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.
Daniel Perlin
RBC Capital Markets
3 questions for VYX
Also covers: AFRM, BR, FLYW +9 more
Erik Woodring
Morgan Stanley
3 questions for VYX
Also covers: AAPL, CDW, CRCT +19 more
KM
Kartik Mehta
Northcoast Research
3 questions for VYX
Also covers: ADP, BETR, CTAS +15 more
MS
Matt Summerville
D.A. Davidson & Co.
3 questions for VYX
Also covers: ALTG, AME, AOS +17 more
WN
William Nance
The Goldman Sachs Group, Inc.
3 questions for VYX
Also covers: AFRM, AMTD, AVDX +19 more
CN
Charles Nabhan
Stephens Inc.
2 questions for VYX
Also covers: ACIW, ALKT, ASUR +8 more
Isaac Sellhausen
Oppenheimer & Co. Inc.
2 questions for VYX
Also covers: ALSN, ATSG, CCSI +9 more
Alexander Neumann
Stephens Inc.
1 question for VYX
Also covers: RPAY
IZ
Ian Zaffino
Oppenheimer & Co. Inc.
1 question for VYX
Also covers: ACA, ALSN, ARMK +18 more
Jack McShane
Stifel Financial Corp
1 question for VYX
Also covers: CXM, SPT
Matthew Roswell
RBC Capital Markets
1 question for VYX
Also covers: DXC, TASK, TWKS
Mayank Tandon
Needham & Company, LLC
1 question for VYX
Also covers: AGYS, ALKT, EVER +4 more
Parker Lane
Stifel Financial Corp.
1 question for VYX
Also covers: BLKB, BRZE, CXM +15 more
Will Nance
Goldman Sachs
1 question for VYX
Also covers: AFRM, AMTD, CHYM +14 more
Recent press releases and 8-K filings for VYX.
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.
7 days ago
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.
7 days ago
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.
7 days ago
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
NCR Voyix CEO Discusses Strategic Shift, Product Modernization, and Payments Opportunity
VYX
CEO Change
Product Launch
New Projects/Investments
- James Kelly became CEO in February 2025, following the company's October 2023 split and the $2.5 billion sale of its digital banking asset, which significantly reduced debt to 1.8x for the last quarter. The company is transitioning to a product-first software and services model, with a strong focus on payments.
- NCR Voyix is modernizing its core technology with the Voyix Commerce Platform (VCP), a microservices-based architecture that enables rapid development of new functionalities, with some applications constructed in less than three weeks. This new platform is expected to generate 3x-4x higher software maintenance revenue from new applications.
- The company is poised to monetize $1.4 trillion in U.S. payments volume, representing 17 billion transactions, currently processed through its point-of-sale systems. New partnerships with commercial fuel providers like Corpay, Comdata, and WEX are expected to add an additional $500 billion in volume.
- NCR Voyix maintains a stable enterprise customer base with less than 1% attrition, securing major renewals such as Chipotle (over 4,000 locations) and expanding with new clients, including the largest grocer in a European country.
Nov 19, 2025, 3:40 PM
NCR Voyix CEO Discusses Strategic Restructuring, Product Innovation, and Payments Monetization at Conference
VYX
CEO Change
Product Launch
New Projects/Investments
- Jim Kelly became CEO in February 2025 after serving as Chairman, following the company's split in October 2023 and the sale of its digital banking asset for $2.5 billion in summer 2024, which reduced debt to 1.8x trailing.
- VYX is modernizing its technology with the Voyix Commerce Platform (VCP), a cloud-oriented, microservices-based architecture enabling rapid innovation, as evidenced by new product launches and the renewal with Chipotle for over 4,000 locations.
- The company is now monetizing $1.4 trillion in annual payment volume (17 billion transactions) that flows through its point-of-sale systems in the US, including new connections with commercial fuel providers like Corpay, Comdata, and WEX, representing an additional $500 billion.
- VYX anticipates $2 billion in revenue (excluding hardware by Q1 2025) and aims to shift its revenue composition from 75% services and 25% software/payments towards a greater software focus, with new VCP-based applications expected to generate 3x-4x higher software maintenance costs.
Nov 19, 2025, 3:40 PM
NCR Voyix CEO Discusses Strategic Shift, Product Modernization, and Payments Monetization
VYX
CEO Change
Product Launch
Revenue Acceleration/Inflection
- James Kelly became CEO of NCR Voyix in February 2025, having previously served as chairman during the company's split in October 2023. The company significantly improved its balance sheet by selling its digital banking asset for $2.5 billion in summer 2024, reducing its debt to 1.8x trailing EBITDA.
- NCR Voyix is focused on modernizing its technology using AI, with new product launches planned for the NRF show in January 2026. A key initiative is the Voyix Commerce Platform (VCP), a new cloud-oriented, Linux-based microservices architecture designed for rapid innovation, which recently secured a renewal with Chipotle across its 4,000+ locations.
- The company aims to monetize the $1.4 trillion in US payments volume (part of $2 trillion globally) that flows through its point-of-sale systems via its internal payments company, JetPay. This includes new connections to commercial fuel providers (Corpay, Comdata, WEX) expected to add $500 billion in volume.
- NCR Voyix anticipates a strategic shift in its revenue mix, moving away from services (currently 75% of its $2 billion revenue, excluding hardware) towards higher-margin software. New VCP-based applications are projected to command 3X-4X higher software maintenance costs, driving this shift.
Nov 19, 2025, 3:40 PM
NCR Voyix Discusses Strategic Transformation, Platform Innovation, and Payments Expansion
VYX
New Projects/Investments
Revenue Acceleration/Inflection
M&A
- NCR Voyix has undergone a significant transformation, including the sale of its digital banking business for $2.5 billion, to focus on profitable growth, recurring revenue expansion, and new innovation in its software platform.
- The company is launching its Voyix Commerce Platform (VCP), a next-generation solution with a modern microservices architecture and edge infrastructure, designed to accelerate innovation and provide robust enterprise solutions for retail and restaurant customers.
- NCR Voyix renewed its Chipotle Relationship for six years and will launch a new suite of retail products at the NRF show in January.
- The company is expanding its payments capabilities, which currently touch $1.4 trillion in the U.S. and over $2 trillion globally, and has partnered with Comdata, Corpay, and WEX for fuel payments, accessing 17 billion transactions.
Nov 18, 2025, 5:00 PM
NCR Voyix Discusses Transformation, New Platform, and Growth Strategy
VYX
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- NCR Voyix has undergone a significant transformation, including the spin-off of its ATM business and the sale of its digital banking business for $2.5 billion, which cleaned up the balance sheet and allowed for a clear focus on its software platform.
- The company is launching a new suite of retail products at the NRF show in January, built on the Voyix Commerce Platform (VCP), which utilizes modern microservices architecture and edge infrastructure to enhance customer innovation and resilience.
- Under CEO Jim Kelly, the company has implemented over 2,000 headcount reductions to right-size the organization and is committed to driving profitable growth and improving margins, with hardware-excluded margins already north of 20%.
- NCR Voyix recently renewed its exclusive Chipotle relationship for six years and identifies a substantial opportunity in payments, with over $1 trillion in volume flowing through its network.
Nov 18, 2025, 5:00 PM
NCR Voyix (VYX) Completes Transformation, Focuses on Software Platform and AI-Driven Innovation
VYX
New Projects/Investments
Revenue Acceleration/Inflection
Layoffs
- NCR Voyix (VYX) has undergone a significant transformation, including the spin-off of its ATM business and the sale of its digital banking unit for $2.5 billion last summer, to focus on its core software platform for the retail and restaurant industries.
- The company is launching a new suite of products at the NRF show in January, built on the Voyix Commerce Platform (VCP), which features a modern microservices architecture and edge infrastructure designed for faster development, deployment, and innovation for enterprise customers.
- VYX is leveraging AI to rapidly modernize its 50 active legacy software applications, enabling new product development in weeks, and has renewed its exclusive Chipotle relationship for six years.
- CEO Jim Kelly expects significant growth in software revenue, currently 25% of the company's $2 billion revenue, as customers adopt new applications, and has overseen headcount reductions of over 2,000 people to improve efficiency, with margins already north of 20% excluding hardware.
Nov 18, 2025, 5:00 PM
Quarterly earnings call transcripts for NCR Voyix.
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