• Revenue growth guidance: Following an 11% year-on-year growth in the seasonally weak first quarter, the company expects full-year revenue growth to track its traditional high-teens rate, driven by a strong deal pipeline in mature markets, EMEA, and India.
• Margin and DSO: Full-year margins are projected to rise above 20% compared to roughly 15% in the first quarter, while days sales outstanding are targeted to decrease to 125–135 days as collection measures and contract restructuring take effect in EMEA.
• Subscription and annuity: Annuity revenue accounts for approximately 70% of total revenue, with SaaS and subscription revenues expected to sustain a 30% to 40% growth rate over upcoming quarters.
• AI-led solutions: Horizontal enterprise content, communication, and record management products with AI features have expanded into vertical banking, lending, and insurance solutions, fueling deal momentum across major geographies.