AGYS

• Recurring revenue was a record $57.7 million, or 65.9% of total net revenue, with subscription revenue up 26.1% year-over-year.
• Net income was $9.0 million, or $0.32 per diluted share, compared to $4.9 million, or $0.17 per diluted share, in the prior-year period.
• Adjusted EBITDA was $18.3 million, and adjusted diluted EPS was $0.49, compared to $12.5 million and $0.33, respectively, in the prior-year period.
• The company raised full-year fiscal 2027 total revenue guidance to $368 million to $373 million and subscription revenue growth to at least 32%, while maintaining Adjusted EBITDA guidance at 24% of revenue.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• On June 18, 2026, Agilysys entered into a new employment agreement with CEO and President Ramesh Srinivasan for a three-year initial term.
• He received a grant of 78,269 RSUs on June 18, 2026, valued at $6,800,000, with 50% time-based and 50% performance-based.
• Performance-based RSUs vest based on achieving 20-day VWAP targets of $105, $120, and $135 per share by the third anniversary of the grant date.
• If terminated without cause or for good reason, Srinivasan is entitled to severance of two years' base salary and two times target bonus, plus other benefits.
• The employment agreement includes confidentiality, non-competition, and non-solicitation obligations during employment and for 24 months thereafter.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• The presentation includes FY27 annual guidance of $365M-$370M revenue, 24% adjusted EBITDA margin, and at least 30% subscription revenue growth.
• For the trailing twelve months ended March 31, 2026, Agilysys reported revenue of $319.3M, adjusted EBITDA of $67.7M, and EPS of $1.37.
• The company reported cash of $116.9M and debt of $19.0M as of March 31, 2026.
• The information is furnished, not filed, and is not incorporated by reference into any SEC filings.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Full-year fiscal 2026 revenue increased 15.9% to a record $319.3 million, with net income of $38.8 million ($1.37 per diluted share).
• Fiscal 2026 recurring revenue was a record $205.9 million (64.5% of total revenue), with subscription revenue up 30.2% year-over-year.
• Record fiscal 2026 adjusted EBITDA of $67.7 million and free cash flow of $68.1 million.
• Fiscal 2027 guidance: revenue of $365-370 million, at least 30% subscription revenue growth, and adjusted EBITDA margin of 24%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The presentation includes raised fiscal year 2026 revenue guidance to $315M-$318M, up from original guidance of $308M-$312M.
• The company reported trailing twelve months revenue of $310.6M, subscription revenue growth of 36% year-over-year, and 64% recurring revenue as a percentage of total revenue.
• Financial metrics as of December 31, 2025 include cash of $81.5M, debt of $20.3M, and diluted market capitalization of $2,424.6M.
• The information is furnished and not deemed filed under the Exchange Act, and the presentation is also available on the company's website.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Recurring revenue was a record $52.0 million, or 64.7% of total net revenue, with subscription revenue growing 23.1% year-over-year.
• Net income was $9.9 million, or $0.35 per diluted share, compared to $3.8 million, or $0.14 per diluted share, in the prior-year period.
• Adjusted EBITDA (non-GAAP) was $17.3 million, up from $14.7 million in the prior-year period; adjusted diluted EPS (non-GAAP) was $0.42 versus $0.38.
• The company raised its full-year fiscal 2026 total revenue guidance to $318 million, while reiterating Adjusted EBITDA at 20% of revenue and subscription revenue growth of 29%.
• Free cash flow (non-GAAP) for the quarter was $22.7 million, and ending cash balance was $81.5 million.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The presentation includes raised fiscal 2026 annual guidance: revenue of $315M to $318M (up from $308M to $312M) and subscription revenue growth of 29% year-over-year (up from 25%).
• Financial metrics as of September 30, 2025: cash $59.3M, debt $20.6M, diluted market cap $3,572.4M, and trailing twelve-month revenue of $299.8M.
• The company highlights a total addressable market of $16.0B and an exit-rate ARR of $204M for the quarter ended September 30, 2025.
• The information is furnished, not filed, and is not incorporated by reference into any SEC filings.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Subscription revenue grew 33.1% year-over-year, and recurring revenue was a record $51.0 million, representing 64.3% of total net revenue.
• Net income was $11.7 million, or $0.41 per diluted share, compared to $1.4 million, or $0.05 per diluted share, in the prior-year period.
• Adjusted EBITDA (non-GAAP) was $16.4 million, and adjusted diluted EPS (non-GAAP) was $0.40 per share.
• The company raised full-year fiscal 2026 revenue guidance to $315 million to $318 million and increased subscription revenue growth expectations to 29% year-over-year.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits