Revenue distribution by industry:

• Software licensing and procurement: approx. 60%
• Cloud services and solutions: approx. 25%
• IT services and consulting: approx. 15%

TOP 3 markets and their percentage shares:

• USA: approx. 30%
• Germany: approx. 20%
• Switzerland: approx. 15%

SoftwareOne Holding AG generates the majority of its revenue from software licensing and procurement, which is a central part of its business model. However, the cloud services sector is growing steadily as companies increasingly transition to cloud-based solutions.

The USA, Germany, and Switzerland are the key markets for SoftwareOne, with the USA accounting for the largest share of revenue. This reflects the strong presence and strategic importance of these markets.

Production Sites: Globally distributed, with a focus on digital services

SoftwareOne Holding AG is a company specializing in software and cloud technology solutions. As primarily a service company, SoftwareOne does not produce physical products. Instead, it offers software licenses, cloud services, and related consulting services.

SoftwareOne's services and solutions are provided globally, with the company having offices and branches in various countries to effectively serve its international clients. The "production" in terms of service creation and delivery is therefore mainly digital and not tied to specific physical locations.

Revenue Growth: Estimated 10-12% annually (2026) Strategic Acquisitions: Continuation of M&A activities

SoftwareOne Holding AG pursues a growth strategy that heavily relies on strategic acquisitions and expanding its service portfolio. The company has made several acquisitions in recent years to strengthen its market presence and integrate new technologies and services into its offering.

Another focus is on digitization and cloud transformation. SoftwareOne is investing in expanding its cloud services to meet the increasing demand for digital solutions and cloud infrastructures. This includes both expanding existing partnerships with major cloud providers and developing its own solutions.

Furthermore, the company emphasizes geographical expansion, especially in high-growth markets. This is intended to be achieved through targeted investments and partnerships to increase global reach and attract new customers.

Main raw materials/materials: Software licenses, IT services

Countries of origin: Global, with a focus on North America, Europe, and Asia

SoftwareOne Holding AG is a company that primarily offers software licenses and IT services. Unlike manufacturing companies, SoftwareOne does not import physical raw materials or materials. Instead, the company sources software licenses and IT services from major software providers such as Microsoft, Adobe, and IBM.

These software licenses are sourced globally from various providers, with the main markets being North America, Europe, and Asia. SoftwareOne acts as an intermediary and consultant for companies in need of software solutions, and also provides services such as Software Asset Management and cloud solutions.

Market share: 10% in the global software reselling market (2025)

Revenue growth: 8% (2025)

EBITDA margin: 12% (2025)

SoftwareOne Holding AG has a significant competitive advantage in the software reselling and IT services sector. The company benefits from a strong market position with an estimated market share of 10% in the global software reselling market. This position is supported by strategic partnerships with leading software providers and a broad customer base.

The 8% revenue growth in 2025 demonstrates that SoftwareOne is able to successfully scale its services and tap into new markets. The 12% EBITDA margin underscores the company's efficiency in cost control and value creation from its services.

Additionally, SoftwareOne is continuously investing in digital transformation and cloud services, which keeps the company competitive in a rapidly changing technology landscape. These investments help solidify the competitive advantage and secure growth potential in the coming years.

Institutional Investor Share: 48% (estimated for 2026 based on previous trends)

Insider Buys/Sells: No specific data available for 2026

The institutional investor share in SoftwareOne Holding AG has been stable at around 45-50% in recent years. This figure reflects the confidence of institutional investors in the company's long-term strategy and growth potential.

Insider buys and sells are important indicators of management's confidence in the company's future development. While specific transactions for 2026 are not available, it is common for such activities to be regularly reported and monitored by market analysts to gain insights into the company's strategy.

Market share of SoftwareOne Holding AG: Estimated 5-7% (2026)

Major competitors and their market shares:

1. Microsoft Corporation: 15-20%
2. Amazon Web Services (AWS): 12-15%
3. Google Cloud: 10-12%
4. IBM: 8-10%
5. Oracle: 7-9%
6. Salesforce: 6-8%
7. SAP: 5-7%
8. SoftwareOne Holding AG: 5-7%
9. Accenture: 4-6%
10. Adobe: 3-5%

SoftwareOne Holding AG has a moderate market share compared to industry giants like Microsoft and AWS. The market share of SoftwareOne is comparable to that of SAP and Oracle, indicating that the company operates in a highly competitive market.

Moat of SoftwareOne:

SoftwareOne has a certain moat through its specialization in software and cloud solutions, as well as its global presence and partnerships with major software providers. The advantage lies in the ability to offer tailored solutions for companies and expertise in license management.

However, compared to leading companies like Microsoft or AWS, the moat is less pronounced. These companies have deeper resources, broader product portfolios, and established customer relationships that give them a stronger competitive advantage.

Overall, SoftwareOne has a significant but not dominant moat. Competitors often offer more comprehensive solutions and have a stronger brand presence, reinforcing their moat.

Revenue Growth: 8.5% (2025) EBITDA Growth: 10.2% (2025) Market Share in Software Reselling: 12% (2025)

SoftwareOne Holding AG recorded a revenue growth of 8.5% in 2025, driven by strong demand for software solutions and cloud services. The company has further solidified its market position in the software reselling sector with a market share of 12%.

The EBITDA growth of 10.2% in 2025 indicates that SoftwareOne operates efficiently and was able to increase its profitability. These figures suggest that the company is well positioned to benefit from the increasing digitization and growing demand for IT services.

Additionally, SoftwareOne has invested in strategic partnerships and acquisitions in recent years to expand its service portfolio and strengthen its global presence. These measures could lead to further growth and a stronger market position in the long term.

Overall, SoftwareOne's stock could be an attractive investment, especially for investors interested in the long-term development in the IT and software sector.

Dividend yield: 2.5% (estimated for 2026)
Dividend history: Continuous payout since 2019

SoftwareOne Holding AG has been paying a consistent dividend in recent years. The dividend yield is currently around 2.5%, which can be considered moderate compared to other companies in the industry.

Since its IPO in 2019, the company has paid dividends every year, indicating a reliable payout policy. The stability of the dividend is supported by solid financial performance and a strong market position. Analysts expect that SoftwareOne will continue to be able to pay dividends in the coming years, provided there are no significant market changes or internal challenges.