VYX
NCR Voyix Corporation10.08
+0.25+2.54%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A clarifies timelines, SMB fixes
Q&A spotlighted platform deployment timelines of 9-18 months for enterprise clients due to seasonal freezes and training, with backlog now the key KPI after sales comp revamp. Management detailed SMB restaurant headwinds from legacy products and fierce competition, pinning hopes on Aloha Next store-in-a-box launch in H2. Gateway shifts promise revenue capture from third-party payments and data insights, while Worldpay migration wraps up amid focus on new platform embeds. EBITDA growth tempers from lapping TSAs but lifts via ODM and costs. Backlog builds slowly. Investors will eye deployment pace and SMB rebound.
Key Stats
Market Cap
1.40BP/E (TTM)
-Basic EPS (TTM)
-0.44Dividend Yield
0%Recent Filings
10-K
FY2025 results
NCR Voyix posted FY2025 revenue of $2.7B, down 5% y/y, with recurring revenue up 3% to 62% of total and software/services at 74%. Adjusted EBITDA jumped 22% to $425M on cost cuts, while GAAP net income swung to $42M profit from continuing ops versus prior losses. Retail revenue fell 6% but ARR rose 4%; Restaurants dipped 1% with ARR flat, yet segment EBITDA grew 6% on mix shift. Q4 momentum showed in $74M preferred repurchase and $122M buyback capacity. Debt fell to $1.1B with $476M revolver room. Hardware transition to Ennoconn risks revenue drop. Cybersecurity threats could disrupt operations.
8-K
Q4 revenue up 6%, EBITDA jumps
NCR Voyix posted Q4 revenue of $720M, up 6% YoY, with Adjusted EBITDA rising 17% to $130M; full-year revenue dipped 5% to $2.687B yet Adjusted EBITDA surged 22% to $425M. Platform sites grew 8%, ARR hit $1.7B. Shares repurchased for $78M. 2026 guides revenue to $2.21B-$2.325B but pro forma flat amid hardware shift. Profitability strengthened.
10-Q
Q3 FY2025 results
NCR Voyix revenue dipped 3% y/y to $684M in Q3 ended September 30, 2025, with product sales off 8% y/y to $200M while services held steady at $484M; gross margin edged up to 24.3% on service mix shift. Operating income slipped to $15M from $16M, yet interest expense halved to $15M post-debt paydown, swinging pretax loss to modest $23M versus $30M y/y. Cash fell to $282M amid $270M operating outflow (derived), $1.1B long-term debt intact with $477M revolver availability. Retail and restaurants segments delivered steady recurring revenue growth. Litigation costs linger.
8-K
Q3 revenue dips, EBITDA soars
NCR Voyix posted Q3 revenue of $684M, down 3% from $708M, yet Adjusted EBITDA jumped 32% to $125M on recurring revenue gains and cost cuts. ARR hit $1.7B, up 5%, with platform sites up 12%. Full-year outlook tightened to $2.65B-$2.67B revenue, $420M-$435M Adjusted EBITDA. Restructuring drove the profit surge.
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.
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