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Jun 30, 2025
Sapiens Q2 2025 Earnings Report
Sapiens posted modest revenue growth in Q2 2025, but experienced lower profits due to higher expenses and acquisition-related costs.
Key Takeaways
Revenue rose slightly in Q2 2025 to $141.6M, but both GAAP and non-GAAP profits declined. Despite cost pressures, the company continued platform investments and completed two acquisitions to fuel future growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Sapiens emphasized continued platform innovation and international expansion, but did not issue specific numeric guidance for future quarters.
Positive Outlook
- ARR grew to nearly $200M, indicating strong recurring revenue base
- Acquisitions of Advantage Go and Candella to strengthen P&C and Life segments
- Platform innovation and cloud adoption are strategic priorities
- Cross-selling opportunities expected to increase
- Life & Annuities business targeted for global expansion
Challenges Ahead
- EPS and net income declined year-over-year
- Free cash flow turned negative in the quarter
- Higher operating expenses impacted margins
- No earnings call due to pending acquisition by Advent
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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