NCR Voyix (VYX) Global Technology, Internet, Media & Telecommunications Conference 2025 summary

Leadership transition and strategic changes

• CEO appointment followed a company split and asset sale, with a focus on restructuring and modernization.

• Visited 80% of offices and customers to understand needs and address legacy issues.

• Company culture has shifted to a 'culture of winning' with increased customer engagement.

• Recent asset sale improved the balance sheet and reduced debt to 1.8x trailing EBITDA.

Product innovation and technology modernization

• Accelerated development of new products using AI and microservices, showcased at recent industry events.

• Modernized legacy applications, now running $2 trillion in processing volume globally.

• Renewed major enterprise contracts, including Chipotle, with new microservices architecture.

• Commerce platform enables cloud and edge operations, allowing stores to function offline and innovate rapidly.

• Microservices architecture allows for quick feature deployment and operational flexibility.

Market focus and customer base

• Focused primarily on enterprise clients, with 400 clients representing 80% of revenue.

• Services differentiate the company, with 8,000 of 15,000 employees dedicated to customer support.

• Recent wins include the largest grocer in a European country and major fuel providers.

• Customer attrition remains below 1%, reflecting strong long-term relationships.