Thomas Shinske (for Brett Knoblauch)'s questions to CSG Systems International Inc (CSGS) leadership • Q4 2024
Question
Thomas Shinske, on for Brett Knoblauch, sought to confirm the calculation of organic versus inorganic growth for the business outside of Comcast and Charter, and asked for additional insight into the drivers of that organic growth.
Answer
CFO Hai Tran confirmed the directional accuracy of the math separating organic and inorganic contributions. CEO Brian Shepherd identified the main drivers of organic growth in 2024 as strong performance in the customer engagement analytics (CX) business, nice growth in payments, and a significant new adjunct billing solution deal with Comcast for a part of their business outside the traditional triple-play.