NASDAQ$AGYS

Agilysys Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Agilysys grew second quarter revenue and raised full year revenue guidance.

Agilysys reported a strong second quarter with a 22.8% increase in total net revenue, reaching a record $58.6 million, and a 29.1% increase in subscription revenue. The company raised its full year revenue guidance to $235M to $238M and subscription revenue growth to 28%.

  • Total net revenue increased by 22.8% to a record $58.6 million compared to the prior year.
  • Recurring revenue was a record $34.2 million, representing 58.4% of total net revenue.
  • Net income attributable to common shareholders was $4.1 million, or $0.16 per diluted share, compared to $3.1 million, or $0.12 per diluted share in the prior year.
  • Free cash flow was $2.5 million compared to $2.3 million in the prior year.

Headline financials

Total Revenue

$68.3M

No prior period
EPS (adj)

$0.25

No prior period
Gross margin

59.9%

No prior period
Adjusted EBITDA

$8.05M

No prior period
Recurring revenue percentage

58.4%

No prior period
Capital Expenditures

-$2.94M

No prior period
Free Cash Flow

$1.36M

No prior period
Net Income

$1.36M

No prior period
Operating Income

$4.13M

No prior period
Gross Profit

$43.2M

No prior period
Cash & Equivalents

$54.9M

No prior period
Total Assets

$442M

No prior period
Stock-Based Comp

$2.68M

No prior period

Revenue & EPS history

Agilysys · Revenue · Quarterly

$68.3M

Q2 2025
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Agilysys · $24.4M total across 2 segments · Q2 2025

  • Products
    $12.6M
  • Professional services
    $11.7M

Forward guidance

Agilysys is raising its full year fiscal 2024 revenue guidance to $235 to $238 million, increasing subscription revenue growth guidance for the full 2024 fiscal year to 28% year-over-year and increasing Adjusted EBITDA expectations for fiscal 2024 to 14% of revenue.

Tailwinds

  • Full year fiscal 2024 revenue guidance raised to $235 to $238 million.
  • Subscription revenue growth guidance increased to 28% year-over-year for fiscal year 2024.
  • Adjusted EBITDA expectations for fiscal 2024 increased to 14% of revenue.
  • Successful implementations of larger projects contributed to high sequential subscription revenue growth.
  • First half of the fiscal year has been stronger than expected due to sales investments and product innovation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.8%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+8.3%

Avg return

30 days after

60%

37 / 62 earnings

Positive

+24.3%

Q2 2025

Best reaction

-20.2%

Q3 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.0%-8.0%+24.5%
Q3 2026-20.2%-23.6%-35.4%
Q2 2026+22.7%+9.0%+9.2%
Q1 2026-4.7%-0.0%-8.6%
Q4 2025+22.3%+22.4%+30.7%
Q4 2024+12.7%+22.2%+12.3%
Q3 2025+4.8%+6.7%-3.9%
Q2 2025+24.3%+24.8%+36.8%
Q1 2025+1.3%+5.5%+2.0%
Q4 2023-11.8%-11.2%-6.8%
Q3 2023+0.8%+2.1%-1.1%
Q2 2023+13.0%+14.4%+18.3%
Q1 2023-5.8%-6.6%+2.3%
Q4 2022+9.9%+15.1%+1.4%
Q3 2022-1.8%-0.7%+13.0%
Q2 2022-19.8%-8.7%-13.8%
Q1 2022+0.2%-1.9%-2.8%
Q4 2021-0.3%+3.9%+15.2%
Q3 2021-16.8%-24.0%+21.8%
Q2 2021+4.4%+4.9%+49.0%
Q1 2021+19.5%+16.3%+40.7%
Q4 2020+1.5%+3.9%-0.9%
Q3 2020+10.8%+7.6%+2.2%
Q2 2020+3.7%-0.9%+1.9%
Q1 2020+2.8%+3.0%+15.9%
Q4 2019+6.2%+12.1%+12.9%
Q3 2019+15.1%+23.5%+46.4%
Q2 2019+7.1%+8.1%+6.3%
Q1 2019-6.1%-6.0%-2.3%
Q4 2018+9.0%+12.9%+21.4%
Q3 2018+1.3%-1.3%-5.8%
Q2 2018+0.3%-2.0%-0.3%
Q1 2018+4.2%+2.0%+4.8%
Q4 2017-1.7%-0.3%+2.1%
Q3 2017-1.0%+7.2%-0.9%
Q2 2017+6.6%+10.8%+6.5%
Q1 2017-3.5%-2.5%+5.8%
Q4 2016+0.3%-4.4%-6.7%
Q3 2016+9.6%
Q2 2016+4.8%
Q1 2016+20.3%
Q4 2015-6.7%
Q3 2015-3.2%
Q2 2015+0.6%
Q1 2015-7.3%
Q4 2014-2.8%
Q3 2014-3.0%
Q2 2014+1.6%
Q1 2014-0.4%
Q4 2013+8.1%
Q3 2013+5.2%
Q2 2013+2.1%
Q1 2013+3.9%
Q4 2011-0.3%
Q3 2011-17.4%
Q2 2011+1.1%
Q1 2011-15.6%
Q4 2010+2.8%
Q3 2010-0.3%
Q2 2010-5.3%
Q1 2010-2.2%
Q4 2009+7.4%

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