SoftwareOne Holding AG (SWON) Earnings Call Transcripts

SoftwareOne Holding AG's Latest Earnings Call - June 9, 2026

In the Q1 2026 earnings call for SoftwareOne Holding AG, management highlighted strong momentum following the integration with Crayon, with a reported revenue of CHF 18 billion, reflecting double-digit growth. The company achieved CHF 86 million in run-rate cost synergies, on track to meet its target of CHF 100 million by Q2 2026. Management maintained guidance for high single-digit revenue CAGR through 2030 and an EBITDA margin target above 28%, signaling confidence in future profitability and growth driven by AI and cloud consumption.

Reported metrics

Guidance from management

Management maintained guidance for high single-digit revenue CAGR through 2030 and an EBITDA margin target above 28%, indicating confidence in future growth driven by AI and cloud consumption.

What management said

Thank you, Roy. So of course, with the presentation around the flywheel and the cycles, there's the first and prominent question is really the complexity that Visma is facing today with that fragmentation and with across the vendors, entities that you guys have, the cloud environment, but also how do you manage all of this internally?

Thank you for the insights. And of course, as I presented on the Software & Cloud Sourcing specifically, right, you have a very broad scale with all these companies. So how do you navigate that complexity with decisions around the vendors, whether it's technology or software since you're also developing? And how do you structure those agreements? And how do we bring value to you?

What analysts pressed on

Analysts expressed concerns about the competitive landscape in North America and the potential impact of high valuations on future M&A opportunities. There were also questions regarding the sustainability of growth amidst increasing competition.

Main topics on the call

• Integration Progress — Management reported 'CHF 86 million of run rate cost synergies' achieved ahead of schedule, with a strong chance to reach 'CHF 100 million in cost synergies by Q2'. This indicates effective integration of Crayon and Soft...
• Revenue Growth — SoftwareOne reported gross sales of 'CHF 18 billion', with cloud consumption reaching 'CHF 9 billion', indicating that 'half of our total gross sales is cloud consumption-based contracts'. This positions the company well...
• AI-Driven Demand — Management emphasized that 'AI is a powerful tailwind for SoftwareOne', with expectations for AI-driven demand to grow at '33% CAGR over the midterm'. This positions the company to capitalize on emerging market trends.
• Channel Business Growth — The channel business is highlighted as a 'growth driver with revenues up to 18.7% year-on-year in constant currency', showcasing its scalability and profitability potential.

Read the full SoftwareOne Holding AG transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 SoftwareOne Holding AG earnings call transcripts on record, spanning March 31, 2020 to June 9, 2026. Based on this history, SoftwareOne Holding AG reports quarterly. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SWON

Exchange

SWX

Country

CH

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

25

First call

March 31, 2020

Most recent

June 9, 2026

Reporting cadence

quarterly