Agilysys, Inc. (AGYS) Q2 2025 Earnings Call Transcript Summary
Agilysys, Inc. (AGYS) Q2 2025 Earnings Call Transcript Summary
Raised FY 2025 revenue guidance to $280-$285 million.The following is a summary of the Agilysys, Inc. (AGYS) Q2 2025 Earnings Call Transcript:
以下是阿吉賽斯股份有限公司（AGYS）2025年第二季度業績會交易摘要：
Financial Performance:
金融業績：
Record Q2 revenue of $68.3 million, up 16.5% year-over-year.
Raised FY 2025 revenue guidance to $280-$285 million.
第二季度營業收入創下6830萬美元的紀錄，同比增長16.5%。
將2025財政年度營業收入指導提升至28500萬美元。
Business Progress:
業務進展：
Acquired Book4Time, enhancing product offerings and customer base.
Launched 18 new customers on a subscription basis.
收購了Book4Time，完善了產品供應和客戶群體。
以訂閱形式新增了18個新客戶。
Opportunity:
機會：
Book4Time acquisition provides cross-selling opportunities with major hotel chains.
Transition to subscription model offers potential for stable revenue growth.
Book4Time 收購爲與主要酒店連鎖店的交叉銷售提供了機會。
過渡至訂閱模式爲穩定的營業收入增長提供了潛力。
Risk:
風險：
Challenges in the APAC market could impact regional sales.
Issues in POS transformation may affect revenue consistency.
APAC市場中的挑戰可能會影響區域銷售。
POS轉型中的問題可能會影響營收一致性。
Financial Performance:
金融業績：
Agilysys reported a record Q2 revenue of $68.3 million, which is a 16.5% increase year-over-year.
Recurring revenue grew 21% year-over-year to a record $41.4 million, driven by a 36.6% increase in subscription revenue.
Net income was reported at $1.4 million with earnings per share of $0.05.
Adjusted EBITDA for Q2 was $12.2 million, improving from $8.1 million in the year-ago quarter.
The company raised full fiscal year 2025 guidance expecting revenue between $280 million to $285 million, and EBITDA as a percentage of revenue to be 18%.
阿吉賽斯報告了創紀錄的Q2營業收入6830萬美元，同比增長16.5%。
複發性營業收入同比增長21%，達到創紀錄的4140萬美元，其中訂閱收入增長36.6%。
淨利潤報告爲140萬美元，每股收益爲0.05美元。
第二季度調整後的EBITDA爲1220萬美元，較去年同期的810萬美元有所改善。
公司提高了2025財年全年指引，預計營業收入在28000萬至28500萬美元之間，並且期望EBITDA佔營業收入的比例達到18%。
Business Progress:
業務進展：
Agilysys completed the acquisition of Book4Time, a leading spa management software provider, enhancing their product offering and customer base.
Launched 18 new customers all on subscription basis and expanded their property management system (PMS) sales nearly doubling year-over-year.
Introduced Joe Youssef as new Chief Commercial Officer, enhancing the executive team.
Continued significant growth in subscription services, particularly from new and add-on product sales to existing customers.
Witnessed considerable expansion in their EMEA and gaming, casino, and resort verticals, although noted a contraction in the U.S. food service and challenges in APAC.
阿吉賽斯完成收購Book4Time，一家領先的水療管理軟件供應商，增強了他們的產品供應和客戶群。
啓動了18個新客戶，全部採用訂閱制，並且擴大了他們的物業管理系統（PMS）銷售額，年同比增長近一倍。
介紹Joe Youssef擔任首席商務官，增強了公司的高管團隊。
繼續大幅增長訂閱服務，特別是來自向現有客戶銷售的新產品和附加產品。
在歐洲、中東、非洲和arvr遊戲、賭場及度假區域出現了可觀的擴張，但美國餐飲服務領域出現了收縮，亞太區面臨挑戰。
Opportunities:
機會：
With the Book4Time acquisition, Agilysys gained access to a more extensive client base, including major hotel chains, offering significant cross-selling opportunities.
Continued transition to a subscription-based model presents ongoing opportunities for scalable and stable revenue growth.
The integration of spa management software with their existing suite offers attractive bundle propositions to the hospitality industry, potentially accelerating market penetration and customer base expansion.
通過收購Book4Time，阿吉賽斯獲得了更廣泛的客戶群，包括主要酒店連鎖店，提供了重要的跨銷售機會。
繼續向基於訂閱模式轉型，爲可擴展和穩定的營業收入增長提供持續機會。
將水療管理軟件與現有套件整合，爲酒店業提供有吸引力的捆綁提議，有望加快市場滲透和擴大客戶群。
Risks:
風險：
Noted variability and some challenges in the APAC market which may affect regional sales performance.
The transformation issues in the point-of-sale (POS) operations which could impact product and subscription revenue consistency.
在亞太市場存在變化性和一些挑戰，可能影響區域銷售業績。
pos操作中的轉型問題可能影響產品和訂閱營業收入的一致性。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
