earnings
confidence high
sentiment positive
materiality 0.85
CSG Systems Q4 revenue $323M (+2% YoY), GAAP EPS $0.25; NEC merger approved by stockholders
CSG SYSTEMS INTERNATIONAL INC
2025-FY EPS
reported $1.98
vs consensus $1.36
▲ beat
(+45.6%)
- Q4 revenue $323.1M (+2% YoY); GAAP operating margin 9.0% vs 13.4% YoY; non-GAAP EPS $1.53.
- Full-year 2025 revenue $1.22B (+2.2% YoY); non-GAAP EPS $5.14 vs $4.72; cash from ops $155.9M.
- Stockholders approved NEC merger on Jan 30, 2026; closing expected by end of 2026, subject to conditions.
- Board approved 6% dividend increase to $0.34/quarter (from $0.32); declared Q4 dividend of $0.32.
- Repurchased ~332K shares for $25M in Q4; full-year repurchases ~1.258M shares for $83M.