NCR Corporation, an Atlanta, Georgia-based company established in 1881, offers a broad spectrum of software and services to customers across global markets, ...
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Est. EPS $0.28 · Revenue $538.85M · 3 analysts
Est. EPS $0.38 · Revenue $553.55M · 3 analysts
Est. EPS $0.92 · Revenue $2.20B · 2 analysts
Est. EPS $0.12 · Revenue $513.63M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.7B | -4.9% | -13.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $42.0M | -95.6% | +140.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +23.6% | +15.2% | +40.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.0% | +173.9% | +35.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.6% | -95.4% | +146.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-375.0M | -7.4% | -400.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -14.0% | -13.0% | -447.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 138.9% | +24.7% | -16.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.04x | -12.0% | +1.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.9B | -11.9% | -1.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.30 vs 0.88 | -65.9% | -0.01 vs 0.15 | -104.9% |
| Revenue Surprise | $2.7B vs $2.7B | +1.1% | $523.0M vs $515.9M | +1.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Sterrett Kelli | officer: EVP, General Counsel & Secrtry | Common Stock | D | 4,152 | $8.74 |
| Aug 13, 2026 | Tadele Beimnet | officer: EVP & President, Restaurants | Common Stock | D | 12,750 | $8.20 |
| Aug 11, 2026 | KELLY JAMES G | director, officer: President & CEO | Common Stock | A | 113,753 | — |
| Aug 11, 2026 | KELLY JAMES G | director, officer: President & CEO | Common Stock | D | 113,753 | — |
| Aug 3, 2026 | East Nicholas Stuart Mackay | officer: EVP, Chief Product Officer | Common Stock | — | 0 | — |
Operator: Thank you for standing by. My name is Kathleen, and I will be your conference operator today. At this time, I would like to welcome everyone to the First Quarter 2026 NCR Voyix Corporation Earnings Conference Call. [Operator Instructions] And now I would like to turn the call over to Sarah Jane Schneider, the Vice President of Investor Relations. Please go ahead. Sarah Jane Schneider: Good morning, and thank you for joining our first quarter 2026 earnings conference call. This morning, we issued our earnings release reporting financials for the quarter ended March 31, 2026. A copy of the earnings release that we will reference during this call is available on the Investor Relations section of our website, which can be found at www.ncrvoyix.com and has been filed with the SEC. With me on the call today are Jim Kelly, our Chief Executive Officer; Nick East, our Chief Product Officer; Darren Wilson, President, Retail and Payments; Benny Tadele, President, Restaurants; and Brian Webb-Walsh, our Chief Financial Officer. This call is being recorded, and the webcast is available on the Investor Relations section of our website. Before we begin, please be advised that remarks today will contain forward-looking statements. These forward-looking statements are subject to risks, uncertainties and other factors, which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. For additional information on these factors, please refer to our earnings release and our other reports filed with the SEC. We caution you not to place undue reliance on these statements. Forward-looking statements during this call speak only as of the date of this call, and we undertake no obligation to update them. In addition, we will be discussing or providing certain non-GAAP financial measures today, which we believe will provide additional clarity regarding our ongoing performance. For a full reconciliation of the non-GAAP financial measures discussed in this call to the most comparable GAAP measure in accordance with SEC regulations, please see our press release furnished as an exhibit to our Form 8-K filed this morning and our supplemental materials available on the Investor Relations section of our website. With that, I would now like to turn the call over to Jim. Jim? James Kelly: Good morning, and thank you for joining the call, where we will provide updates on our first quarter performance and our strategic priorities. Both total revenue and software and services revenue were essentially flat, while adjusted EBITDA increased 5%, driven by early sales momentum from the Voyix Commerce Platform applications, coupled with the ongoing cost actions implemented in 2025. Reflective of the growing demand for our Voyix Commerce Platform solutions, this year, we have conducted nearly 200 product demonstrations for new and existing retail and restaurant customers, including at NRF and other industry trade shows across …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Darren Wilson | Executive Vice President and President of Retail & Payments | USD 752,074 | Male | 1968 | Active |
James G. Kelly | President, Chief Executive Officer & Director | USD 708,944 | Male | 1962 | Active |
Brian J. Webb-Walsh | Executive Vice President & Chief Financial Officer | USD 682,130 | Male | 1976 | Active |
Kelli E. Sterrett | Executive Vice President, General Counsel & Secretary | USD 614,882 | Female | 1981 | Active |
Beimnet Tadele | Executive Vice President & President of Restaurants | USD 613,223 | Male | 1979 | Active |
Sarah Jane Schneider | Vice President of Investor Relations | — | Female | — | Active |
George Sloan | Executive Vice President of Operations & Chief Procurement Officer | — | Male | — | Active |
Diego Navarrete | EVP of Global Sales-NCR Atleos | — | Male | — | Active |
James Wise | Senior Vice President & Chief Accounting Officer | — | Male | 1985 | Active |
Johnson Rajakumar | Executive Vice President & Chief Technology Officer | — | Male | — | Active |
Jane Marie Elliott | Executive Vice President & CHRO | — | Female | 1966 | Active |
BlackRock Inc. purchased a new stake in NCR Voyix Corporation (NYSE: VYX) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 22,559,376 shares of the company's stock, valued at approximately $184,310,000. BlackRock Inc. owned about 16.37% of NCR Voyix at
Investors need to pay close attention to VYX stock based on the movements in the options market lately.
The mean of analysts' price targets for NCR Voyix (VYX) points to a 52.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
NCR Voyix Corporation is downgraded from Buy to Hold due to challenges in realizing productivity gains from AI-driven automation. VYX's agentic AI and cloud-native platforms are modernizing offerings, but revenue and employee productivity lag behind peers like Paymentus. Despite strong customer adoption and innovation, VYX's revenue per employee remains stagnant, highlighting cost reduction as a critical hurdle.
ATLANTA--(BUSINESS WIRE)-- #CustomerExperience--NCR Voyix (NYSE: VYX), a platform-powered leader in unified commerce for shopping and dining, today announced a new multi-year enterprise agreement with AS Watson, the world's largest international health and beauty retailer, to expand their technology partnership. Under the agreement, AS Watson will adopt the Voyix Commerce Platform, deploying Voyix POS, self-checkout, loyalty and managed services across select retail brands and markets in Europe and Asia, including W.
