The earnings call indicated a strong start to 2025 with significant growth in ATM-as-a-Service and improvements in adjusted EBITDA. However, challenges such as hardware revenue timing and declines in U.K. transaction volumes were noted. The company remains optimistic about future growth and cash flow, maintaining its guidance despite uncertainties like tariffs.
Company Guidance
During the NCR Atleos First Quarter FY '25 Earnings Call, the company provided guidance indicating strong performance and strategic progress. Revenue was reported to be in line with the plan, with growth in strategic areas offsetting declines from non-core segments. The company experienced a 3% increase in margins, fueled by productivity improvements and a favorable revenue mix. Operationally, customer KPIs showed positive trends, maintaining high service levels. For the full year 2025, Atleos reaffirmed its guidance, projecting 3% to 6% core revenue growth, 7% to 10% adjusted EBITDA growth, adjusted EPS between $3.90 and $4.10, and free cash flow ranging from $260 million to $300 million. The company is focused on mitigating the impact of tariffs, which are primarily related to ATM hardware and parts, representing less than 7% of 2024 costs. Additionally, the ATM-as-a-Service business demonstrated robust growth with a 24% revenue increase and a 44% rise in customer count, reflecting strong demand across various geographies.
Strong Financial Performance
First quarter core revenue was $966 million, adjusted EBITDA grew 9% to $175 million, and adjusted EBITDA margin expanded 270 basis points to 17.9%.
ATM-as-a-Service Growth
ATM-as-a-Service revenue grew 24% year-over-year with a 44% increase in unique customer count and a 54% growth in gross profit.
Network Segment Expansion
The Network segment signed 7-Eleven to the Allpoint network, expanding the number of convenient locations for 75 million cardholders.
Positive Cash Flow Outlook
The company expects to generate positive free cash flow in each of the remaining quarters of the year.
NCR Atleos, LLC (NATL) 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
NATL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 07, 2025
$29.44
$27.53
-6.49%
Mar 03, 2025
$26.69
$25.69
-3.75%
Nov 12, 2024
$29.04
$30.42
+4.75%
Aug 13, 2024
$29.40
$27.49
-6.50%
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 Atleos, LLC (NATL) report earnings?
NCR Atleos, LLC (NATL) is schdueled to report earning on Aug 19, 2025, TBA Not Confirmed.
What is NCR Atleos, LLC (NATL) earnings time?
NCR Atleos, LLC (NATL) earnings time is at Aug 19, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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