Voyix Remaining Contract Value Jumps 54% After Six Enterprise Wins

The Tip Desk · November 11, 2026 · 3 min read

Remaining contract value reached about $440 million as of September 30, 2026, after six new platform agreements and the first Aloha Next deployment.

NCR Voyix Corporation (VYX), a platform-powered leader in unified commerce for shopping and dining, reported remaining contract value of about $440 million for Voyix Commerce Platform applications as of September 30, 2026, up 54% from $286 million at June 30 and 151% from a year earlier.

The Atlanta-based company said it had signed platform agreements with six enterprise customers, including Ahold Delhaize USA, A.S. Watson, Bruster’s Real Ice Cream, First Watch, Rutter’s and Sbarro, and announced the first Aloha Next deployment, live at Bruster’s Bridgewater. Chief Executive Officer James G. Kelly said third-quarter results were in line with expectations and that strong customer signings reflected increasing demand for Voyix Commerce Platform applications.

Revenue for the three months ended September 30, 2026 was $539 million, down from $677 million a year earlier, a decline the company said reflected the Hardware Business Transition. Sequential revenue rose from $523 million in the second quarter. On a pro forma basis that applies the hardware transition to 2025 results, revenue was $539 million versus $554 million a year earlier.

Software and services revenue was $500 million, unchanged from $500 million a year earlier and up from $497 million in the prior quarter. Recurring revenue was $428 million, up from $422 million a year earlier. Recurring software revenue was $208 million, up from $202 million a year earlier.

Net income from continuing operations attributable to NCR Voyix was $14 million, versus an $18 million net loss a year earlier. Diluted EPS from continuing operations was $0.08, versus $(0.15) a year earlier. Adjusted EBITDA was $120 million, down from $123 million a year earlier. Non-GAAP diluted EPS was $0.32, up from $0.30 a year earlier.

Transformation and restructuring costs were $19 million in the latest quarter versus $47 million a year earlier. Litigation costs were zero, versus $22 million a year earlier.

The company is maintaining its full-year 2026 outlook for Adjusted EBITDA of $432 million to $447 million, Non-GAAP diluted EPS of $0.89 to $0.92, and Adjusted Free Cash Flow-Unrestricted Before Restructuring Costs of $190 million to $220 million. It is also maintaining the revenue range of $2,188 million to $2,303 million, which it said now expects to land at the lower end of that range. The year-over-year change of (18%) to (13%) on that range reflects the Hardware Business Transition for the second through fourth quarters of 2026; a pro forma year-over-year change of (2%) to 3% compares 2026 GAAP revenue to 2025 results adjusted for the same transition.

Kelly said growth in remaining contract value, coupled with progress scaling deployments, reinforced the company’s confidence in the opportunity ahead. Remaining contract value includes subscription periods that are cancellable by the customer, and the company said there is no guarantee it will recognize the full amount.

The company completed the Hardware Business Transition with Ennoconn at the end of the first quarter of 2026. Beginning April 1, 2026, it records commission revenue from point-of-sale and self-checkout hardware sales as an agent on a net basis. Full-year 2026 revenue guidance therefore reflects gross hardware recognition in the first quarter and net sales commission revenue for the remaining periods.