CSG Systems International, Inc. (CSGS)

CSG Systems International, Inc. (CSGS) is a leading provider of SaaS-based customer engagement and revenue management solutions, headquartered in Denver, Colorado. Led by President and CEO Brian Shepherd, CSG’s strategic mission is to "help companies modernize their customer experience and digitize their business processes." The company holds a dominant industry position as a critical billing and revenue management partner for the global telecom and media sectors. CSG’s vision is to be the "Engine of Customer Obsession" for the world’s leading brands. By late 2025, CSGS stock reached a 10-year high for free cash flow, driven by operational efficiencies and the successful expansion into new industry verticals.

The business operations of CSG are structured around its cloud-native platform, which manages over 1 billion customer experiences annually. In fiscal 2025, the company reported a non-GAAP EPS increase of 13% and raised its full-year guidance, targeting an 18-20% operating margin. A primary growth driver is the "Vertical Diversification Strategy," with new sectors like healthcare and financial services expected to contribute 35% of total revenue by 2026. The 2026 strategic roadmap focuses on "AI-First Customer Engagement," integrating generative AI to automate complex billing disputes and personalized marketing. CSG holds a "Contractual Moat" through long-term, multi-year agreements with giants like Comcast and Charter. With a robust dividend yield and a 146% increase in adjusted free cash flow in 2025, CSG is a top-tier "Dividend Growth" play in the technology sector.