Agilysys, Inc. (NASDAQ:AGYS) Q3 2020 Earnings Conference Call January 28, 2020 4:30 PM ET Company Participants Dave Wood - Vice President of Corporate Strategy & Investor Relations Ramesh Srinivasan - President & Chief Executive Officer Tony Pritchett - Chief Financial Officer Conference Call Participants George Sutton - Craig-Hallum Tyler Wood - Northland Securities Ishfaque Faruk - Sidoti Allen Klee - National Securities Operator Good day, ladies and gentlemen, and welcome to the Agilysys Fiscal 2020 Thir ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 September 30, 2019 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 0-5734 AGILYSYS, INC. (Exact name of registrant as specified in its charter) Ohio 34-09 ...

Financial Data and Key Metrics Changes - The company reported revenue of $40.7 million for Q2 2020, a 19% increase compared to $34.2 million in Q2 2019, marking the eighth consecutive quarter of sequential revenue growth [9][25] - Professional services revenue reached a record of over $8 million, indicating strong selling success and business activity [10] - Recurring revenue was a record $20.3 million, driven by a 16% year-over-year increase in subscription revenue [10][26] - The cash balance increased by $1.7 million during Q2 2020, contrasting with a cash loss of $2.2 million in the same period last year [11][32] - Adjusted EBITDA for Q2 2020 was $3 million, up from $2.6 million in the prior year [34] Business Line Data and Key Metrics Changes - Product revenue increased by 35.4% to $11.9 million, while professional services revenue grew by 29.5% to a record $8.5 million [26] - Total recurring revenue represented 49.9% of total net revenue, down from 55.1% in Q2 2019, with subscription revenue comprising approximately 36.1% of total recurring revenue [27] Market Data and Key Metrics Changes - The company continues to expand its presence in the gaming and casinos vertical, with significant partnerships established with Choctaw Casinos and Maverick Gaming [13][14] - The hospitality industry is experiencing growth, with increasing demand for the company's products and solutions [23] Company Strategy and Development Direction - The company plans to launch the Agilysys Customer Engagement Suite in fiscal Q3, aimed at enhancing customer loyalty programs and self-service solutions [21] - There is a focus on increasing R&D resources while maintaining costs as a percentage of revenue, with the R&D team growing from approximately 230 to 650 personnel since 2017 [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in raising revenue growth guidance for fiscal 2020 from 11% to 14%, citing increased business momentum [18][35] - The company anticipates that macroeconomic downturns may increase the demand for its software solutions, which enhance operational efficiencies [23] Other Important Information - The company has approximately 274,000 serviced rooms and 57,000 terminals, reflecting increases of 2% and 12% respectively compared to Q2 2019 [28] - The implementation of ASC 842, a new lease accounting standard, resulted in the recording of operating lease liabilities and right of use assets [33] Q&A Session Summary Question: What is the opportunity in the gaming market outside of Las Vegas? - Management indicated that there is significant opportunity in gaming both within and outside Las Vegas, with a focus on the non-gaming hospitality side of the business [40] Question: Any updates on international opportunities? - Management reported good progress in international markets, particularly in the APAC and EMEA regions, and plans to expand into Mexico and Latin America [43] Question: Update on the Indian Development Center? - The Indian Development Center currently has about 570 resources, with plans to continue hiring and expanding capacity [47][49]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 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 0-5734 AGILYSYS, INC. (Exact name of registrant as specified in its charter) Ohio 34-0907152 ...

Agilysys, Inc. (NASDAQ:AGYS) Q1 2020 Earnings Conference Call July 25, 2019 4:30 PM ET Company Participants Dave Wood - Vice President, Corporate Strategy & Investor Relations Ramesh Srinivasan - President & Chief Executive Officer Tony Pritchett - Chief Financial Officer Conference Call Participants Allen Klee - Maxim Group Tyler Wood - Northland Capital Operator Good day, ladies and gentlemen, and welcome to Agilysys' Fiscal 2020 First Quarter Conference Call. As a reminder, today's conference may be reco ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2019 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For transition period from to Commission file number 0-5734 AGILYSYS, INC. (Exact name of registrant as specified in its charter) Ohio 34-0907152 State or other jurisdiction of incorporation ...

Agilysys, Inc. (NASDAQ:AGYS) Q4 2019 Earnings Conference Call May 16, 2019 4:30 PM ET Company Participants Dave Wood - Vice President, Finance Ramesh Srinivasan - President and Chief Executive Officer Tony Pritchett - Chief Financial Officer Conference Call Participants Allen Klee - Maxim Group Tim Klasell - Northland Securities Operator Good day, ladies and gentlemen and welcome to Agilysys Fiscal 2019 Fourth Quarter Conference Call. At this time, all participants are in a listen-only mode. [Operator Instr ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2018 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Agilysys, Inc. (NASDAQ:AGYS) Q3 2019 Results Earnings Conference Call January 24, 2019 4:30 PM ET Company Participants Dave Wood – VP, Finance Ramesh Srinivasan - CEO, President Anthony Pritchett - VP & CFO Conference Call Participants Allen Klee - Maxim Group Operator Good day, ladies and gentlemen, and welcome to Agilysys Fiscal 2019 Third Quarter Conference Call. As a reminder, this conference call maybe recorded. I would now turn the conference over to Dave Wood, VP of Finance with Agilysys. You may beg ...