Agilysys Inc
NASDAQ:AGYS

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Agilysys Inc
NASDAQ:AGYS
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Price: 125.53 USD -1.98% Market Closed
Market Cap: 3.5B USD

Agilysys Inc
Investor Relations

Agilysys Inc., a notable player in the hospitality industry, operates with precision and innovation, crafting technology solutions that transform guest experiences. Headquartered in Alpharetta, Georgia, the company primarily focuses on providing software and services designed to streamline operations for hotels, resorts, and other hospitality venues. The essence of Agilysys’s business lies in its comprehensive suite of products which encompass property management systems (PMS), point-of-sale (POS) systems, inventory and procurement solutions, and analytics platforms. These offerings are not merely supportive technologies but are core components that enable hospitality businesses to optimize their operational efficiency, enhance customer service, and ultimately, increase profitability.

The company generates revenue through a blend of software licenses, subscription fees, and professional services. Its software solutions are either sold on a perpetual license basis, with customers paying for the software upfront, or through a subscription model, providing Agilysys a steady stream of recurring revenue. Additionally, professional services, including implementation, training, and support, contribute significantly to its income, enhancing the customer experience and fostering long-term relationships. Through strategic acquisitions and constant innovation, Agilysys continues to expand its portfolio, ensuring that it remains at the forefront of technological advancements in the hospitality sector, providing pivotal tools that shape the future of guest experiences worldwide.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Oct 27, 2025
AI Summary
Q2 2026

Record Revenue: Agilysys reported record Q2 revenue of $79.3 million, up 16.1% year-over-year, marking its 15th consecutive record revenue quarter.

Subscription Surge: Subscription revenue grew 33.1% year-over-year and now makes up 65.5% of total recurring revenue, with continued strong momentum and record-level bookings and backlog.

Guidance Raised: Management raised full-year revenue guidance to $315–318 million (from $308–312 million) and increased subscription revenue growth target to 29%.

Profitability Up: Net income rose to $11.7 million from $1.4 million a year ago, and adjusted EBITDA climbed to $16.4 million versus $12.2 million.

Broad-Based Growth: Sales were strong across verticals, especially in international markets, foodservice management, and gaming, with no single customer accounting for over 10% of sales.

AI Impact: The company highlighted increasing efficiency and competitive advantages from AI, boosting both its product innovation and internal operations.

Strong Backlog: Total product backlog and subscription backlog remain at record levels, improving visibility for the rest of the year.

Key Financials
Revenue
$79.3 million
Year-to-date Revenue
$156 million
Recurring Revenue
$51 million
Adjusted EBITDA
$16.4 million
Gross Profit
$49 million
Gross Profit Margin
61.7%
Operating Income
$14.1 million
Net Income
$11.7 million
Earnings Per Diluted Share
$0.41
Adjusted Net Income
$11.4 million
Adjusted Diluted Earnings Per Share
$0.40
Product Revenue
$10.1 million
Services Revenue
$18.2 million
Free Cash Flow
$15 million
Cash and Marketable Securities
$59.3 million
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