It was a major week for financial results, with announcements from Microsoft, Sage, and Procore. The ERP market continues to see monumental growth year after year, across all industries and solutions. Epicor announced strategic partnerships with SourceDay, a supply chain collaboration platform, and Sovos, the always-on tax compliance company, to complement its Epicor Kinetic ERP platform for manufacturers.
It was a major week for financial results, with announcements from Microsoft, Sage, and Procore. The ERP market continues to see monumental growth year after year, across all industries and solutions. Epicor announced strategic partnerships with SourceDay, a supply chain collaboration platform, and Sovos, the always-on tax compliance company, to complement its Epicor Kinetic ERP platform for manufacturers.
Hi and welcome to episode 198 of The ERP Minute. I’m your host, Rebekah McCabe.
It was a major week for financial results, with announcements from Microsoft, Sage, and Procore.
First, Microsoft announced results for the quarter ended June 30th, 2025, as compared to the corresponding period of last fiscal year. Revenue was $76.4 billion, an increase of 18%. Dynamics products and cloud services revenue increased 18% driven by Dynamics 365 revenue growth of 23%. And server products and cloud services revenue increased 27% driven by Azure and other cloud services revenue growth of 39%.
Next, Sage issued a trading update for the nine months ended June 30th, 2025. Total Revenue was about 1.86 billion pounds, an increase of 9% year-over-year. Of that, about 1.54 billion pounds was Sage Business Cloud revenue, increasing 13% year-over-year.
Finally, Procore Technologies rounded out the financial news, announcing financial results for the second quarter ended June 30th, 2025. Revenue was $324 million, an increase of 14% year-over-year. Another number of note was Procore acquiring 195 net new organic customers in the second quarter, ending with a total of 17,501 organic customers.
The ERP market continues to see monumental growth year after year, across all industries and solutions. We are excited to see even greater growth as we enter the second half of 2025.
To round out the week, Epicor announced strategic partnerships with SourceDay, a supply chain collaboration platform, and Sovos, the always-on tax compliance company, to complement its Epicor Kinetic ERP platform for manufacturers. These integrations are part of Epicor’s Cognitive ERP vision and roadmap, an AI-driven approach that transforms ERP from a system of record to a system of action. SourceDay’s integration with Epicor Kinetic digitalizes and automates the entire purchase order lifecycle – enabling real-time updates, direct supplier collaboration, and providing clean data for executive decision-making. And Sovos brings a unified, automated approach to tax compliance management, ranging from VAT to sales tax to e-invoicing mandates across global tax jurisdictions. Customers can do even more with the Epicor solutions they rely on every day.
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