Loading...
•
Dec 31, 2025
ACI Worldwide Q4 2025 Earnings Report
ACI Worldwide reported fourth quarter 2025 revenue growth with strong recurring revenue expansion and solid adjusted EBITDA performance.
Key Takeaways
Fourth quarter 2025 total revenue increased to 481600000, driven by growth in recurring revenue to 304000000, while net income was 64336000 and adjusted EBITDA reached 160900000.
Total Q4 revenue grew to 481600000 from 453038000 year-over-year.
Recurring revenue increased to 304000000, representing a significant portion of total revenue.
Adjusted EBITDA improved to 160900000 with a 47% net adjusted EBITDA margin.
Operating cash flow for the quarter was 121775000.
Revenue by Segment
Forward Guidance
For full year 2026, ACI expects revenue growth of 7% to 9% on a constant currency basis, or revenue between 1880000000 and 1910000000, and adjusted EBITDA between 530000000 and 550000000.
Positive Outlook
- Expected 2026 revenue range of 1880000000 to 1910000000.
- Projected adjusted EBITDA range of 530000000 to 550000000.
- Plan to allocate 50% to 60% of operating cash flow to share repurchases.
- Strong recurring revenue base supporting outlook.
- Continued margin discipline reflected in guidance.
Challenges Ahead
- Guidance subject to constant currency assumptions.
- Dependence on sustained bookings momentum.
- Exposure to macroeconomic and currency risks.
- Continued investment required in innovation initiatives.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...