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Fair Isaac (FICO) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
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Fair Isaac (FICO - Free Report) reported $498.74 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 15%. EPS of $7.81 for the same period compares to $6.14 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $496.22 million, representing a surprise of +0.51%. The company delivered an EPS surprise of +5.68%, with the consensus EPS estimate being $7.39.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fair Isaac performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Annual Recurring Revenue (ARR) - Platform: $234.70 million versus the two-analyst average estimate of $248.73 million.
Annual Recurring Revenue (ARR) - Total: $714.60 million versus $751.38 million estimated by two analysts on average.
Annual Recurring Revenue (ARR) - Non-Platform: $479.90 million compared to the $502.65 million average estimate based on two analysts.
Revenues- Professional services: $17.87 million versus the four-analyst average estimate of $19.18 million. The reported number represents a year-over-year change of -9.5%.
Revenues- Software: $201.70 million versus the four-analyst average estimate of $211.53 million. The reported number represents a year-over-year change of +2.4%.
Revenues- Scores: $297.04 million compared to the $286 million average estimate based on four analysts. The reported number represents a change of +25.4% year over year.
Revenues- On-premises and SaaS software: $183.83 million versus the four-analyst average estimate of $192.35 million. The reported number represents a year-over-year change of +3.8%.
Revenues- Scores- Business-to-consumer: $54.55 million compared to the $52.90 million average estimate based on three analysts. The reported number represents a change of +6.2% year over year.
Revenues- Scores- Business-to-business: $242.49 million versus the three-analyst average estimate of $235.89 million. The reported number represents a year-over-year change of +30.7%.
Operating Income (loss)- Software: $63.32 million versus the two-analyst average estimate of $69.19 million.
Operating Income (loss)- Scores: $264.97 million compared to the $254.48 million average estimate based on two analysts.
Shares of Fair Isaac have returned +5.4% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Fair Isaac (FICO) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Fair Isaac (FICO - Free Report) reported $498.74 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 15%. EPS of $7.81 for the same period compares to $6.14 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $496.22 million, representing a surprise of +0.51%. The company delivered an EPS surprise of +5.68%, with the consensus EPS estimate being $7.39.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fair Isaac performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Annual Recurring Revenue (ARR) - Platform: $234.70 million versus the two-analyst average estimate of $248.73 million.
- Annual Recurring Revenue (ARR) - Total: $714.60 million versus $751.38 million estimated by two analysts on average.
- Annual Recurring Revenue (ARR) - Non-Platform: $479.90 million compared to the $502.65 million average estimate based on two analysts.
- Revenues- Professional services: $17.87 million versus the four-analyst average estimate of $19.18 million. The reported number represents a year-over-year change of -9.5%.
- Revenues- Software: $201.70 million versus the four-analyst average estimate of $211.53 million. The reported number represents a year-over-year change of +2.4%.
- Revenues- Scores: $297.04 million compared to the $286 million average estimate based on four analysts. The reported number represents a change of +25.4% year over year.
- Revenues- On-premises and SaaS software: $183.83 million versus the four-analyst average estimate of $192.35 million. The reported number represents a year-over-year change of +3.8%.
- Revenues- Scores- Business-to-consumer: $54.55 million compared to the $52.90 million average estimate based on three analysts. The reported number represents a change of +6.2% year over year.
- Revenues- Scores- Business-to-business: $242.49 million versus the three-analyst average estimate of $235.89 million. The reported number represents a year-over-year change of +30.7%.
- Operating Income (loss)- Software: $63.32 million versus the two-analyst average estimate of $69.19 million.
- Operating Income (loss)- Scores: $264.97 million compared to the $254.48 million average estimate based on two analysts.
View all Key Company Metrics for Fair Isaac here>>>Shares of Fair Isaac have returned +5.4% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.