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Upturn AI SWOT - About
CSGS 
CSG Systems International Inc (CSGS)
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Upturn Advisory Summary
01/21/2025: CSGS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -3.18% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.74B USD | Price to earnings Ratio 19.96 | 1Y Target Price 74.44 |
Price to earnings Ratio 19.96 | 1Y Target Price 74.44 | ||
Volume (30-day avg) 185447 | Beta 0.86 | 52 Weeks Range 38.65 - 67.24 | Updated Date 04/1/2025 |
52 Weeks Range 38.65 - 67.24 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.15% | Basic EPS (TTM) 3.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.25% | Operating Margin (TTM) 15.68% |
Management Effectiveness
Return on Assets (TTM) 6.4% | Return on Equity (TTM) 31.25% |
Valuation
Trailing PE 19.96 | Forward PE 12.76 | Enterprise Value 2156429295 | Price to Sales(TTM) 1.46 |
Enterprise Value 2156429295 | Price to Sales(TTM) 1.46 | ||
Enterprise Value to Revenue 1.8 | Enterprise Value to EBITDA 10.02 | Shares Outstanding 28839500 | Shares Floating 25972428 |
Shares Outstanding 28839500 | Shares Floating 25972428 | ||
Percent Insiders 4.71 | Percent Institutions 104.01 |
Analyst Ratings
Rating 4.7 | Target Price 66.56 | Buy 1 | Strong Buy 8 |
Buy 1 | Strong Buy 8 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CSG Systems International Inc
Company Overview
History and Background
CSG Systems International Inc. was founded in 1982 as a division of First Data. It became an independent, publicly traded company in 1994. CSG has evolved from a billing solutions provider to a leader in customer engagement, revenue management, and payments solutions.
Core Business Areas
- Revenue Management: Provides solutions for billing, charging, and revenue assurance, helping companies optimize their revenue streams and reduce leakage.
- Customer Engagement: Offers solutions for customer communications, digital customer experience, and customer self-service, enabling companies to improve customer satisfaction and loyalty.
- Payments: Provides solutions for payment processing and management, helping companies streamline their payment operations and reduce costs.
Leadership and Structure
The leadership team is headed by Brian Shepherd (CEO). The organizational structure includes departments focused on sales, marketing, technology, customer service, and finance. A board of directors governs the company.
Top Products and Market Share
Key Offerings
- Ascendon: A SaaS-based digital services platform used by media and entertainment companies to manage subscriptions, billing, and customer relationships. Market share data is difficult to obtain precisely, but Ascendon is a significant player in this segment. Competitors: Amdocs (DOX), Netcracker, Zuora (ZUO).
- CSG Content Direct: A solution facilitating end-to-end media monetization and content delivery for video service providers. Market share data is difficult to obtain precisely, but CSG Content Direct is a significant player in this segment. Competitors: Amdocs (DOX), Netcracker, Ericsson.
- Route: CSG Route accelerates quoting-to-cash processes by enabling faster access to pricing, product and order data, streamlining the design, validation, and routing of complex orders. Market share data is difficult to obtain precisely, but CSG Route is a significant player in this segment. Competitors: Salesforce (CRM), Oracle (ORCL).
Market Dynamics
Industry Overview
The industry is characterized by increasing demand for digital transformation solutions, particularly in customer engagement and revenue management. Trends include cloud adoption, the rise of subscription-based business models, and the need for personalized customer experiences.
Positioning
CSG Systems International Inc. is positioned as a leading provider of customer engagement, revenue management, and payment solutions for companies in various industries, including telecommunications, media & entertainment, and healthcare. Its competitive advantages include its comprehensive portfolio of solutions, its global presence, and its deep industry expertise.
Total Addressable Market (TAM)
The TAM for customer experience and revenue management software is estimated to be in the tens of billions of dollars. CSG is positioned well to capture a portion of this market, focusing on specific industries and offering specialized solutions.
Upturn SWOT Analysis
Strengths
- Strong domain expertise in revenue management and customer engagement
- Comprehensive portfolio of solutions
- Established relationships with major telecom and media companies
- Global presence
- Recurring revenue model
Weaknesses
- Reliance on a few key customers
- Exposure to cyclical spending patterns in the telecom industry
- Integration challenges with acquired companies
- Potential for disruption from emerging technologies
- Smaller company, with less resources compared to larger competitors
Opportunities
- Growing demand for digital transformation solutions
- Expansion into new industries and geographies
- Development of new cloud-based solutions
- Strategic acquisitions to expand product offerings
- Increased adoption of subscription-based business models
Threats
- Intense competition from larger players
- Technological obsolescence
- Economic downturns
- Regulatory changes
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- DOX
- ERIC
- ZUO
Competitive Landscape
CSG Systems International Inc. faces competition from larger, more diversified players such as Amdocs (DOX) and Ericsson (ERIC). CSG's advantages include its focus on specific industries and its strong customer relationships. Disadvantages include its smaller size and limited resources compared to its competitors.
Major Acquisitions
Kanamo
- Year: 2021
- Acquisition Price (USD millions): 26
- Strategic Rationale: Expanded CSG's footprint in the high-growth digital customer engagement market and enhanced its capabilities to help companies deliver more personalized and relevant experiences to their customers.
Growth Trajectory and Initiatives
Historical Growth: CSG's historical growth has been driven by acquisitions, expansion into new markets, and the development of new solutions. Growth trends can be observed from historical financial statements.
Future Projections: Analyst estimates for CSG's future growth are available from financial news providers. Projections depend on factors such as industry growth rates, CSG's market share gains, and its ability to innovate.
Recent Initiatives: Recent strategic initiatives may include acquisitions, partnerships, and investments in new technologies. Check recent press releases and investor presentations for details.
Summary
CSG Systems International Inc. is a mid-sized player in the competitive customer engagement and revenue management software market, showing steady growth through strategic acquisitions and recurring revenue. A potential risk lies in dependence on key customers and economic volatility, necessitating continued innovation and market diversification. Their competitive position is favorable, yet competition from larger players demands continuous improvement. Overall, CSG is a reasonably strong company with potential, but needs to navigate competitive pressures and cyclical industries effectively.
Similar Companies
- DOX
- ERIC
- ZUO
- CRM
- ORCL
Sources and Disclaimers
Data Sources:
- CSG Systems International Inc. Investor Relations Website
- SEC Filings
- Market Research Reports
- Financial News Providers
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Investment decisions should be based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CSG Systems International Inc
Exchange NASDAQ | Headquaters Englewood, CO, United States | ||
IPO Launch date 1996-02-28 | CEO, President & Director Mr. Brian A. Shepherd | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 5800 | Website https://www.csgi.com |
Full time employees 5800 | Website https://www.csgi.com | ||
CSG Systems International, Inc., together with its subsidiaries, provides revenue management and digital monetization, customer experience, and payment solutions primarily to the communications industry in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers Advanced Convergent Platform, a private SaaS platform; and related solutions, including service technician management, analytics, electronic bill presentment, etc. It also provides a public SaaS-based revenue management and payments platform. In addition, the company offers managed services; and professional services to implement, configure, and maintain its solutions, as well as licenses various solutions, such as mediation, partner management, rating, and charging. Further, the company provides operational services, including infrastructure management comprised of hardware, application, and environmental management; application configuration management, such as configuration development, release, and deployment; and business operations management, which includes event processing, revenue management, and settlement. It serves retail, financial services, healthcare, insurance, and government entities. CSG Systems International, Inc. was incorporated in 1994 and is headquartered in Englewood, Colorado.
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