Loading...
•
Dec 31, 2024
Agilysys Q3 2025 Earnings Report
Agilysys reported record revenue and subscription revenue growth, but total revenue guidance was revised due to sales challenges with point-of-sale products.
Key Takeaways
Agilysys announced record revenue of $69.6 million in the third quarter of fiscal year 2025, a 14.9% increase compared to the prior year. Subscription revenue grew by 45.1%. However, the company revised its full fiscal year total revenue guidance to $273 million due to sales challenges with point-of-sale products.
Total net revenue increased 14.9% to a record $69.6 million.
Recurring revenue was a record $44.4 million, representing 63.8% of total net revenue.
Subscription revenue increased 45.1% year-over-year.
Adjusted diluted EPS (non-GAAP) was $0.38 per share compared to $0.35 per share in the prior year.
Agilysys
Agilysys
Agilysys Revenue by Segment
Revenue by Segment
Products Revenue
CapyFin.comProfessional Services Revenue
CapyFin.com Forward Guidance
The Company revises full year fiscal 2025 total revenue guidance to approximately $273 million while maintaining at least 38% year-over-year subscription revenue growth. Adjusted EBITDA is expected to be 18% of revenue for the full fiscal year.
Positive Outlook
- Maintaining at least 38% year-over-year subscription revenue growth.
- Adjusted EBITDA is expected to be 18% of revenue for the full fiscal year.
- Confident in the strength of the product ecosystem
- Confident in future revenue growth opportunities
- Increasing competitive advantages and growing product innovation capabilities will continue to fuel strong growth
Challenges Ahead
- Revising full year fiscal 2025 total revenue guidance to approximately $273 million
- One time revenue remains challenged
- Continued impacts from slow point-of-sales bookings during the first half of the year
- Wind down the heavy lift of significant development efforts related to large projects.
- Short-term headwinds leading to the reduction in our annual total revenue guidance
Revenue & Expenses
Visualization of income flow from segment revenue to net income