John Rea from CSG Systems (CSGS) discusses their 4Q, which had the “strongest revenue” in the company’s history. CSG Systems, whose customers include Comcast (CMCSA), Walgreens (WBA), offers software for billing and other uses. He discusses international customers and growth plans for the company. “It’s a very high recurring cash flow” business, he adds, and highlights their dividend.
The Watch List
06 Feb 2025
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