74Software: Guidance Increased as Operational Discipline Drives Significant Margin Expansion
Axway Press Releases
74Software delivered strong operating execution and strategic progress in 2025, demonstrating the scalability and earnings power of its portfolio across infrastructure and banking software.
- FY 2025 revenue reached €707.2m, up +3.8% organically, with both Axway (€337.9m, +4.6%) and SBS (€371.2m, +3.0%) contributing to the Group’s performance.
- Annual recurring revenue expanded further, with ARR growth of 11.8% at Axway and 8.9% at SBS, strengthening predictability and supporting the durability of the business model.
- Full-year operating profitability improved significantly, with margin on operating activities increasing by 160 bps to 15.2%, representing €107.3m; the SBS integration and profitability improvement plan remained firmly on track.
- Unlevered FCF per share reached an all-time high of €2.75, reflecting the operating improvements and sound working capital management in 2025.
- AI-driven transformation strengthens 74Software’s positioning in complex and regulated environments, where deterministic outcomes remain critical.
- Organic revenue growth guidance raised to 3%–5% CAGR over the next three years, supported by improved visibility and continued product momentum.