Q3 2025 Financial Highlights
Planisware, the French B2B AI-powered SaaS platform provider, has reported its third-quarter 2025 revenue, reaching €49.6 million. This figure represents a robust 9.0% growth in constant currencies compared to the same period last year. In current currencies, the revenue increased by 5.7%. The company's shares saw a significant boost following the announcement, climbing by 8.7% on Euronext Paris, as investors reacted positively to the resilient performance amidst ongoing macroeconomic challenges. For the first nine months of 2025, Planisware achieved a year-on-year revenue growth of 10.3% in constant currencies.
SaaS and Recurring Revenue Drive Performance
The primary driver behind Planisware's strong quarterly results was its SaaS & Hosting subscriptions, which surged by 16.6% in constant currencies to €23.5 million. Perpetual licenses also contributed positively, growing by 28.3%. Recurring revenue, a key indicator of the company's stable business model, reached €44.1 million, marking a 9.8% increase and accounting for 89% of the total Q3 2025 revenue. This highlights a continued shift towards subscription-based models and cloud solutions within the industry.
CEO Optimism and Full-Year Outlook
Loïc Sautour, CEO of Planisware, acknowledged the prevailing economic climate, stating, 'In Q3 2025, Planisware revenue growth remained below historical levels, impacted by macro headwinds.' However, he expressed cautious optimism, adding, 'we are beginning to see signs of improvement across all these areas, materializing in a strong level of signings for both new logos and existing clients in the past weeks.' The company successfully secured new clients across diverse industries and regions during the quarter, including Wittenstein, Etex, Regeneron, and Rabobank. Existing customers such as Lindt & Sprüngli and Philips also expanded their usage of Planisware's solutions. Planisware has reaffirmed its full-year 2025 guidance, projecting approximately 10% revenue growth in constant currencies, an adjusted EBITDA margin of around 36%, and a cash conversion rate of approximately 80%.
Company Profile and AI Innovation
Headquartered in Paris, France, Planisware specializes in providing Enterprise Project Portfolio Management (PPM) applications, including Planisware Enterprise and Planisware Orchestra. These solutions assist organizations in strategic planning, project portfolio optimization, budget and cost management, and resource management. The company serves approximately 600 organizational clients across more than 30 countries. Planisware has demonstrated a deep commitment to artificial intelligence, having introduced an AI-Powered Unified Platform and established an AI Customer Advisory Board to foster innovation and collaboration in strategic portfolio management.
5 Comments
anubis
The high percentage of recurring revenue indicates a stable business model, which is excellent. However, a 9.0% growth in constant currencies isn't stellar for a tech company, especially with macro headwinds still in play.
paracelsus
5.7% growth in current currencies? That's barely keeping pace with inflation.
anubis
While the SaaS growth is impressive, the overall revenue increase in current currencies is rather modest. It suggests currency fluctuations are masking some underlying realities.
paracelsus
Strong growth despite macro headwinds. Very resilient company.
anubis
The reaffirmation of full-year guidance is reassuring, but the CEO's 'cautious optimism' suggests they're still navigating a difficult market. Signs of improvement aren't guarantees.