๐Bloomberg TechnologyโขStalecollected in 30m
Temenos Boosts Targets, Eases AI Worries
๐กTemenos counters AI disruption fears with raised targetsโwatch for enterprise shifts
โก 30-Second TL;DR
What Changed
Lifts mid-term financial targets
Why It Matters
Reassures investors in enterprise software amid AI hype, potentially stabilizing sector valuations.
What To Do Next
Check Temenos' AI integration roadmap for banking software enhancements.
Who should care:Enterprise & Security Teams
๐ง Deep Insight
Web-grounded analysis with 8 cited sources.
๐ Enhanced Key Takeaways
- โขTemenos reported FY-25 non-IFRS EBIT of USD 371.9 million, exceeding consensus expectations of USD 352.7 million[1][2].
- โขARR reached USD 860 million in Q4-25, up 12% year-over-year in constant currency, now comprising over 90% of product revenue[1][3].
- โขFree cash flow grew 15% to USD 256 million for FY-25, with non-IFRS EPS up 25% for the year[1].
- โขRaised FY-28 targets to ARR of at least USD 1.23 billion (from USD 1.2 billion) and EBIT of around USD 480 million (from USD 450 million)[4][5].
๐ฎ Future ImplicationsAI analysis grounded in cited sources
Temenos FY-26 ARR grows by approximately 12%
Company guidance projects ARR growth of c.12% in constant currency for FY-26 versus FY-25 proforma[1].
Temenos FY-26 EBIT increases by 9%
โณ Timeline
2025-12
Strong Q4-25 preliminary results announced with ARR up 12% y-o-y
2026-01
Preliminary Q4 and FY-25 results released
2026-02
Full FY-25 results and raised FY-28 targets announced
๐ Sources (8)
Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.
- temenos.com โ Temenos Announces Q4 2025 Results 22tw4tk10
- marketscreener.com โ Temenos Forecasts 2026 Full Year Core Earnings to Grow by 9 Ce7e5cdadc80f522
- temenos.com โ Temenos Announces Strong Preliminary Q4 and Fy25 Results
- techmarketview.com โ Temenos Confirms Strong Fy25 and Raises Fy28 Targets
- agefi.com โ Temenos Slightly Raises Its 2028 Targets
- marketbeat.com โ Temenos Tmnsf Expected to Announce Earnings on Tuesday 2026 02 21
- simplywall.st โ The Five Year Underlying Earnings Growth at Temenos Vtxtemn
- temenos.com โ Investor Relations
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Original source: Bloomberg Technology โ