Company Reports Q1 Revenue of $606M, Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 10 hours ago
0mins
Should l Buy VYX?
Reports Q1 revenue $606M, consensus $579.6M. "We are pleased with our start to 2026, highlighted by improving financial performance, strong customer engagement, and continued progress in executing our strategy. We also took important steps to further simplify and focus the business, including completing the hardware business transition and continuing to optimize our portfolio through the sale of our remaining Japanese bank technology business," said James G. Kelly, President and Chief Executive Officer. "Demand for our Voyix Commerce Platform applications remains strong, underscored by new customer wins and expanding interest from retailers and restaurants globally. As we continue to modernize commerce through software, payments, and services, we remain focused on execution and delivering long-term value for our customers and shareholders."
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Analyst Views on VYX
Wall Street analysts forecast VYX stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 7.030
Low
15.00
Averages
15.80
High
17.00
Current: 7.030
Low
15.00
Averages
15.80
High
17.00
About VYX
NCR Voyix Corporation is a global provider of digital commerce solutions for the retail and restaurant industries. The Company transforms retail stores and restaurant systems through experiences with comprehensive, platform-led software-as-services (SaaS) and services capabilities. The Company operates through two segments: Retail and Restaurants. The Retail segment offers software-led solutions to customers in the retail industry, including retail-oriented technologies such as comprehensive API-point of sale retail software platforms and applications, hardware terminals, self-service kiosks including self-checkout (SCO), payment processing and merchant acquiring solutions, and bar-code scanners. Its Restaurants segment offers technology solutions to customers in the restaurant industry, including POS hardware and software solutions, payment processing and merchant acquiring services, installation, maintenance, as well as managed and professional services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NCR Voyix Set to Announce Q1 Earnings on May 7
- Earnings Announcement: NCR Voyix (VYX) is set to release its Q1 earnings on May 7 before market open, with a consensus EPS estimate of $0.07, reflecting a 22.2% year-over-year decline, which may impact investor sentiment.
- Revenue Decline: The expected revenue for Q1 is $579.6 million, down 6.1% year-over-year, indicating pressure on the company amid competitive market conditions that could affect future growth strategies.
- Historical Performance: Over the past two years, NCR Voyix has beaten EPS and revenue estimates 88% of the time, demonstrating financial stability, although recent downward revisions raise concerns about future performance.
- Estimate Revisions: In the last three months, EPS estimates saw no upward revisions and four downward adjustments, while revenue estimates experienced one upward and five downward revisions, reflecting a cautious market outlook on the company's prospects.
See More
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- Agreement Signing: NCR Voyix has signed an agreement with supermarket chain Stater Bros. Markets to modernize its point-of-sale and payment systems, with implementation expected to begin in Q3 2026, aiming to enhance operational efficiency and customer experience.
- Technology Platform Adoption: Stater Bros. will adopt NCR Voyix's next-generation POS and payment solutions on the Voyix Commerce Platform, with phased deployments starting in 2027, which will significantly improve customer service capabilities.
- Revenue Outlook: NCR Voyix outlines a revenue outlook of $2.21 billion to $2.325 billion for 2026, indicating accelerated platform scaling and strong market demand, reflecting the company's growth potential.
- Industry Impact Analysis: This partnership not only upgrades Stater Bros.' technology but also has the potential to drive digital transformation across the retail sector, enhancing competitiveness and improving consumer shopping experiences.
See More
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- Earnings Release Schedule: NCR Voyix will report its Q1 2026 financial results before the market opens on May 7, 2026, providing investors with the latest performance data to assess the company's operational status.
- Conference Call Details: The management team will host a conference call at 8:00 a.m. ET on May 7, 2026, to discuss the financial results, offering in-depth analysis and answering investor questions to enhance transparency and investor confidence.
- Webcast Availability: The conference call will be available via live webcast on the company's investor relations website, allowing investors to access related presentation materials in real-time, ensuring timely information dissemination and broad coverage.
- Global Business Overview: NCR Voyix, headquartered in Atlanta, Georgia, is a global leader in unified commerce platforms, serving customers in over 35 countries and committed to enhancing operational efficiency in the retail and dining sectors through its flexible, intelligent platform and comprehensive payment capabilities.
See More
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- Impact on Holdings: This transaction reduced Blackbaud's representation in Greenhouse Funds' 13F assets to zero, indicating a lack of confidence in the company's future performance, which could affect the overall performance of the fund's portfolio.
- Market Performance Analysis: As of February 13, 2026, Blackbaud's stock was priced at $49.08, with a one-year return of -39.2%, highlighting the company's vulnerable position in the market, which likely prompted the fund's decision to sell.
- Industry Trend Reflection: The sale by Greenhouse Funds aligns with the broader challenges faced by SaaS stocks, particularly as AI technologies rapidly evolve, putting cost pressures on many SaaS companies and prompting investors to reassess their investment strategies.
See More
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- Significant Trade Size: Greenhouse Funds LLLP sold 802,904 shares of Blackbaud in Q4 2025, with an estimated transaction value of $51.63 million, reflecting the fund's strategic exit from SaaS stocks amid market volatility.
- Asset Management Shift: This transaction reduced Greenhouse Funds' Blackbaud position value from 1.89% of AUM to 0, indicating a significant loss of confidence in Blackbaud, likely due to increasing industry uncertainties.
- Market Reaction: Blackbaud's stock continued to decline in 2026, validating the timing of Greenhouse Funds' exit and highlighting concerns about the company's future performance, especially with the rapid advancement of AI technologies.
- Investment Strategy Adjustment: This decision aligns with the broader trend in the SaaS industry, suggesting that the fund's management may prefer reallocating capital to other more promising investments to navigate market fluctuations.
See More
NCR Voyix Sells Japan Banking Tech Business to NTT Data
- Deal Announcement: NCR Voyix has reached an agreement to sell its banking technology solutions business in Japan to NTT Data, with the transaction expected to close by the end of 2026, aimed at ensuring continuity for existing clients while creating new opportunities.
- Client Service Assurance: This transaction will guarantee service continuity for existing clients of NCR Commerce Japan Ltd. during the transition, while also providing new growth opportunities for employees, thereby enhancing competitiveness in the global financial services technology sector.
- Enhanced Service Delivery: NTT Data intends to strengthen service delivery for financial institutions by building on NCR's established expertise, which will enhance its competitive edge in the global financial IT services portfolio.
- Financial Outlook: NCR Voyix projects a revenue outlook of $2.21 billion to $2.325 billion for 2026, reflecting positive signals of accelerated platform scaling and indicating the company's ongoing growth potential in the financial technology sector.
See More
NCR Voyix Set to Announce Q1 Earnings on May 7
- Earnings Announcement: NCR Voyix (VYX) is set to release its Q1 earnings on May 7 before market open, with a consensus EPS estimate of $0.07, reflecting a 22.2% year-over-year decline, which may impact investor sentiment.
- Revenue Decline: The expected revenue for Q1 is $579.6 million, down 6.1% year-over-year, indicating pressure on the company amid competitive market conditions that could affect future growth strategies.
- Historical Performance: Over the past two years, NCR Voyix has beaten EPS and revenue estimates 88% of the time, demonstrating financial stability, although recent downward revisions raise concerns about future performance.
- Estimate Revisions: In the last three months, EPS estimates saw no upward revisions and four downward adjustments, while revenue estimates experienced one upward and five downward revisions, reflecting a cautious market outlook on the company's prospects.
See More
NCR Voyix Partners with Stater Bros for POS Modernization
- Agreement Signing: NCR Voyix has signed an agreement with supermarket chain Stater Bros. Markets to modernize its point-of-sale and payment systems, with implementation expected to begin in Q3 2026, aiming to enhance operational efficiency and customer experience.
- Technology Platform Adoption: Stater Bros. will adopt NCR Voyix's next-generation POS and payment solutions on the Voyix Commerce Platform, with phased deployments starting in 2027, which will significantly improve customer service capabilities.
- Revenue Outlook: NCR Voyix outlines a revenue outlook of $2.21 billion to $2.325 billion for 2026, indicating accelerated platform scaling and strong market demand, reflecting the company's growth potential.
- Industry Impact Analysis: This partnership not only upgrades Stater Bros.' technology but also has the potential to drive digital transformation across the retail sector, enhancing competitiveness and improving consumer shopping experiences.
See More
NCR Voyix to Report Q1 2026 Financial Results on May 7
- Earnings Release Schedule: NCR Voyix will report its Q1 2026 financial results before the market opens on May 7, 2026, providing investors with the latest performance data to assess the company's operational status.
- Conference Call Details: The management team will host a conference call at 8:00 a.m. ET on May 7, 2026, to discuss the financial results, offering in-depth analysis and answering investor questions to enhance transparency and investor confidence.
- Webcast Availability: The conference call will be available via live webcast on the company's investor relations website, allowing investors to access related presentation materials in real-time, ensuring timely information dissemination and broad coverage.
- Global Business Overview: NCR Voyix, headquartered in Atlanta, Georgia, is a global leader in unified commerce platforms, serving customers in over 35 countries and committed to enhancing operational efficiency in the retail and dining sectors through its flexible, intelligent platform and comprehensive payment capabilities.
See More
Greenhouse Funds Fully Exits Blackbaud Stake Amid SaaS Concerns
- Sale Overview: Greenhouse Funds LLLP disclosed the sale of 802,904 shares of Blackbaud during Q4 2025, with an estimated transaction value of $51.63 million, marking a complete exit from the company and reflecting concerns over the SaaS sector.
- Impact on Holdings: This transaction reduced Blackbaud's representation in Greenhouse Funds' 13F assets to zero, indicating a lack of confidence in the company's future performance, which could affect the overall performance of the fund's portfolio.
- Market Performance Analysis: As of February 13, 2026, Blackbaud's stock was priced at $49.08, with a one-year return of -39.2%, highlighting the company's vulnerable position in the market, which likely prompted the fund's decision to sell.
- Industry Trend Reflection: The sale by Greenhouse Funds aligns with the broader challenges faced by SaaS stocks, particularly as AI technologies rapidly evolve, putting cost pressures on many SaaS companies and prompting investors to reassess their investment strategies.
See More
Greenhouse Funds Fully Sells Blackbaud Shares
- Significant Trade Size: Greenhouse Funds LLLP sold 802,904 shares of Blackbaud in Q4 2025, with an estimated transaction value of $51.63 million, reflecting the fund's strategic exit from SaaS stocks amid market volatility.
- Asset Management Shift: This transaction reduced Greenhouse Funds' Blackbaud position value from 1.89% of AUM to 0, indicating a significant loss of confidence in Blackbaud, likely due to increasing industry uncertainties.
- Market Reaction: Blackbaud's stock continued to decline in 2026, validating the timing of Greenhouse Funds' exit and highlighting concerns about the company's future performance, especially with the rapid advancement of AI technologies.
- Investment Strategy Adjustment: This decision aligns with the broader trend in the SaaS industry, suggesting that the fund's management may prefer reallocating capital to other more promising investments to navigate market fluctuations.
See More
NCR Voyix Sells Japan Banking Tech Business to NTT Data
- Deal Announcement: NCR Voyix has reached an agreement to sell its banking technology solutions business in Japan to NTT Data, with the transaction expected to close by the end of 2026, aimed at ensuring continuity for existing clients while creating new opportunities.
- Client Service Assurance: This transaction will guarantee service continuity for existing clients of NCR Commerce Japan Ltd. during the transition, while also providing new growth opportunities for employees, thereby enhancing competitiveness in the global financial services technology sector.
- Enhanced Service Delivery: NTT Data intends to strengthen service delivery for financial institutions by building on NCR's established expertise, which will enhance its competitive edge in the global financial IT services portfolio.
- Financial Outlook: NCR Voyix projects a revenue outlook of $2.21 billion to $2.325 billion for 2026, reflecting positive signals of accelerated platform scaling and indicating the company's ongoing growth potential in the financial technology sector.
See More
