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Dec 31, 2025
NCR Q4 2025 Earnings Report
NCR Voyix reported fourth quarter 2025 results with revenue growth, improved profitability, and expanding recurring revenue metrics.
Key Takeaways
Revenue increased to 720000000 from 678000000 year-over-year, while net income from continuing operations attributable to NCR Voyix was 78000000 compared to a loss in the prior year, and adjusted EBITDA rose to 130000000.
Total revenue grew 6% year-over-year to 720000000.
Net income from continuing operations was 78000000 versus a loss of 11000000 last year.
Adjusted EBITDA increased to 130000000 with margin expansion to 18.1%.
Annual recurring revenue reached 1700000000, up from 1600000000.
Revenue by Segment
Forward Guidance
For full-year 2026, the company expects revenue between 2210000000 and 2325000000, adjusted EBITDA between 440000000 and 455000000, and non-GAAP diluted EPS between 0.93 and 0.96.
Positive Outlook
- Adjusted EBITDA expected to grow 4% to 7% year-over-year.
- Non-GAAP diluted EPS projected between 0.93 and 0.96.
- Adjusted free cash flow expected between 190000000 and 220000000.
- Pro forma revenue change expected between (2%) and 3% excluding hardware transition impact.
- Continued platform expansion and operational efficiency initiatives.
Challenges Ahead
- Reported revenue expected to decline 13% to 18% due to hardware transition impact.
- Hardware ODM transition affecting revenue recognition in 2026.
- Macro and trade-related uncertainties highlighted in risk factors.
- Ongoing restructuring and transformation costs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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