Q4 2025 Xerox Holdings Corp Earnings Call Transcript
Key Points
- Revenue for Q4 2025 increased by 26% in actual currency, driven by the acquisitions of Lexmark and ITsavvy.
- The company reported a higher pipeline entering 2026 compared to the previous year, indicating potential growth.
- Xerox Holdings Corp (XRX) has successfully integrated Lexmark and ITsavvy, unlocking commercial and operational benefits.
- IT Solutions segment showed double-digit growth in bookings and billings, indicating strong demand.
- The company is leveraging AI to improve customer service and operational efficiency, resulting in cost savings and enhanced customer experience.
- Pro forma revenue declined by 9% in Q4 2025, excluding the benefits of acquisitions.
- Adjusted operating income margin decreased by 140 basis points year-over-year.
- Free cash flow decreased by $150 million compared to the prior year.
- The company faces challenges from rising DRAM prices, impacting costs in the IT Solutions business.
- There is ongoing macroeconomic uncertainty and policy-related challenges affecting revenue and profitability.
Welcome to the Xerox Holdings Corporation's fourth-quarter 2025 earnings conference release. (Operator Instructions)
At this time, I would like turn the meeting over to Greg Stein, Senior Vice President and Investor Relations. Please go ahead, sir.
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Good morning, everyone. I'm Greg Stein, Senior Vice President and Head of Investor Relations at Xerox Holdings Corporation. Welcome to the Xerox Holdings Corporation fourth quarter 2025 earnings release conference call hosted by Steve Bandrowczak, Chief Executive Officer. He is joined by Chuck Butler, Chief Financial Officer.
At the request of Xerox Holdings Corporation, today's conference call is being recorded. Other recording and/or rebroadcasting of this call are prohibited without the express permission of Xerox. During this call, Xerox executives will refer to slides that are available on the web at www.xerox.com/investor
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