The earnings call showcased strong sales and revenue growth, particularly in subscription revenue and international sales expansion. Despite challenges in one-time product revenue and cash flow, the company's strategic investments in AI and sales capacity suggest a positive trajectory.

Company Guidance -

Q2 2026

During Agilysys' fiscal 2026 first quarter conference call, the company reported a notable 24% increase in sales compared to the same period the previous year, marking it as their best Q1 sales period on record. This growth was driven by a 34% rise in recurring fee bookings and significant achievements across various sales verticals, including a 15% increase in the casino gaming sector and a 20% increase in professional services sales compared to the prior year. Subscription software sales reached a new high, growing 25% over the previous quarter and 79% year-over-year. The company also reported a 44% year-over-year increase in subscription revenue, contributing to a record total revenue of $76.7 million for the quarter. Despite a lower-than-expected EBITDA due to one-time costs, Agilysys maintained its annual revenue guidance of $308 million to $312 million and adjusted EBITDA at 20% of revenue for fiscal 2026.

Record Sales and Revenue Growth

Fiscal 2026 Q1 sales were 24% higher than the comparable prior year period, marking the second best quarter on record. Overall revenue was $76.7 million, a 21% increase from the prior year quarter.

Subscription Revenue Surge

Q1 fiscal 2026 was the best ever quarter for subscription software sales, 79% higher than the prior year period. Subscription revenue grew 44.3% and accounted for 65.6% of total recurring revenue.

Expansion in Sales Capacity

Sales capacity increased by 45% year-over-year, enhancing territory coverage and opening more doors for the company.

International and Vertical Sales Success

International sales showed good momentum, with casino gaming and food service management verticals achieving record sales levels.

AI Integration into Products

AI-based product enhancements are being added, including personalized upselling, AI-assisted concierge services, and AI-driven pricing decisions.

Agilysys (AGYS) 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 >

AGYS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2026 (Q2)	0.38 / -	0.34	―	―	―
Jul 21, 2025	2026 (Q1)	0.36 / 0.33	0.3	10.00% (+0.03)	―
May 19, 2025	2025 (Q4)	0.29 / 0.54	0.32	68.75% (+0.22)	―
Jan 21, 2025	2025 (Q3)	0.34 / 0.38	0.35	8.57% (+0.03)
Oct 28, 2024	2025 (Q2)	0.30 / 0.34	0.25	36.00% (+0.09)
Jul 22, 2024	2025 (Q1)	0.26 / 0.30	0.18	66.67% (+0.12)	―
May 13, 2024	2024 (Q4)	0.29 / 0.32	0.26	23.08% (+0.06)	―
Jan 22, 2024	2024 (Q3)	0.26 / 0.35	0.26	34.62% (+0.09)	―
Oct 23, 2023	2024 (Q2)	0.19 / 0.25	0.24	4.17% (+0.01)	―
Jul 24, 2023	2024 (Q1)	0.14 / 0.18	0.21	-14.29% (-0.03)	―

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

AGYS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 21, 2025	$116.94	$111.41	-4.73%
May 19, 2025	$83.02	$101.37	+22.10%
Jan 21, 2025	$125.90	$100.67	-20.04%
Oct 28, 2024	$111.49	$102.51	-8.05%

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 Agilysys (AGYS) report earnings?

Agilysys (AGYS) is schdueled to report earning on Oct 28, 2025, After Close (Confirmed).

What is Agilysys (AGYS) earnings time?

Agilysys (AGYS) earnings time is at Oct 28, 2025, After Close (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 AGYS EPS forecast?

AGYS EPS forecast for the fiscal quarter 2026 (Q2) is 0.38.

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