Agilysys Inc (NAS:AGYS)

Q4 2026 Agilysys Inc Earnings Call Transcript

May 18, 2026 / 08:30 PM GMT

Release Date Price: $70.2 (+4.25%)

Transcript 10-K8-K

Key Points

Positve

Agilysys Inc (AGYS) reported a record global sales year for fiscal 2026, with significant growth in various verticals including Managed Food Services and international sales.
The company achieved a 29% increase in subscription SaaS sales, with gaming subscription sales up by 27% compared to the previous best year.
Agilysys Inc (AGYS) introduced AI-driven features, enhancing their competitive advantage in the hospitality sector, such as AI-powered voice and chat ordering features.
The company reported a record $82.9 million in fourth-quarter revenue, marking the 17th consecutive record revenue quarter.
Agilysys Inc (AGYS) maintained world-class customer retention rates, contributing to a strong recurring revenue growth trajectory.

Negative

The large PMS rollout is expected to take at least two years, indicating potential delays in realizing full revenue benefits from this project.
Despite strong sales, the company cautioned against expecting perfect rollout cadence for ongoing projects, suggesting potential operational challenges.
The company anticipates lower profitability in Q1 of fiscal 2027 due to high-cost events and project rollouts, with adjusted EBITDA expected to be only 16% to 17%.
Agilysys Inc (AGYS) faces challenges in maintaining growth in product revenue, which remains flat as customers shift towards SaaS solutions.
The company acknowledges that the new AI-native modules, Revenue Intelligence and CRS, may not significantly impact revenue growth in the short term, as they are initially targeted at existing customers.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AGYS.OQ - Agilysys Inc
Q4 2026 Agilysys Inc Earnings Call
May 18, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Your call will begin momentarily. Once again, your call will begin momentarily.

Good day, ladies and gentlemen, and welcome to the Agilysys 2026 Fourth Quarter and Full Fiscal Year Conference Call. As a reminder, today's conference may be recorded. I would now like to turn the conference over to Jessica Hennessy, Vice President of Operations and Investor Relations at Agilysys. You may begin.

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Unidentified_2 [2]
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Thank you, Victor, and good afternoon, everybody.

Thank you for joining the Agilysys 2026

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