Agilysys Stock Earnings Reports
Agilysys Earnings Calls
Release date | May 19, 2025 |
EPS estimate | $0.260 |
EPS actual | - |
Revenue estimate | 71.425M |
Revenue actual | - |
Expected change | +/- 4.22% |
Release date | Jan 21, 2025 |
EPS estimate | $0.340 |
EPS actual | $0.380 |
EPS Surprise | 11.76% |
Revenue estimate | 71.585M |
Revenue actual | 69.561M |
Revenue Surprise | -2.83% |
Release date | Oct 28, 2024 |
EPS estimate | $0.296 |
EPS actual | $0.340 |
EPS Surprise | 14.86% |
Revenue estimate | 67.545M |
Revenue actual | 68.279M |
Revenue Surprise | 1.09% |
Release date | Jul 22, 2024 |
EPS estimate | $0.220 |
EPS actual | $0.300 |
EPS Surprise | 36.36% |
Revenue estimate | 64.47M |
Revenue actual | 63.512M |
Revenue Surprise | -1.49% |
Last 4 Quarters for Agilysys
Below you can see how AGYS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Jul 22, 2024 |
Fiscal end date | Jun 30, 2024 |
Price on release | $111.80 |
EPS estimate | $0.220 |
EPS actual | $0.300 |
EPS surprise | 36.36% |
Date | Price |
---|---|
Jul 16, 2024 | $108.95 |
Jul 17, 2024 | $107.43 |
Jul 18, 2024 | $109.93 |
Jul 19, 2024 | $107.91 |
Jul 22, 2024 | $111.80 |
Jul 23, 2024 | $106.76 |
Jul 24, 2024 | $105.52 |
Jul 25, 2024 | $108.11 |
Jul 26, 2024 | $110.70 |
4 days before | 2.62% |
4 days after | -0.98% |
On release day | -4.51% |
Change in period | 1.61% |
Release date | Oct 28, 2024 |
Fiscal end date | Sep 30, 2024 |
Price on release | $111.49 |
EPS estimate | $0.296 |
EPS actual | $0.340 |
EPS surprise | 14.86% |
Date | Price |
---|---|
Oct 22, 2024 | $108.83 |
Oct 23, 2024 | $108.77 |
Oct 24, 2024 | $110.97 |
Oct 25, 2024 | $110.19 |
Oct 28, 2024 | $111.49 |
Oct 29, 2024 | $102.51 |
Oct 30, 2024 | $98.38 |
Oct 31, 2024 | $100.04 |
Nov 01, 2024 | $102.39 |
4 days before | 2.44% |
4 days after | -8.16% |
On release day | -8.05% |
Change in period | -5.92% |
Release date | Jan 21, 2025 |
Fiscal end date | Dec 31, 2024 |
Price on release | $125.90 |
EPS estimate | $0.340 |
EPS actual | $0.380 |
EPS surprise | 11.76% |
Date | Price |
---|---|
Jan 14, 2025 | $130.95 |
Jan 15, 2025 | $132.75 |
Jan 16, 2025 | $132.97 |
Jan 17, 2025 | $121.81 |
Jan 21, 2025 | $125.90 |
Jan 22, 2025 | $100.67 |
Jan 23, 2025 | $95.67 |
Jan 24, 2025 | $92.24 |
Jan 27, 2025 | $89.73 |
4 days before | -3.86% |
4 days after | -28.73% |
On release day | -20.04% |
Change in period | -31.48% |
Release date | May 19, 2025 |
Fiscal end date | Mar 30, 2025 |
Price on release | - |
EPS estimate | $0.260 |
EPS actual | - |
Date | Price |
---|---|
May 05, 2025 | $76.03 |
May 06, 2025 | $75.99 |
May 07, 2025 | $78.45 |
May 08, 2025 | $80.52 |
May 09, 2025 | $80.97 |
Agilysys Earnings Call Transcript Summary of Q4 2024
Record Financial Performance:
- Agilysys reported its ninth consecutive record revenue quarter.
- Q4 revenue reached $62.2 million, up 17.6% year-over-year.
- Full fiscal year 2024 revenue was $237.5 million, a 19.9% increase from the previous year.
Strong Subscription and Services Growth:
- Subscription revenues accounted for over 57% of total recurring revenue in Q4, showing 31.6% year-over-year growth.
- Professional services revenue increased by 39.2% year-over-year.
- Recurring revenue was 58.8% of total revenue in Q4.
Sales Insights:
- Despite a 12% decrease in product bookings, sales in the Americas Hotels and Resorts vertical grew by 16%.
- The company added 12 new customers in Q4, with each agreement having an average of 2.3 products included.
- Full fiscal year 2024 saw a 40% increase in total annual contract value of sales involving new customers.
Future Guidance:
- For fiscal 2025, Agilysys expects revenue growth of 16% to 18%, targeting between $275 million and $280 million.
- Subscription revenue is anticipated to grow by at least 27% year-over-year.
- The EBITDA margin is expected to remain consistent at around 16% of revenue.
Investment and Implementation Focus:
- The company has completed the modernization of its core products, transitioning to cloud-native solutions.
- The services backlog is at a record level, indicating strong implementation activity.
- Management is optimistic about maintaining profitability while investing in growth areas such as sales and marketing.
Market Position and Competitive Edge:
- Agilysys emphasizes a strong ecosystem of integrated software solutions for the hospitality industry.
- The company is positioned to capture growth across various sectors, including gaming and international markets.
- Relationships with large customers, including being an approved POS vendor for Marriott, present new sales opportunities.
Additional Considerations:
- Ongoing investments in sales resources, particularly in APAC and Europe, are crucial for establishing a stronger market presence.
- The company's plans for potential acquisitions remain cautious but opportunistic, focusing on areas that can complement existing growth.
Concluding Thoughts for Investors:
Agilysys reports positive momentum with strong fiscal performance indicators and optimistic growth projections. With a focus on subscription-based revenue and a solidified market position through customer success stories, the company appears well-equipped to navigate its next growth phase. Investors may want to monitor ongoing developments, especially in international expansions and the impact of partnerships, such as with Marriott.