The earnings call reflects a positive sentiment with significant growth in recurring revenue, connected sites, and adjusted EBITDA. While there are challenges such as declining total revenue due to hardware sales and tariff-related costs, the company's strategic initiatives in expanding its platform and payment solutions demonstrate strong future potential.

Company Guidance

During the NCR Voyix Second Quarter 2025 Earnings Call, the company provided guidance and updates on various metrics. Revenue for the quarter was $666 million, which represented an 8% decline due to continued softness in hardware sales. Recurring revenue, however, increased 4% to $422 million, making up 63% of total revenue, which is an improvement of over 700 basis points. Software ARR grew by 7%, and total segment ARR increased by 5%. Adjusted EBITDA was $95 million, showing a 20% increase with a margin expansion of 340 basis points to 14.3%. The company maintained its full-year guidance with expected revenue ranging from $2.575 billion to $2.65 billion and adjusted EBITDA between $420 million and $445 million. Non-GAAP diluted EPS is projected to be in the range of $0.75 to $0.80, with adjusted free cash flow expected between $170 million and $190 million. The company also reported significant growth in platform sites, with a 16% increase to nearly 78,000 sites, and payment sites grew by 3% to 8,400 sites.

Increase in Connected Sites

At the end of the quarter, nearly 78,000 sites were connected to the Voyix Commerce Platform, an increase of 16% year-over-year.

Growth in Consumer Transaction Volume

In the first half of 2025, consumer transaction volumes were more than 50% higher than the prior year, with the VCP processing over 500 million transaction API calls in June alone.

Expansion in Retail and Restaurants

The retail business signed nearly 50 software and service customers, while the restaurant business signed over 200 new software and services customers.

Strong Recurring Revenue

Recurring revenue increased 4% to $422 million and represented 63% of total revenue, improving over 700 basis points.

Adjusted EBITDA Growth

Adjusted EBITDA of $95 million increased 20% in the second quarter, with a margin expansion of 340 basis points to 14.3%.

Positive Outlook on Payment Solutions

Voyix Pay pilot completed in the U.S., with plans to migrate existing SME portfolio and sign new customers by mid-September.

NCR Voyix (VYX) 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 >

VYX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.24 / -	0	―	―	―
Aug 07, 2025	2025 (Q2)	0.13 / 0.19	0.09	111.11% (+0.10)
May 08, 2025	2025 (Q1)	0.02 / 0.09	0.13	-30.77% (-0.04)
Feb 27, 2025	2024 (Q4)	0.11 / 0.22	-0.066	433.33% (+0.29)
Nov 07, 2024	2024 (Q3)	0.17 / 0.00	0.95	―
Aug 06, 2024	2024 (Q2)	0.15 / 0.09	0.577	-84.40% (-0.49)
May 09, 2024	2024 (Q1)	0.03 / 0.13	0.343	-62.10% (-0.21)
Feb 29, 2024	2023 (Q4)	0.52 / -0.07	0.485	-113.61% (-0.55)
Nov 09, 2023	2023 (Q3)	0.59 / 0.95	0.491	93.48% (+0.46)
Aug 02, 2023	2023 (Q2)	0.42 / 0.58	0.435	32.64% (+0.14)

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
Aug 07, 2025	$13.26	$12.53	-5.51%
May 08, 2025	$8.75	$10.16	+16.11%
Feb 27, 2025	$11.71	$11.50	-1.79%
Nov 07, 2024	$13.99	$13.97	-0.14%

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 Oct 28, 2025, After Close (Confirmed).

What is NCR Voyix (VYX) earnings time?

NCR Voyix (VYX) 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 VYX EPS forecast?

VYX EPS forecast for the fiscal quarter 2025 (Q3) is 0.24.

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