NCR Voyix's second quarter revenue and EPS beat estimates as the company maintains its FY2026 outlook.

NCR Voyix reported second quarter revenue of $523 million, a 21% decrease from the prior year due to its hardware business transition, but a 1% increase on a pro forma basis. The company's non-GAAP diluted EPS of $0.17 was flat year-over-year. Both revenue and EPS figures exceeded analyst expectations. The company also reaffirmed its full-year 2026 guidance.

Key Highlights

• Recurring revenue grew to $435 million from $421 million in the prior year, driven by a 6% increase in recurring software revenue to $211 million.
• The Remaining Contract Value (RCV) for the company's Voyix Commerce Platform grew 65% year-over-year to $286 million, indicating a strong pipeline for future revenue.
• Adjusted EBITDA increased to $98 million from $93 million in the prior year period, showing improved profitability despite the business transition.
• The company reported 10% year-over-year growth in its platform sites, reaching a total of 85,000.