The earnings call reflected a mix of positive and negative aspects. While there were significant expansions in platform and payment sites and new customer wins, the company faced revenue declines, tariff-related cost challenges, and a drop in retail segment profitability. The sentiment is balanced by cost efficiency improvements and share repurchase activities.
Company Guidance
During the NCR Voyix first-quarter 2025 earnings call, several metrics and guidance points were discussed. The company reported total revenue of $617 million, a 13% decline primarily due to softness in hardware sales and exiting one-time revenue streams, with recurring revenue increasing by 2% to $407 million, now representing 66% of total revenue. Software ARR and total segment ARR increased by 5% and 2%, respectively, while platform sites grew by 27% to 77,000 sites. Adjusted EBITDA improved by 19% to $75 million, with margins expanding by 330 basis points to 12.2%, driven by efficiency initiatives. For the full year, NCR Voyix maintains its guidance, expecting currency-neutral revenue between $2.575 billion to $2.65 billion, adjusted EBITDA between $420 million to $445 million, and adjusted free cash flow between $170 million to $190 million, excluding restructuring and other strategic expenditures. The company is also focused on mitigating tariff-related costs and advancing its cloud-native platform and payment initiatives, anticipating a launch in the latter half of the year to bolster revenue growth into 2026.
Expansion of Platform and Payment Sites
Restaurant platform and payment sites increased by 5% and 6%, respectively. Retail platform and payment sites increased by 48% and 14%, respectively.
Significant Customer Wins
Secured multiyear contracts with Ziggi's Coffee and Raising Cane's in the restaurant segment. Renewed and expanded relationships with Morrisons in the retail segment.
Cost Efficiency Improvements
Adjusted EBITDA increased by 19% with a margin expansion of 330 basis points to 12.2%, largely due to cost efficiency initiatives.
Share Repurchase Program
Completed an additional $25 million of share repurchases and increased the total aggregate purchase authority to $200 million.
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NCR Voyix (VYX) 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
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
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VYX Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 08, 2025
$8.75
$10.16
+16.11%
Feb 27, 2025
$11.71
$11.50
-1.79%
Nov 07, 2024
$13.99
$13.97
-0.14%
Aug 06, 2024
$12.50
$11.70
-6.40%
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.
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FAQ
When does NCR Voyix (VYX) report earnings?
NCR Voyix (VYX) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is NCR Voyix (VYX) earnings time?
NCR Voyix (VYX) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.