2026 Q3 - tulosraportti
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| Aika | Hinta | Määrä |
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Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 H2 - tulosraportti 9.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 11.11. | ||
2026 H1 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 H2 - tulosraportti 31.3. | ||
2025 Q3 - tulosraportti 13.11.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·24 min sittenSoftwareOne beats expectations SoftwareOne beat expectations and significantly increased its earnings in the third quarter. Now the company is raising its profitability target for the year, despite a sharp slowdown in growth in the Nordic region. The Swiss IT company SoftwareOne, which acquired Norwegian Crayon last year, delivered both higher revenue and a significantly improved result in the third quarter. Revenue increased by 9.9 percent to 377.3 million Swiss francs, corresponding to around 4.4 billion kroner. Analysts had expected 370.4 million francs, meaning the company beat expectations by nearly 2 percent. At the same time, adjusted EBITDA rose by 21.8 percent, from 65.2 to 79.5 million francs. The adjusted EBITDA margin increased from 19 to 21.1 percent. The strong earnings growth now leads SoftwareOne to raise its profitability target for the full year 2026. The company expects an adjusted EBITDA margin of over 24 percent, compared to previously over 23 percent. Growth slows in the Nordics While SoftwareOne reports growth across all regions, the pace has slowed significantly in the Nordic region. Revenue in the Nordics ended at 48.9 million francs in the third quarter, up from 45.6 million francs in the same period last year. Advertisement Measured in constant exchange rates, this corresponds to a growth of 3.6 percent. By comparison, SoftwareOne reported Nordic revenue growth of 26 percent in the first half of the year. The company explains the slowdown by stating that growth in direct software sales has slowed after a particularly strong first half, when several customers transitioned to new Microsoft agreements. SoftwareOne experienced the strongest growth in the Asia-Pacific region, where revenue increased by 23.5 percent measured in constant exchange rates. Bjerkeli sold out The results come just over a week after Finansavisen covered how former Protector CEO Sverre Bjerkeli and his son David had sold their stake in SoftwareOne. Through Hvaler Invest, they were among the most vocal critics when SoftwareOne made a bid for Crayon in December 2024. After accepting the takeover and continuing as shareholders, they recently chose to sell their entire stake. The background included dissatisfaction with cost developments following the merger. SoftwareOne has previously promised annual cost synergies of 100 million Swiss francs from the Crayon acquisition. RAISING THE PROFITABILITY TARGET: SoftwareOne CEO Raphael Erb delivers strong earnings growth in the third quarter and raises profitability expectations for 2026. Photo: Eivind Yggeseth However, Bjerkeli argued that the announced savings were eaten up by increased underlying costs, while directing sharp criticism at management's reporting and credibility. In the quarterly update, SoftwareOne states that the company has realized cost savings totaling 85 million francs through the income statement since integration began in 2025. The company maintains that it has achieved an annual savings rate of 100 million francs, and expects an additional 5 to 10 million francs in annual savings by the end of 2026. SoftwareOne simultaneously states that the savings so far this year have helped counteract higher personnel costs, increased costs for external suppliers, and investments in further growth. SoftwareOne Million Swiss francs (CHF) 3Q 2026 3Q 2025 Revenue 377.3 343.2 EBITDA 65.6 42 Adjusted EBITDA 79.5 65.2 Sees major opportunities in AI CEO Raphael Erb highlights AI in the report as an increasingly important growth driver. In an interview with Finansavisen in August, he stated that AI can both provide the company with new revenue opportunities and become a threat if SoftwareOne fails to renew itself quickly enough. "It is no longer just software that customers spend money on. Now it is software, cloud, and AI, so customers' bills are increasing," Erb said at the time. In today's quarterly update, the company particularly points to increasing demand for services that help businesses control and optimize AI costs. "We see significant opportunities related to further development in software, cloud, and AI. Increased use of AI drives demand for services in data, security, and cost optimization, among other things," says CEO Raphael Erb. SoftwareOne also sees major opportunities related to Microsoft's transition from traditional enterprise agreements to cloud-based subscription agreements. The company estimates that the volume of such transitions could be two to three times higher in 2027 and 2028 than in 2026. For the first nine months of the year, SoftwareOne has total revenue of nearly 1.2 billion Swiss francs. On a comparable basis, this corresponds to an underlying growth of 10.3 percent measured in constant exchange rates.Forecast for 2026 is revised upwards and margins are growing. This was a solid report. file:///C:/Users/CAEFG/Downloads/FINAL_SoftwareOne_Q3_2026_Trading_update_EN.pdf
·12 t sittenWhat do we think about tomorrow?I think it will be good. Q2 was very good but feel the company didn't get cred for this.
·29.10.Good MS results yesterday - those of us who have followed Crayon in the old days know that there is a good correlation between the MS numbers and Crayon (now SWON). In addition, MS puts a lot of extra incentives on the table for their partners when closing their year - which is SWON's Q3 numbers - so I think this will be good when the quarterly numbers come out
·5.10.SoftwareOne – appointed as OpenAI Select Partner 5 October 2026 at 08:00 CEST – SoftwareOne/EQS. SoftwareOne announced this morning that the company has become an OpenAI Select Partner in the OpenAI Partner Network. Facts: The Select status gives SoftwareOne a formal position to build, sell and deliver enterprise solutions based on OpenAI technology. Among other things, SoftwareOne will combine OpenAI products with its existing services in cloud, data, digital workplace and security.Också denne tror jeg markedet har glemt https://www.cw.no/it-bransjen-kontrakter-og-avtaler-programvarelisenser/storavtale-for-softwareone-med-universitets-norge/2463605- ·26.8.SWON is the forgotten stock on the Oslo Stock Exchange, this will just continue. Such a large system will be able to extract greater cost synergies and we will see that in the figures in the coming quarters.
I have owned it since Crayon was acquired and I received Swon shares. I think they have an exciting future together with MSFT. But a turnover of 1.8 million today so far shows that there are some trading in it, trading at 8 million a day I think shows that the share is liquid. So it's not completely forgotten. Whale investors like it too. Make your own assessment based on my comment.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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2026 Q3 - tulosraportti
Tänään
1,7694 NOK/osake
Viimeisin osinko
1,71%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·24 min sittenSoftwareOne beats expectations SoftwareOne beat expectations and significantly increased its earnings in the third quarter. Now the company is raising its profitability target for the year, despite a sharp slowdown in growth in the Nordic region. The Swiss IT company SoftwareOne, which acquired Norwegian Crayon last year, delivered both higher revenue and a significantly improved result in the third quarter. Revenue increased by 9.9 percent to 377.3 million Swiss francs, corresponding to around 4.4 billion kroner. Analysts had expected 370.4 million francs, meaning the company beat expectations by nearly 2 percent. At the same time, adjusted EBITDA rose by 21.8 percent, from 65.2 to 79.5 million francs. The adjusted EBITDA margin increased from 19 to 21.1 percent. The strong earnings growth now leads SoftwareOne to raise its profitability target for the full year 2026. The company expects an adjusted EBITDA margin of over 24 percent, compared to previously over 23 percent. Growth slows in the Nordics While SoftwareOne reports growth across all regions, the pace has slowed significantly in the Nordic region. Revenue in the Nordics ended at 48.9 million francs in the third quarter, up from 45.6 million francs in the same period last year. Advertisement Measured in constant exchange rates, this corresponds to a growth of 3.6 percent. By comparison, SoftwareOne reported Nordic revenue growth of 26 percent in the first half of the year. The company explains the slowdown by stating that growth in direct software sales has slowed after a particularly strong first half, when several customers transitioned to new Microsoft agreements. SoftwareOne experienced the strongest growth in the Asia-Pacific region, where revenue increased by 23.5 percent measured in constant exchange rates. Bjerkeli sold out The results come just over a week after Finansavisen covered how former Protector CEO Sverre Bjerkeli and his son David had sold their stake in SoftwareOne. Through Hvaler Invest, they were among the most vocal critics when SoftwareOne made a bid for Crayon in December 2024. After accepting the takeover and continuing as shareholders, they recently chose to sell their entire stake. The background included dissatisfaction with cost developments following the merger. SoftwareOne has previously promised annual cost synergies of 100 million Swiss francs from the Crayon acquisition. RAISING THE PROFITABILITY TARGET: SoftwareOne CEO Raphael Erb delivers strong earnings growth in the third quarter and raises profitability expectations for 2026. Photo: Eivind Yggeseth However, Bjerkeli argued that the announced savings were eaten up by increased underlying costs, while directing sharp criticism at management's reporting and credibility. In the quarterly update, SoftwareOne states that the company has realized cost savings totaling 85 million francs through the income statement since integration began in 2025. The company maintains that it has achieved an annual savings rate of 100 million francs, and expects an additional 5 to 10 million francs in annual savings by the end of 2026. SoftwareOne simultaneously states that the savings so far this year have helped counteract higher personnel costs, increased costs for external suppliers, and investments in further growth. SoftwareOne Million Swiss francs (CHF) 3Q 2026 3Q 2025 Revenue 377.3 343.2 EBITDA 65.6 42 Adjusted EBITDA 79.5 65.2 Sees major opportunities in AI CEO Raphael Erb highlights AI in the report as an increasingly important growth driver. In an interview with Finansavisen in August, he stated that AI can both provide the company with new revenue opportunities and become a threat if SoftwareOne fails to renew itself quickly enough. "It is no longer just software that customers spend money on. Now it is software, cloud, and AI, so customers' bills are increasing," Erb said at the time. In today's quarterly update, the company particularly points to increasing demand for services that help businesses control and optimize AI costs. "We see significant opportunities related to further development in software, cloud, and AI. Increased use of AI drives demand for services in data, security, and cost optimization, among other things," says CEO Raphael Erb. SoftwareOne also sees major opportunities related to Microsoft's transition from traditional enterprise agreements to cloud-based subscription agreements. The company estimates that the volume of such transitions could be two to three times higher in 2027 and 2028 than in 2026. For the first nine months of the year, SoftwareOne has total revenue of nearly 1.2 billion Swiss francs. On a comparable basis, this corresponds to an underlying growth of 10.3 percent measured in constant exchange rates.Forecast for 2026 is revised upwards and margins are growing. This was a solid report. file:///C:/Users/CAEFG/Downloads/FINAL_SoftwareOne_Q3_2026_Trading_update_EN.pdf
- ·12 t sittenWhat do we think about tomorrow?I think it will be good. Q2 was very good but feel the company didn't get cred for this.
- ·29.10.Good MS results yesterday - those of us who have followed Crayon in the old days know that there is a good correlation between the MS numbers and Crayon (now SWON). In addition, MS puts a lot of extra incentives on the table for their partners when closing their year - which is SWON's Q3 numbers - so I think this will be good when the quarterly numbers come out
- ·5.10.SoftwareOne – appointed as OpenAI Select Partner 5 October 2026 at 08:00 CEST – SoftwareOne/EQS. SoftwareOne announced this morning that the company has become an OpenAI Select Partner in the OpenAI Partner Network. Facts: The Select status gives SoftwareOne a formal position to build, sell and deliver enterprise solutions based on OpenAI technology. Among other things, SoftwareOne will combine OpenAI products with its existing services in cloud, data, digital workplace and security.Också denne tror jeg markedet har glemt https://www.cw.no/it-bransjen-kontrakter-og-avtaler-programvarelisenser/storavtale-for-softwareone-med-universitets-norge/2463605
- ·26.8.SWON is the forgotten stock on the Oslo Stock Exchange, this will just continue. Such a large system will be able to extract greater cost synergies and we will see that in the figures in the coming quarters.I have owned it since Crayon was acquired and I received Swon shares. I think they have an exciting future together with MSFT. But a turnover of 1.8 million today so far shows that there are some trading in it, trading at 8 million a day I think shows that the share is liquid. So it's not completely forgotten. Whale investors like it too. Make your own assessment based on my comment.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 H2 - tulosraportti 9.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 11.11. | ||
2026 H1 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 H2 - tulosraportti 31.3. | ||
2025 Q3 - tulosraportti 13.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
Tänään
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 H2 - tulosraportti 9.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 11.11. | ||
2026 H1 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 H2 - tulosraportti 31.3. | ||
2025 Q3 - tulosraportti 13.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
1,7694 NOK/osake
Viimeisin osinko
1,71%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·24 min sittenSoftwareOne beats expectations SoftwareOne beat expectations and significantly increased its earnings in the third quarter. Now the company is raising its profitability target for the year, despite a sharp slowdown in growth in the Nordic region. The Swiss IT company SoftwareOne, which acquired Norwegian Crayon last year, delivered both higher revenue and a significantly improved result in the third quarter. Revenue increased by 9.9 percent to 377.3 million Swiss francs, corresponding to around 4.4 billion kroner. Analysts had expected 370.4 million francs, meaning the company beat expectations by nearly 2 percent. At the same time, adjusted EBITDA rose by 21.8 percent, from 65.2 to 79.5 million francs. The adjusted EBITDA margin increased from 19 to 21.1 percent. The strong earnings growth now leads SoftwareOne to raise its profitability target for the full year 2026. The company expects an adjusted EBITDA margin of over 24 percent, compared to previously over 23 percent. Growth slows in the Nordics While SoftwareOne reports growth across all regions, the pace has slowed significantly in the Nordic region. Revenue in the Nordics ended at 48.9 million francs in the third quarter, up from 45.6 million francs in the same period last year. Advertisement Measured in constant exchange rates, this corresponds to a growth of 3.6 percent. By comparison, SoftwareOne reported Nordic revenue growth of 26 percent in the first half of the year. The company explains the slowdown by stating that growth in direct software sales has slowed after a particularly strong first half, when several customers transitioned to new Microsoft agreements. SoftwareOne experienced the strongest growth in the Asia-Pacific region, where revenue increased by 23.5 percent measured in constant exchange rates. Bjerkeli sold out The results come just over a week after Finansavisen covered how former Protector CEO Sverre Bjerkeli and his son David had sold their stake in SoftwareOne. Through Hvaler Invest, they were among the most vocal critics when SoftwareOne made a bid for Crayon in December 2024. After accepting the takeover and continuing as shareholders, they recently chose to sell their entire stake. The background included dissatisfaction with cost developments following the merger. SoftwareOne has previously promised annual cost synergies of 100 million Swiss francs from the Crayon acquisition. RAISING THE PROFITABILITY TARGET: SoftwareOne CEO Raphael Erb delivers strong earnings growth in the third quarter and raises profitability expectations for 2026. Photo: Eivind Yggeseth However, Bjerkeli argued that the announced savings were eaten up by increased underlying costs, while directing sharp criticism at management's reporting and credibility. In the quarterly update, SoftwareOne states that the company has realized cost savings totaling 85 million francs through the income statement since integration began in 2025. The company maintains that it has achieved an annual savings rate of 100 million francs, and expects an additional 5 to 10 million francs in annual savings by the end of 2026. SoftwareOne simultaneously states that the savings so far this year have helped counteract higher personnel costs, increased costs for external suppliers, and investments in further growth. SoftwareOne Million Swiss francs (CHF) 3Q 2026 3Q 2025 Revenue 377.3 343.2 EBITDA 65.6 42 Adjusted EBITDA 79.5 65.2 Sees major opportunities in AI CEO Raphael Erb highlights AI in the report as an increasingly important growth driver. In an interview with Finansavisen in August, he stated that AI can both provide the company with new revenue opportunities and become a threat if SoftwareOne fails to renew itself quickly enough. "It is no longer just software that customers spend money on. Now it is software, cloud, and AI, so customers' bills are increasing," Erb said at the time. In today's quarterly update, the company particularly points to increasing demand for services that help businesses control and optimize AI costs. "We see significant opportunities related to further development in software, cloud, and AI. Increased use of AI drives demand for services in data, security, and cost optimization, among other things," says CEO Raphael Erb. SoftwareOne also sees major opportunities related to Microsoft's transition from traditional enterprise agreements to cloud-based subscription agreements. The company estimates that the volume of such transitions could be two to three times higher in 2027 and 2028 than in 2026. For the first nine months of the year, SoftwareOne has total revenue of nearly 1.2 billion Swiss francs. On a comparable basis, this corresponds to an underlying growth of 10.3 percent measured in constant exchange rates.Forecast for 2026 is revised upwards and margins are growing. This was a solid report. file:///C:/Users/CAEFG/Downloads/FINAL_SoftwareOne_Q3_2026_Trading_update_EN.pdf
- ·12 t sittenWhat do we think about tomorrow?I think it will be good. Q2 was very good but feel the company didn't get cred for this.
- ·29.10.Good MS results yesterday - those of us who have followed Crayon in the old days know that there is a good correlation between the MS numbers and Crayon (now SWON). In addition, MS puts a lot of extra incentives on the table for their partners when closing their year - which is SWON's Q3 numbers - so I think this will be good when the quarterly numbers come out
- ·5.10.SoftwareOne – appointed as OpenAI Select Partner 5 October 2026 at 08:00 CEST – SoftwareOne/EQS. SoftwareOne announced this morning that the company has become an OpenAI Select Partner in the OpenAI Partner Network. Facts: The Select status gives SoftwareOne a formal position to build, sell and deliver enterprise solutions based on OpenAI technology. Among other things, SoftwareOne will combine OpenAI products with its existing services in cloud, data, digital workplace and security.Också denne tror jeg markedet har glemt https://www.cw.no/it-bransjen-kontrakter-og-avtaler-programvarelisenser/storavtale-for-softwareone-med-universitets-norge/2463605
- ·26.8.SWON is the forgotten stock on the Oslo Stock Exchange, this will just continue. Such a large system will be able to extract greater cost synergies and we will see that in the figures in the coming quarters.I have owned it since Crayon was acquired and I received Swon shares. I think they have an exciting future together with MSFT. But a turnover of 1.8 million today so far shows that there are some trading in it, trading at 8 million a day I think shows that the share is liquid. So it's not completely forgotten. Whale investors like it too. Make your own assessment based on my comment.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt