ACI Worldwide — Third Quarter 2026 Earnings Summary

ACI Worldwide reported third-quarter 2026 revenue of $427 million, a 12% decrease from the prior year period, driven by the timing of license renewals, while recurring revenue rose 4% to $309 million. The company achieved net income of $33 million and adjusted EBITDA of $98 million, with year-to-date operating cash flow increasing 26% to $254 million. New annual recurring revenue bookings surged 86% in the quarter to $24 million, supported by growth in both the Payment Software and Biller segments. Management reiterated full-year revenue guidance of $1.895 billion to $1.925 billion and raised adjusted EBITDA guidance to a range of $550 million to $565 million.