The earnings call presented a largely positive outlook due to strong sales, revenue growth, and successful implementation of AI technologies. Despite some challenges with one-time product revenues and profitability affected by annual costs, the record backlog and subscription growth indicate strong future performance.

Company Guidance

During the Agilysys 2026 First Quarter Conference Call, management provided guidance indicating strong sales momentum and substantial growth across multiple verticals. Sales for Q1 fiscal 2026 saw a 24% increase compared to the prior year period, marking the best April to June period sales level for the company. Subscription software sales grew by 79% year-over-year, with subscription revenue reaching a record 65.6% of total recurring revenue. The company reported a 21% increase in overall revenue, amounting to $76.7 million, with recurring revenue growing by 28% year-over-year. Professional services revenue also saw a notable increase of 16%, contributing to record levels of backlog. Despite challenges in onetime product revenue, the company remains confident in achieving a full fiscal year adjusted EBITDA of 20% of revenue, maintaining an annual revenue guidance of $308 million to $312 million. Agilysys is increasing its subscription growth guidance for fiscal 2026 from 25% to 27%, driven by a robust start to the year and sustained sales momentum.

Record Sales and Revenue Growth

Fiscal 2026 Q1 sales were the second best on record with a 24% increase from the prior year and a 19% increase over the preceding 6-month period. Overall revenue reached a record $76.7 million, marking the 14th consecutive record quarter, with a 21% increase year-over-year.

Subscription Revenue Surge

Subscription software sales in Q1 fiscal 2026 were 79% higher than the prior year, with a 44% year-over-year growth in subscription revenue. The subscription ARR installed in the field was 47% higher than the preceding 6-month period.

Impressive International Sales Momentum

Q1 fiscal 2026 was the second highest sales quarter for international sales, with signs of increased momentum, particularly in large multiproduct deals.

Successful Integration of AI Enhancements

Various AI-based product enhancements have been included, such as AI-driven demand pricing and AI-assisted concierge services, enhancing product offerings and competitive advantage.

Strong Backlog and Future Revenue Indicators

Total backlog reached record levels despite increased implementation velocity, with a 23% increase in subscription backlog over FY '25 exit rates.

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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