NCR Voyix Corporation (VYX) saw its stock price soar 5.16% in pre-market trading on Thursday following the release of its third-quarter 2025 financial results and an upward revision to its full-year guidance.
The company reported Q3 adjusted earnings per share of $0.31, significantly beating the analyst consensus estimate of $0.22. Revenue for the quarter came in at $684 million, surpassing expectations of $669.83 million. Notably, NCR Voyix's adjusted EBITDA reached $125 million, exceeding the projected $121.52 million.
Investors were particularly encouraged by the company's growth in recurring revenue streams. Annual Recurring Revenue (ARR) increased to $1.7 billion from $1.6 billion in the prior year, with Software ARR growing to $798 million from $742 million. This growth underscores NCR Voyix's successful transition towards a more predictable, software-driven business model. Additionally, the company reported an expansion of its platform sites by 12% year-over-year, reaching 78,000, while payment sites grew by 3% to over 8,000.
Further bolstering investor confidence, NCR Voyix raised its full-year 2025 outlook. The company now expects total revenue between $2.65 billion and $2.67 billion, up from previous estimates and surpassing the FactSet consensus of $2.62 billion. The non-GAAP EPS guidance was also increased to a range of $0.85 to $0.90, compared to the earlier FactSet estimate of $0.79.
The positive reaction to NCR Voyix's earnings report reflects growing optimism about the company's strategic direction and its ability to deliver sustainable growth in the digital commerce solutions sector.