The earnings call reflects a strong financial performance characterized by significant revenue and profit growth, robust cash flow, and strategic advancements in cloud and AI solutions. Despite facing macroeconomic uncertainties, Sage has demonstrated resilience and continued investment in innovation. The positive aspects significantly outweigh the few challenges noted, particularly the macroeconomic environment and slower international growth for some products.

Company Guidance

During the call, Sage reported strong financial performance for the first half of the fiscal year 2025, characterized by a 9% total revenue growth and an 11% increase in Annualized Recurring Revenue (ARR) to £2.5 billion. The company achieved an operating profit margin of 23.2%, marking a 140 basis-point improvement from the previous period, and a 17% increase in Earnings Per Share (EPS). Sage's cash conversion rate stood at 115%, supported by disciplined cost control and efficient operating leverage. Regionally, North America experienced an 11% revenue growth, while UK & Ireland (UKIA) and Europe saw 9% and 8% growth, respectively. Sage's cloud solutions, particularly Sage Intacct and Sage Business Cloud, contributed significantly to this growth. The company reiterated its guidance for the full year, expecting organic revenue growth of 9% or more, with operating margins trending upwards. Sage's strategic focus on AI innovation, particularly through Sage Copilot, aims to enhance productivity and decision-making for small and mid-sized businesses.

Strong Revenue Growth

Total revenue growth of 9%, driven by a subscription-based model. ARR increased by 11% to 2.5 billion.

Operating Profit Margin Expansion

Operating profit margin increased to 23.2%, an expansion of 140 basis points, leading to a 17% increase in EPS.

Robust Cash Flow Generation

Cash conversion rate of 115%, generating 330 million from underlying operations and free cash flow of 246 million.

Sage Business Cloud Growth

Sage Business Cloud revenue increased by 13%, with cloud native revenue up by 22%, driven by Sage Intacct.

Regional Performance Highlights

North America revenue growth of 11%, UKIA revenue increased by 9%, and strong growth in Europe and Africa/APAC regions.

Investment in AI and Cloud Solutions

Sage Copilot delivering productivity and insights; expansion of cloud solutions and network services like accounts payable automation.

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.

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