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Visma

Visma

Visma is an Oslo-based software company that acquires and operates mission-critical business software and SaaS companies, primarily serving customers across Europe.www.visma.com

Search complete. 2 mentions across 1 episode found for "Visma".

Sep 29, 2026

Milosz PapstGUEST
7:20
Yes, Liam.
Milosz PapstGUEST
7:20
So Visma and IFS are AGT's two largest positions, together representing 22% of portfolio value at the end of June.
Milosz PapstGUEST
7:29
Visma's annual recurring revenue, or ARR, reached €3.1 billion in the first half of the year, which is up 19% year-on-year and 13% organically, while its customer base grew 30% year-on-year to €2.7 million.
Milosz PapstGUEST
7:46
Importantly, 40% of group ARR now comes from customers with access to embedded AI features.
Milosz PapstGUEST
7:53
And then, IFS reported 25% year-on-year ARR growth in the first half of 2026, with recurring revenue at 84% of total revenue, driven by new customer wins and greater adoption of its industrial AI offerings.

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