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Mar 31, 2020

ACI Worldwide Q1 2020 Earnings Report

ACI Worldwide reported a solid start to the year with revenue up 42% and recurring revenue at 84% of total revenue.

Key Takeaways

ACI Worldwide reported Q1 2020 financial results, with revenue of $291 million, a 42% increase compared to Q1 2019. Recurring revenue was 84% of total revenue, and the company reported a net loss of $24 million, consistent with Q1 last year. Adjusted EBITDA was $38 million, up 371% compared to Q1 last year. The company ended the quarter with $119 million in cash on hand.

Revenue of $291 million, up 42% from Q1 last year.

Recurring revenue was 84% of total revenue, up from 80% in Q1 last year.

Adjusted EBITDA of $38 million with net adjusted margin increasing to 19% from 5% in Q1 last year.

Cash flow from operations of $58 million, up 36% from Q1 last year.

Total Revenue
$291M
Previous year: $206M
+41.6%
EPS
-$0.21
Previous year: -$0.22
-4.5%
Gross Profit
$126M
Previous year: $90.9M
+38.2%
Cash and Equivalents
$119M
Previous year: $176M
-32.4%
Free Cash Flow
$51.4M
Previous year: $37.2M
+38.3%
Total Assets
$3.11B
Previous year: $2.11B
+47.1%

ACI Worldwide

ACI Worldwide

ACI Worldwide Revenue by Segment

Forward Guidance

Due to the uncertainty caused by the COVID-19 pandemic, ACI Worldwide has suspended guidance regarding its financial outlook for the full year 2020.

Positive Outlook

  • A significant portion of revenues are recurring.
  • Optimistic about the pipeline of deals.
  • Actions have been taken to reduce expenses and minimize the impact of COVID-19.
  • Evaluating additional options to reduce expenses and minimize the impact of COVID-19.
  • Ample liquidity and a resilient business model with a large contractual backlog.

Challenges Ahead

  • The duration and severity of the outbreak of COVID-19 has caused uncertainty regarding the timing of signing and realizing revenue from new business.
  • COVID-19 pandemic.
  • Uncertainty regarding the timing of signing.
  • Uncertainty regarding the timing of realizing revenue from new business.
  • Suspended guidance regarding financial outlook for the full year 2020.

Revenue & Expenses

Visualization of income flow from segment revenue to net income