DirectorsTalk Interview on accesso Technology Group | New payments’ strategy unveiled

By Richard Jeans

accesso Technology Group plc (LON:ACSO) provides specialist, mission-critical software for attractions, cultural venues and live entertainment operators worldwide, helping venues optimise the guest journey and increase revenue. In an interview with DirectorsTalk, Richard Jeans, analyst at Hardman & Co, highlighted the company’s new global payments partnership with Adyen, ongoing developments in its virtual queuing business with Six Flags Entertainment Corporation, and a proposed £14.5m tender offer, noting that despite operational progress and steady guidance, the shares currently trade on a single-digit earnings multiple.

Key Moments

• 00:10 – Overview of Accesso’s business model and global footprint
• 01:29 – Adyen selected as global white-labelled payments partner
• 02:04 – Virtual queuing update and Six Flags contract extension
• 03:38 – Revenue beat and improving cash EBITDA margins
• 04:33 – Strategic importance of the Adyen partnership
• 05:31 – £14.5m tender offer at 300p and capital allocation rationale
• 06:18 – Assessing AI disruption risk in vertical SaaS
• 07:05 – Updated forecasts and restructuring impact
• 08:23 – Investment case: valuation, cash generation and peer discount

accesso Technology Group plc provides mission-critical vertical software to the global leisure industry, serving more than 1,100 venues across 33 countries. Its solutions optimise the entire guest journey, helping attractions, cultural venues and live entertainment operators increase revenue through better capacity utilisation, higher in-venue spending and data-driven commercial decisions.