ACI Worldwide Q3 revenue beats estimates on Biller segment growth
ACIW•ACI Worldwide's third-quarter revenue fell 12% year over year to $426.81 million but beat estimates of $421.91 million. The company raised its 2026 adjusted EBITDA guidance to $550 million-$565 million and reiterated revenue guidance of $1.895 billion-$1.925 billion.
1. Quarterly results
ACI Worldwide reported third-quarter revenue of $426.81 million, down 12% year over year but above analyst estimates of $421.91 million. Adjusted EBITDA was $98 million, beating estimates of $92.16 million, while net income of $32.53 million missed estimates of $36.92 million.
2. Guidance and growth
The company raised its 2026 adjusted EBITDA guidance to $550 million-$565 million from $545 million-$560 million, and reiterated revenue guidance of $1.895 billion-$1.925 billion. It expects fourth-quarter 2026 revenue of $612 million-$642 million and adjusted EBITDA of $257 million-$272 million. Biller segment revenue grew 6% year over year, and net new ARR bookings rose 86%.
