Agilysys Inc
F:PS3

Watchlist Manager
Agilysys Inc Logo
Agilysys Inc
F:PS3
Watchlist
Price: 68 EUR 0.74% Market Closed
Market Cap: €1.9B

Agilysys Inc
Investor Relations

Agilysys makes software for the hospitality industry. Its products help hotels, resorts, casinos, cruise lines, and food service operators handle reservations, front desk work, guest check-in, point-of-sale transactions, inventory, and other day-to-day operations. The company sells these systems directly to businesses that need software to run guest-facing and back-office tasks smoothly. The main customers are hospitality operators that want one system to manage the guest experience from booking through billing and service. Agilysys makes money by selling software subscriptions, maintenance and support, and related professional services such as setup, training, and implementation. In some cases it also sells hardware that works with its software, such as terminals and devices used at the point of sale. What makes Agilysys different is that it sits deep in the operating systems of hotels and similar venues, where switching software is difficult and disruptions are costly. That gives its products a sticky role in the customer’s workflow. Instead of selling a broad consumer product, Agilysys earns recurring business from organizations that rely on its software every day to run the guest experience.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2026
Call Date
May 18, 2026
AI Summary
Q4 2026

Record quarter: Agilysys said fiscal Q4 was its best quarter ever for sales, revenue and profitability, with revenue of $82.9 million and 17 straight record revenue quarters.

Strong full year: Full-year revenue reached $319.3 million, up 15.9%, while subscription revenue rose 30.2% to a record $137.1 million.

Guidance up: Management guided fiscal 2027 revenue to $365 million to $370 million and expects adjusted EBITDA margin to rise to 24% from 21.2% in fiscal 2026.

PMS rollout: The large Marriott PMS project is progressing well, but management said it will take at least 2 years and is not assumed to be a one-year rollout.

AI strategy: Agilysys is adding AI across its product set and launched two AI-native modules, revenue intelligence and CRS, with beta implementations expected later this fiscal year.

Margins improving: Gross margin expanded to 64.4% in Q4, and management expects further improvement in fiscal 2027 as the business shifts toward recurring revenue.

Demand broadens: Management said sales were strong across POS, PMS, gaming, managed foodservice and international, with record bookings and world-class retention.

Key Financials
Revenue
$82.9 million
Subscription revenue
$36.9 million
Recurring revenue
$54.4 million
Gross margin
64.4%
Adjusted EBITDA margin
21.2%
Adjusted EBITDA
$21.5 million
Net income
$38.8 million
Earnings per share
$1.37
Operating income
$43 million
Free cash flow
$68.1 million
Cash and marketable securities
$116.9 million
Product revenue
$41.2 million
Services revenue
$72.2 million
Subscription ARR installed
32% higher
Retained recurring bookings
43% above the prior best year
Earnings Call Recording
Other Earnings Calls

Management

Mr. Ramesh Srinivasan
CEO, President & Director
No Bio Available
Mr. William David Wood III
Senior VP & CFO
No Bio Available
Mr. Sethuram Shivashankar
Senior VP and Chief Technology & Information Officer
No Bio Available
Mr. Sridhar Laveti
Senior Vice President of Product Engineering & Customer Support
No Bio Available
Ms. Jessica Hennessy
Senior Manager of Corporate Strategy & Investor Relations
No Bio Available
Mr. Kyle C. Badger
Senior VP, General Counsel & Secretary
No Bio Available
Ms. Terrie O'Hanlon
Senior VP & Chief Marketing Officer
No Bio Available
Ms. Theresa Putnal
Vice President of Human Resources
No Bio Available
Mr. Prakash Bhat
Senior VP & MD of India Development Center
No Bio Available
Mr. Jebaseelan Kingsley
Senior Vice President of Professional Services
No Bio Available

Contacts

Address
GEORGIA
Alpharetta
1000 Windward Concourse Ste 250
Contacts
+17708107800.0
www.agilysys.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett