What happened Beryl Capital Management LLC reported a new holding in CSG Systems International (NASDAQ:CSGS), purchasing 709,435 shares according to its quarterly portfolio update filed with the U.S. Securities and Exchange Commission (SEC) on February 17, 2026. The estimated value of the transaction was $54.41 million, calculated using the quarter’s average share price. The quarter-end value of the position also stood at $54.41 million, reflecting both the share acquisition and any price changes during ...

Company Overview - CSG Systems International, Inc. operates with a total revenue of $1.22 billion on a trailing twelve months (TTM) basis and a net income of $55.88 million [3] - The company has a dividend yield of 1.70% and its stock price was $79.69 as of market close on February 17, 2026 [3] Business Model and Strategy - CSG Systems leverages proprietary SaaS platforms and managed service offerings to support clients' digital transformation and operational efficiency [5] - The company's strategy focuses on providing mission-critical billing and customer engagement solutions, which are integral to client operations and generate recurring revenue streams [5] - CSG Systems serves a diversified client base across various sectors, including communications, retail, financial services, healthcare, insurance, and government [6] Recent Developments - Sagefield Capital LP initiated a new stake in CSG Systems by acquiring 270,824 shares valued at approximately $20.77 million during the fourth quarter of 2025 [1] - This acquisition represents 1.76% of Sagefield Capital's reportable U.S. equity portfolio as of December 31, 2025 [2] - CSG Systems' stock price increased by 28.3% over the past year, outperforming the S&P 500 by 14.72 percentage points [2] - The company announced its acquisition by NEC Corporation for $80.70 per share, totaling an enterprise value of approximately $2.9 billion [9]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 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 0-27512 CSG SYSTEMS INTERNATIONAL, INC. (Exact name of registrant as specified in its charter) Delaware 47-0783182 (State or ...

Earnings Performance - CSG Systems reported quarterly earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, but down from $1.65 per share a year ago [1] - The earnings surprise for the quarter was +15.04%, following a previous quarter surprise of +18.02% [2] Revenue Performance - The company posted revenues of $294.92 million for the quarter, which was 1.24% below the Zacks Consensus Estimate, compared to $290.59 million in the same quarter last year [3] - CSG Systems has surpassed consensus revenue estimates three times in the last four quarters [3] Stock Performance and Outlook - CSG Systems shares have increased approximately 3.9% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [4] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][5] Earnings Estimates and Industry Outlook - The current consensus EPS estimate for the upcoming quarter is $1.19 on revenues of $276.12 million, and for the current fiscal year, it is $5.19 on revenues of $1.15 billion [8] - The Computer - Services industry is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [9]

PRESS RELEASE CSG SYSTEMS INTERNATIONAL REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS DENVER--(February 4, 2026) — CSG® (NASDAQ: CSGS) today reported results for the quarter and year ended December 31, 2025. Financial Results: Fourth quarter 2025 financial results: Full year 2025 financial results: Shareholder Returns: • Total revenue was $323.1 million. • GAAP operating income was $29.1 million, or an operating margin of 9.0%, and non-GAAP operating income was $65.8 million, or a non-GAAP adjusted oper ...

Core Viewpoint - CSG Systems International has announced a 6% increase in its quarterly cash dividend, marking the 13th consecutive year of increased dividend payouts [1] Company Announcement - The new quarterly dividend payment amount is set at $0.34 per share of common stock, to be paid on April 1, 2026, to shareholders of record as of March 18, 2026 [1] Company Overview - CSG empowers companies to enhance customer experiences and streamline billing and payment solutions, helping businesses of all sizes to generate revenue and make a positive impact [1] - The company offers SaaS solutions that enable leaders to take control of their future with guidance from committed professionals [1] Industry Context - CSG has been recognized in multiple categories by leading analyst firms for its capabilities in quote-to-cash, monetization, and digital partner management, which are critical for communication service providers under pressure to simplify operations and monetize new services [1]

Summary of Coeptis Therapeutics Holdings Incorporated Annual and Special Meeting Company Overview - **Company Name**: Coeptis Therapeutics Holdings Incorporated - **Meeting Date**: January 30, 2026 - **Format**: Virtual meeting Key Points Discussed Meeting Structure - The meeting was called to order at 10:00 A.M. ET, with a quorum present [1] - The business portion was conducted first, followed by a Q&A session [3] Proposals Voted On 1. **Merger Proposal**: Approval of the issuance of terms of the merger with Z Squared Inc. as per the Agreement and Plan of Merger dated April 25, 2020 [5] 2. **Name Change Proposal**: Amending the certificate of incorporation to change the company's legal name from Coeptis Therapeutics Holdings, Inc. to Z Squared Inc. [6] 3. **Incentive Compensation Plan**: Approval of the company's 2025 incentive compensation plan [7] 4. **Board of Directors Proposal**: Election of directors effective until the next annual meeting [8] 5. **Option Exchange Proposal**: Approval of a one-time option event to reset the exercise price of outstanding underwater options [9] 6. **Ratification of Accounting Firm**: Ratification of the appointment of an independent registered public accounting firm [10] 7. **Executive Compensation Advisory Vote**: Non-binding advisory proposal on the compensation of named executive officers [10] 8. **Adjournment Proposal**: Proposal to adjourn the meeting if necessary [11] Voting Process - Polls were opened for stockholders to vote on the proposals, with instructions provided for submitting votes [2][4] Conclusion of Meeting - The meeting concluded with a note that all proposals were preliminarily approved, and the adjournment proposal was deemed unnecessary [11][12] Additional Important Information - The final results of the meeting will be reported in a current report on Form 8-K within four business days [12] - The meeting emphasized the importance of stockholder participation and thanked attendees for their contributions [11]

Core Insights - CSG has received multi-category recognition from leading analyst firms for its telecom portfolio, emphasizing its role as a partner for communication service providers (CSPs) to simplify complexity and monetize new services [1] Group 1: Recognition and Awards - CSG's Quote & Order platform is recognized for its leadership in catalog-driven capabilities that streamline complex sales processes, earning accolades in the 2025 SPARK Matrix and being named a Challenger in the 2026 Gartner Magic Quadrant for Configure, Price & Quote Application Suites [1] - CSG Ascendon has been acknowledged as a Major Player in the 2025 IDC MarketScape for its support of next-generation subscription and digital experience models, highlighting its capabilities in real-time intent prediction and personalized engagement [1] - CSG's digital partner management solutions have been recognized as a High-Flyer in the Kaleido Intelligence Roaming Vendor Hub, showcasing its effectiveness in optimizing inter-operator economics and monetizing roaming in a multi-network environment [1] Group 2: Financial Performance - For the third quarter of 2025, CSG reported total revenue of $303.6 million, with a GAAP operating income of $30.5 million, reflecting an operating margin of 10.0% [2] - Non-GAAP operating income for the same period was $54.5 million, resulting in a non-GAAP adjusted operating margin of 19.5% [2] - GAAP earnings per diluted share (EPS) stood at $0.73, while non-GAAP EPS was reported at $1.31 [2] Group 3: Strategic Positioning - CSG is positioned as a go-to partner for CSPs aiming to modernize their core operations with AI-powered platforms tailored for telecom complexities [1] - The company emphasizes the importance of connecting CPQ, monetization, digital wholesale, and customer experience on a unified foundation to drive business transformation for its customers [1]

Core Insights - Amdocs and CSG Systems are both active in the telecom software market but are following distinct strategies as evidenced by their recent earnings reports [1] Company Performance - Amdocs and CSG Systems have demonstrated contrasting financial results, indicating different operational approaches and market strategies [1]

Core Viewpoint - The proposed sale of CSG Systems International, Inc. to NEC Corporation is under investigation to assess whether the offered price of $80.70 per share adequately reflects the company's value [1]. Group 1 - CSG Systems International, Inc. shareholders are set to receive $80.70 in cash for each share they own as part of the proposed transaction [1]. - The law firm Kahn Swick & Foti, LLC is investigating the adequacy of the sale price and the process leading to this valuation [1]. - The investigation aims to determine if the proposed consideration undervalues CSG Systems International, Inc. [1].