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SoftwareOne Exceeds 2025 Guidance as Crayon Deal and Cost Cuts Lift Profitability

Story Highlights
  • SoftwareOne outperformed 2025 guidance, boosted by Crayon acquisition, cost cuts and stronger margins.
  • Company sees rising AI-driven cloud demand supporting 2026 growth, while tightening portfolio in weaker regions.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
SoftwareOne Exceeds 2025 Guidance as Crayon Deal and Cost Cuts Lift Profitability

Meet Samuel – Your Personal Investing Prophet

SoftwareOne Holding Ltd. ( (CH:SWON) ) has shared an announcement.

SoftwareOne reported a strong transition year in 2025, with IFRS revenue up 22.5% to CHF 1.24 billion, largely driven by the completed acquisition of Crayon, and reported EBITDA nearly doubling to CHF 207.6 million, while proposing a reduced dividend of CHF 0.15 per share. On a comparable combined basis, revenue at constant currency grew 1.4%, above guidance, with an adjusted EBITDA margin of 20.9%, supported by cost reductions and integration synergies that reached a CHF 43 million run-rate by year-end and are targeted to rise to CHF 100 million by the end of 2026.

The group ended 2025 with a particularly strong fourth quarter, as all business areas returned to growth and the drag from changes in Microsoft incentives in the Direct segment eased. Management highlighted rising demand for AI-driven cloud workloads, positioning SoftwareOne as a key enabler of AI adoption and underpinning its 2026 outlook for mid-single-digit revenue growth at constant currency and an adjusted EBITDA margin above 23%, while also addressing underperformance in LATAM through impairments and exiting four non-strategic markets.

The most recent analyst rating on (CH:SWON) stock is a Buy with a CHF10.00 price target. To see the full list of analyst forecasts on SoftwareOne Holding Ltd. stock, see the CH:SWON Stock Forecast page.

More about SoftwareOne Holding Ltd.

SoftwareOne Holding AG is a Switzerland-based global provider of software and cloud solutions, offering licensing, cloud services and related consulting to enterprises. With around 13,000 experts worldwide and expanded scale following the acquisition of Crayon, the company focuses on enabling customers’ cloud and AI adoption through services such as migration, data, security, FinOps and managed services.

Average Trading Volume: 479,170

Technical Sentiment Signal: Sell

Current Market Cap: CHF1.46B

For an in-depth examination of SWON stock, go to TipRanks’ Overview page.

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