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NCR Voyix (VYX) investor relations material
NCR Voyix Global Technology, Internet, Media & Telecommunications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Leadership transition and company restructuring
CEO stepped in after company split in October 2023, following asset sales and balance sheet cleanup.
Digital banking asset was sold for $2.5 billion, reducing debt to 1.8x trailing EBITDA.
CEO visited 80% of offices and met with 80% of employees and 80 customers to understand needs and address legacy issues.
Focus on modernizing technology and culture shift towards a 'winning' mindset.
Product innovation and modernization
New products leveraging AI and microservices were rapidly developed and showcased at industry events.
Modernized technology now supports $2 trillion in global processing, with $1.4 trillion in the US.
Renewed major enterprise contracts, including Chipotle, introducing microservices to the restaurant sector.
Demonstrated ability to quickly innovate, such as integrating food ordering at fuel pumps.
Enterprise focus and service differentiation
Business is primarily enterprise-focused, serving large clients like Publix, Whole Foods, and Sainsbury's.
15,000 employees, with 8,000 in services, provide a key differentiator in field support and customer service.
Services are emphasized as a core competitive advantage, especially for large-scale deployments.
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