CSG Systems International, Inc. (CSGS)

Over the past six months, CSG Systems International, Inc. (CSGS) stock has experienced several notable events. The share price increased by 34.39% between October 21, 2024, and October 17, 2025. The stock price crossed above its 200-day moving average, trading at $67.62, up from a moving average of $63.54 as of October 28, 2025. Analysts have issued a consensus rating of "Moderate Buy" for CSGS, with an average target price of $71.29. In its latest quarterly results announced on August 6, 2025, CSG reported earnings per share (EPS) of $1.16, surpassing analyst expectations of $1.04. The company declared a quarterly cash dividend of $0.32 per share, which was paid on October 3, 2025, representing an annualized dividend of $1.28 and a yield of 1.9%. During the second quarter of 2025, CSG repurchased approximately 289,000 shares of its stock for about $18 million. The Q2 2025 earnings call on August 6, 2025, highlighted a 2.3% increase in total revenue to $297.1 million compared to Q2 2024, and a non-GAAP operating income of $54.5 million, or a 20.1% non-GAAP adjusted operating margin. The company also raised its full-year profitability and non-GAAP adjusted free cash flow guidance targets. The Q1 2025 earnings call on May 8, 2025, reported a 19.0% non-GAAP operating margin, the highest first-quarter revenue in company history at $299 million, and the best first-quarter non-GAAP adjusted free cash flow since 2018. CSG also announced a 7% annual dividend increase for the 12th consecutive year and repurchased $22 million worth of shares in Q1 2025. Insider selling activity was observed in the last year, with Ronald Cooper selling $600,000 worth of shares at approximately $66.62 per share. Several institutional investors increased their stakes in CSGS during the first, second, and third quarters of 2025. CSG Systems International reached a new 52-week high of $67.91.

Specific detailed information regarding the demand seasonality for CSG Systems International, Inc.'s products and services is not explicitly provided in the available data. However, the company's CEO noted that while quarterly fluctuations occur, CSG's revenue is not heavily impacted by broadband advertisements. Tools exist to analyze monthly stock performance and seasonal trends for CSGS, suggesting that some level of cyclicality might be observable in its stock, but this does not directly translate to the seasonality of demand for its underlying products and services.

CSG Systems International, Inc. (CSGS) is a technology company providing business support systems (BSS) software and services, primarily to the communications, media, and entertainment industries. The company operates predominantly through a Software-as-a-Service (SaaS) model, offering cloud-based platforms accessed via subscriptions. CSG's major products and solutions encompass revenue management and billing solutions, customer experience solutions, digital monetization and transformation, and payment solutions. Beyond its primary focus, CSG also serves clients in the retail, financial services, healthcare, insurance, and government sectors.

CSG Systems International, Inc. has a global presence, operating in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company has a presence in over 120 countries and is actively focused on expanding its footprint in emerging markets while strengthening its position in established ones.

In the past year, CSG's brand reputation has been influenced by its industry insights and strategic partnerships. CSG released its "2026 State of the Customer Experience Report," which highlighted a significant challenge for brands: 70% of consumers feel overwhelmed by brand communications and no longer care what brands are saying. CSG announced a new partnership with MoneyGram Haas F1 Team, which debuted at the Formula 1 MSC Cruises United States Grand Prix 2025. CSG announced a multi-year contract extension and expansion with Charter Communications, continuing their decades-long relationship as a revenue management and monetization partner through September 30, 2031.

CSG Systems International, Inc. is a publicly traded company with its ownership distributed among institutional investors, company insiders, and the general public. Institutional investors hold a significant portion of the company's stock, approximately 67.52%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, iShares Core S&P Small-Cap ETF, Fuller & Thaler Asset Management, Inc., LSV Asset Management, State Street Corp, Boston Trust Walden Corp, and Dimensional Fund Advisors Lp. Insiders own about 5.7% of the company's shares. The remaining shares are held by public companies and individual investors.