Agilysys(NASDAQ) AGYS

Agilysys, Inc. makes software that helps hotels and restaurants manage guest stays and payments. These tools handle room bookings, food orders, and staff schedules in one place. The company helps businesses in the hospitality industry run more smoothly.

Three Paths to Revenue

• Subscription and Maintenance: Includes software updates, technical support, and transaction fees; accounted for 65.9% of revenue for the three months ended June 30, 2026.
• Professional Services: Covers installation, implementation, and custom software development; represented 22.3% of revenue for the three months ended June 30, 2026.
• Products: Consists of software licenses and third-party hardware like computer systems; represented 11.8% of revenue for the three months ended June 30, 2026.

Growing the Global Footprint

• Entered a credit agreement on Aug. 16, 2024, providing a revolving credit facility of $75 million to support liquidity.
• Expanded research and development efforts to improve existing software and create new point-of-sale applications.
• Increased its geographic reach by targeting international markets across Europe, the Middle East, Africa, and India.

Why the Software Works

Agilysys serves a global market with operations in the Americas, Europe, India, and the Asia-Pacific region. Its software ecosystem connects property management and point-of-sale systems to help hotels and resorts manage guest experiences through cloud-native technology.

Performance by the Numbers

• Total net revenue rose 14.3% year over year to $87.7 million during the three months ended June 30, 2026.
• Operating income reached $9.7 million in the three-month period ended June 30, 2026, up 115.4% year over year.
• Subscription revenue grew 26.1% during the three months ended June 30, 2026, compared to the same period in 2025.
• Cash and cash equivalents totaled $123.7 million as of June 30, 2026.

Bottom Line

Agilysys has transitioned into a specialized software provider focusing on high-margin subscription services for the global hospitality market. The company continues to prioritize cloud-native innovation and geographic expansion to support long-term growth.