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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
CSG Systems International
CSG Systems International (CSGS) investor relations material
CSG Systems International has been acquired
CSG Systems International Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 May, 2026
Executive summary
Revenue for Q1 2026 increased 4.8% year-over-year to $313.7 million, driven by SaaS and related solutions growth.
GAAP operating income rose to $35.1 million (11.2% margin), up from $29.4 million (9.8% margin) in Q1 2025; non-GAAP operating income was $56.9 million (20.0% margin).
Net income was $23.9 million, up from $16.1 million year-over-year; GAAP EPS increased to $0.83, up 45.6%, and non-GAAP EPS was $1.37, up 20.2%.
Significant customer concentration remains, with Charter and Comcast accounting for 19% and 17% of Q1 2026 revenue, respectively.
A merger with NEC Corporation was approved by stockholders and is expected to close by year-end 2026, with $9.7 million in transaction-related costs recognized in Q1 2026.
Financial highlights
SaaS and related solutions revenue grew to $286.9 million, offsetting a decline in professional services.
Adjusted EBITDA was $70.2 million, up 9.0% year-over-year.
Cash and cash equivalents were $147.3 million as of March 31, 2026, down from $180.0 million at year-end 2025.
Operating cash flow was negative ($1.2) million, impacted by incentive compensation and earn-out payments.
Non-GAAP adjusted free cash flow was $8.0 million, up 12.9% year-over-year.
Outlook and guidance
The merger with NEC is expected to close by year-end 2026, subject to regulatory approvals.
Management expects continued investment in SaaS platforms, innovation, and integration with NEC, including AI capabilities.
Macroeconomic uncertainties, including inflation, labor shortages, and geopolitical risks, may impact results.
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Latest events from CSG Systems International
- 2025 revenue rose 2.2% as SaaS grew, but GAAP EPS fell on merger costs; NEC merger approved.CSGS
Q4 2025 - All major proposals, including merger and incentive plan, were preliminarily approved.CSGSEGM 2026
- NEC acquisition advances after US antitrust clearance; shareholder vote set for January 30.CSGSProxy Filing
- Shareholders will vote on the NEC acquisition January 30, 2026, with key risks disclosed.CSGSProxy Filing
- Shareholders to vote on $80.70-per-share cash merger with NEC, board unanimously recommends approval.CSGSProxy Filing
- Q3 revenue up 2.9% to $295.1M, non-GAAP EPS up 15.2%, and 2024 guidance raised.CSGSQ3 2024
- Q2 revenue up 1.4% to $290.3M, with raised EPS guidance and new $100M share repurchase.CSGSQ2 2024
- Revenue diversification, margin growth, and major contract wins drive global expansion and returns.CSGSThe Citizens JMP Technology Conference 2025
- Record revenue, margin, and EPS growth drive robust 2025 outlook and shareholder returns.CSGSQ4 2024
CSG Systems International
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Frequently asked questions
CSG Systems International Inc. provides business support software and services for communications, media, and technology companies. Its offerings include customer billing, revenue management, and digital engagement solutions. The company is headquartered in Greenwood Village, Colorado, and its shares are listed on the NASDAQ.