Sage Group (SGPYY)
OTHER OTC:SGPYY
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Earnings Data
Report Date
Nov 19, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.45Last Year’s EPS
1.21Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a clearly positive operational and financial picture: double-digit revenue and ARR growth, expanding margins, strong cash flow and pronounced AI adoption and productivity benefits. The company upgraded guidance to above 9% organic growth and emphasized durable, platform-led momentum. Near-term risks include higher net finance costs, leverage at the top of target range, pockets of slower regional growth, high sales & marketing intensity and the fact that direct AI monetization is still modest. On balance, the strengths and measurable progress materially outweigh the challenges.Company Guidance
Strong Revenue and ARR Growth
Total revenue grew 11% year-on-year. Annual recurring revenue (ARR) increased by around GBP 275 million to GBP 2.7 billion, up ~11% at the half year.
Broad-Based Regional Momentum
Growth was broad-based: North America +14% (U.S. +15%), Canada +9%, UK & Ireland +10%, Europe +7%, Iberia +9%, Central Europe +4%. Overall growth across all regions was around 15% for key products.
Cloud and Subscription Strength
Sage Business Cloud revenue grew 15%; cloud-native revenue increased 25% (notably Sage Intacct). Subscription penetration reached 84% and 97% of total revenue is recurring.
Profitability and EPS Expansion
Operating profit grew 15% to GBP 326 million. Operating margin expanded by 80 basis points to 23.9%. Underlying EPS increased 16% to 23.7p.
Robust Cash Generation and Capital Returns
Cash from operations was GBP 378 million with cash conversion of 116%. Free cash flow was GBP 241 million. Interim dividend increased 8% to 8.05p and GBP 600 million of buybacks announced (GBP 350 million completed H1).
AI Adoption and Product Impact
AI features available to over 500,000 customers. Sage Copilot delivered >75 million insights and answered >300,000 customer questions in the last year. Close agent live with >500 customers; assurance agent identified >6 million potential errors in the last year.
Operational Efficiency and Productivity Gains
R&D remained ~15% of revenue while productivity gains from AI: engineering saved over 160,000 work hours in 6 months. Customer support AI handles 4x more interactions year-on-year with a ~70% resolution rate.
Strong Mid-Market Performance and Vertical Execution
Sage Intacct U.S. ARR up >20%; outside the U.S. ARR grew ~50% with notable traction in the U.K. and Sage X3. New customer acquisition increased to GBP 200 million from GBP 190 million (up ~5%).
Positive Outlook Upgrade
Guidance updated to expect organic revenue growth for FY '26 to be above 9% and operating margins to continue trending upwards.
SGPYY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SGPYY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $47.84 | $47.37 | -0.98% |
Nov 19, 2025 | $55.45 | $55.85 | +0.71% |
May 15, 2025 | $66.40 | $63.73 | -4.02% |
Nov 20, 2024 | $52.71 | $62.06 | +17.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sage Group (SGPYY) report earnings?
Sage Group (SGPYY) is schdueled to report earning on Nov 19, 2026, TBA (Confirmed).
What is Sage Group (SGPYY) earnings time?
Sage Group (SGPYY) earnings time is at Nov 19, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SGPYY EPS forecast?
SGPYY EPS forecast for the fiscal quarter 2026 (Q4) is 1.45.