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Earnings Data
Report Date
Jul 28, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of encouraging financial and operational strengths—above-industry adjusted EBITDA margins (44.3%), solid cash generation (EUR ~208m, 61% cash conversion), enterprise momentum (Enterprise ARR +11%, major strategic wins), and early traction for TeamViewer ONE and AI features—balanced against meaningful near-term challenges: SMB weakness (SMB ARR -1%), integration issues and churn from the 1E acquisition, elevated net debt and interest costs, and a conservative FY2026 revenue guide (0%–3% ccy) with Q1 softness. Management has outlined clear remediation actions (SMB revitalization, sales reorganization, product focus, and deleveraging) and midterm targets to reaccelerate growth, resulting in a balanced outlook that is neither strongly optimistic nor outright negative.Company Guidance
Full-Year Revenue and ARR Growth
Pro forma revenue for FY2025 reached approximately EUR 768 million, representing +5% year-over-year in constant currency. Annual Recurring Revenue (ARR) grew +2% year-over-year in constant currency to EUR 760 million.
Strong Profitability and EBITDA Expansion
Pro forma adjusted EBITDA rose ~+8% year-over-year to around EUR 340 million, delivering an industry-leading adjusted EBITDA margin of 44.3% for FY2025 (an improvement of +2 percentage points versus 2024). Q4 adjusted EBITDA margin was approximately 45%.
Earnings and Cash Generation
Pro forma adjusted basic EPS increased +17% year-over-year to EUR 1.23. Adjusted levered free cash flow for 2025 amounted to ~EUR 208 million, representing a cash conversion of about 61%.
Enterprise Momentum and High-Value Wins
Enterprise ARR grew +11% year-over-year in constant currency to EUR 241 million and now contributes >30% of the business. TeamViewer stand-alone Enterprise showed very strong performance (notably a reported +90% ARR increase in a stand-alone Enterprise metric for the quarter). Q4 included multiple large strategic wins (including the largest Frontline deal in company history spanning >350 warehouses) and new-logo contract wins.
TeamViewer ONE and AI Traction
Strong early traction for TeamViewer ONE (unified digital workplace platform) with notable Q4 deals and continued adoption after the December product update. AI adoption progressing: over 13,000 customers opted into the AI Session Insights feature (as of early February) and the feature summarized >600,000 TeamViewer sessions.
Regional Growth Across All Regions
Revenue grew in constant currency across all regions in 2025: EMEA +6% to EUR 402 million, Americas +3% to EUR 292 million, and APAC +4% to EUR 73 million—EMEA contributed slightly above 50% of revenue.
Improved Leverage and Refinancing Progress
Net leverage ratio improved to 2.6x (from 2.8x in Q3 2025). Management reiterated a deleveraging target of around 2.3x net leverage by year-end 2026 and executed partial refinancing (EUR 30m of bridge loan via private placement) to strengthen financing.
Operational Investments and Efficiency Gains
Investments in R&D (+7% year-over-year) and sales enablement were maintained while marketing costs were optimized (marketing costs decreased -15% year-over-year and represented 13% of revenue vs 16% in 2024), driving improved sales & marketing efficiency.
DE:TMV 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
DE:TMV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | €5.13 | €5.42 | +5.66% |
Feb 10, 2026 | €5.90 | €5.53 | -6.27% |
Oct 21, 2025 | €8.48 | €6.64 | -21.70% |
Jul 29, 2025 | €9.22 | €9.70 | +5.21% |
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 TeamViewer AG (DE:TMV) report earnings?
TeamViewer AG (DE:TMV) is schdueled to report earning on Jul 28, 2026, TBA (Confirmed).
What is TeamViewer AG (DE:TMV) earnings time?
TeamViewer AG (DE:TMV) earnings time is at Jul 28, 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 the P/E ratio of TeamViewer AG stock?
The P/E ratio of TeamViewer AG is N/A.
What is DE:TMV EPS forecast?
DE:TMV EPS forecast for the fiscal quarter 2026 (Q2) is 0.18.