Switzerland's SoftwareONE Q1 revenue jumps on Crayon deal, raises 2026 revenue growth outlook

SoftwareOne Holding AG

12/05/2026 06:13

Overview

Switzerland software and cloud provider's Q1 revenue rose 67% yr/yr, boosted by Crayon acquisition

Q1 adjusted EBITDA margin improved to 20.5%, up 3.4 percentage points yr/yr

Company raised 2026 revenue growth outlook to mid to high-single digit percentage at constant currency

Outlook

SoftwareONE raises 2026 revenue growth outlook to mid to high-single digit percentage at constant currency

Company expects 2026 adjusted EBITDA margin above 23%

SoftwareONE targets CHF 100 mln run-rate cost synergies by end-2026

Result Drivers

CRAYON ACQUISITION - Reported revenue growth largely reflected the impact of the Crayon acquisition

AI AND CLOUD DEMAND - AI adoption and increased demand for cloud, data, and cybersecurity services drove growth, especially in APAC and Services

MICROSOFT PRICE CHANGES - High volume of 3-year CSP agreements and early renewals triggered by upcoming Microsoft price increases boosted revenue

Company press release: ID:nEQ14dZCga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Adjusted EBITDA
CHF 79.40 mln
Q1 EBITDA
CHF 71 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for SoftwareOne Holding AG is CHF8.48, about 17.6% above its May 11 closing price of CHF7.21

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)