CSG Systems International Inc (NAS:CSGS)
$ 63.73 +1.4 (+2.25%) Market Cap: 1.85 Bil Enterprise Value: 2.24 Bil PE Ratio: 21.75 PB Ratio: 6.55 GF Score: 90/100
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Q1 2025 CSG Systems International Inc Earnings Call Transcript

May 7, 2025 / 09:00 PM GMT
Release Date Price: $61.2 (+1.26%)

Key Points

Positve
  • CSG Systems International Inc (CSGS) reported a 19.0% non-GAAP operating margin for Q1 2025, a 240 basis point improvement from Q1 2024.
  • The company achieved its highest first-quarter revenue in history at $299 million, slightly exceeding expectations.
  • CSG Systems International Inc (CSGS) diversified its revenue, with 33% coming from industry verticals outside of cable and telecom, marking a new quarterly record.
  • The company reported its best first-quarter non-GAAP adjusted free cash flow performance since 2018, generating $7 million.
  • CSG Systems International Inc (CSGS) announced a 7% annual dividend increase for the 12th consecutive year and repurchased $22 million worth of shares in Q1 2025.
Negative
  • Revenue growth from top customers Charter and Comcast showed some fluctuations, with Comcast being flat year-over-year and Charter experiencing a slight decline.
  • The global macroeconomic uncertainty continues to impact decision-making processes across industry verticals, leading to some belt-tightening.
  • There is a strategic focus on shifting to less service-heavy, more SaaS-oriented solutions, which may impact short-term revenue recognition.
  • The company faces challenges in maintaining growth in the highly competitive global telecom market, with extended decision-making cycles.
  • Despite strong performance, CSG Systems International Inc (CSGS) acknowledges the need for continuous improvement in operating discipline and innovation to sustain growth.


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

CSGS.OQ - CSG Systems International Inc
Q1 2025 CSG Systems International Inc Earnings Call
May 07, 2025 / 09:00PM 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. My name is Abby and I will be your conference operator today. At this time, I would like to welcome everyone to CSG's first quarter 2025 earnings conference call.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during that time, simply press star, followed by the number 1 on your telephone keypad. If you would like to withdraw your question, press 1 a second time.

Thank you, and I would now like to turn the conference over to John Ray, senior Vice President of finance. You may begin.

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