CSG Systems International(CSGS)

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CSG Systems International(CSGS) - 2025 Q1 - Quarterly Report
2025-05-08 15:34
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 March 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) (State or other jurisdiction of incor ...
CSG Systems (CSGS) Tops Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-07 22:41
CSG Systems (CSGS) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $1.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14%. A quarter ago, it was expected that this provider of support services for the communications industry would post earnings of $1.21 per share when it actually produced earnings of $1.65, delivering a surprise of 36.36 ...
CSG Systems International(CSGS) - 2025 Q1 - Earnings Call Transcript
2025-05-07 22:00
CSG Systems International (CSGS) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to CSG's First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. And I would now like to turn the conference ...
CSG Systems International(CSGS) - 2025 Q1 - Earnings Call Presentation
2025-05-07 20:37
CSG Q1 2025 Earnings Presentation Brian Shepherd CEO & President Hai Tran CFO Safe Harbor Forward-Looking Statements + Disclaimers This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements often address expected future business and financial performance and financial condition, and often contain words such as "expect," "anticipate," "intend," "plan," "believe," "seek," "see," "will," "would," ...
CSG Systems International(CSGS) - 2025 Q1 - Quarterly Results
2025-05-07 20:06
EXHIBIT 99.1 PRESS RELEASE CSG SYSTEMS INTERNATIONAL REPORTS FIRST QUARTER 2025 RESULTS DENVER--(May 7, 2025) — CSG (NASDAQ: CSGS) today reported results for the quarter ended March 31, 2025. Raising 2025 Non-GAAP Profitability and EPS Guidance Targets; Reiterating All Others Strong Cash Flow from Operations; Highest First Quarter Non-GAAP Adjusted Free Cash Flow Since 2018 Record High Revenue Diversification with 33% of Revenue Coming from Industry Verticals Outside of CSPs Exciting Customer Wins and Contr ...
Is CSG Systems International (CSGS) Stock Outpacing Its Computer and Technology Peers This Year?
ZACKS· 2025-04-03 14:45
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is CSG Systems (CSGS) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.CSG Systems is one of 611 companies in the Computer and Technology group. The Computer and Technology group currently sits at #6 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring t ...
CSG Systems International(CSGS) - 2024 Q4 - Annual Report
2025-02-20 18:57
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, 2024 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 ...
CSG Systems International(CSGS) - 2024 Q4 - Earnings Call Presentation
2025-02-06 03:59
CSG Q4 & Full Year 2024 Earnings Presentation Brian Shepherd CEO & President Hai Tran CFO Safe Harbor Forward-Looking Statements + Disclaimers This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements often address expected future business and financial performance and financial condition, and often contain words such as "expect," "anticipate," "intend," "plan," "believe," "seek," "see," "will ...
CSG Systems International(CSGS) - 2024 Q4 - Earnings Call Transcript
2025-02-06 03:58
Financial Data and Key Metrics Changes - In Q4, the company achieved a record quarterly revenue of $317 million, representing a 7% year-over-year growth and a 5% organic revenue growth [7][35] - Non-GAAP adjusted operating income increased by 32% year-over-year to $58 million, with a non-GAAP adjusted operating margin of 20.1% [36] - Non-GAAP adjusted EBITDA grew 21% year-over-year to $72 million, achieving a margin of 24.8% [36] - Non-GAAP EPS saw a significant increase of 79% year-over-year, reaching $1.65 [38] - Non-GAAP adjusted free cash flow improved by 9% year-over-year to $113 million [39] Business Line Data and Key Metrics Changes - The growth in revenue was attributed to the SaaS and related solutions, alongside approximately $6 million from acquired businesses [35] - The top two customers, Comcast and Charter, reported a 3% year-over-year revenue increase in Q4 [35] Market Data and Key Metrics Changes - The company is diversifying its revenue streams, targeting new industry verticals to exceed 35% of total revenue by 2026 [11] - The company has expanded its presence in various sectors, including media, financial services, healthcare, and retail, indicating a broadening market reach [15][70] Company Strategy and Development Direction - The company aims to achieve 2% to 6% organic revenue growth and expand its non-GAAP operating margin to a long-term range of 18% to 20% [12][27] - The strategy includes becoming more asset-light to enhance free cash flow growth in 2025 and 2026, with a target of $110 million to $150 million in adjusted free cash flow for 2025 [13][28] - The company is committed to returning over $100 million to shareholders through share repurchases and dividends in 2025 [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to expand profitability and operating leverage, with expectations for continued improvement in profitability metrics [37][46] - Despite a tough market environment, management noted a healthier sales pipeline entering 2025 compared to the previous year [54][112] - The company anticipates organic revenue growth of 2% to 4% for 2025, with potential for higher performance if the year starts strong [58][114] Other Important Information - The company completed two smaller, highly accretive acquisitions in 2024, contributing to recurring revenue [30] - The company is leveraging AI to enhance customer engagement and operational efficiency, focusing on practical applications rather than hype [79][84] Q&A Session Summary Question: Can you talk about the pipeline entering 2025 compared to a year ago? - Management indicated that the pipeline has grown and is healthier, with opportunities distributed across various prospects [54][50] Question: Any notable dynamics in the quarter regarding deals or budget flush? - Management noted nothing out of the ordinary, with typical delays in large, complex opportunities [56] Question: How do you see operating margin expansion in 2025 compared to 2026? - Management expects modest expansion in 2025, with further improvements anticipated in 2026 due to operational efficiencies and revenue mix [61][66] Question: What is the outlook for CXM payments and growth in those segments? - Management reported robust growth in both segments, with expectations for double-digit organic growth [92][93] Question: How is the company leveraging AI for growth and efficiency? - Management emphasized a pragmatic approach to AI, focusing on specific use cases that drive customer engagement and operational efficiency [79][84] Question: Concerns regarding governmental business and FX volatility? - Management stated minimal exposure to governmental contracts and no concerns regarding revenue guidance for 2025 [88][89]
CSG Systems (CSGS) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2025-02-05 23:16
CSG Systems (CSGS) came out with quarterly earnings of $1.65 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $0.92 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 36.36%. A quarter ago, it was expected that this provider of support services for the communications industry would post earnings of $1.08 per share when it actually produced earnings of $1.06, delivering a surprise of ...