Vision 2026
With Vision 2026, we are set to enter a new chapter of sustainable growth and value creation, focusing on a value proposition that integrates software and services, delivering on five key growth opportunities and sharpening its execution. Our commitment is to elevate our “lead” offerings, ensuring clients have seamless cloud access, maximise the return on investment (ROI) on their software spend, and boost workforce productivity across customer segments. At the same time, we will “expand” into selected high-growth areas such as application modernisation and data & AI, specifically serving mid-market clients.
Strategic growth priorities
To drive revenue acceleration, we will capitalise on the strong momentum in our serviceable addressable market (SAM) and deliver on five key growth opportunities:
- Deepen partnerships with hyperscalers – we are a trusted partner to hyperscalers, with expert certifications across Microsoft, AWS and Google. We will deepen these relationships by driving higher consumption through integrated solutions
- Drive global Copilot roll-out – we estimate a mid-term revenue opportunity of c. CHF 100 million and are already seeing strong traction around our first-to-market Copilot offering
- Capitalise on data & AI – with our extensive capabilities, Intelligence Fabric offering and partnerships with market leaders, we are well-positioned to capitalise on the fast-growing data & AI market
- Execute on focused Independent Software Vendor (ISV) strategy – by focusing on the largest vendors with dedicated global and regional teams, we will capture the large opportunity and drive results in other ISVs
- Leverage Marketplace portal – the Marketplace portal offers a compelling value proposition for both vendors and clients as a self-serve one-stop-shop
Sharpened execution
As part of its updated strategy, we will focus on sharpening execution through a transformed go-to-market approach. Specifically, we will implement a new client segmentation and coverage model and drive commercial excellence, including pricing realisation. Together with continuous portfolio innovation, delivery excellence and talent management, we will deliver best-in-class business outcomes for clients and performance.
A key element of the transformed GTM approach will be a differentiated coverage model, ranging from “high touch” to “low touch” depending on client size in order to drive cost-effective, yet scalable revenue growth.
Revenue-based segmentation (USD)
New financial targets
With Vision 2026, we set new financial targets reflecting a transitional period in 2024, followed by an acceleration of growth and margin expansion by 2026.
