NCR Voyix Corp (NYSE:VYX) Reports Mixed Q2 2025 Results with Earnings Beat and Revenue Decline

Last update: Aug 7, 2025

NCR Voyix Corp (NYSE:VYX) reported its second-quarter 2025 financial results, delivering mixed performance relative to analyst expectations. The digital commerce solutions provider posted revenue of $666 million, a decline from $722 million in the prior-year period but surpassing the consensus estimate of $655.1 million. The company’s non-GAAP diluted earnings per share (EPS) of $0.19 exceeded expectations of $0.13, reflecting improved profitability despite lower sales.

Key Financial Highlights

Revenue: $666 million (down 7.8% YoY, but above estimates of $655.1 million).
Net Income: $1 million, a significant improvement from a net loss of $90 million in Q2 2024.
Adjusted EBITDA: $95 million, up from $79 million in the prior-year period.
Non-GAAP EPS: $0.19 (vs. $0.13 estimate).
Annual Recurring Revenue (ARR): $1.68 billion, up 5% YoY, with Software ARR growing 6.8% to $799 million.

Market Reaction

The stock is up 3.92% in pre-market trading, suggesting investor optimism around the earnings beat and improved profitability. Over the past month, shares had been relatively flat (-0.97%), but the post-earnings movement indicates a positive reassessment of the company’s trajectory.

Outlook vs. Analyst Expectations

NCR Voyix maintained its full-year 2025 guidance, projecting:

Total Revenue: $2.575–$2.650 billion (vs. analyst consensus of $2.63 billion).
Adjusted EBITDA: $420–$445 million.
Non-GAAP EPS: $0.75–$0.80.

While the revenue outlook is slightly below consensus, the reaffirmation of profitability targets may be reassuring to investors, particularly given the company’s progress in cost management and recurring revenue growth.

Business Highlights

Platform Expansion: The company added 16% more platform sites YoY, reaching over 78,000.
Share Repurchases: Bought back 826,000 shares for $7 million in Q2.
Software & Services Revenue: Remained stable at $499 million (vs. $501 million YoY).

Conclusion

NCR Voyix’s Q2 results demonstrate resilience in profitability despite revenue headwinds, with ARR growth signaling strength in its subscription-based model. The market’s positive reaction suggests confidence in management’s ability to execute on cost controls and strategic initiatives.

For more detailed earnings estimates and historical performance, visit NCR Voyix’s earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.