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    Alex Neumann

    Research Analyst at Stephens Inc.

    Alex Neumann is an Associate Equity Research Analyst at Stephens Inc., specializing in the Financial Technology (FinTech) sector with emphasis on payments and bank technology. He covers a range of public companies including PayPal Holdings, Block, Inc., Fidelity National Information Services, Toast, Alkami Technology, and NCR Voyix Corporation, contributing detailed research and trade intelligence within this space. Alex began his equity research career at UBS before advancing to Northcoast Research as a FinTech associate, and joined Stephens in 2022. He holds a bachelor’s degree in finance and a master’s degree in economics from Kent State University, and is registered with FINRA as a securities broker.

    Alex Neumann's questions to NCR Voyix (VYX) leadership

    Alex Neumann's questions to NCR Voyix (VYX) leadership • Q2 2025

    Question

    Alex Neumann from Stephens Inc. asked for help in sizing the ARR and backlog from recent customer signings to better understand the outlook for future software revenue growth.

    Answer

    CEO James Kelly highlighted that software ARR has grown from ~$700M in 2023 to nearly $800M today and expects 'explosive growth' with the launch of the new Voyix POS. Retail President Darren Wilson and Restaurants President Benny Tadele added that the mix is shifting to recurring revenue and multifaceted deals that include high-value add-ons, which lifts overall ARR.

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