earnings
confidence high
sentiment positive
materiality 0.75
CSG raises 2025 guidance; Q2 non-GAAP EPS $1.16, revenue $297.1M (+2.3% YoY)
CSG SYSTEMS INTERNATIONAL INC
2025-Q2 EPS
reported $1.01
vs consensus $1.07
▼ miss
(-5.5%)
- Q2 2025 revenue $297.1M (+2.3% YoY); GAAP EPS $0.44 (-8.3% YoY); non-GAAP EPS $1.16 (+13.7% YoY)
- Non-GAAP operating margin 20.1% in Q2, 19.5% in H1 (up ~250 bps YoY); full-year profitability guidance raised.
- Non-GAAP adjusted free cash flow $39.6M in Q2; H1 best in a decade; full-year FCF guidance raised.
- Customer wins include Orange Business and Liberty Puerto Rico; returned $27M via dividends and buybacks in Q2.
- Quarterly dividend maintained at $0.32 per share; share repurchase of ~289k shares for ~$18M in Q2.