Agilysys Inc
agilysys.comWhat Do They Do?
Sells point-of-sale, property-management, and inventory software to hotels and resorts, casinos, and food-service operators.
10-K for FY2026, filed May 21, 2026
How Do They Make Money?
Hospitality customers pay for software access and maintenance over agreement terms, with some charges tied to transactions. They also buy software licenses and hardware, and pay for implementation, integration, and training as the work is performed.
10-K for FY2026, filed May 21, 2026Our subscription service revenue is comprised of fees for contracts that provide customers a right to access our software for a subscribed…View ↗
We derive maintenance service revenue from providing unspecified updates, upgrades, bug fixes, and technical support services for our…View ↗
Our proprietary software licenses typically provide for a perpetual right to use our software. Generally, our contracts do not provide…View ↗
We recognize revenue for hardware sales when the product is shipped to the customer and when obligations that affect the customer’s final…View ↗
Professional services revenue primarily consists of fees for consulting, implementation, installation, integration and training and are…View ↗
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10-K for FY2026, filed May 21, 2026
FY2026 revenue by product or service ↗
$319.3M
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10-K for FY2026, filed May 21, 2026
$319.3M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Products
Sold outright
10-K for FY2026, filed May 21, 2026 |
13%
FY2023: 22%
|
Products, FY2026
$41.2M Sources
|
Sold outright |
|
Subscription and maintenance
Mix
10-K for FY2026, filed May 21, 2026 |
65%
FY2023: 60%
|
Subscription and maintenance, FY2026
$205.9M Sources
|
Mix |
|
Professional services
Mix
10-K for FY2026, filed May 21, 2026 |
23%
FY2023: 18%
|
Professional services, FY2026
$72.2M Sources
|
Mix |
Who Are Their Customers?
Customers include large, medium-sized, and boutique hospitality providers, both owned and franchised, as well as hospitality divisions or departments within large corporations.
10-K for FY2026, filed May 21, 2026Our customer base is highly fragmented and includes large, medium-sized and boutique hospitality providers, both owned and franchised, as…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 12 cents of every revenue dollar as net income in FY2026 and turned 21 cents into free cash flow.
10-K for FY2026, filed May 21, 2026
$43MView ↗
10-K for FY2026, filed May 21, 2026
$38.8MView ↗
10-K for FY2026, filed May 21, 2026
$68.1MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2026, filed Oct 26, 2026
$13.2MView ↗
- ▲ +13%
- vs $11.7M in Q2 FY2025
10-Q for Q2 FY2026, filed Oct 26, 2026
Open tableView ↗
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Jul 27, 2026
Raises fiscal 2027 revenue and subscription growth guidance
Full-year revenue guidance rose to $368 million to $373 million, and subscription growth guidance rose to at least 32%.
Sources
8-K, filed Jul 27, 2026
The Company is raising full year subscription revenue growth guidance of at least 30% year-over-year to at least 32% and full year fiscal…View ↗
Growing. Revenue grew 96% in 4 years, from $162.6M in FY2022 to $319.3M in FY2026, about 18% a year.
Expanded data and AI capabilities
The latest report describes data and AI capabilities for decision-making and personalization alongside core hospitality systems; the earlier report emphasizes integrated, modular software and guest and employee experience features.
10-K for FY2023, filed May 19, 2023 10-K for FY2026, filed May 21, 2026The Company delivers modular and integrated software solutions and expertise to businesses seeking to maximize Return on Experience (ROE)…View ↗
Who Do They Compete With?
Competes with Oracle, Shiji, Infor, and Maestro
10-K for FY2026, filed May 21, 2026We compete with other full-service providers who sell and deliver bundled POS and PMS solutions comprised of software, hardware…View ↗
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