquisitions in 2026, focusing instead on smaller bolt-on acquisitions.

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

74SW.PA - 74Software SA
Half Year 2025 Axway Software SA Earnings Call
Jul 24, 2025 / 04:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good evening and welcome to 74 Software H1 results presentation. My name is Arthur Carli, and I'm in charge of investor relations for the group. I'm here to remind you that this presentation is live and is being recorded. A replay will be available on our investor relation website as soon as possible after the meeting. On top of that, I would like to remind you that this presentation contains forward-looking estimates. That are subject to risk and uncertainties. All of that described in our universal registration document. With that, I would like to hand over to our executive team and our CEO Patrick Donovan.

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Unidentified_2

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