VYX
NCR Voyix Corporation10.08
+0.25+2.54%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.40BP/E (TTM)
-Basic EPS (TTM)
-0.44Dividend Yield
0%Recent Filings
8-K
CAO resigns; successor named
NCR Voyix's Chief Accounting Officer Anthony Radesca resigned on September 3, 2025, to pursue another opportunity, with no disagreements noted. The board swiftly appointed internal veteran James Wise as Senior Vice President & Chief Accounting Officer, effective September 12, ensuring continuity in financial oversight. Wise's package includes a $320,000 base salary and 45% target bonus. Smooth transition bolsters stability amid routine executive shifts.
8-K
Q2 revenue dips, EBITDA surges
NCR Voyix reported Q2 2025 revenue of $666 million, down 8% from $722 million last year, yet swung to $1 million net income from a $90 million loss. Adjusted EBITDA climbed 20% to $95 million, fueled by 5% ARR growth to $1.68 billion and 16% more platform sites. Restaurants delivered 10% EBITDA gains; retail dipped 7%. Full-year outlook holds steady at $2.575-$2.650 billion revenue. Tariffs pose mitigation challenges.
10-Q
Q2 FY2025 results
NCR Voyix posted Q2 revenue of $666M, down 8% y/y but with recurring streams up 4% to $422M, or 63% of total, while software and services held flat at 75%. Gross margin climbed to 23.0% from 17.5%, fueled by service efficiencies and cost cuts, flipping operations to a $14M profit versus last year's $34M loss; diluted EPS from continuing ops edged to $(0.02) from $(0.65), reconciling cleanly to 137.9M shares. Interest expense halved to $14M after debt paydown, bolstering liquidity with $276M cash and $478M revolver availability against $1.1B total debt, including senior notes maturing 2028-2030. The Digital Banking sale closed September 2024 for $2.45B cash, recognizing no goodwill as discontinued ops. Yet regulatory pressures on data privacy loom large.
8-K
Annual meeting results approved
NCR Voyix held its 2025 Annual Meeting on June 6, electing nine directors including James Kelly and Laura Sen, with overwhelming support exceeding 130 million votes for each. Stockholders approved executive compensation on an advisory basis, with 120.7 million votes in favor despite 11.3 million against. The appointment of PricewaterhouseCoopers as auditors for the year ending December 31, 2025, passed with 141.9 million yes votes. Strong turnout signals investor confidence in governance.
10-Q
Q1 FY2025 results
NCR Voyix's Q1 revenue fell 13% year-over-year to $617 million, driven by a 31% drop in product sales to $153 million amid hardware transition challenges, yet recurring revenue edged up 2% to $407 million, bolstering stability at 66% of total. Gross margins improved to 21.9% from 19.4%, fueled by service efficiencies, while operating loss narrowed slightly to $20 million; diluted EPS from continuing operations held at -$0.17, consistent with 139.9 million shares and anti-dilution effects excluding preferred stock conversion. Cash dipped to $573 million with $1.1 billion in fixed-rate debt and full $500 million revolver availability, supporting $62 million in share repurchases. Free cash flow turned negative at -$53 million (derived), reflecting capex and working capital shifts. Regulatory pressures from environmental cleanups like the Kalamazoo River linger as a key uncertainty.
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