ACI Worldwide, Inc.
ACIW
Jodie situation report
ACI Worldwide, Inc.'s move is being confirmed by its market group.
The latest filing evidence is available. 20 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 19 directly disclosed connections are confirming.
- Revenue increased 7.9% versus the comparable filing period.
- Operating margin fell 1.3 percentage points.
- Participation spreads to ACN, ALRM, CTSH.
- A filing-linked outsider such as MSFT begins moving with the group.
- Total liquidity declined as share repurchases and term-loan payments exceeded the offset from cash generated by operations.
Invalidation: This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Earlier comparable assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
What improved
- Revenue increased 7.9% versus the comparable filing period.
- Operating cash flow covered net income at 1.68x, improving versus the comparable period.
What weakened
- Operating margin fell 1.3 percentage points.
- Net income decreased 34.9% versus the comparable filing period.
- Net margin fell 5.9 percentage points.
Filing receipts
“Biller Segment Adjusted EBITDA increased $3.1 million for the three months ended March 31, 2026, compared to the same period in 2025, due to a $18.4 million increase in revenue, partially offset by a $15.3 million increase in cash operating expense, primarily payment card interchange and processing fees.”
“27 Table of contents Other Income and Expense Interest expense for the three months ended March 31, 2026, decreased $2.5 million, or 17% compared to the same period in 2025, primarily due to lower comparative debt balances as well as a decrease in interest rates.”
“Operating cash flows for the current quarter decreased primarily due to the timing of customer billings and payments.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ACIW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 16 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ACIW is currently a Early Follower in the organic co-movement group Financial Technology Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.