공지 • Apr 12
74Software, Annual General Meeting, May 19, 2026 74Software, Annual General Meeting, May 19, 2026. Location: pavillon dauphine, place du marechal de lattre de tassigny, paris France 공지 • Oct 30
74Software Raises Earnings Guidance for the Full Year 2025 74Software raised earnings guidance for the full year 2025. For the year, the Group now expects full-year organic revenue growth to reach around 4%, at the upper end of its initial guidance range. Margin on operating activities guidance remains unchanged between 14% and 16% of revenue. 공지 • Apr 24
74Software Provides Earnings Guidance for 2025 74Software provided earnings guidance for 2025. The full-year guidance is confirmed, with targeted revenue growth between 2% and 4%, reaching around €700 million, and an operating margin between 14% and 16%. 공지 • Apr 12
74Software, Annual General Meeting, May 20, 2025 74Software, Annual General Meeting, May 20, 2025. Location: pavillon dauphine, place du marechal de lattre de tassigny, paris France 공지 • Feb 27
74Software Provides Revenue Guidance for the Full Year 2025 74Software provided revenue guidance for the full year 2025. As part of the 2024 capital raise, the Group had already provided its 2025 guidance, aiming for revenue growth between 2% and 4%. 74Software targets around €700 million in revenue and a margin from operating activities of between 14% (€100 million) and 16%. 공지 • Oct 24
Axway Software SA to Report Fiscal Year 2024 Results on Feb 26, 2025 Axway Software SA announced that they will report fiscal year 2024 results After-Market on Feb 26, 2025 New Risk • Aug 26
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 38% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. 공지 • Aug 23
Axway Software SA has completed a Follow-on Equity Offering in the amount of €130.612812 million. Axway Software SA has completed a Follow-on Equity Offering in the amount of €130.612812 million.
Security Name: Shares
Security Type: Common Stock
Securities Offered: 8,112,597
Price\Range: €16.1
Transaction Features: Rights Offering Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to €21.30, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 12% over the past three years. Reported Earnings • Jul 22
First half 2024 earnings released: EPS: €0.13 (vs €0.17 in 1H 2023) First half 2024 results: EPS: €0.13 (down from €0.17 in 1H 2023). Revenue: €148.6m (up 2.2% from 1H 2023). Net income: €2.80m (down 24% from 1H 2023). Profit margin: 1.9% (down from 2.5% in 1H 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. 공지 • Jun 05
Axway Software SA (ENXTPA:AXW) signed an agreement to acquire Activities of Sopra Banking Software SA for an enterprise value of €330 million. Axway Software SA (ENXTPA:AXW) signed an agreement to acquire Activities of Sopra Banking Software SA for an enterprise value of €330 million on June 30, 2024. Concurrently, Sopra GMT signed an agreement to acquire 16.7% stake in Axway Software SA from Sopra Steria Group. Axway has secured the financing of this acquisition through the combination of new debt facilities confirmed by Groupe Crédit Agricole and Société Générale, and a share capital increase with preferential subscription rights of around €130 million. The transactions is subject to obtaining the necessary regulatory approvals and is expected to close by the end of third quarter 2024. The board of directors of Axway has approved the transactions.Crédit Agricole Corporate and Investment Bank acted as financial advisor to Axway. Société Générale Société anonyme (ENXTPA:GLE) acted as financial advisor to Sopra Steria Group. FINEXSI, SA, Financial Advisory Arm acted as an independent expert to Sopra Steria Group. 공지 • Apr 26
Axway Software SA Provides Earning Guidance for 2024 Axway Software SA provided earning guidance for 2024. For the full year, Axway anticipates organic growth of between 1% and 3%, and a profit on operating activity of around 20% of revenue. Reported Earnings • Mar 29
Full year 2023 earnings released: EPS: €1.71 (vs €1.85 loss in FY 2022) Full year 2023 results: EPS: €1.71 (up from €1.85 loss in FY 2022). Revenue: €319.0m (up 1.6% from FY 2022). Net income: €35.8m (up €75.9m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. New Risk • Feb 22
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. New Risk • Feb 20
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company. 공지 • Jan 25
Axway Software SA Provides Earnings Guidance for the Year Ended December 31, 2023 and Fiscal Year 2024 Axway Software SA provided earnings guidance for the year ended December 31, 2023 and fiscal year 2024. Consequently, Axway now expects for 2023: Organic revenue growth above 5%, compared with 0 to 3% previously. Operating profit from business activity representing above 19% of revenue, compared with 15 to 18% previously.For 2024, the company forecasts organic growth of between 1 and 3%, and profitability of around 20% of revenue. Reported Earnings • Jul 28
First half 2023 earnings released: EPS: €0.17 (vs €0.11 in 1H 2022) First half 2023 results: EPS: €0.17 (up from €0.11 in 1H 2022). Revenue: €145.5m (up 6.6% from 1H 2022). Net income: €3.70m (up 53% from 1H 2022). Profit margin: 2.5% (up from 1.8% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Software industry in Germany. Upcoming Dividend • May 29
Upcoming dividend of €0.40 per share at 1.8% yield Eligible shareholders must have bought the stock before 05 June 2023. Payment date: 07 June 2023. The company is not currently making a profit and its cash payout ratio is 80%. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%). Reported Earnings • Mar 27
Full year 2022 earnings released: €1.85 loss per share (vs €0.45 profit in FY 2021) Full year 2022 results: €1.85 loss per share (down from €0.45 profit in FY 2021). Revenue: €314.0m (up 10.0% from FY 2021). Net loss: €40.0m (down €49.6m from profit in FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany. Reported Earnings • Feb 23
Full year 2022 earnings released: €1.85 loss per share (vs €0.45 profit in FY 2021) Full year 2022 results: €1.85 loss per share (down from €0.45 profit in FY 2021). Revenue: €314.1m (up 10.0% from FY 2021). Net loss: €40.0m (down €49.6m from profit in FY 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Software industry in Germany. Valuation Update With 7 Day Price Move • Jan 31
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €21.00, the stock trades at a trailing P/E ratio of 45.2x. Average forward P/E is 23x in the Software industry in Germany. Total returns to shareholders of 23% over the past year. 공지 • Jan 27
Axway Software SA Revises Earnings Guidance for the Year 2022 Axway Software SA revised earnings guidance for the Year 2022. Organic revenue growth of between 4.5 and 5.5%, compared to 1 to 3% previously; - Operating profit from business activity representing between 14 to 15% of revenue, compared with 12 to 14% previously, current unaudited estimates indicate that the previously communicated targets for 2022 should be exceeded. 공지 • Nov 10
Axway Software SA to Report First Half, 2023 Results on Jul 26, 2023 Axway Software SA announced that they will report first half, 2023 results on Jul 26, 2023 공지 • Oct 21
Axway Software SA to Report Fiscal Year 2022 Results on Feb 22, 2023 Axway Software SA announced that they will report fiscal year 2022 results at 5:40 PM, Central European Standard Time on Feb 22, 2023 Reported Earnings • Jul 27
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €1.78m from profit in 1H 2021). Profit margin: (down from 1.3% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 3.5%, compared to a 7.9% growth forecast for the industry in Germany. Upcoming Dividend • May 30
Upcoming dividend of €0.40 per share Eligible shareholders must have bought the stock before 06 June 2022. Payment date: 08 June 2022. Payout ratio and cash payout ratio are on the higher end at 90% and 85% respectively. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.0%). Reported Earnings • Feb 24
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: €0.45 (up from €0.40 in FY 2020). Revenue: €285.6m (down 3.9% from FY 2020). Net income: €9.60m (up 13% from FY 2020). Profit margin: 3.4% (up from 2.9% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 15% growth forecast for the industry in Germany. Valuation Update With 7 Day Price Move • Jan 22
Investor sentiment deteriorated over the past week After last week's 18% share price decline to €20.10, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Software industry in Germany. Total loss to shareholders of 17% over the past year. Reported Earnings • Sep 08
First half 2021 earnings released: EPS €0.083 (vs €0.28 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €138.4m (up 1.3% from 1H 2020). Net income: €1.78m (up €7.79m from 1H 2020). Profit margin: 1.3% (up from net loss in 1H 2020). The move to profitability was primarily driven by lower expenses. Reported Earnings • Jul 29
First half 2021 earnings released: EPS €0.08 (vs €0.28 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €138.4m (up 1.3% from 1H 2020). Net income: €1.80m (up €7.81m from 1H 2020). Profit margin: 1.3% (up from net loss in 1H 2020). The move to profitability was primarily driven by lower expenses.