ACI Worldwide Inc (ACIW) shares plummeted 5.51% in early trading on Thursday, despite reporting better-than-expected first-quarter results for 2025. The company's Q1 revenue reached $394.565 million, surpassing the IBES estimate of $364.2 million. Net income stood at $58.87 million, significantly exceeding the expected $19.1 million, while adjusted EBITDA came in at $94 million, well above the estimated $75 million.

Looking ahead, ACI Worldwide provided a positive outlook for the year, projecting full-year revenue between $1,690 million and $1,720 million, with adjusted EBITDA expected to range from $480 million to $495 million. For the second quarter of 2025, the company anticipates revenue between $375 million and $385 million. However, in a separate announcement, ACI Worldwide disclosed that CFO Scott Behrens would be retiring, potentially introducing an element of uncertainty for investors.

The stark contrast between the company's strong financial performance and the sharp stock decline suggests that despite beating estimates, the results may not have met the market's even higher expectations. Additionally, the unexpected news of the CFO's retirement could be contributing to investor concerns about the company's future financial leadership. As the trading session progresses, investors and analysts will likely be seeking further clarification on the company's long-term strategy and succession plans to better understand the market's reaction to these mixed signals.