accesso Technology Group PLC (GB:ACSO)
LSE:ACSO
Earnings Data
Report Date
Sep 15, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced solid operational and strategic achievements — core like-for-like revenue growth (~4%), modest cash EBITDA improvement (+0.8%), margin resilience (78.5% gross margin; 14.8% cash EBITDA margin), strong balance sheet and aggressive capital returns — with near-term headwinds including transactional volatility, the loss of a major queuing customer, geographic/regional risks and guidance that implies a modest revenue decline for FY2026. Importantly, management outlined multiple strategic initiatives (Adyen payments partnership, composable & conversational commerce pilots, and the Dexibit acquisition to create accesso Intelligence) that are positioned to drive differentiated growth and defend market position, particularly around AI-enabled analytics and unified data. Given the number and magnitude of announced strategic growth drivers and healthy financial position outweighing the short-term operational and guidance headwinds, the overall tone is constructive and forward-looking.Company Guidance
Top-line Growth (Like-for-Like)
Revenue of GBP 155.1 million for FY2025, up 1.8% reported and just under 4% on a like-for-like basis after stripping disposals and one-off items.
Cash EBITDA, Margin and Profitability
Cash EBITDA of $23 million (stated on the call) was up 0.8% year-over-year with a cash EBITDA margin of 14.8% (broadly consistent with prior year). Statutory profit before tax and adjusted EPS were both noted as showing 'notable increases'.
Strong Gross Margin and Amortization Tailwind
Gross margin improved to 78.5% from 78.1% (≈ +0.4 percentage points) driven by revenue mix (lower one-off hardware sales). Amortization expense declined ~20% year-over-year as assets became fully amortized.
Robust Balance Sheet and Cash Generation
Year-end cash of GBP 30.5 million (gross cash GBP 41.4m less borrowings GBP 10.9m). Free cash flow generation described as strong and stable; working capital swung from negative ~GBP 11m to +GBP 6m year-over-year (≈ GBP 17m improvement).
Active Capital Allocation and Shareholder Returns
Returned approximately $36 million to shareholders via repurchases and a tender offer (including a $20m tender) and canceled roughly 20% of shares in issue over the program period.
Commercial Momentum and Win Quality
New business wins improved materially: number of wins increased from 30 (2024) to 43 (2025), and new business annual value was roughly double 2024. 11 of 43 new wins adopted multiple products.
Product & Vertical Momentum (Freedom, Paradox, Ski)
Freedom: 63 contracted venues (more than double prior year). Paradox / ski: now serving 160+ resorts (about double the nearest competitor), driving recurring license and support revenue expansion.
Strategic Partnerships and Acquisitions (Adyen & Dexibit)
Secured payments partnership with Adyen to move from gateway to processor (expected to improve pricing for customers and create a new scalable revenue line). Completed acquisition of Dexibit (rebranded accesso Intelligence) — ~75 venues already using Dexibit, ~1,000 prebuilt dashboards and integrations to ~100 systems — to accelerate AI analytics, forecasting and conversational insight capabilities.
Recurring Revenue Uplift by Category
Recurring/contract revenue drivers: distribution +4.5%, recurring license fees +30.8%, maintenance & support +16.8% — demonstrating diversification and strength in non-transactional repeatable revenue.
Patent Defense and IP
Successful defense of an important patent in 2025 and continued filing of patents for specific queuing functionality, reinforcing product differentiation and IP protection.
GB:ACSO 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
GB:ACSO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 30, 2026 | 241.00 p | 252.00 p | +4.56% |
Sep 09, 2025 | 433.00 p | 436.00 p | +0.69% |
Apr 15, 2025 | 420.00 p | 430.00 p | +2.38% |
Sep 26, 2024 | 524.00 p | 522.00 p | -0.38% |
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 accesso Technology Group PLC (GB:ACSO) report earnings?
accesso Technology Group PLC (GB:ACSO) is schdueled to report earning on Sep 15, 2026, TBA (Confirmed).
What is accesso Technology Group PLC (GB:ACSO) earnings time?
accesso Technology Group PLC (GB:ACSO) earnings time is at Sep 15, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is the P/E ratio of accesso Technology Group PLC stock?
The P/E ratio of accesso Technology is N/A.
What is GB:ACSO EPS forecast?
Currently, no data Available