ACI Worldwide Earnings Call Transcripts
Fiscal Year 2026
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Q1 delivered 8% revenue growth and 12% adjusted EBITDA growth year-over-year, with strong momentum in both Payment Software and Biller segments. Full-year guidance was raised, and capital returns remain a priority, supported by robust liquidity and a healthy pipeline.
Fiscal Year 2025
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Delivered double-digit revenue and EBITDA growth in 2025, driven by strong performance in both Payment Software and Biller segments. 2026 guidance calls for 7–9% revenue growth, continued margin strength, and significant capital returns, with robust pipelines and AI-driven innovation supporting outlook.
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Leadership is driving a growth-focused transformation, prioritizing innovation in payment orchestration and bill pay platforms. Real-time payments, international expansion, and disciplined capital allocation underpin strong financial performance and future outlook.
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Q3 saw 7% revenue growth and double-digit recurring revenue gains, with both total revenue and Adjusted EBITDA up 12% year-to-date. Guidance for 2025 was raised, driven by strong biller and payment software performance, new customer wins, and strategic acquisitions.
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Q2 2025 saw 7% revenue growth and strong momentum, prompting raised full-year guidance for both revenue and Adjusted EBITDA. Biller led segment growth, Connetix launched, and ARR bookings surged, while share buybacks and a robust backlog highlighted capital strength.
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Q1 2025 saw 25% revenue and 95% adjusted EBITDA growth, driven by early new business wins and strong segment performance. Full-year revenue guidance was raised, with robust cash flow, low leverage, and continued optimism for long-term growth.
Fiscal Year 2024
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2024 saw double-digit revenue and EBITDA growth, margin expansion, and strong cash flow, with early contract wins and a major Asia-Pacific client driving momentum. 2025 guidance projects continued growth, supported by a robust pipeline and the launch of the Payments Hub (Kinetics).
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Q3 revenue and EBITDA grew 24% and 61% year-over-year, respectively, with strong performance in the bank and merchant segments. Raised 2024 guidance reflects robust contract momentum and a strong sales pipeline, supporting confidence in continued growth into 2025.
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Q2 revenue and EBITDA grew 16% and 62% year-over-year, led by strong biller and bank segments. Full-year guidance for revenue and Adjusted EBITDA was raised, supported by robust pipelines, early renewals, and continued demand for real-time payments solutions.