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- **Revenue Growth**: 7% total, driven by Biller and Software segments.
- **Strategic Wins**: Solaris as first Connetic customer.
- **Risk Mitigation**: Diversified customer base and cost controls.
- **Share Buybacks**: $500M authorization to return capital.


**【Management Opening Remarks】**
- John Kraft provided an overview of the agenda and highlighted the importance of the ACI Connetic platform and customer wins, such as Solaris.
- Emphasis on cost management and strategic partnerships like BitPay for crypto and stablecoin solutions.

**【CEO Summary】**
- Q3 revenue growth driven by Biller (10% YoY) and Payment Software (4% YoY) segments.
- ACI Connetic's first customer, Solaris, showcasing expansion into European markets.
- 7% total revenue growth with 10% recurring revenue increase.
- Focus on reducing macroeconomic risks through diversified customer base.

**【CFO Financial Details】**
- Total revenue $442M (7% YoY), EBITDA $171M (2% YoY).
- Raised 2025 guidance to $1.73-1.75B.
- Repurchased 3.1M shares, with $500M buyback authorization.

**【Q&A Highlights】**
- Pricing strategy: 50% of ARR in fixed-term contracts.
- Risks include macroeconomic factors and competition in Biller segment.
- Solaris deal underscores European market expansion.
- BitPay partnership enhances crypto capabilities without direct revenue impact.
- Payment Components acquisition for Connetic integration.


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