The earnings call reflects strong performance with significant revenue and margin growth, strong adoption of cloud and AI solutions, and positive regional performance. However, there is caution due to macroeconomic uncertainties impacting future growth expectations.

Company Guidance -

Q4 2025

In the recent earnings call, Sage provided a robust guidance for the full fiscal year 2025, driven by strong metrics from the first half. The company reported total revenue growth of 9% and a notable 11% increase in Annualized Recurring Revenue (ARR), reflecting a resilient subscription-based model. The operating profit margin expanded by 140 basis points to 23.2%, and Earnings Per Share (EPS) saw a 17% uplift. Cash conversion was strong at 115%, contributing to a free cash flow of £246 million. Sage's strategic investments in cloud and AI solutions, particularly Sage Copilot, have been pivotal, with Sage Intacct achieving over 60% growth in the UKIA region. Despite macroeconomic uncertainties, Sage maintains confidence in achieving organic revenue growth of 9% or above for FY25, supported by a solid sales pipeline and continued innovation in AI and cloud services.

Strong Revenue Growth

Total revenue growth of 9%, driven by a 10% increase in recurring revenue and significant ARR growth of 11%.

Operating Margin Improvement

Operating profit margin increased to 23.2%, an expansion of 140 basis points, supporting strong EPS growth of 17%.

Significant Growth in Sage Intacct

Sage Intacct delivered strong performance with ARR growth over 20% in the US and over 50% outside the US.

Cloud Product Expansion

Sage Business Cloud revenue increased by 13%, with cloud native revenue growth of 22%.

Cash Flow and Liquidity

Cash conversion was strong at 115%, with free cash flow of 246 million and a robust balance sheet with 1.2 billion in liquidity.

Positive Regional Performance

North America revenue growth of 11%, UKIA growth at 9%, and Europe revenue increase by 8%.

Sage Copilot Adoption

Sage Copilot is delivering productivity and insights, with over 40,000 customers in the UK utilizing the AI functionality.

Sage Group plc (GB:SGE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GB:SGE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 19, 2025	2025 (Q4)	0.22 / -	0.21	―	―	―
May 15, 2025	2025 (Q2)	0.21 / 0.20	0.179	14.53% (+0.03)	―	―
Nov 20, 2024	2024 (Q4)	0.18 / 0.21	0.177	18.64% (+0.03)	―	―
May 16, 2024	2024 (Q2)	0.18 / 0.18	0.155	15.48% (+0.02)	―	―
Nov 22, 2023	2023 (Q4)	0.17 / 0.18	0.13	36.15% (+0.05)	―	―
May 17, 2023	2023 (Q2)	0.15 / 0.15	0.125	24.00% (+0.03)	―	―
Nov 16, 2022	2022 (Q4)	0.15 / 0.13	0.143	-9.09% (-0.01)	―	―
May 13, 2022	2022 (Q2)	0.13 / 0.13	0.12	4.17% (<+0.01)	―	―
Nov 17, 2021	2021 (Q4)	0.11 / 0.14	0.162	-11.73% (-0.02)	―	―
May 14, 2021	2021 (Q2)	- / 0.12	0.137	-12.41% (-0.02)	―	―

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

GB:SGE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 15, 2025	1271.73p	1223.02p	-3.83%
Nov 20, 2024	1059.40p	1248.76p	+17.87%
May 16, 2024	1170.21p	1059.78p	-9.44%
Nov 22, 2023	963.75p	1092.09p	+13.32%

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 plc (GB:SGE) report earnings?

Sage Group plc (GB:SGE) is schdueled to report earning on Nov 19, 2025, TBA (Confirmed).

What is Sage Group plc (GB:SGE) earnings time?

Sage Group plc (GB:SGE) earnings time is at Nov 19, 2025, 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 Sage Group plc stock?

The P/E ratio of Sage Group plc is N/A.

What is GB:SGE EPS forecast?

GB:SGE EPS forecast for the fiscal quarter 2025 (Q4) is 0.22.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing