ALPHARETTA, Ga.--(BUSINESS WIRE)--Agilysys, Inc. (NASDAQ: AGYS), a leading global provider of hospitality software solutions and services, today reported results for its Fiscal 2026 second quarter ending September 30, 2025. Summary of Fiscal 2026 Second Quarter Financial Results Total net revenue increased 16.1% to a record $79.3 million compared to total net revenue of $68.3 million in the comparable prior-year period. Recurring revenue (comprised of subscription and maintenance charges) was a. ...

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 September 30, 2025 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) (State or other jurisdiction of incorp ...

Exhibit 99.1 AGILYSYS ANNOUNCES 15th CONSECUTIVE RECORD REVENUE QUARTER: $79.3M IN FISCAL 2026 Q2 Includes Subscription Revenue Growth of 33% Raises Full-Year Fiscal 2026 Guidance Levels: Revenue Range to $315M to $318M and Subscription Revenue Growth to 29% ALPHARETTA, GA – October 27, 2025 - Agilysys, Inc. (NASDAQ: AGYS), a leading global provider of hospitality software solutions and services, today reported results for its Fiscal 2026 second quarter ending September 30, 2025. Summary of Fiscal 2026 Seco ...

Core Insights - Following a significant decline in Agilysys's share price in April after its Q3 FY25 results, there was a recommendation to buy the dip, resulting in a nearly 60% increase in the stock price since then [1]. Company Focus - The analysis emphasizes a focus on undercovered companies, with a watchlist of up to 100 companies, particularly in technology, software, electronics, and the energy transition sectors [1]. Investment Strategy - The investment approach aims to identify asymmetric investment opportunities to achieve market-beating returns, leveraging professional investment experience and a background in electrical engineering [1].

Group 1 - The core viewpoint is that after a significant drop in Agilysys's share price following its Q3 FY25 results, it was recommended to buy the dip, leading to a nearly 60% increase in the stock price since then [1] Group 2 - The individual investor focuses on undercovered companies, maintaining a watchlist of up to 100 companies across sectors such as technology, software, electronics, and energy transition [1] - The investor has over 7 years of personal capital investment experience in a diverse range of global companies [1] - The investor holds a Master's degree in Electrical Engineering and works as an automotive battery R&D engineer in Sweden [1] - The analysis aims to identify asymmetric investment opportunities to achieve market-beating returns [1]

Core Insights - Agilysys, Inc. released findings from its 2025 Foodservice Management Industry Impact Study, focusing on balancing operational excellence with experience innovation [1] Group 1: Study Overview - The study surveyed 412 foodservice executives and F&B technology decision-makers [1] - Respondents were from four sectors: healthcare, higher education, active adult communities, and full-service restaurants [1] Group 2: Industry Implications - The findings unveil critical insights into the foodservice management industry, highlighting the importance of operational efficiency and innovative customer experiences [1]

Core Viewpoint - Agilysys, Inc. is set to release its fiscal 2026 second quarter results on October 27, 2025, after market close, and will host a conference call following the announcement [1] Company Overview - Agilysys, Inc. is a leading global provider of hospitality software solutions, focusing on enhancing capabilities beyond traditional property management systems (PMS), point-of-sale (POS) solutions, and food-and-beverage inventory and procurement (F&B I&P) systems [1]

Core Insights - Agilysys, Inc. has appointed Sudharshan Chary as Senior Vice President of Product Strategy, bringing extensive experience in hospitality and business intelligence [2][3][4] - Chary is recognized for pioneering user-driven business intelligence in the hospitality sector and was inducted into the HFTP International Technology Hall of Fame in 2019 [6][4] - His role will focus on helping hospitality organizations leverage Agilysys' cloud-native technology ecosystem to enhance revenue and operational efficiency [3][7] Company Overview - Agilysys is a leading global provider of modern hospitality software and services, aiming to surpass traditional property management systems and enhance operational capabilities [8] - The company serves a diverse customer base, including hotels, resorts, casinos, and various dining providers, emphasizing a unified data and workflow ecosystem [9] Leadership and Vision - Chary will collaborate with other senior vice presidents to drive product strategy and innovation within Agilysys [3] - The company’s president, Ramesh Srinivasan, highlighted Chary's commitment to utilizing modern technology to benefit hospitality organizations [7]

Core Idea - The article emphasizes the investment philosophy of Thomas W. Phelps, particularly his book "100 to 1 in the Stock Market," which advocates for buying exceptional companies early, holding them with discipline, and allowing compounding to generate wealth [1][4][6]. Phelps's Investment Framework - Phelps's framework focuses on identifying companies with durable advantages, such as network effects, proprietary know-how, and advantageous cost structures [8]. - The importance of verifying a large addressable market that allows for long-term compounding without hitting a wall is highlighted [8]. - Present-tense profitability is essential; Phelps preferred companies that generate cash rather than speculative ventures [8]. - The article suggests buying companies when their narratives are still forming, favoring modest valuations over those priced for perfection [8]. - A strategy of doing less is recommended, as holding onto winning investments can lead to tax deferral and reduced errors [8]. Current Investment Candidates - The article lists 25 companies that fit Phelps's criteria, categorized by how they create competitive advantages rather than by index labels [9]. - Companies in the construction and infrastructure sector, such as EMCOR Group and Quanta Services, are noted for their execution capabilities and ability to convert backlog into cash [10][11]. - Precision manufacturers like Celestica and Fabrinet are recognized for their high returns on capital and asset-light models [12]. - In network infrastructure, Arista Networks and Super Micro Computer are highlighted for their strong positions in high-speed switching and AI hardware, respectively [13]. - Companies in the materials sector, such as Martin Marietta Materials, are noted for their pricing power and local monopolies [14]. - Engineering firms like WSP Global are recognized for their expertise and customer relationships in regulated markets [15]. - Consumer brands like e.l.f. Beauty and Academy Sports are mentioned for their market share growth and operational efficiency [16]. - Specialty finance companies like FirstCash and software firms like Agilysys are noted for their cash generation and growth potential [17]. - Internationally, utilities like Sabesp and fintechs like StoneCo are highlighted for their governance and profitability improvements [18]. - UK companies like Spectris and Halma are recognized for their consistent acquisition strategies and operational excellence [19]. Conclusion - The article concludes that the focus should be on finding real engines of growth and sizing investments appropriately to endure market volatility, allowing time to enhance value [22].

Core Insights - Agilysys, Inc. has been selected by the Saskatchewan Indian Gaming Authority (SIGA) to implement its InfoGenesis POS and Eatec inventory and procurement solutions across all seven casino properties in Saskatchewan [1] Company Developments - The partnership with SIGA marks a significant step in Agilysys' strategy to enhance its presence in the hospitality software sector [1] - This initiative is part of SIGA's broader strategy to modernize its operations on a large scale [1]