Transcript of the Sage NA earnings call.
Standout items:
Stephen Kelly seems pretty upfront that growth is coming from price (aka increases)
License revenues largely flat
Sage One in NA a flop
New customer revenue is a top priority
ERP X3 not selling like gangbusters everywhere (France seems flat)
There is a Capital Day scheduled in June where Sage will outline more pie-in-the-sky ideas.
http://seekingalpha.com/article/3165446-sage-groups-sggef-ceo-stephen-kelly-on-q2-2015-results-earnings-call-transcript?part=single