📈 Price History

Ratio Health

— Excellent

— Good

— Average

— Poor

By Category

📊 Sector Averages

About

Agilysys, Inc. operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

See full financials →

📊 Quick Scorecard

Loading…

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q1 2026

Confident Specific

Management repeatedly uses precise percentages (e.g., '24% higher than prior year', '44% year-over-year subscription growth', '79% increase in subscription sales') and describes record levels across multiple metrics (sales, revenue, backlog). Language is direct and data-driven, with no hedging.

Q2 2026

Confident Specific

The call repeatedly uses superlatives like 'best ever July to September period', 'record $79.3 million revenue', and 'subscription sales up 59%'. Management provides detailed growth percentages across verticals and products, and raises full-year guidance, projecting strong visibility.

Q3 2026

Confident Specific

Management used phrases like 'record revenue', '16th consecutive record quarter', 'best December month in history', 'well-oiled machine', 'growing competitive advantages' and provided specific percentages and dollar amounts repeatedly.

Q4 2026 latest

Confident Specific

Management repeatedly uses superlatives like 'record' (17th consecutive record revenue quarter, highest sales quarter ever, record sales year for multiple verticals) and provides precise growth percentages (24.1% subscription growth, 30.2% full-year subscription growth) and explicit guidance ranges ($365M-$370M revenue, 24% adjusted EBITDA margin). Language is bullish without hedging, stating 'we are now about as bullish about our business as we've ever been' and 'well-positioned to be a record best year.'

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis is clearly strengthened after this call. Record bookings across all verticals, accelerating SaaS subscription growth (30%+ for FY2027 guidance), world-class retention, and AI-driven product differentiation provide a strong foundation for sustained 30%+ subscription growth and margin expansion. The confidence in exiting FY2027 near 30% adjusted EBITDA margin suggests operating leverage is improving faster than previously signaled. The Marriott PMS project, while not broken out quantitatively, is on plan and providing credibility in PMS RFPs. However, investors should watch for: (1) the pace of large PMS rollout conversions and any future variance in cadence; (2) whether the two new AI-native modules (Revenue Intelligence and CRS) can gain standalone traction beyond the existing customer base; and (3) the sustainability of the 43% year-over-year increase in retained recurring bookings, which is a key leading indicator. The guidance implies Q1 will be a lower profitability quarter, consistent with seasonality, but the sequential ramp through the year is a positive signal. Overall, the call reinforces the narrative of a company transitioning from modernization to accelerated growth with improving margins, making the stock more attractive for growth investors focused on software with high recurring revenue and expanding profitability.

AI-generated concall tone analysis · Updated 2026-06-09 · Not investment advice

🔒

Premium Feature

AI-generated 10-section company profile — business model, financials, strengths, risks & management quality

Upgrade to Premium

Already a member? Log in

📐

3-Statement Financial Model

Bear / Base / Bull projections · DCF fair value · Reverse-DCF

Open Model →

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Agilysys reports record Q4 revenue $82.9M, subscription growth 24% YoY.

Revenue & Profitability

Full fiscal year 2026 revenue was a record $319.3 million, up 15.9% YoY. Subscription revenue was $137.1 million, up 30.2% YoY. Q4 subscription revenue was $36.9 million, up 24.1% YoY. Net income for FY2026 was $38.8 million ($1.37 diluted EPS), compared to $23.2 million ($0.82) in FY2025. Adjusted EBITDA was $67.7 million (21.2% of revenue) versus $53.8 million in the prior year. Free cash flow was $68.1 million.

Outlook

Management is 'about as bullish about our business as we've ever been.' The industry demand for innovation remains high, and AI adoption is accelerating. The company sees growth driven by market share gains in food service, gaming, and hotel/resort segments, with low current market share. Demand for cloud-native, subscription-based solutions continues to dominate.

Growth Drivers

Key growth levers include record sales in managed food services, international markets, and subscription SaaS (29% higher than prior best year). Gaming subscription sales were up 27% YoY. POS sales had a record year. The large PMS rollout with Marriott (excluded from reported backlog) is on plan and progressing well. AI-powered features and modernized products are shortening sales cycles and improving implementation efficiencies.

Balance Sheet & CapEx

CapEx is not a significant portion of the business. Free cash flow and adjusted EBITDA are expected to remain comparable proxies for profitability after normalizing for CapEx. Specific CapEx guidance was not provided. The company is sufficiently well-staffed in product development, sales, and professional services for near-term expansion.

Margins

Gross margin in Q4 was 64.4%, up from 60.7% a year ago, driven by favorable product mix. Full-year gross margin was roughly flat at 62.6%. Adjusted EBITDA margin is expected to expand from 21.2% in FY2026 to 24% in FY2027, with an exit rate near 30% in Q4. Operating expense leverage is improving: product development (ex-stock comp) fell to 18.6% of revenue, G&A to 11.2%. AI is driving further efficiencies.

Key Risks

Management cautions that the large PMS rollout may not have a perfect cadence; future variances are possible due to differences in legacy systems at properties. The rollout is expected to take at least two years or more. The company notes that quarterly records are not guaranteed and that business should be judged on an annual basis. AI-related risks are not specifically discussed, but the safe harbor mentions risks including achieving guidance and maintaining retention rates.

Generated by AI · Q4 2026 results · Not investment advice

🔒

Free Account Required

Create a free Finmagine account to access Finmagine™ Scorecard.

See how this company scores across 5 dimensions — Financial Health, Growth Prospects, Competitive Position, Management Quality, and Valuation — powered by 30+ computed ratios.

Create Free Account Log In

🔒

Premium Feature

Upgrade to Finmagine Premium to unlock Ask AI.

Get 25 expert AI analysis templates — Business KPIs, Comprehensive, Forensic Governance, Peer Comparison, Risk-Reward, Full Research Report, IPO Decoder, Red Flag Detector, and more — ready to paste into ChatGPT, Claude, Gemini, or Perplexity.

Upgrade to Premium Create Free Account

🔒

Premium Feature

Upgrade to Finmagine Premium to unlock Peer Comparison.

Compare this company side-by-side against its sector peers with financial metrics, ratio benchmarking, and relative performance across all key dimensions.

Upgrade to Premium Create Free Account

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

🔍

🔎 See cross-company document search → ?

📞 Earnings Call Transcripts (5)

Q1 2027 Q1 2027 2026-07-27

Record Q1 results with 14.3% revenue growth, driven by strong subscription and professional services, led to raised FY27 guidance. Major wins in the U.S. and Australia, ongoing AI integration, and a robust backlog position the company for continued growth and profitability.

Q4 2026 Q4 2026 2026-05-18

Record sales, revenue, and profitability were achieved in FY 2026, driven by strong subscription growth, world-class retention, and rapid AI-driven innovation. FY 2027 guidance anticipates continued double-digit growth, margin expansion, and further gains from new AI-native modules.

Q3 2026 Q3 2026 2026-01-26

Q3 delivered record revenue and strong subscription growth, with improved implementation efficiencies and robust sales in key verticals. Full-year guidance was raised, and the company is debt-free with a strong cash position, while AI-driven innovation and customer references are enhancing competitive advantage.

Q2 2026 Q2 2026 2025-10-27

Record Q2 revenue and subscription growth were driven by strong sales momentum across all verticals, with international and food service management segments delivering standout results. FY26 guidance was raised for both revenue and subscription growth, supported by a robust backlog and accelerating AI-driven innovation.

Q1 2026 Q1 2026 2025-07-21

Record Q1 revenue and subscription sales growth were driven by strong performance across all major verticals, increased sales capacity, and robust backlog. Guidance for FY26 subscription revenue growth was raised to 27%, with profitability and cash flow expected to normalize.

🔒

Premium Feature

Upgrade to Finmagine Premium to unlock Catalyst Timeline.

Every result, order win, insider trade, ECS update, earnings-call, and SEC announcement for this company — in one chronological lane.

Upgrade to Premium Create Free Account

🔒

Premium Feature

Upgrade to Finmagine Premium to unlock Full Report.

Read the complete Finmagine™ investment research report — comprehensive fundamental analysis, business model assessment, competitive positioning, and investment recommendation.

Upgrade to Premium Create Free Account

📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

🎯

Discover Our Proven Investment Framework Learn how we analyze and rank stocks using advanced quantitative models, multi-dimensional scoring systems, and dynamic discriminatory ranking techniques that have guided successful investment decisions across market cycles.

📊 Explore The Finmagine™ Methodology

A comprehensive, bias-free framework for analyzing and ranking stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

Not SEC-Registered:
Finmagine is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. Nothing on this platform constitutes investment advice as defined under the Investment Advisers Act of 1940.

Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

Forward-Looking Statements:
This analysis may contain forward-looking statements, forecasts, or projections that are inherently subject to risks, uncertainties, and assumptions. Actual results may differ materially from those expressed or implied. Finmagine does not undertake any obligation to update such statements in the future.

Limitation of Liability:
The content is provided "as is" without any warranties, express or implied. Finmagine expressly disclaims any liability for errors, omissions, or any losses incurred as a result of reliance on the information provided. Readers assume full responsibility for their investment decisions.