Nemetschek Community

Key Takeaways The shift to a subscription and SaaS model has established stable revenue growth, supported by increased annual recurring revenue and strategic acquisitions. Expansion into high-growth regions and investment in AI and cloud technologies aim to diversify revenue and strengthen competitive positioning.

Key Takeaways Rising regulatory pressures, transition to cloud, and organizational complexity are set to increase costs and operational challenges, weighing on margins and earnings quality. Competitive threats from established companies and low-cost, cloud-native disruptors risk eroding pricing power, growth, and customer retention.

Key Takeaways Rapid growth in subscription and SaaS adoption, alongside AI-driven product differentiation, unlocks higher margins and longer-term revenue expansion as industry digitalization accelerates. Cross-sell opportunities from GoCanvas integration and innovative go-to-market strategies position Nemetschek for significant international growth and improved customer lifetime value.