Industry Distribution:

• Public Sector: 40%
• Education: 30%
• Financial Services: 15%
• Healthcare: 10%
• Other: 5%

TOP 3 Markets:

• Australia: 50%
• New Zealand: 25%
• United Kingdom: 15%

Technology One Limited generates the majority of its revenue from the public sector and the education sector. These two areas are particularly strong in Australia and New Zealand, which explains the geographical revenue distribution. The British market is becoming increasingly important, as reflected in the rising revenue shares.

The company benefits from long-term contracts and stable demand in these core markets, contributing to continuous revenue growth.

Production Sites: Mainly in Australia

Technology One Limited, a leading company in the field of enterprise software solutions, mainly produces and develops its products in Australia. The company focuses on developing software solutions locally to ensure the quality and adaptability of its products.

The central development takes place in the main offices in Brisbane, with the company also having regional offices that contribute to supporting and customizing the software solutions for local markets.

Revenue Growth: 14.8% (2024)

Technology One Limited is pursuing a growth strategy that heavily focuses on cloud transformation and international expansion. In recent years, the company has significantly invested in its Software-as-a-Service (SaaS) offerings to migrate customers from traditional on-premise solutions to cloud-based services.

Another key focus is on geographical expansion, particularly in the Asian and British markets, where the company sees potential for significant growth. Through strategic partnerships and acquisitions, Technology One plans to expand its market presence and tap into new customer segments.

Additionally, the company is investing in research and development to expand its product range and offer innovative solutions that meet the changing needs of customers. This strategy is intended to secure Technology One's competitiveness and market leadership in the long term.

Commodities/Materials: No specific commodities

Technology One Limited is a software company that primarily develops and provides enterprise software solutions. Therefore, it is not directly dependent on the import of specific commodities or materials, as would be the case for manufacturing companies.

However, the company could be indirectly affected by the procurement of hardware components for its data centers or IT infrastructure. These components are often imported from countries such as China, Taiwan, or the USA, as these regions are leading in the production of electronics and IT hardware.

Since Technology One Limited is mainly active in the software sector, the company focuses more on importing technologies and services rather than physical commodities.

Market share in the ERP sector: 8% (estimated 2025)
Customer satisfaction rate: 92% (2024)
R&D investments: 12% of revenue (2024)

Technology One Limited has a solid competitive advantage in the ERP sector, especially in Australia and New Zealand. The company benefits from strong customer loyalty, reflected in a high customer satisfaction rate of 92%. This satisfaction is an indicator of the quality and reliability of their software solutions.

Another key advantage is the continuous investment in research and development, which accounts for 12% of revenue. These investments enable Technology One to offer innovative solutions and differentiate itself from competitors.

Additionally, the company has a further advantage through its Cloud-First strategy and the ability to develop tailored solutions for various industries. This strengthens its position in a competitive market and enables it to gain market share.

Institutional Investor Share: Approx. 60% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No specific data available for 2025

Technology One Limited has traditionally had a high proportion of institutional investors, indicating the confidence of major financial institutions in the company's stability and growth potential. The estimated share of around 60% is based on the most recent available data and the usual fluctuations in this category.

There is no specific information available for insider buys and sells in 2025. Historically, Technology One Limited has had occasional insider transactions, which, however, are within the scope of normal corporate activities. It is recommended to consult the latest reports from the Australian Securities Exchange (ASX) for current information.

Market share of Technology One Limited: Estimated 8% (2025)

Top competitors and their market shares:

1. SAP SE: 20%
2. Oracle Corporation: 18%
3. Microsoft Corporation (Dynamics 365): 15%
4. Infor: 10%
5. Technology One Limited: 8%
6. Workday, Inc.: 7%
7. Sage Group: 5%
8. Epicor Software Corporation: 4%
9. Unit4: 3%
10. IFS AB: 2%

Moat of Technology One Limited:

Technology One Limited has built a solid moat through its specialized software for the public sector and educational institutions. The company benefits from long-term contracts and strong customer loyalty in these niche markets. Their integrated solutions and focus on cloud services further strengthen their market position.

Compared to larger competitors like SAP and Oracle, which have more comprehensive product portfolios and a global presence, Technology One's moat is less pronounced. These larger companies often have more resources for research and development as well as a broader customer base, giving them a competitive advantage.

Nevertheless, Technology One remains competitive through its specialization and local market knowledge in Australia and New Zealand. The moat could be reinforced through further expansions and innovations in specific software solutions.

Revenue Growth: 10.5% (2024) Profit Growth: 8.9% (2024) Market Share in the Cloud Segment: 25% (2024)

Technology One Limited recorded a revenue growth of 10.5% in 2024, attributed to its successful expansion in the cloud segment. The company has increased its market share in this area to 25%, further strengthening its position as a leading provider of enterprise software solutions.

The profit growth of 8.9% during the same period demonstrates that Technology One is able to increase its profitability despite growing investments in research and development. These investments are crucial for expanding the product range and driving innovation.

Due to its strong market position in the cloud segment and continuous improvement in financial metrics, Technology One Limited could present an attractive investment opportunity. However, potential investors should also consider general market trends and possible risks, such as regulatory changes or increased competition.

Dividend Yield: 2.5% (Estimated 2025)
Dividend Growth: 5% annually (Average of the last 5 years)

Technology One Limited regularly pays dividends to its shareholders. The company has a solid history of dividend payments and has consistently increased its payouts in recent years. The dividend yield is currently estimated at 2.5% for the year 2025, which can be considered stable compared to other technology companies.

The average annual dividend growth of 5% over the last five years shows that Technology One Limited is committed to increasing shareholder value through regular and growing payouts. This reliability is supported by the company's strong financial performance and sustainable business model.