Q3 2025 TeamViewer SE Earnings Call Transcript

Oct 22, 2025 / 06:00 AM GMT

Transcript

Key Points

Positve

TeamViewer SE (TMVWF) reported a 4% revenue growth and a 4% ARR growth year over year in constant currency.
The enterprise business remains a key growth driver, with standalone enterprise ARR up 18% year over year in constant currency.
Profitability continues to be strong, with a pro forma adjusted EBITDA margin at 46% and adjusted EPS up 15% year over year.
The company made progress with product innovations, particularly in autonomous endpoint management and digital workplace offerings.
TeamViewer SE (TMVWF) improved its pro forma net leverage ratio to 2.8 times, aligning with its deleveraging target.

Negative

The standalone business for 1E underperformed, with ARR decreasing by 2% year over year in constant currency.
The slow pipeline conversion of the 1E standalone business negatively impacted the topline guidance for the fiscal year.
Revenue growth in the Americas was subdued, impacted by a challenging market environment and government shutdowns in the US.
The SMB segment saw flat ARR growth, reflecting challenges in monetizing the free user ecosystem and reducing churn.
The departure of key employees from 1E post-acquisition led to disruptions in sales and customer relationships.

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

TMV.DE - TeamViewer SE
Q3 2025 TeamViewer SE Earnings Call
Oct 22, 2025 / 06:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you, operator. Good morning, ladies and gentlemen, and welcome to Team Viewers Q325 earnings goal. I am Bra Grubuy, head of investor relations here at TeamViewer. And today I am joined by our CEO Oliver Sta, CFO Michael Wilkins, and CRO Mark Banfield.

We rescheduled this call to today from the originally planned date of 4 November in the financial calendar following the publication of our ad hoc statement yesterday evening. We wanted to provide you with a comprehensive overview of our Q3 performance and the updated for your guidance today.

Today, Oliver and Mark will run you through the quarterly business update, and Michael will present the financials. The presentation will be concluded by a Q&A session.

Same

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.