NCR Voyix (VYX)
NYSE:VYX
Want to see VYX full AI Analyst Report?
Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.19Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful operational progress: margin expansion, positive adjusted free cash flow, strong early commercial traction for the Voyix Commerce Platform (21 contracts, $293M RCV), notable retail momentum, AI/product deployment scale (Picklist Assist), and disciplined capital returns. Offsetting these positives were a modest overall revenue decline (-1%), restaurant segment weakness (-6% revenue), restructuring and ODM transition costs that produced a GAAP loss, and an early-stage position for platform penetration (new software still under 5% of enterprise customers). Management provided a pro forma FY outlook with modest adjusted EBITDA growth and emphasized continued sales cadence and product rollouts. On balance, the strategic progress and cash/margin improvements outweigh near-term transition and SMB challenges, suggesting constructive momentum but with execution risk during the transition to subscription and the hardware/ODM model.Company Guidance
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA increased 5% to $78 million in Q1 2026; adjusted EBITDA margin expanded 80 basis points to 12.9%, driven by early Voyix Commerce Platform momentum and cost actions implemented in 2025.
Recurring Revenue Growth and Cash Generation
Both recurring software and recurring services revenue increased ~4% in the quarter. Adjusted free cash flow before restructuring was $71 million versus a use of cash in the prior year; capital return activity included repurchasing ~9 million common shares in Q1.
Voyix Commerce Platform Early Commercial Traction
Signed 21 Voyix platform contracts through Q1 2026 with remaining contract value (RCV) of approximately $293 million (up 75% year-over-year and 15% sequentially), with ~13% of RCV from new customers; new software sales represent early-stage adoption (less than 5% of ~400 enterprise customers).
Retail Segment Strength
Retail total revenue increased 2% to $427 million; retail recurring revenue rose 5% to $279 million. Retail adjusted EBITDA increased 20% to $78 million and margin expanded 280 basis points year-over-year to 18.3%, supported by VCP application sales and payments pricing initiatives.
Platform and Payment Site Growth
Overall platform sites increased 7% to ~83,000 and payment sites increased 3% to ~8,500. Retail platform and payment sites rose 6% and 13%, respectively; restaurant platform and payment sites rose 9% and 1%, respectively.
Product Demonstrations, Deployments and AI Momentum
Nearly 200 product demonstrations globally (NRF and other shows); >130 retail demos year-to-date and ~60 restaurant demos/labs. Picklist Assist live in nearly 60,000 lanes; a major self-checkout deployment completed across >35,000 lanes. Example customer processing scale: one customer processed on the order of 115–150 million transactions and ~900 million items in a month, highlighting data scale for AI-driven insights.
Capital and Portfolio Actions
Completed transition to an ODM agreement as of April 1 (recognizing net commission revenue on hardware), announced sale of Japan banking business for $32 million (discontinued operations) and reported nearly $2.5 billion in net proceeds from divestitures since the spin, enabling shareholder returns, debt reduction and targeted investments.
Guidance — Adjusted EBITDA Growth and Pro Forma Revenue Range
Updated 2026 outlook: revenue $2.188B–$2.303B and adjusted EBITDA $432M–$447M, implying pro forma adjusted EBITDA growth of ~3%–7% year-over-year (company expects revenue pro forma change roughly in the low-single-digit range).
VYX Earnings History
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
VYX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $7.03 | $8.09 | +15.08% |
Feb 26, 2026 | $9.09 | $8.24 | -9.35% |
Nov 06, 2025 | $11.43 | $10.69 | -6.47% |
Aug 07, 2025 | $13.26 | $12.53 | -5.51% |
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 NCR Voyix (VYX) report earnings?
NCR Voyix (VYX) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is NCR Voyix (VYX) earnings time?
NCR Voyix (VYX) earnings time is at Aug 04, 2026, 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 VYX EPS forecast?
VYX EPS forecast for the fiscal quarter 2026 (Q2) is 0.15.