The call highlighted strong financial performance with record revenue growth, successful product launches, and increased shareholder returns. While there were moderate challenges like currency impact and slower growth in the Payment Software segment, the overall outlook remains positive with raised guidance for the full year.

Company Guidance

In the third quarter of 2025, ACI Worldwide Inc. reported a 7% year-over-year increase in total revenue, reaching $482 million, with recurring revenue growing by 10% to represent 62% of the total. For the first nine months of the year, both total revenue and adjusted EBITDA increased by 12%, with net new ARR bookings growing by 50% to $46 million. The Biller business posted a 10% revenue increase, notably driven by strong performances in the utility and government sectors. The Payment Software segment showed a 4% revenue rise, bolstered by demand across issuing, acquiring, merchant, fraud management, and real-time payments. ACI raised its full-year guidance, now expecting total revenue between $1.73 billion and $1.754 billion, and adjusted EBITDA between $495 million and $510 million. They also increased their share repurchase authorization to $500 million, highlighting their focus on returning capital to shareholders.

Record Revenue Growth

ACI Worldwide reported a 7% year-over-year total revenue growth in Q3 2025, with a 12% increase in total revenue and adjusted EBITDA year-to-date.

Strong Performance in Biller Business

The Biller business delivered a 10% revenue growth in Q3, with strong performance in the utility and government verticals.

Successful Launch of ACI Connetic

First new ACI Connetic customer signed in Q3 with Solaris, a German fintech and bank. The platform's architecture is resonating with customers, expanding the pipeline.

Increased Share Repurchase Authorization

Year-to-date, ACI repurchased 3.1 million shares for $150 million, with an increase in the repurchase authorization to $500 million.

Positive Earnings Guidance

The company raised its full-year guidance, now expecting total revenue between $1.73 billion to $1.754 billion and adjusted EBITDA between $495 million to $510 million.

ACI Worldwide (ACIW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ACIW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	0.80 / -	0.93	―	―	―
Nov 06, 2025	2025 (Q3)	0.80 / 0.88	0.77	14.29% (+0.11)
Aug 07, 2025	2025 (Q2)	0.10 / 0.12	0.29	-58.62% (-0.17)
May 08, 2025	2025 (Q1)	0.18 / 0.55	-0.07	885.71% (+0.62)
Feb 27, 2025	2024 (Q4)	0.58 / 0.93	1.12	-16.96% (-0.19)
Nov 07, 2024	2024 (Q3)	0.42 / 0.77	0.35	120.00% (+0.42)
Aug 01, 2024	2024 (Q2)	0.07 / 0.29	-0.06	583.33% (+0.35)
Apr 30, 2024	2024 (Q1)	-0.18 / -0.07	-0.3	76.67% (+0.23)
Feb 29, 2024	2023 (Q4)	0.97 / 1.12	0.81	38.27% (+0.31)
Nov 02, 2023	2023 (Q3)	0.12 / 0.35	0.2	75.00% (+0.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ACIW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$48.24	$50.63	+4.95%
Aug 07, 2025	$42.15	$43.74	+3.77%
May 08, 2025	$54.88	$48.46	-11.70%
Feb 27, 2025	$50.58	$54.47	+7.69%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ACI Worldwide (ACIW) report earnings?

ACI Worldwide (ACIW) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).

What is ACI Worldwide (ACIW) earnings time?

ACI Worldwide (ACIW) earnings time is at Feb 26, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ACIW EPS forecast?

ACIW EPS forecast for the fiscal quarter 2025 (Q4) is 0.8.

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