Temenos AG (0QOA) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, good evening everyone. Thank you very much for joining our Q225 results call. I would just like to offer everyone a brief apology. It seems there was an issue with the conference call dial-in numbers that were sent out. New numbers have been sent out to everyone, so hopefully more people will be joining. So sorry about that. We will make sure that it's fixed for the next call. Nothing further from me. I'm going to hand straight over to Jean-Pierre to talk about the quarter. Okay. Thank you, Adam. And good evening, good afternoon. Thank you all for joining us for our Q2 25 results call. I would like to talk through our key performance and operational highlight for the quarter before handing over to Takis. So let me start with an overview. I am very pleased with our performance in Q2, which means we deliver a strong first half. The sales environment was stable throughout the quarter. We were able to convert the orders which slipped from Q1, and as well executing a number of larger deals. I was especially pleased with our performance in Europe, as well in the Americas. We had good traction with our existing base and also won quite a lot of new logos. We continued executing our strategy crop map, investing across the business, and make new senior hires in sales and product and technology. This is largely self-funded through our cost program. So even with this investment, we had strong growth in our profitability, driven by the strong revenue growth and cost control. In May, we held the Temenos Community Forum, which was very well attended by clients and prospects. We made several important AI product announcements, which I will give some details on. And I was pleased to announce the sale of Multifon closed at the end of May as planned, as we continue to r...