NCR Voyix (VYX)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
$9.86+4.56%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · VYX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We remain focused on accelerating adoption and scaling deployments of our solutions through targeted innovation, intelligent automation, and agentic AI, which we believe will support sustainable recu…
Stated in 3 of 3 supplied quarters. Management reported: “1 Recent Business Highlights and Additional Information • The Remaining Contract Value for the Company’s Voyix Commerce Platform applications was approximately $286 million as of June 30, 2026, an increase of 65% compared to the prior year.” “• In July 2026, the Company announced it had signed a platform contract with Pizza Ranch, a new enterprise restaurant customer, to implement Aloha Next and Voyix Pay at more than 200 corporate-owned and franchised restaurants in the United States.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We remain focused on accelerating adoption and scaling deployments of our solutions through targeted innovation, intelligent automation, and agentic AI, which we believe will support sustainable recu…”
““Demand for our Voyix Commerce Platform applications remains strong, underscored by new customer wins and expanding interest from retailers and restaurants globally.”
“As we execute these initiatives, we expect to scale our business and deliver sustainable long-term growth.””
We remain focused on accelerating adoption and scaling deployments of our solutions through targeted innovation, intelligent automation, and agentic AI, which we believe will support sustainable recu…
Stated in 3 of 3 supplied quarters. Management reported: “• Recurring revenue was $435 million compared to $421 million in the prior year period.” “• Recurring software revenue was $211 million compared to $199 million in the prior year period.”
“We remain focused on accelerating adoption and scaling deployments of our solutions through targeted innovation, intelligent automation, and agentic AI, which we believe will support sustainable recu…”
“As we continue to modernize commerce through software, payments, and services, we remain focused on execution and delivering long‑term value for our customers and shareholders.””
“As we execute these initiatives, we expect to scale our business and deliver sustainable long-term growth.””
“This quarter's revenue growth, pro forma for the Hardware Transition Impact, adjusted EBITDA growth and margin expansion demonstrate continued progress against our strategic priorities,” said James…
Stated in 3 of 3 supplied quarters. Management reported: “• Adjusted EBITDA was $98 million compared to $93 million in the prior year period.” ““This quarter's revenue growth, pro forma for the Hardware Transition Impact, adjusted EBITDA growth and margin expansion demonstrate continued progress against our strategic priorities,” said James G.”
““This quarter's revenue growth, pro forma for the Hardware Transition Impact, adjusted EBITDA growth and margin expansion demonstrate continued progress against our strategic priorities,” said James…”
““We are pleased with our start to 2026, highlighted by improving financial performance, strong customer engagement, and continued progress in executing our strategy.”
“We are now focused on delivering this enhanced offering to restaurants and retailers worldwide to meet rising demand, while continuing to drive operational efficiencies across the Company.”
2026 Outlook For the full-year 2026, the Company is maintaining its outlook as follows: [TABLE] $ in millions (except EPS) | Range | YoY % Change || Revenue 1 | $2,188 - $2,303 | (18%) - (13%) || Pro…
Stated in 3 of 3 supplied quarters. Management reported: “• The Company repurchased $11 million of common stock in the second quarter.” “• The Company repurchased $9 million of common stock in the first quarter.”
“2026 Outlook For the full-year 2026, the Company is maintaining its outlook as follows: [TABLE] $ in millions (except EPS) | Range | YoY % Change || Revenue 1 | $2,188 - $2,303 | (18%) - (13%) || Pro…”
“2 2026 Outlook For the full-year 2026, the Company is updating its outlook to reflect the divestiture of its Japan bank technology solutions business: 1 $ in millions (except EPS) Range YoY % Change…”
“2026 Outlook For the full-year 2026, the Company is providing the following outlook: $ in millions (except EPS) Range YoY % Change Revenue 1 $2,210 - $2,325 (18%) - (13%) Pro Forma for Hardware Trans…”
Finish transition of hardware business to ODM model and divest non-core assets to simplify and focus the business.
Over the trailing year it converted 0.18x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-04.