Agilysys, Inc. Earnings Recaps
Q4 2026
May 19, 2026
The stock rose 4.2% following a fiscal 2026 record year marked by exceptional sales and recurring revenue bookings, driven by strong growth in POS and subscription SaaS segments and accelerated by AI-enabled product enhancements.
Key takeaways
- Fiscal 2026 set records in quarterly sales, annual contract value, and profitability, with Q4 being the highest sales quarter ever.
- Managed Foodservices (FSM) sales more than doubled year-over-year, and gaming subscription sales grew 27% over the previous best year.
- Subscription SaaS sales increased 29% compared to the prior best year, highlighting robust recurring revenue strength.
- POS business rebounded strongly, achieving the best sales year ever with advanced AI-driven voice and chat ordering features expanding competitive advantages.
- Customer retention remained at better-than-world-class levels, supporting a 43% increase in retained recurring bookings, a leading indicator of future revenue growth.
Q3 2026
Jan 27, 2026
Agilysys achieved a record Q3 revenue of $80.4 million, marking the 16th consecutive quarter of revenue growth, driven by strong subscription sales and continued demand in its hospitality software solutions.
Key takeaways
- Customer wins in the high-end hotel and resort segment led to robust annual contract value growth, particularly from new clients leveraging Agilysys’ comprehensive suite of products.
- Fiscal 2026 Q3 recurring revenue rose to a record $52 million, accounting for 64.7% of total revenue and reflecting a 17.2% increase year-over-year.
- Year-to-date subscription SaaS sales reached 95% of the previous full-year record, up 37% from the prior year, indicating strong market demand and customer adoption.
- Product backlog remains strong at 85% of the previous quarter's exit value, providing visibility for future growth as implementation efficiencies improve.
- International sales showed variability but are on track for a potentially strong year, in line with evolving market strategies.