There’s been a significant divergence in the way in which large-cap stocks have performed versus their small-to-mid cap counterparts. More poignantly, U.S. equities performance is increasingly tied to how larger, well-known companies are doing. The way in which indices like the Nasdaq and S&P500 have risen against the Russell 2000 showcases this. The S&P500 currently leads the pack having risen nearly 7% on a year-to-date (YTD) basis. So far, the Nasdaq has risen 4%. On the other hand, the Russell 2000 inde ...

INCHEON, South Korea & ALPHARETTA, Ga.--(BUSINESS WIRE)--Agilysys, Inc. (NASDAQ: AGYS), a leading global provider of hospitality software solutions and services, announced that it has successfully implemented multiple state-of-the-art hospitality solutions on a unified cloud-based platform to optimize operations across Mohegan INSPIRE Entertainment Resort, South Korea's largest entertainment-integrated resort destination. Multiple Agilysys hospitality technology solutions designed to work together to del ...

供应链瓶颈和延迟问题 - 计算机集成系统行业面临供应链瓶颈和延迟问题[1] - 行业参与者受到供应链瓶颈、软件需求疲软和客户接受延迟的影响，导致持续的积压[5] 公司受益情况 - IBM、Hewlett Packard Enterprise和Agilysys等公司受益于数据管理形式的提升，传统隔离的快速转变，部署技术集成和现代应用开发需求的增加[1]

ALPHARETTA, Ga.--(BUSINESS WIRE)--Agilysys, Inc. (NASDAQ: AGYS) (“Agilysys,” “our” or the “Company”), a leading global provider of hospitality software solutions that deliver High Return Hospitality, today announced the pricing of the previously announced underwritten secondary offering of 867,729 shares of its common stock (the “Offering”) by certain investment funds managed by MAK Capital, resulting in gross proceeds to the selling stockholders of $72.7 million. Agilysys is not selling any shares in the O ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 000-5734 AGILYSYS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 34-0907152 (State or other jur ...

业绩总结 - Agilysys在2024财年第三季度的销售额较去年同期有显著增长[10] - 第三季度财报显示，公司营收达到创纪录的6,060万美元，同比增长21.3%[27] - 产品收入达到1,270万美元，同比增长18.5%[27] - 服务收入创下历史新高，达到1,280万美元，同比增长41%[30] - 订阅收入达到1,950万美元，同比增长29.9%[32] - 总的重复收入增长16.4%，达到3,510万美元[32] - 订阅收入占总重复收入的比例达到55.6%[32] - 调整后的EBITDA占营收的比例达到19.4%，创下历史新高[38] - 财年2024年迄今销售额超过去年同期[113] - 财年2024自由现金流预计约为2700万美元[125] 用户数据 - 新客户PMS交易的平均交易规模比去年同期增长了30%[16] - 在2024财年第三季度，Agilysys新增了18个新客户，几乎所有交易都是基于订阅的[15] - 新客户协议的平均交易规模比去年同期增长了30%[16] - 在2024财年第三季度，Agilysys还新增了63个之前未使用过其产品的物业，其中近90%是基于订阅的[17] - 在现有客户基础上，Agilysys销售了183个新产品，显示了长期的销售和收入增长潜力[18] 未来展望 - Agilysys已经为未来的增长奠定了良好的基础，不再依赖于旅行支出趋势[19] - 预计全年调整后的EBITDA占营收的比例将达到15%[39] - 公司预期第四季度营收将在当前基础上增加约100万美元[72] - 公司预期第四季度毛利率将略有下降，但仍高于去年同期的15%[74] - 公司预期全年营收为2.35亿至2.38亿美元，与上一季度的指引保持一致[73] - 公司预期全年EBITDA占营收的比例将达到15%[75] - 财年2024第四季度和全年财报将于五月中至五月底公布[135] 新产品和新技术研发 - 公司的新产品在市场上表现良好，服务收入同比增长了41%[92] 市场扩张和并购 - 公司在国际市场增加了销售和营销投资，特别是在亚太地区[79] - 公司在国际市场的成功主要得益于产品的改进和服务的投资[77] 其他新策略 - 随着公司营收的持续增长，各项运营费用的杠杆效应将逐步改善，预计利润水平将继续提高[94] - 公司的订阅收入增长持续良好，销售人员的生产力有所提高，新销售人员的生产力今年已经是去年的三倍[105] - 公司的市场推广支出增加，公司的知名度大幅提高，参与的行业展会也增加了[107]

财务表现 - Agilysys (AGYS) 在2023年12月结束的季度报告显示，营收为6057万美元，同比增长21.3% [1] - 每股收益为0.35美元，较去年同期的0.26美元有所增长 [1] - 公司的营收超出了Zacks Consensus Estimate的6003万美元，增幅为+0.90% [2] - 每股收益也超出了分析师预期的0.23美元，增幅达到+52.17% [2] - Agilysys 在最近报告的季度中表现如下： - 产品净收入：1268万美元，超出了两位分析师平均预估的1251万美元，同比增长18.5% [5] - 订阅和维护净收入：3511万美元，略低于两位分析师平均预估的3568万美元，同比增长16.4% [5] - 专业服务净收入：1278万美元，超出了两位分析师平均预估的1184万美元，同比增长40.9% [5] - Agilysys 的股票在过去一个月中下跌了2.8%，而Zacks S&P 500综合指数上涨了1.6% [5] 投资者关注点 - 投资者通常关注公司的营收和盈利的同比变化，以及与华尔街预期的比较，以确定下一步的行动 [3] - 一些关键指标能更好地揭示公司的基本表现，这些指标影响着公司的上下线表现，将它们与去年同期的数据和分析师的估计进行比较，有助于投资者更准确地预测股票的价格表现 [4] 股票表现 - Agilysys 的股票在过去一个月中下跌了2.8%，而Zacks S&P 500综合指数上涨了1.6% [5] - 目前该股票的Zacks排名为3（持有），表明它可能在短期内与整体市场表现一致 [5]

财务表现 - Agilysys (AGYS)在上个季度每股收益为0.35美元，超过了Zacks Consensus Estimate的0.23美元[1] - 这一季度的盈利惊喜达到了52.17%[2] - Agilysys在过去四个季度中四次超过了市场预期的每股收益[3] - Agilysys在2023年12月份的季度营收为6057万美元，超过了Zacks Consensus Estimate的0.90%[4]

ALPHARETTA, Ga.--(BUSINESS WIRE)--Agilysys, Inc. (NASDAQ: AGYS), a leading global provider of hospitality software solutions that deliver High Return Hospitality, today reported operating results for its fiscal 2024 third quarter ending December 31, 2023. Summary of Fiscal 2024 Third Quarter Financial Results Total net revenue increased 21.3% to a record $60.6 million, compared to total net revenue of $49.9 million in the comparable prior-year period. Recurring revenue (comprising subscription and ma ...

MELBOURNE, Australia--(BUSINESS WIRE)--Agilysys, Inc. (Nasdaq: AGYS), a leading global provider of hospitality software solutions and services, announced it is providing on-site premier support for the InfoGenesis point-of-sale (POS) system at Melbourne & Olympic Parks to ensure the 900,000-plus people expected to attend the 2024 Australian Open enjoy their food and beverage experiences. As host to a variety of popular sports and entertainment events throughout the year, and as one of the largest and mos ...