Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ Commission File Number: 001-41728 NCR ATLEOS CORPORATION (Exact name of registrant as specified in its charter) ________________________ Maryland 92-3588560 (State or other jurisdiction of incorporation or organization) 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, ...

NCR Atleos (NATL) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Brendan Metrano - Head of Investor Relations & TreasuryTim Oliver - President & CEOAndy Wamser - EVP & CFOJames Holmes - Equity Research Associate Vice President - Business & Information ServicesChris Senyek - Chief Investment StrategistStuart MacKinnon - Executive VP & Chief Operating Officer Conference Call Participants Matthew Summerville - Equity AnalystDominick Gabriele - AnalystGeorge Tong - Sr. Research Analyst - Eq ...

NCR Atleos (NATL) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Day, and welcome to the NCR Atlios First Quarter FY 'twenty five Earnings Call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Brendan Matrano, Head of Investor Relations. Please go ahead. Speaker1 Good morning, and thank you for joining the Atlios First Quarter twenty twenty five Earnings Call. Joining me on the call today are Tim Oliver, CEO Andy Wamser, CFO and Stuart McKinnon, COO. Tim ...

First Quarter 2025 Earnings Call Thursday, May 8th, 2025 Tim Oliver, President & Chief Executive Officer Andy Wamser, Chief Financial Officer Stuart Mackinnon, Chief Operating Officer 1 FORWARD-LOOKING STATEMENTS This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 (th ...

NCR Atleos (NATL) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.52%. A quarter ago, it was expected that this provider of ATM services would post earnings of $1.06 per share when it actually produced earnings of $1.11, delivering a surprise of 4.72%.Over the last four quarters, t ...

ATLANTA, May 7, 2025 - NCR Atleos Corporation (NYSE: NATL) ("Atleos") reported financial results today for the three months ended March 31, 2025. First quarter results and other recent highlights include: "The first quarter represented a good start to 2025 for Atleos. We posted financial results that were either in-line with, or above, our expectations despite the macroeconomic disruptions and the follow-on effects. Our performance was uniformly strong across sales, operations, product innovation, and our k ...

NCR Atleos (NATL) closed the last trading session at $27.04, gaining 5.3% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $43.20 indicates a 59.8% upside potential.The mean estimate comprises five short-term price targets with a standard deviation of $14.38. While the lowest estimate of $29 indicates a 7.3% increase from the current price level, the most optimistic analyst expects ...

Investors might want to bet on NCR Atleos (NATL) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changi ...

Financial Data and Key Metrics Changes - 2024 was described as an outstanding year for the company, with solid operational and financial results delivered across four consecutive quarters [6] - The company aims to exit the year with EBITDA margin rates around 20%, indicating a focus on maintaining profitability [24] Business Line Data and Key Metrics Changes - The average revenue per unit (ARPU) in the backlog was noted to have shifted from approximately $12,000-$13,000 to around $10,000, reflecting a change in the mix of units being implemented [9] - By the end of the fourth quarter, the company had 28,000 ATM as a Service units, up from 22,000 in the previous quarter, although short of the 30,000 target set for the year [15] Market Data and Key Metrics Changes - Demand for hardware and as a service offerings is increasing, particularly in India and Western Europe, with the U.S. also showing positive trends [11] - The company has a significant presence in India with over 120,000 machines, indicating a strong market scale [22] Company Strategy and Development Direction - The company is focusing on higher ARPU machines in North America and Europe while also recognizing the potential in the Indian market [21] - There is an ongoing strategy to move customers towards more comprehensive outsourcing services, with 90,000 machines currently described as managed services [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strategy and its ability to deliver financial results that improve sequentially [6] - The recurring revenue performance is tracking close to expectations, although slightly behind initial models, with belief in future growth in service levels [46] Other Important Information - The company plans to exclude certain income and expenses from EBITDA calculations to reduce volatility, which could impact reported figures by $5 million to $10 million per quarter [32] - There is an expectation to find off-balance sheet financing solutions for ATM as a Service hardware in the near future [39] Q&A Session Summary Question: Can you talk about the ARPU in the as a service backlog? - The average ARPU in the backlog has shifted to around $10,000, with some high ARPU units being implemented in the fourth quarter [9] Question: Can you provide a geographic overview of demand trends? - Demand is strong in India, Western Europe, and the U.S. for both hardware and as a service offerings [11] Question: How many ATM as a Service units were there at the end of the quarter? - There were 28,000 units at the end of the fourth quarter, up from 22,000 in the previous quarter [15] Question: What is the outlook for gross profit margins in 2025? - The company expects variability in gross profit margins due to seasonality, with a target of around 20% EBITDA margin [24] Question: Can you comment on the change in EBITDA calculation? - The new EBITDA calculation will exclude certain income and expenses to reduce volatility, particularly from pension and FX impacts [32] Question: Is there a plan for a buyback program? - The company is considering a buyback plan, especially in light of current stock trading levels and investor preferences [44] Question: What is the outlook for free cash flow targets? - Free cash flow growth is not expected to be linear, with some recent tax breaks and accrued costs impacting the current quarter [51]

Fourth Quarter and Full Year 2024 Earnings Call Tim Oliver, President & Chief Executive Officer Andy Wamser, Chief Financial Officer Stuart Mackinnon, Chief Operating Officer 1 FORWARD-LOOKING STATEMENTS This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 (the "Act"). ...