Strategic Intelligence Report
Generated July 29, 2026
Enterprise Software
Agilysys
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Alpharetta, Georgia, USA
Website
Employees
1,400 (2026, approximate)
Founded
1963
Listing
AGYS · NASDAQ
Market Cap
$2.91B
Revenue (TTM)
$330.31M
Price
USD103.24 (-2.86%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A hospitality technology company providing point-of-sale, property management, and inventory software for hotels, resorts, casinos, and food-service operators. Full-year fiscal 2026 revenue reached a record $319.3 million, with Q4 FY2026 marking its 17th consecutive record revenue quarter at $82.9 million and EPS of $0.63, beating estimates by over 34%. Recurring revenue hit a record $206 million with subscription revenue up over 30%, and the company is rolling out AI-native revenue intelligence and CRS modules, guiding fiscal 2027 revenue to $365-370 million.
Strategic Connections
Competition / Other
- EverCommerce: Agilysys operates in the broader vertical SaaS category serving service-based businesses, alongside platforms like EverCommerce.
- Cloud Computing & Data Centers: Agilysys provides hospitality technology SaaS within the broader cloud computing industry.
Strategic Risks
- Revenue tied to hospitality and travel industry cyclicality
Future Outlook
- Continued record revenue growth expected from hospitality industry technology modernization
- AI-native revenue intelligence and CRS modules positioned to reframe the company's core investment story around AI-driven subscription growth in FY2027
Sources
- SEC EDGAR 8-K filing (Apr 2026) — Agilysys reports record full-year fiscal 2026 revenue of $319.3M
- Agilysys corporate site (Jan 2026) — Agilysys corporate overview
- Investing.com / Yahoo Finance (May 2026) — Agilysys Q4 FY2026 beats estimates by 34%, launches AI-native modules, guides FY2027 to $365-370M
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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