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- **Revenue Growth**: Q2 2026 revenue up 16.1% YoY to $79.3M, driven by 23% recurring revenue growth and 33.1% subscription surge.
- **Subscription Dominance**: Subscription now 65.5% of recurring revenue, with 41% YoY sales growth and 29% full-year target.
- **AI & Efficiency**: AI tools boosted implementation speed, reducing services delays and enabling 12% YoY services revenue growth.
- **International Expansion**: 36% international sales growth, including 15-module deal in Canada, and 59% FSM sales increase.
- **Financial Health**: 61.7% gross margin, 20% EBITDA, and $15M free cash flow, with debt-free balance sheet.
- **Guidance Update**: Raised to $315-318M revenue and 29% subscription growth, up from $308-312M and 27%.

**【CEO Summary Section】**
- Q2 2026 revenue reached $79.3 million, a 16.1% YoY increase, driven by 23% growth in recurring revenue and 33.1% subscription revenue growth.
- Subscription sales were up 41% YoY, with FSM sales doubling compared to Q2 2025. International sales grew 36%, and gaming casino sales rose 15%.
- Modernized POS and PMS systems achieved record ARR installations, with subscription revenue now 65.5% of recurring revenue.
- AI initiatives (e.g., GetSense.ai) enhanced product development efficiency and customer retention, with 93 new product implementations across 241 modules.
- Full-year guidance updated to $315-318 million revenue and 29% subscription growth, up from $308-312 million and 27%.

**【CFO Financial Commentary】**
- Gross profit margin was 61.7%, with operating expenses at 41.3% of revenue, down from 45.6% YoY.
- Adjusted EBITDA reached $16.4 million (20% of revenue), up from $12.2 million YoY.
- Free cash flow was $15 million, up from $5.9 million YoY, with debt-free balance sheet.
- Subscription backlog grew 26% YoY, supporting 29% growth target.

**【Q&A Key Highlights】**
- **Sales Momentum**: CEO attributes success to product ecosystem improvements, AI-driven efficiency, and expanded sales teams (16% more quota-carrying reps).
- **International Growth**: EMEA and APAC saw record wins, e.g., 15-module deal with Naturally Pacific Resort in Canada.
- **AI Impact**: AI tools reduced implementation delays, with services revenue up 12% YoY.
- **Marriott Project**: Excluded from guidance, but expected to contribute margin accretion post-launch.
- **Efficiency Gains**: Services team expanded 23%, with 79% YoY increase in ARR installations.
- **Customer Retention**: 108/114 new properties adopted subscription models, 93% of which were partially/fully cloud-based.

Agilysys, Inc. (AGYS) Q2 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

AGYS

AGYS fundamentals

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