Overview
* NCR Voyix ( VYX ) Q2 revenue declines 8% yr/yr but beats analyst expectations, per LSEG data
* Adjusted EPS for Q2 beats consensus, reflecting strong operational performance
* Co repurchased 826 thousand shares for $7 mln during Q2
Outlook
* Company maintains 2025 revenue guidance at $2.575 bln to $2.650 bln
* NCR Voyix ( VYX ) expects 2025 software and services revenue of $1.995 bln to $2.020 bln
* Company projects 2025 adjusted EBITDA between $420 mln and $445 mln
* NCR Voyix ( VYX ) forecasts 2025 non-GAAP diluted EPS of $0.75 to $0.80
Result Drivers
* STRATEGIC INITIATIVES - Co attributes performance to product innovation, expanded payment capabilities, and enhanced global services, per CEO James G. Kelly
* RECURRING REVENUE GROWTH - ARR increased to $1.68 bln from $1.60 bln, while software ARR rose to $799 mln from $748 mln
* PLATFORM EXPANSION - Co reports 16% increase in platform sites and 3% increase in payment sites yr/yr
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q2 Beat $666 mln $648.60
Revenue mln (7
Analysts
)
Q2 Beat $0.19 $0.13 (7
Adjusted Analysts
EPS )
Q2 Beat $95 mln $94.20
Adjusted mln (6
EBITDA Analysts
)
Q2 EPS -$0.02
continui
ng
operatio
ns
Q2 Net $1 mln
Income
continui
ng
operatio
ns
Q2 $1.68
Recurrin bln
g
Revenue
Analyst Coverage
* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
* The average consensus recommendation for the it services & consulting peer group is "buy"
* Wall Street's median 12-month price target for NCR Voyix Corp ( VYX ) is $15.00, about 11.6% above its August 6 closing price of $13.26
* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 11 three months ago
Press Release:
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)