Earnings summaries and quarterly performance for NCR Voyix.
Executive leadership at NCR Voyix.
JK
James Kelly
Detailed
President and Chief Executive Officer
CEO
BT
Benny Tadele
Executive Vice President and President, Restaurants
BW
Brian Webb-Walsh
Executive Vice President and Chief Financial Officer
DW
Darren Wilson
Executive Vice President and President, Retail and Payments
JW
James Wise
Senior Vice President & Chief Accounting Officer
KS
Kelli Sterrett
Executive Vice President, General Counsel and Secretary
NE
Nick East
Chief Product Officer
Board of directors at NCR Voyix.
Research analysts who have asked questions during NCR Voyix earnings calls.
KM
Kartik Mehta
Northcoast Research
5 questions for VYX
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MS
Matt Summerville
D.A. Davidson & Co.
5 questions for VYX
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Daniel Perlin
RBC Capital Markets
3 questions for VYX
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Erik Woodring
Morgan Stanley
3 questions for VYX
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Matthew Roswell
RBC Capital Markets
3 questions for VYX
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WN
William Nance
The Goldman Sachs Group, Inc.
3 questions for VYX
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CN
Charles Nabhan
Stephens Inc.
2 questions for VYX
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Isaac Sellhausen
Oppenheimer & Co. Inc.
2 questions for VYX
Also covers: ALSN, ATSG, CCSI +10 more
Alexander Neumann
Stephens Inc.
1 question for VYX
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Ian Zaffino
Oppenheimer & Co. Inc.
1 question for VYX
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Jack McShane
Stifel Financial Corp
1 question for VYX
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Mayank Tandon
Needham & Company, LLC
1 question for VYX
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Parker Lane
Stifel Financial Corp.
1 question for VYX
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Will Nance
Goldman Sachs
1 question for VYX
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Recent press releases and 8-K filings for VYX.
NCR Voyix Announces Five-Year Exclusive Platform Agreement with Pilot
VYX
New Projects/Investments
Product Launch
- NCR Voyix has entered into a five-year exclusive platform agreement with Pilot, North America’s largest travel center operator.
- Under the agreement, Pilot will deploy Voyix point-of-sale (POS) and Fuel on the Voyix Commerce Platform across more than 900 Pilot locations.
- This partnership represents a significant expansion of the relationship, accelerating the adoption of the Voyix Commerce Platform in the convenience and fuel retail sector.
1 day ago
NCR Voyix Reports Strong Q4 2025 Results and Provides 2026 Outlook
VYX
Earnings
Guidance Update
- NCR Voyix reported strong financial results for Q4 2025, with revenue increasing to $720 million from $678 million in the prior year period, and net income from continuing operations of $78 million compared to a net loss of $11 million in Q4 2024.
- For the full year 2025, the company achieved Adjusted EBITDA of $425 million and Non-GAAP diluted EPS of $0.90, significantly improving from the prior year.
- Looking ahead, NCR Voyix provided a full-year 2026 outlook with projected revenue between $2,210 million and $2,325 million and Adjusted EBITDA between $440 million and $455 million.
- CEO James G. Kelly noted the company's successful repositioning as a platform-led business, supported by leading service capabilities and integrated payment solutions.
Feb 26, 2026, 1:00 PM
NCR Voyix Reports Q4 2025 Results, Completes Software Transformation, and Issues 2026 Revenue Guidance
VYX
Earnings
Guidance Update
Product Launch
- NCR Voyix reported Q4 2025 total revenue of $720 million, a 6% increase, and Adjusted EBITDA of $130 million, up 17%, with non-GAAP EPS of $0.31, a 48% increase.
- The company completed a 5-year transformation of its software foundation, modernizing over 50 legacy applications into a single scalable platform, and has signed over 20 platform contracts, including Chipotle and new retail customers in the Philippines and Belgium.
- For 2026, NCR Voyix expects reported revenue between $2.21 billion and $2.325 billion, representing a 13%-18% decrease primarily due to the ODM implementation, with a strategic focus on building backlog and accelerating platform deployments.
- In Q4 2025, the company repurchased approximately 69,000 shares of Series A convertible preferred stock for $74 million and an additional $4 million of common shares.
Feb 26, 2026, 1:00 PM
NCR Voyix Reports Strong Q4 2025 Results and Provides 2026 Outlook
VYX
Earnings
Guidance Update
Product Launch
- NCR Voyix reported Q4 2025 total revenue of $720 million, a 6% increase, with adjusted EBITDA up 17% to $130 million and non-GAAP EPS increasing 48% to $0.31.
- In 2025, the company completed a five-year transformation unifying over 50 legacy applications into a single scalable platform and signed more than 20 platform contracts, including 3 in Q4.
- The 2026 outlook projects reported revenue between $2.21 billion and $2.325 billion (down 13%-18% due to ODM transition), with adjusted EBITDA of $440 million to $445 million (4%-7% growth), and non-GAAP adjusted EPS between $0.93 and $0.96 (3%-6% growth).
- The company expects to complete its hardware ODM transition by March 31, 2026, and anticipates adjusted free cash flow of $190 million to $220 million for 2026.
- NCR Voyix repurchased approximately 69,000 shares of Series A convertible preferred stock for $74 million and $4 million of common shares in Q4 2025.
Feb 26, 2026, 1:00 PM
NCR Voyix Reports Q4 2025 Results and Provides 2026 Outlook
VYX
Earnings
Guidance Update
Product Launch
- NCR Voyix reported Q4 2025 total revenue increased 6% to $720 million, with Adjusted EBITDA up 17% to $130 million and non-GAAP EPS up 48% to $0.31.
- The company completed a 5-year transformation to a platform-led business, modernizing over 50 legacy applications into a single scalable platform, and has signed more than 20 platform contracts, including 3 in Q4 2025.
- A phased transition of the hardware business to Ennoconn commenced in early January 2026, expected to complete by the end of Q1 2026, which will result in a shift to commission-based revenue recognition for hardware.
- For 2026, the company expects reported revenue of $2.21 billion - $2.325 billion (down 13%-18%) due to the ODM implementation, but anticipates Adjusted EBITDA of $440 million - $445 million (4%-7% growth) and non-GAAP adjusted EPS of $0.93 - $0.96 (3%-6% growth).
Feb 26, 2026, 1:00 PM
NCR Voyix Reports Fourth Quarter and Full Year 2025 Results
VYX
Earnings
Guidance Update
Share Buyback
- NCR Voyix reported strong financial results for Q4 2025, with revenue increasing to $720 million compared to $678 million in the prior year period, and diluted EPS from continuing operations reaching $0.49 compared to $(0.10) in the prior year period.
- For the full year 2025, the company achieved $2,687 million in revenue and a diluted EPS from continuing operations of $0.16, a significant improvement from a net loss of $(1.49) in the prior year.
- The company expanded its operational footprint, reaching 80,000 platform sites and over 8,500 payment sites as of December 31, 2025, representing increases of 8% and 4% respectively from the prior year.
- In Q4 2025, NCR Voyix repurchased 400,000 shares of common stock and 68,566 shares of series A convertible preferred stock for a total of $78 million.
- For the full-year 2026, NCR Voyix provided an outlook including revenue between $2,210 million and $2,325 million, and Non-GAAP Diluted EPS between $0.93 and $0.96.
Feb 26, 2026, 11:32 AM
NCR Voyix discusses strategic focus, new partnerships, and technology innovation at ICR Conference 2026
VYX
Product Launch
New Projects/Investments
Demand Weakening
- NCR Voyix is a leader in platform-powered technology solutions for unified commerce, focusing on the restaurant and retail sectors after spinning off its banking and ATM businesses. The company has a long history, celebrating 100 years as a publicly traded company last year.
- The company has secured significant partnerships, including a six-year exclusive agreement with Chipotle to adopt new technology and renewals with Buffalo Wild Wings and Marco's Pizza.
- NCR Voyix is focused on innovation, leveraging AI capabilities for internal enablement and developing next-generation solutions like the Aloha Next point of sale and edge infrastructure. They are seeing significant demand for AI in self-service areas (kiosks, drive-thru Voice AI) and for agentic AI that makes autonomous operational decisions.
- The company anticipates continued bottom-line pressure for restaurants in 2026 due to low consumer sentiment and high wages, emphasizing the need for operational efficiency, hyper-personalization, and a return to hospitality.
- Benny Tadele, EVP and President of Restaurant Business, predicts vendor consolidation in the restaurant technology industry as brands seek core capabilities and unified views from fewer providers.
Jan 13, 2026, 6:30 PM
NCR Voyix Highlights Strategic Focus, Chipotle Partnership, and AI Innovation at ICR Conference
VYX
Product Launch
New Projects/Investments
- NCR Voyix has transformed to focus on restaurant and retail technology, having spun off its Banking and ATM business, and boasts a 145-year history, including 100 years as a publicly traded company.
- The company announced a new six-year exclusive agreement with Chipotle to adopt its next-generation Aloha Next point of sale and edge infrastructure, and also serves customers like Buffalo Wild Wings and Marco's Pizza.
- NCR Voyix is leveraging AI for internal enablement and sees significant demand for AI in restaurant self-service, such as kiosks and drive-thru voice AI, which has achieved over 95% order accuracy in pilots.
- The company anticipates vendor consolidation in the restaurant technology industry due to the current fragmentation and the need for integrated solutions, and has unveiled new suites of products for point of sale, edge, kitchen, back office, and menu.
Jan 13, 2026, 6:30 PM
NCR Voyix Discusses Strategic Focus, New Products, and Industry Outlook at ICR Conference 2026
VYX
Product Launch
New Projects/Investments
Demand Weakening
- NCR Voyix is positioned as a leader in platform-powered technology solutions for unified commerce in the restaurant and retail sectors, having celebrated 100 years as a publicly traded company.
- The company has undergone significant transformation over the past two years, including the spin-off of NCR Atleos and a new CEO, with a current focus on operational discipline and execution.
- Key innovations include the next-generation Aloha Next point of sale fused with edge infrastructure, new menu, analytics, and kitchen solutions, and leveraging AI capabilities to accelerate development and provide efficiency for restaurants.
- NCR Voyix recently announced a six-year exclusive agreement with Chipotle to adopt their new technology and works with a diversified client base including large multinational brands and mid-market customers.
- The company anticipates vendor consolidation in the restaurant technology industry due to fragmentation and the need for unified solutions, while also focusing on helping restaurants address bottom-line pressures and low consumer sentiment through technology and operational efficiency.
Jan 13, 2026, 6:30 PM
NCR Voyix Commences Hardware Business Transition
VYX
Accounting Changes
New Projects/Investments
- NCR Voyix has commenced the previously disclosed transition of its self-checkout and point-of-sale hardware businesses to an outsourced original design and manufacturing model through an agreement with Ennoconn Corporation.
- Under this agreement, Ennoconn will design, manufacture, warrant, supply, and ship self-checkout and point-of-sale hardware directly to NCR Voyix customers, with NCR Voyix acting as a hardware sales agent.
- As a result of this hardware transition, NCR Voyix expects to record revenue from hardware sales on a net basis, starting in the second quarter of 2026.
- This strategic move allows NCR Voyix to focus on advancing its platform-led software strategy.
Jan 8, 2026, 9:05 PM
Quarterly earnings call transcripts for NCR Voyix.
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