NYSE$VYX

NCR Voyix Corp · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

NCR's second quarter performance in 2023 was strong, marked by growth in recurring revenue, margin expansion, and robust cash flow generation.

NCR Corporation reported strong second-quarter results for 2023, with revenue of $2.0 billion and recurring revenue of $1.3 billion. The company's net income from continuing operations attributable to NCR was $20 million, with a GAAP diluted EPS of $0.11 and a non-GAAP diluted EPS of $0.94. The company is progressing toward separation into two public companies in the fourth quarter.

  • Revenue reached $2.0 billion, with recurring revenue at $1.3 billion.
  • Net income from continuing operations attributable to NCR was $20 million.
  • Adjusted EBITDA was $389 million.
  • GAAP diluted EPS from continuing operations was $0.11, and non-GAAP diluted EPS was $0.94.

Headline financials

Total Revenue

$1.99B

Previous: $2B-0.6%
EPS (adj)

$0.94

Previous: $0.71+32.4%
Adjusted EBITDA

$389M

Previous: $339M+14.7%
Capital Expenditures

-$70M

Previous: -$32M-118.8%
Free Cash Flow

$82M

Previous: $339M-75.8%
Net Income

$19M

Previous: $41M-53.7%
Operating Income

$148M

Previous: $103M+43.7%
Gross Profit

-$4M

Previous: -$4M+0.0%
Cash & Equivalents

$547M

Previous: $398M+37.4%
Total Assets

$11.3B

Previous: $11.8B-4.1%
Stock-Based Comp

$36M

Previous: $35M+2.9%

Revenue & EPS history

NCR · Revenue · Quarterly

$1.99B

Q2 2023-0.6%vs Q2 2022
Beat estimate in 7 of 9 quarters(78%)
ActualEstimate

Revenue by segment

NCR · $576M total across 1 segment · Q2 2023

  • Retail
    $576M+2.5%

Forward guidance

NCR is affirming its full year 2023 guidance communicated on February 7, 2023, with its strong first half pushing expectations to the higher end of the previously guided ranges.

Tailwinds

  • Revenue - $7.8 billion to $8.0 billion
  • Adjusted EBITDA - $1.45 billion to $1.55 billion
  • Non-GAAP diluted EPS - $3.30 - $3.50
  • Adjusted free cash flow-unrestricted - $400 million to $500 million

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 2023

Historical avgQ2 2023

-0.7%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.1%

Avg return

30 days after

46%

31 / 68 earnings

Positive

+17.8%

Q4 2021

Best reaction

-28.3%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+15.2%+8.0%-1.6%
Q4 2025-9.4%-11.9%-31.9%
Q3 2025-6.6%-2.0%-13.2%
Q1 2025+16.6%+27.0%+29.7%
Q4 2024-1.8%-7.8%-14.5%
Q3 2024+2.9%+1.6%+1.1%
Q2 2024-12.2%-11.2%+2.2%
Q1 2024-1.2%+3.1%+1.3%
Q4 2023-19.8%-17.1%-11.7%
Q3 2023-3.1%-1.0%-6.5%
Q2 2023+9.2%+10.6%+16.5%
Q1 2023+10.9%+11.0%+20.5%
Q4 2022-0.2%-4.2%-14.8%
Q3 2022+6.1%+9.3%+19.1%
Q2 2022+6.9%+8.1%+3.7%
Q1 2022-28.3%-12.4%-14.9%
Q4 2021+17.8%+13.1%+1.5%
Q3 2021-5.3%-6.8%+1.3%
Q2 2021-9.4%-6.7%-3.7%
Q1 2021+9.5%+9.0%+16.2%
Q4 2020-8.0%-7.3%-2.0%
Q3 2020-7.1%-3.7%+35.2%
Q2 2020+8.3%+4.9%+20.3%
Q1 2020-17.8%-17.4%-17.6%
Q4 2019-2.8%-3.8%-52.2%
Q3 2019+5.5%+7.4%+9.3%
Q2 2019+5.1%+2.3%-2.3%
Q1 2019+11.1%+9.3%+10.8%
Q4 2018-6.5%-4.6%-5.2%
Q3 2018+12.8%+15.5%+14.4%
Q2 2018-9.0%-9.9%-8.0%
Q1 2018-9.3%-10.0%-2.2%
Q4 2017-11.2%-8.6%+3.2%
Q3 2017-11.4%-13.2%-18.2%
Q2 2017-6.5%-4.1%-17.0%
Q1 2017-5.7%-5.3%-9.3%
Q4 2016+4.1%+5.9%+10.8%
Q3 2016+12.0%+12.9%+25.7%
Q2 2016+2.5%+5.4%+8.2%
Q1 2016-5.1%
Q4 2015-3.9%
Q3 2015+0.4%
Q2 2015+1.3%
Q1 2015-0.5%
Q4 2014+1.3%
Q3 2014+4.3%
Q2 2014+0.2%
Q1 2014-7.8%
Q4 2013-5.6%
Q3 2013-10.0%
Q2 2013+1.6%
Q1 2013+8.7%
Q4 2012+4.9%
Q3 2012-0.3%
Q2 2012-5.7%
Q1 2012+0.0%
Q4 2008-0.1%
Q4 2011-0.1%
Q3 2011-2.4%
Q2 2011-3.1%
Q1 2010-2.3%
Q1 2011-0.3%
Q4 2010+0.9%
Q3 2009+3.2%
Q3 2010+3.2%
Q2 2010+1.3%
Q4 2009+1.3%
Q2 2009+1.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro