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Mar 31, 2021

CSG Systems Q1 2021 Earnings Report

Reported solid first quarter, driven by revenue and adjusted revenue growth, and reconfirmed all 2021 financial guidance targets.

Key Takeaways

CSG Systems International reported a positive start to Q1 2021, with revenue up 3.1% year-over-year and adjusted revenue up 4.1% year-over-year. The company reconfirmed its 2021 financial targets.

Total revenue was $253.1 million.

GAAP operating income was $31.4 million, or 12.4% of total revenue.

GAAP earnings per diluted share (EPS) was $0.61 and non-GAAP EPS was $0.82.

Cash flows used in operations were ($2.8) million, with a non-GAAP free cash flow deficit of ($11.0) million.

Total Revenue
$253M
Previous year: $246M
+3.1%
EPS
$0.82
Previous year: $0.87
-5.7%
Gross Profit
$120M
Previous year: $114M
+4.5%
Cash and Equivalents
$151M
Previous year: $108M
+39.8%
Free Cash Flow
-$11M
Previous year: -$12M
-8.6%
Total Assets
$1.27B
Previous year: $1.22B
+4.1%

CSG Systems

CSG Systems

CSG Systems Revenue by Geographic Location

Forward Guidance

CSG is reaffirming its financial guidance for the full year 2021.

Positive Outlook

  • Revenue $995 - $1,035 million
  • Operating Margin Percentage 12.2% - 12.7%
  • EPS $2.30 - $2.53
  • Cash Flows from Operating Activities $135 - $155 million
  • Adjusted EBITDA $212 - $222 million

Challenges Ahead

  • Adjusted Revenue $922 - $954 million
  • Adjusted Operating Margin Percentage 16.25% - 16.75%
  • EPS $3.02 - $3.24
  • Free Cash Flow $110 - $120 million
  • None

Revenue & Expenses

Visualization of income flow from segment revenue to net income