The earnings call highlights strong financial performance, including record revenue, improved profitability, and substantial free cash flow. However, revenue growth is expected to be at the lower end of the guidance range, and a contract termination adds a minor downside note. Overall, the call reflects a positive sentiment with significant achievements and manageable challenges.

Company Guidance

During CSG's second quarter 2025 earnings call, the company revealed a 19.5% non-GAAP operating margin in the first half of 2025, marking a 250-basis-point improvement from the previous year. The company reported $597 million in revenue for the first half of 2025, up from $585 million in 2024, and highlighted a significant boost in non-GAAP adjusted free cash flow, generating $47 million, a substantial increase from $5 million in the same period last year. CSG's revenue diversification efforts have led to 32% of total revenue coming from industries outside of cable and telecom, with a target to exceed 35% by the end of 2026. The company also reported a reduction in revenue concentration, with Charter and Comcast now representing 36% of total CSG revenue, down from 49% in 2017. Additionally, CSG raised its full-year profitability targets for 2025 and increased the midpoint of its non-GAAP adjusted free cash flow expectations. The company remains committed to 2% to 6% organic revenue growth and aims for 18% to 20% non-GAAP adjusted operating margin in the long term.

Record High Revenue

CSG reported a record high $597 million in revenue in the first half of 2025, representing the highest revenue in the first half of the year in CSG's history, up from $585 million in 2024.

Improved Profitability

The company achieved a 19.5% non-GAAP operating margin in the first half of 2025, with a 250-basis-point improvement compared to 17% in the same prior year period.

Strong Non-GAAP Adjusted Free Cash Flow

CSG generated $47 million of non-GAAP adjusted free cash flow in the first half of 2025, a significant improvement over the $5 million from the same period last year.

Successful New Deals

The company signed new deals with Orange Business and Liberty Communications of Puerto Rico, and expanded its relationship with a large mutual life insurance and financial services company in the U.S.

Shareholder Returns

CSG is on track to meet a commitment to return more than $100 million to shareholders in 2025, with $59 million returned in the first half.

CSG Systems International (CSGS) 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 >

CSGS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	1.15 / -	1.06	―	―	―
Aug 06, 2025	2025 (Q2)	1.05 / 1.16	1.02	13.73% (+0.14)
May 07, 2025	2025 (Q1)	1.01 / 1.14	1.01	12.87% (+0.13)
Feb 05, 2025	2024 (Q4)	1.21 / 1.65	0.92	79.35% (+0.73)
Nov 06, 2024	2024 (Q3)	1.06 / 1.06	0.92	15.22% (+0.14)
Aug 07, 2024	2024 (Q2)	0.91 / 1.02	0.8	27.50% (+0.22)
May 01, 2024	2024 (Q1)	0.93 / 1.01	1.04	-2.88% (-0.03)
Feb 07, 2024	2023 (Q4)	0.86 / 0.92	0.84	9.52% (+0.08)
Nov 01, 2023	2023 (Q3)	0.80 / 0.92	1.06	-13.21% (-0.14)
Aug 02, 2023	2023 (Q2)	0.72 / 0.80	0.84	-4.76% (-0.04)

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

CSGS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$62.66	$63.38	+1.15%
May 07, 2025	$60.89	$64.88	+6.55%
Feb 05, 2025	$61.03	$64.39	+5.51%
Nov 06, 2024	$50.28	$55.05	+9.49%

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 CSG Systems (CSGS) report earnings?

CSG Systems (CSGS) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is CSG Systems (CSGS) earnings time?

CSG Systems (CSGS) earnings time is at Nov 05, 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 CSGS EPS forecast?

CSGS EPS forecast for the fiscal quarter 2025 (Q3) is 1.15.

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