The earnings call reflects a strong overall performance by Sage in FY '25, characterized by significant growth in revenue, profit margins, and ARR. Despite some challenges related to multiyear contracts and competitive pressures, Sage's focus on cloud-native solutions, regional growth, and AI innovation positions it well for future success.

Company Guidance

In the recent call, Sage reported a robust financial performance for fiscal year 2025, showcasing a series of impressive metrics. The company achieved a 10% revenue growth, driven by a subscription-based model, and saw operating profit margin expand by 150 basis points to 23.9%. Underlying EPS also grew by 18% to 43.2p. Sage’s Annual Recurring Revenue (ARR) increased by GBP 245 million, reaching GBP 2.6 billion, marking an 11% year-over-year growth. This growth was attributed to strong customer retention, upsell strategies, and the introduction of multiyear contracts, particularly in North America, where revenue grew by 12%. Sage Business Cloud revenue rose by 13%, with cloud-native revenue up by 23%. The company maintained high cash conversion at 110% for the seventh consecutive year, supporting a GBP 300 million share buyback program. Looking ahead, Sage expects organic total revenue growth of 9% or above for FY 2026, with operating margins anticipated to continue an upward trend.

Strong Financial Performance in FY '25

Sage achieved revenue growth of 10%, operating profit margin of 23.9% (an expansion of 150 basis points), and EPS growth of 18%. The company also delivered cash conversion of 110%, driven by growth in subscription revenue and good working capital management.

Cloud-Native ARR Growth

Sage's cloud-native ARR grew by over 20%, with total ARR increasing by GBP 245 million to GBP 2.6 billion, up 11% compared to last year.

Regional Performance and Product Success

North America revenue grew by 12%, driven by Sage Intacct and other products. The UKIA region grew by 9%, and Europe saw a growth of 7%, supported by strong performance in cloud solutions.

AI and Innovation

Sage has deployed AI extensively, with Sage CoPilot rolled out to 150,000 customers. AI innovations have led to significant time savings for customers and are expected to create monetizable opportunities.

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
May 20, 2026	2026 (Q2)	0.24 / -	0.205	―	―	―
Nov 19, 2025	2025 (Q4)	0.22 / 0.23	0.21	10.00% (+0.02)	―	―
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)	0.08 / 0.14	0.162	-11.73% (-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
Nov 19, 2025	1076.00p	1089.00p	+1.21%
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%

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 May 20, 2026, TBA (Confirmed).

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

Sage Group plc (GB:SGE) earnings time is at May 20, 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 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 2026 (Q2) is 0.24.

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