CSG Systems International Stock Price, News & Analysis

CSG Systems International (NASDAQ: CSGS) reported third quarter 2025 results with revenue of $303.6M, GAAP operating income of $30.5M (10.0% margin) and non-GAAP operating income of $54.5M (19.5% margin). GAAP EPS was $0.73 and non-GAAP EPS was $1.31. Cash flows from operations were $47.9M with adjusted free cash flow of $43.9M.

Shareholder returns included a quarterly cash dividend of $0.32 per share (~$9M) and share repurchases of ~275,000 shares for $18M in Q3. Cash and cash equivalents were $158.4M at September 30, 2025. The company disclosed a merger agreement dated Oct 29, 2025 with NEC and noted associated completion risks.

CSG Systems International (NASDAQ: CSGS) announced on October 29, 2025 that it will not hold its Q3 2025 earnings call scheduled for November 5, 2025

The change follows a definitive agreement to be acquired by NEC, subject to shareholder and regulatory approvals and customary closing conditions. CSG also said it is suspending all future quarterly earnings calls and will no longer provide annual guidance.

CSG Systems (NASDAQ: CSGS) announced it has entered into a definitive agreement to be acquired by NEC, subject to shareholder and regulatory approvals and customary closing conditions.

As a result, CSG canceled its Q3 2025 earnings presentation scheduled for November 5, 2025, is suspending all future quarterly earnings calls, and will no longer provide annual guidance.

NEC (CSGS) will acquire CSG Systems International for $80.70 per share in cash, valuing the deal at an enterprise value of ~US$2.9 billion (JPY438.5 billion). The price equals a 17.38% premium to CSG's Oct 28, 2025 close and a 23.07% premium to the 30‑day VWAP ending Oct 28, 2025. Boards of both companies approved the agreement unanimously.

The acquisition aims to expand NEC's SaaS portfolio, global customer footprint, and Netcracker synergies across BSS/OSS, accelerating AI and cloud capabilities for communications, media, financial services, healthcare, retail and logistics. Closing is expected within the 2026 calendar year, subject to CSG shareholder approval and required regulatory clearances.

CSG (NASDAQ: CSGS) released its 2026 State of the Customer Experience Report, a global survey of 1,200 digital citizens fielded July 24–August 6, 2025. Key findings: 70% of consumers say they “don’t care what brands are saying anymore,” 59% have deleted critical messages thinking they were spam, 56% are uncomfortable letting AI act for them, and >33% stopped buying from a brand due to excessive outreach.

The report recommends clarity, breaking data silos, journey analytics, human-feeling AI personalization, and harmonized tech stacks to restore trust and loyalty.

CSG (NASDAQ: CSGS) announced a partnership with MoneyGram Haas F1 Team to debut at the 2025 United States Grand Prix in Austin on October 14, 2025. The collaboration highlights shared priorities of innovation, agility, and customer experience, and references CSG Ascendon’s role in powering streaming services including F1 TV. Executives from both organizations noted the fit between CSG’s cloud-native customer platforms and the high-performance environment of Formula 1.

CSG (NASDAQ: CSGS) has announced a significant contract extension and expansion with Charter Communications through September 30, 2031. This renewal builds upon their 25-year partnership, where CSG serves as Charter's revenue management and monetization partner.

Under the expanded agreement, Charter will implement CSG's Ascendon, a cloud-native SaaS platform, to enhance its entertainment experience offering. The platform will be integrated with CSG's ACP billing system to support Charter's digital entertainment services, residential Internet, TV, and home phone customer operations.

CSG Systems International (NASDAQ: CSGS) has scheduled its Q3 2025 earnings conference call for November 5, 2025, at 5:00 p.m. ET. The call will feature presentations from CEO Brian Shepherd and CFO Hai Tran discussing the company's third quarter financial results.

Investors can join via phone by calling 1-800-715-9871 with passcode 5866401, or access the webcast through CSG's website in either live or archived format.

CSG Systems International (NASDAQ: CSGS) has declared its quarterly cash dividend of $0.32 per share. The dividend will be paid on October 3, 2025, to shareholders of record as of the close of business on September 19, 2025.