The earnings call emphasized strong revenue growth, increased ARR bookings, and successful product launches, which led to a raise in guidance for the year. Despite some challenges in the Payment Software segment and reduced cash flow, the company's overall position and outlook remain positive.

Company Guidance -

Q3 2025

During ACI Worldwide, Inc.'s Q2 2025 earnings call, the company reported a 7% year-over-year revenue growth and a 15% increase from the first half of 2024, with specific highlights including a 16% rise in the Biller segment and an 18% increase in Payment Software revenue for the first half of 2025. Additionally, ACI raised its full-year guidance for 2025, projecting total revenue between $1.71 billion and $1.74 billion, up from the previous guidance of $1.69 billion to $1.72 billion. The adjusted EBITDA is expected to range from $490 million to $505 million, higher than the earlier forecast of $480 million to $495 million. ACI's ARR bookings rose 86% in Q2, contributing to a 71% growth in new ARR bookings for the first half of the year. The company's strategic initiatives, including the launch of the Connetic platform and a focus on early contract signings, have bolstered its financial outlook, supporting its goal of sustainable high single-digit revenue growth.

Revenue Growth and Increased Guidance

Revenue was up 7% year-over-year in Q2 2025 and 15% for the first half of 2025. The company raised full year guidance for revenue and adjusted EBITDA.

Significant Increase in ARR Bookings

ARR bookings in Q2 2025 were up 86%, bringing first half 2025 new ARR bookings growth to 71%.

Launch of Connetic Platform

Official launch of Connetic, a next-generation payments hub platform, which is cloud-native and offers enhanced capabilities such as automated decisioning and AI-powered insights.

Strong Cash Position and Share Repurchases

Finished Q2 2025 with $190 million in cash and a net leverage ratio of 1.4x adjusted EBITDA. Repurchased 2.4 million shares, approximately 2.4% of ACI's common shares outstanding.

Industry Recognition

ACI received recognition as one of CNBC's world's top fintech companies and Time's America's best midsized companies in 2025.

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
Oct 30, 2025	2025 (Q3)	0.80 / -	0.77	―	―	―
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)
Aug 03, 2023	2023 (Q2)	-0.14 / -0.06	0.12	-150.00% (-0.18)

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
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%
Nov 07, 2024	$54.42	$59.20	+8.78%

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 Oct 30, 2025, Before Open (Confirmed).

What is ACI Worldwide (ACIW) earnings time?

ACI Worldwide (ACIW) earnings time is at Oct 30, 2025, 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 (Q3) is 0.8.

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