ACI Worldwide (NASDAQ:ACIW) reported double-digit growth for the full year 2025, driven by a surge in recurring revenue and the successful expansion of its cloud-native payments hub.
The global payments technology leader posted total revenue of $1.76 billion, a 10% increase over the previous year, while recurring revenue rose 11% to $1.21 billion.
The company’s bottom line showed similar strength, with net income increasing 12% year-over-year.
Total adjusted EBITDA climbed 9% to reach $537 million, supported by high-margin software contracts and operational efficiencies.
ACI’s "Connetic" platform, a centerpiece of its modernization strategy, achieved a major milestone in the fourth quarter by signing a top-tier UK retail bank, a move expected to accelerate the platform’s adoption across Europe.
Operational cash flow remained robust, with the company generating $323 million from activities in 2025.
This liquidity supported a significant capital return program, with ACI returning $203 million to shareholders through share repurchases and other initiatives.