Recent 8-K filings for CSGS

• May 14, 2026, 5:19 PM ET M&A materiality 1.00 neutral item 1.01item 2.04item 1.02item 2.01item 3.01item 3.03item 5.01item 5.02item 5.03item 8.01item 9.01 ◈ executive_change ×17◈ Governance Changes ×2◈ Debt Financings◈ M&A Transactions◈ Material Agreements

  NEC completes $80.70/sh all-cash acquisition of CSG Systems; CSG now wholly owned by NEC

  Merger consideration $80.70 per share in cash; CSG now wholly owned subsidiary of NEC.

• May 11, 2026, 5:19 PM ET M&A materiality 0.75 positive item 8.01

  CSG Systems receives CFIUS clearance for NEC merger; all regulatory approvals now obtained

  CFIUS clearance received May 7, 2026, for merger with NEC Corporation.

• May 6, 2026, 7:59 PM ET earnings materiality 0.65 positive item 2.02 ◈ Earnings Releases

  CSG Q1 2026 revenue $313.7M (+4.8% YoY), GAAP EPS $0.83, non-GAAP EPS $1.37

  Revenue $313.7M, up 4.8% YoY; GAAP operating margin 11.2% vs 9.8% in Q1 2025.

• February 5, 2026, 6:59 PM ET earnings materiality 0.75 neutral item 2.02

  CSG Systems Q4 rev $323M, GAAP EPS $0.25; ups dividend 6%; NEC merger on track

  Q4 revenue $323.1M (+2% YoY); GAAP EPS $0.25 (-79%); non-GAAP EPS $1.53 (-7%).

• February 4, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02

  CSG Systems Q4 revenue $323M (+2% YoY), GAAP EPS $0.25; NEC merger approved by stockholders

  Q4 revenue $323.1M (+2% YoY); GAAP operating margin 9.0% vs 13.4% YoY; non-GAAP EPS $1.53.

• January 30, 2026, 6:59 PM ET M&A materiality 0.85 positive item 5.07

  CSG Systems shareholders approve NEC merger with 99.98% of votes cast

  Merger adoption approved with 23,519,178 votes for (99.98% of votes cast) vs. 5,392 against.

• November 5, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02

  CSG Systems Q3 2025 revenue rises 2.9% to $303.6M; non-GAAP EPS up 23.6% YoY to $1.31

  Revenue $303.6M (+2.9% YoY); GAAP EPS $0.73 (+9% YoY); non-GAAP EPS $1.31 (+23.6% YoY).

• October 29, 2025, 7:59 PM ET M&A materiality 0.85 positive item 8.01item 9.01

  NEC to acquire CSG for $80.70/share in $2.9B all-cash deal

  Enterprise value of ~$2.9B; $80.70 per share cash represents 17.38% premium to Oct 28 close.

• October 29, 2025, 7:59 PM ET M&A materiality 0.90 positive item 1.01item 9.01

  CSG Systems to be acquired by NEC for $80.70 per share in cash

  All-cash deal valued at $80.70 per share; board unanimously recommends adoption by stockholders.

• September 4, 2025, 7:59 PM ET other material materiality 0.80 positive item 1.01item 7.01item 9.01

  CSG extends Charter contract through Sep 2031; no renewal discount given

  Amendment extends agreement to Sep 30, 2031; Charter contributed ~19% of CSG's Q2 2025 revenue.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02

  CSG raises 2025 guidance; Q2 non-GAAP EPS $1.16, revenue $297.1M (+2.3% YoY)

  Q2 2025 revenue $297.1M (+2.3% YoY); GAAP EPS $0.44 (-8.3% YoY); non-GAAP EPS $1.16 (+13.7% YoY)

• May 7, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02

  CSG Q1 2025: Non-GAAP EPS $1.14, +12.9% YoY; raises 2025 profitability guidance

  Revenue $299.5M (+1.5% YoY); non-GAAP operating margin 19.0% vs 16.6% YoY.

• March 18, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 1.02item 2.03 ◈ Debt Financings

  CSG Systems enters $600M credit facility, extends maturity to March 2030

  New $600M revolving credit facility matures March 2030, replacing $600M facility due Sep 2026.

• February 5, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02

  CSG Q4 revenue $316.7M (+7% YoY), raises dividend 7%, issues FY2025 guidance

  Record Q4 revenue $316.7M, up 7% YoY; GAAP EPS $1.21, non-GAAP EPS $1.65.

• December 11, 2024, 6:59 PM ET other material materiality 0.60 neutral item 5.02item 9.01

  CSG Systems grants CEO Brian Shepherd performance-based restricted stock award valued at $4.0M

  Grant of 74,475 target shares of restricted stock to CEO Brian Shepherd, valued at $4.0M based on closing price.

• November 6, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02

  CSG Q3 2024: Revenue $295M, non-GAAP EPS $1.06; raises FY2024 guidance; renews Comcast through 2030

  Total revenue $295.1M (+2.9% YoY); GAAP EPS $0.67; non-GAAP EPS $1.06 (+15.2% YoY).

• November 4, 2024, 6:59 PM ET other material materiality 0.85 positive item 1.01item 7.01item 9.01

  CSG signs 6-year Comcast contract renewal through 2030 with annual price escalators

  Extends exclusive relationship with Comcast through Dec 31, 2030 (6 years).

• August 7, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02

  CSG Q2 2024 revenue $290.3M, non-GAAP EPS $1.02; raises full-year profitability guidance

  Revenue $290.3M, up 1.4% YoY; GAAP EPS $0.48, non-GAAP EPS $1.02, up 27.5% YoY.

• May 1, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 ◈ Earnings Releases

  CSG Q1 revenue $295M, GAAP EPS $0.68, non-GAAP EPS $1.01; 30% revenue from non-CSP verticals

  Revenue $295.1M (flat YoY); GAAP operating margin 10.8%, non-GAAP adjusted operating margin 16.6%.

• February 7, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 ◈ Earnings Releases ×2

  CSG Systems Q4 revenue $297M, non-GAAP EPS $0.92; 2023 organic revenue up 7.3%; dividend raised 7%

  Q4 revenue $297.3M (+2.6% YoY); GAAP EPS $0.44, non-GAAP EPS $0.92; GAAP operating margin 8.3%, non-GAAP 16.1%.

• November 1, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 ◈ Earnings Releases ×3

  CSG Q3 revenue $286.9M (+5% YoY); raises non-GAAP EPS guidance, repurchases $107M shares

  GAAP EPS $0.62, non-GAAP EPS $0.92; non-GAAP adjusted operating margin 17.0%.

• October 2, 2023, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change

  CSG Systems terminates COO Kenneth Kennedy without cause, enters transition agreement

  Kenneth M. Kennedy, former COO and President – Revenue Management and Digital Monetization, terminated without cause effective Sept 10, 2023.

• September 11, 2023, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 3.02item 9.01 ◈ Debt Financings◈ Material Agreements

  CSG Systems issues $425M convertible notes due 2028; enters capped call hedges

  Issued $425M in 3.875% Convertible Senior Notes due Sept 2028; conversion price ~$71.05 per share.

• September 7, 2023, 7:59 PM ET other material materiality 0.85 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements

  CSG prices $375M convertible notes at 3.875%, upsizes from $350M; board adds $100M to buyback authorization

  Priced $375M (upsized from $350M) of 3.875% convertible senior notes due 2028; option for additional $50M.

• August 30, 2023, 7:59 PM ET leadership materiality 0.65 neutral item 5.02item 9.01 ◈ executive_change ×3

  CSGS terminates COO Kennedy and CAO Schaaf; appoints Szwanek as new CAO

  Ken Kennedy terminated without cause as COO/President, effective Sept 10, 2023; advisory through end of 2023.

• July 6, 2023, 7:59 PM ET other material materiality 0.65 positive item 1.01

  Comcast extends key processing agreement with CSG through Dec 2025; terms unchanged

  Comcast exercised option to extend processing & related solutions under master agreement to December 31, 2025.

• May 3, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 ◈ Earnings Releases

  CSG Q1 revenue up 13% YoY to $298.7M; GAAP EPS $0.68, non-GAAP $1.04

  Total revenue $298.7M, up 13% organically YoY; GAAP operating income $38.2M (12.8% margin).

• November 2, 2022, 7:59 PM ET earnings materiality 0.65 positive item 2.02 ◈ Earnings Releases

  CSG Q3 revenue $273.3M, non-GAAP EPS $1.06; reconfirms 2022 targets

  GAAP revenue $273.3M (+3.8% YoY); GAAP EPS $0.40; non-GAAP EPS $1.06 (+20.5% YoY).

• August 3, 2022, 7:59 PM ET earnings materiality 0.75 neutral item 2.02

  CSG Q2 revenue up 2.8% to $262.2M; GAAP EPS $0.17, non-GAAP EPS $0.84

  GAAP revenue $262.2M (+2.8% YoY); GAAP operating income $7.3M (2.8% margin) vs 12.6% in Q2 2021.

• May 4, 2022, 7:59 PM ET earnings materiality 0.65 positive item 2.02

  CSG reports Q1 revenue up 4.5% YoY to $264.4M; non-GAAP EPS $0.86 (+4.9% YoY)

  Total revenue $264.4M, up 4.5% YoY; non-GAAP adjusted revenue $246.4M, up 4.1%.

• February 22, 2022, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change

  CSG Systems finalizes transition agreement with former CFO Rolland Johns; last day April 1, 2022

  Johns stepped down as EVP/CFO on Nov 28, 2021; remains non-executive employee through April 1, 2022.

• February 1, 2022, 6:59 PM ET earnings materiality 0.70 positive item 2.02

  CSG revenue surpasses $1B in 2021; Q4 GAAP EPS $0.54, non-GAAP $0.83; dividend up 6%

  Q4 total revenue $275M (+5.6% YoY); GAAP EPS $0.54, non-GAAP EPS $0.83; FY revenue $1,046.5M.

• December 2, 2021, 6:59 PM ET debt materiality 0.80 neutral item 1.01item 9.01

  CSG Systems modifies conversion settlement terms for its 4.25% Convertible Senior Notes due 2036

  On November 26, 2021, CSG entered a First Supplemental Indenture governing its $4.25% Convertible Senior Notes due 2036.

• November 29, 2021, 6:59 PM ET leadership materiality 0.70 neutral item 1.01item 5.02item 9.01 ◈ executive_change ×2

  CSG Systems appoints Hai Tran as CFO effective Nov 29; Rollie Johns steps down

  CFO Rollie Johns to step down effective Nov 28, 2021; remains as non-executive employee for transition.

• November 3, 2021, 7:59 PM ET other material materiality 0.75 positive item 1.01item 7.01item 9.01

  CSG extends Charter contract through 2027; Charter to consolidate accounts on ACP

  Charter (~21% of CSG revenue) extends contract through Dec 31, 2027, effective Jan 1, 2022.

• November 3, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02

  CSG Q3 revenue up 7.8% to $263.2M; signs Charter extension through 2027, DISH through 2026

  Total revenue $263.2M (+7.8% YoY); GAAP EPS $0.50, non-GAAP EPS $0.88.

• September 14, 2021, 7:59 PM ET debt materiality 0.65 positive item 1.01item 2.03

  CSG Systems refinances debt with $600M credit agreement, extends maturity to 2026

  New $600M credit agreement includes $150M term loan and $450M revolver, replacing $120M term loan and $200M revolver.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.70 · Most common event earnings

26 positive 0 negative 24 neutral

source · CSGS on sec.gov