ACI Worldwide Reports Q3 2026 Results Impacted by Software License Timing
ACI Worldwide (ACIW) reported third-quarter 2026 financial results characterized by a decline in top-line revenue and adjusted EBITDA, primarily due to the timing of high-margin software license renewals shifting toward the fourth quarter. Despite a 12% decrease in total revenue to $427 million, the company saw strong performance in recurring revenue, which grew 4% to $309 million driven by SaaS and PaaS strength. The company demonstrated significant momentum in new Annual Recurring Revenue (ARR) bookings, which surged 86% to $24 million. While GAAP diluted EPS fell to $0.32 from $0.88 in the prior year, operating cash flow rose 63% to $119 million. Management reiterated full-year revenue guidance and raised its full-year adjusted EBITDA outlook, citing high visibility into upcoming Q4 renewals.
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Topics: ARR bookings growth EPS miss revenue decline SaaS revenue