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CSG Systems International (CSGS) investor relations material

CSG Systems International Oppenheimer 28th Annual Technology, Internet & Communications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Oppenheimer 28th Annual Technology, Internet & Communications Conference summary11 Aug, 2025

Financial performance and outlook

  • Achieved double-digit growth in operating margin, EBITDA, EPS, and nearly 20% year-over-year free cash flow growth in the first half of the year.

  • Revenue growth currently in the 2–4% range, below the prior three-year average of 5.3% organic growth, due to market headwinds.

  • Expectation to return to mid-single-digit organic revenue growth next year, while maintaining strong profitability and cash flow.

  • Continued disciplined capital deployment, including acquisitions to accelerate strategic growth.

  • AI is expected to drive significant operational efficiencies and margin expansion in the coming quarters and years.

Business segments and diversification

  • Core business remains as a leading provider of digital customer experience and monetization platforms for US cable broadband, serving over 75% of the market.

  • Expanded into global telecom with a native SaaS platform, winning major clients and replacing competitors.

  • Diversified into other verticals such as financial services, insurance, government, healthcare, retail, and tech, with non-cable/telco revenue rising from 7% in 2017 to 32% in the latest quarter.

  • Strategy involves deploying vertical-specific, integrated SaaS stacks for end-to-end customer lifecycle management.

  • Significant growth headroom remains in all served verticals, especially outside the US and in newer sectors.

Technology and competitive positioning

  • Only true native SaaS monetization platform for global telecom, with deployments on AWS and a focus on cloud-native solutions.

  • Early wins in both new digital disruptors and incumbent telecom operators, with a trend toward product platform models over managed services.

  • Technology enables clients to reduce costs by 20–50% in areas like customer care, billing, and SG&A, though not in network operations.

  • Advanced analytics and journey orchestration differentiate offerings in digital customer engagement, competing with firms like Adobe.

  • AI and data-driven solutions have delivered measurable improvements, such as increasing first-call resolution rates and reducing call center costs.

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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.

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