Agilysys, Inc. (NASDAQ:AGYS ) Q4 2025 Earnings Conference Call May 19, 2025 4:30 PM ET Company Participants Jessica Hennessy - Senior Director of Corporate Strategy & IR Ramesh Srinivasan - President & CEO Dave Wood - SVP & CFO Conference Call Participants Stephen Sheldon - William Blair Sam Salvas - Needham & Company Brian Schwartz - Oppenheimer Nehal Chokshi - Northland Capital Markets George Sutton - Craig-Hallum Capital Group Operator Good day, ladies and gentlemen, and welcome to the Agilysys 2025 Fourth Quarter and Full Fiscal Year Conference Call. At this time, all participants are in a listen-only mode.
While the top- and bottom-line numbers for Agilysys (AGYS) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Agilysys (AGYS) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.32 per share a year ago.
Get a deeper insight into the potential performance of Agilysys (AGYS) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Agilysys (AGYS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Shares are down nearly 50% since the company reported Q3 results for FY25. While its hardware and services segments face revenue headwinds, subscription revenue growth, which is core to the investment thesis, has remained very strong. The valuation multiple has dropped to 20 times 2027 adjusted EBITDA, which I find attractive given the promising growth and margin outlook ahead.
Amid supply-chain woes Computer - Integrated Systems players like IBM, HPE and AGYS benefit from integrated solutions demand and multi-cloud model adoption.
Agilysys, a hospitality software company, crashed ~20% after updating its FY25 outlook, citing softer POS software sales. Agilysys offers an all-in-one platform for hotels, combining PoS systems, property management, and inventory management, targeting a $4.8 billion market in which it has only single-digit penetration. AGYS signed a major property management software deal earlier this year with Marriott, which will start benefiting revenue in the second half of calendar 2025.
The hospitality software company reported adjusted earnings of 38 cents per share, beating Wall Street's call for 31 cents.
Agilysys, Inc. (NASDAQ:AGYS ) Q3 2025 Earnings Conference Call January 21, 2025 4:30 PM ET Company Participants Jessica Hennessy - Senior Director of Corporate Strategy and Investor Relations Ramesh Srinivasan - President and Chief Executive Officer Dave Wood - Senior Vice President and Chief Financial Officer Conference Call Participants George Sutton - Craig-Hallum Capital Group Sam Salvas - Needham & Company Brian Schwartz - Oppenheimer Nehal Chokshi - Northland Capital Markets Matthew Filek - William Blair Operator Good day, ladies and gentlemen. Welcome to the Agilysys 2025 Third Quarter Conference Call.
Agilysys (AGYS) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.35 per share a year ago.
Here is how Agilysys (AGYS) and AppFolio (APPF) have performed compared to their sector so far this year.