Agilysys Earnings Calls

Q1 2025 (Upcoming)
Release date May 19, 2025
EPS estimate $0.260
EPS actual -
Revenue estimate 71.425M
Revenue actual -
Expected change +/- 4.22%
Q4 2024 Beat
$0.380 (11.76%)
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%
Q3 2024 Beat
$0.340 (14.86%)
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%
Q2 2024 Beat
$0.300 (36.36%)
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.

Q2 2024 Beat
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%
Q3 2024 Beat
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%
Q4 2024 Beat
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%
Q1 2025 (Upcoming)
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.

Agilysys Earnings History

Earnings Calendar

FAQ

When is the earnings report for AGYS?
Agilysys (AGYS) has scheduled its earnings report for May 19, 2025 after the markets close.

What is the AGYS price-to-earnings (P/E) ratio?
AGYS P/E ratio as of May 09, 2025 (TTM) is 97.50.

What is the AGYS EPS forecast?
The forecasted EPS (Earnings Per Share) for Agilysys (AGYS) for the first fiscal quarter 2025 is $0.260.

What are Agilysys's retained earnings?
On its balance sheet, Agilysys reported retained earnings of $69.56 million for the latest quarter ending Dec 31, 2024.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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ABOUT AGILYSYS
Agilysys
Agilysys, Inc., together with its subsidiaries, operates as a developer and marketer of hardware and software products and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India. It offers point of sale, property management systems, inventory and procurement, payments, reservations management, and seat solutions to enhance guest experience. The company also provides technical software support, maintenance, and ...
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