The Sage Group plc (SGE) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.637 Good morning and welcome to Sage's full year results. 00:00:03.637 -- 00:00:07.664 I'm pleased to be joined by Jonathan Howell, our CFO. 00:00:07.664 -- 00:00:12.833 I hope you enjoyed that preview of the Sage Finance Intelligence Agent. 00:00:12.833 -- 00:00:16.680 I'm going to start with an overview of our key messages. 00:00:16.680 -- 00:00:21.563 Firstly, Sage delivered another strong performance in FY25. 00:00:21.563 -- 00:00:26.669 For the fourth consecutive year, we achieved a double-digit increase in underlying 00:00:26.669 -- 00:00:32.595 ARR, testament to the resilience of our model and our durable growth. 00:00:32.595 -- 00:00:38.021 Through cost discipline, together with operating leverage, we've delivered strong 00:00:38.021 -- 00:00:43.387 profit, margin, and EPS expansion. And we've converted this into robust 00:00:43.387 -- 00:00:48.913 cash flows, supporting organic and inorganic investment, and enabling 00:00:48.913 -- 00:00:52.434 strong shareholder returns. 00:00:52.816 -- 00:00:58.765 Secondly, our performance is driven by our relentless focus on delivering customer value. 00:00:58.765 -- 00:01:04.533 From the launch of Sage Intact Suites to our new cloud-native version of Sage X3, 00:01:04.533 -- 00:01:06.376 we are accelerating 00:01:06.376 -- 00:01:11.844 the pace of innovation at Sage. Through our AI-powered platform, customers 00:01:11.844 -- 00:01:15.789 are saving time and making smarter decisions. 00:01:15.789 -- 00:01:21.858 The future is exciting, with AI set to revolutionize the way businesses operate. 00:01:21.858 -- 00:01:27.503 And with AI agents, we're delivering the next wave of intelligent solutions, 00:01:27.503 -- 00:01:32.528 transforming how SMBs manage their finance, HR and payroll 00:01:3...