10 Segment reporting

As disclosed in the Annual Report 2025, following the acquisition of Crayon at the beginning of July 2025, operating segments were reassessed in the second half of 2025. Given Crayon’s significant presence in the Nordics and the CEE, the former rEMEA region has been restructured into three new operating regions: Nordics, WEMEA and CEE.

For management purposes, SoftwareOne is organized by geographical areas, with seven operating segments:

No operating segments have been aggregated to reportable segments.

The Co-CEO’s are the Chief Operating Decision Makers (CODM). They assess each of the reported segments separately for the purpose of evaluating performance and allocating resources. Revenue and adjusted EBITDA are the key performance indicators used by SoftwareOne for internal management and monitoring purposes. The group allocates revenue and expenses to regions based on the end customer’s headquarter domicile since the region is responsible for the global client relationship. There are no intersegment revenues. Different average exchange rates are used in management reporting than for group consolidation purposes.

The segment reporting presents revenue, third party service delivery costs, personnel expenses, other operating expenses net (after operating income) and EBITDA. The group’s financing (including finance income and finance expenses) and income taxes are managed on a group basis and are not allocated to the reportable segments.

The segment totals are reconciled to the figures reported in the interim condensed consolidated income statement (“Total” column) as follows:

For the six months ended June 30, 2026

in CHF million

DACH

WEMEA

Nordics

CEE

NORAM

LATAM

APAC

Total segments

Group

FX & Consoli- dation

Other

Total

Revenue

180.4

169.9

133.5

42.2

92.6

49.3

151.0

818.9

6.3

0.1

–7.0

818.3

Third-party service delivery costs

–4.0

–5.4

–2.5

–5.0

–2.6

–3.5

–15.5

–38.5

–0.5

0.1

0.1

–38.8

Personnel expenses

–77.7

–78.2

–67.8

–20.0

–52.2

–28.1

–61.7

–385.7

–91.9

-

–14.8

–492.4

Operating expenses, net (after operating income)

–22.3

–25.4

–11.5

–8.1

–16.2

–13.3

–18.6

–115.4

2.1

–0.3

11.9

–101.7

EBITDA1)

76.4

60.9

51.7

9.1

21.6

4.4

55.2

279.3

–84.0

–0.1

–9.8

185.4

1)EBITDA from segment reporting reconciled to earnings before net financial items, taxes, depreciation and amortization.

The most relevant reconciliation items in the “Other” column were related to adjustments for items affecting comparability in operating expenses and further accounting-related adjustments:

in CHF million

Integration, M&A and earn-out costs

Crayon transaction costs

Crayon integration costs

Other non-recurring items2)

IFRS 16 leases

IFRS 15 upfront revenue recognition

Remaining

Total Other

Revenue

-

-

-

-

-

–5.0

–2.0

–7.0

Third-party service delivery costs

-

-

-

-

-

-

0.1

0.1

Personnel expenses

–1.4

-

–13.0

–0.2

-

0.2

–0.4

–14.8

Operating expenses, net (after operating income)

–0.2

0.7

–3.9

–0.5

14.4

-

1.4

11.9

EBITDA1)

–1.6

0.7

–16.9

–0.7

14.4

–4.8

–0.9

–9.8

1)EBITDA from segment reporting reconciled to earnings before net financial items, taxes, depreciation and amortization.

2)Other non-recurring items include costs for LATAM restructuring of CHF 0.7 million.

For the six months ended June 30, 2025

in CHF million

DACH

WEMEA2)3)

Nordics2)

CEE2)

NORAM

LATAM

APAC3)

Total segments

Removal Crayon H1

Group

FX & Consoli- dation

Other

Total

Revenue

172.5

157.6

106.6

37.7

92.7

46.0

131.2

744.3

–270.5

15.1

–0.7

–1.6

486.6

Third-party service delivery costs

–3.8

–7.4

–2.4

–3

–2.9

–2.6

–9.3

–31.4

10.0

–0.1

0.7

0.6

–20.2

Personnel expenses

–88.0

–92.9

–64.4

–18.3

–60.0

–32.5

–69.9

–426.0

189.8

–47.5

–2.7

–21.2

–307.6

Operating expenses, net (after operating income)

–12.3

–7.3

–9.7

–9.8

–14.6

–6.1

–8.9

–68.7

35.7

–40.1

2.5

–3.2

–73.8

EBITDA1)

68.4

50.0

30.1

6.6

15.2

4.8

43.1

218.2

–35.0

–72.6

–0.2

–25.4

85.0

1)EBITDA from segment reporting reconciled to earnings before net financial items, taxes, depreciation and amortization.

2)Former rEMEA region has been restructured into Nordics, WEMEA and CEE in the second half of 2025; figures were restated.

3)Middle East subregion was moved from APAC to WEMEA in the second half of 2025; figures were restated.

The most relevant reconciliation items in the “Other” column were related to adjustments for items affecting comparability in operating expenses and further accounting-related adjustments:

in CHF million

Integration, M&A and earn-out costs

Crayon transaction costs

Crayon integration costs

Cost reduction program

Other non-recurring items2)

IFRS 16 leases

IFRS 15 upfront revenue recognition

Remaining

Total Other

Revenue

-

-

-

-

-

-

–2.0

0.4

–1.6

Third-party service delivery costs

-

-

-

-

-

-

-

0.6

0.6

Personnel expenses

–2.7

-

-

–17.0

-

-

-

–1.5

–21.2

Operating expenses, net (after operating income)

–0.4

–12.3

–2.6

–2.1

4.4

14.4

0.2

–4.8

–3.2

EBITDA1)

–3.1

–12.3

–2.6

–19.1

4.4

14.4

–1.8

–5.3

–25.4

1)EBITDA from segment reporting reconciled to earnings before net financial items, taxes, depreciation and amortization.

2)In addition to costs associated with the strategic review, other non-recurring items include income of CHF 4.7 million from released legal provisions, recorded as other operating income

Additional geographical information

Germany, the US, Switzerland and Norway are the main geographical markets for SoftwareOne and represent approximately 35% of revenue. Revenue is reported based on the customer's headquarter domicile:

in CHF million

Germany

US

Norway

Switzerland

Other countries

Total

Revenue for the six months ended June 30, 2026

112.0

69.1

54.4

47.8

535.0

818.3

In the comparative period, Germany, the US, Switzerland and the Netherlands were SoftwareOne’s main geographical markets, together accounting for 46% of revenue.

in CHF million

Germany

US

Switzerland

Netherlands

Other countries

Total

Revenue for the six months ended June 30, 2025

98.3

52.3

38.9

34.0

263.1

486.6

SoftwareOne generated 38% of total revenues with our customer Microsoft (comparative period: 37%). The revenue derives from all segments. Microsoft is our only customer aggregating more than 10% of our total revenues.

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