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NCR Voyix (VYX) investor relations material

NCR Voyix Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025

Leadership transition and strategic priorities

  • New CEO with extensive payments industry experience took over in February, focusing on operational improvements and balance sheet strength.

  • Recent years included a spin-off of the ATM business and sale of the digital banking unit, with a focus on repositioning for growth.

  • Emphasis on shifting from a hardware-centric to a platform company, targeting cloud-native applications for retail and restaurant clients.

  • CEO has engaged directly with customers and employees globally to understand needs and drive transformation.

  • Operational changes aim to address past challenges and leverage new product launches at major industry events.

Platform transformation and customer impact

  • Transitioning legacy on-premise systems to cloud-native platforms to enhance data access and customer experience.

  • Customers will benefit from managed store operations and improved analytics, similar to consumer tech experiences.

  • The transformation is designed to be minimally disruptive, with a focus on referenceable deployments and customer patience.

  • Launch of new platform products is expected to accelerate in the fourth quarter and into next year.

  • Expansion efforts will target both existing and new enterprise customers, moving beyond a historically insular approach.

Payments strategy and integration

  • Identified a significant payments opportunity, with over $1.3 trillion in annual credit volume processed through existing systems.

  • Partnership with Worldpay enables end-to-end payment solutions, reducing complexity for enterprise clients.

  • Dedicated teams are educating sales and supporting customer transitions to integrated payments.

  • Initial customer conversions to the new payments platform have begun, with positive reception.

  • Impact from payments and platform initiatives expected to build gradually, with visible results starting in Q4 and accelerating next year.

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Frequently asked questions

NCR Voyix Corporation is a technology company specializing in software and services for retail, hospitality, and banking sectors. The company provides point-of-sale systems, self-service kiosks, digital banking solutions, and managed services designed to streamline customer transactions and operational efficiency. It also offers cloud-based platforms that integrate commerce and data analytics. NCR Voyix Corporation is headquartered in Atlanta, Georgia, and its shares are listed on the NYSE.

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