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Sep 30
Sapiens Q3 2025 Earnings Report
Sapiens reported increased revenue and recurring income in Q3 2025, driven by organic growth and acquisitions.
Key Takeaways
Sapiens delivered solid revenue growth in Q3 2025 with strong expansion in recurring revenues. However, GAAP profitability declined year-over-year due to acquisition-related costs.
Revenue grew to $152.3M, led by strength in North America and Rest of the World.
ARR climbed to $219.7M, boosted by 17.5% organic growth and recent acquisitions.
GAAP Net Income declined to $14.3M due to acquisition-related expenses.
Company skipped Q3 earnings call following Advent acquisition agreement.
Sapiens
Sapiens
Sapiens Revenue by Segment
Sapiens Revenue by Geographic Location
Revenue by Segment
Software & Post-Production Revenue
CapyFin.comPre-Production Services Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comEurope Revenue
CapyFin.comRest of the World Revenue
CapyFin.com Forward Guidance
Sapiens remains committed to platform advancement, global expansion, and AI innovation despite not providing formal forward guidance due to its pending acquisition.
Positive Outlook
- Double-digit revenue growth in key markets.
- Significant ARR increase, with strong organic component.
- Continued success in customer acquisition and retention.
- AI-driven innovation enhancing platform competitiveness.
- Cloud adoption momentum supporting strategic goals.
Challenges Ahead
- Decline in GAAP operating and net income.
- Lower operating margin versus prior year.
- Absence of earnings call limits investor Q&A.
- Integration risks due to recent acquisitions.
- Pending acquisition may limit near-term strategic flexibility.
Revenue & Expenses
Visualization of income flow from segment revenue to net income