NASDAQ$CTLP

Cantaloupe Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Cantaloupe, Inc. reported its second quarter fiscal year 2025 financial results, showing increased revenue and net income driven by growth in subscription and transaction revenue.

Cantaloupe, Inc. reported a strong second quarter for fiscal year 2025, with total revenue increasing by 12.8% year-over-year to $73.7 million. This growth was primarily fueled by a 16% year-over-year increase in subscription and transaction revenue. The company also achieved a net income of $5.0 million and an Adjusted EBITDA of $10.7 million.

  • Total revenue for Q2 2025 increased by 12.8% year-over-year to $73.7 million.
  • Subscription and transaction revenue grew by 16% year-over-year.
  • Net income applicable to common shares was $5.0 million, or $0.07 diluted earnings per share.
  • Adjusted EBITDA reached $10.7 million, an increase of 25.7% compared to the prior year.

Headline financials

Total Revenue

$73.7M

Previous: $65.4M+12.8%
EPS (adj)

$0.07

Previous: $0.04+75.0%
Adjusted EBITDA

$8.7M

Previous: $8.5M+2.4%
Adjusted gross margin

37.5%

Previous: 37.2%+0.8%
Active customers

28.0K

Previous: 30.0K-6.8%
Active devices

1.2M

Previous: 1.2M-2.4%
ARPU

$165.00

Previous: $181.91-9.3%
Capital Expenditures

-$4.29M

Previous: -$3M-43.2%
Net Income

$4.97M

Previous: $3.12M+59.2%
Operating Income

$6.16M

Previous: $3.59M+71.9%
Gross Profit

$28.5M

Previous: $24.3M+17.1%
R&D Expense

$4.52M

Previous: $3.03M+49.3%

Revenue & EPS history

Cantaloupe · Revenue · Quarterly

$73.7M

Q2 2025+12.8%vs Q2 2024
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Revenue by segment

Cantaloupe · $75.4M total across 2 segments · Q4 2025

  • Subscription & transaction fees
    $65.2M
  • Equipment sales
    $10.2M

Forward guidance

For the full fiscal year 2025, Cantaloupe, Inc. reiterates its guidance for total revenue, subscription and transaction revenue growth, total US GAAP net income, Adjusted EBITDA, and total operating cash flow.

Tailwinds

  • Total Revenue to be between $308 million and $322 million.
  • Combination of Subscription and Transaction revenue growth to be in the range of 15% - 20%.
  • Total US GAAP net income applicable to common shares to be between $22 million and $32 million.
  • Adjusted EBITDA to be between $44 million and $52 million.
  • Total Operating Cash Flow to be between $24 million and $32 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.3%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+2.9%

Avg return

30 days after

42%

27 / 65 earnings

Positive

+27.0%

Q3 2020

Best reaction

-17.0%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+0.0%
Q2 2026-1.8%-2.8%-1.5%
Q1 2026+0.0%+0.2%+0.3%
Q4 2025-0.1%-0.3%-2.0%
Q3 2025-6.7%-3.1%+7.5%
Q2 2025+13.5%+23.9%+5.7%
Q1 2025-5.4%-2.0%-3.5%
Q4 2024-2.3%-1.1%+38.8%
Q3 2024+15.2%+10.9%+17.1%
Q2 2024-7.1%-8.1%-5.3%
Q1 2024-5.9%-0.7%+5.3%
Q4 2023-7.4%-10.1%-8.2%
Q3 2023+21.7%+21.3%+20.8%
Q2 2023+10.2%-0.8%+12.7%
Q1 2023-4.7%-4.2%+17.8%
Q4 2022-10.6%-19.7%-42.4%
Q3 2022-4.2%-10.5%-5.5%
Q2 2022+0.1%+0.9%-11.2%
Q1 2022-0.9%-10.4%-25.7%
Q4 2021+6.1%+6.9%+5.7%
Q3 2021+9.8%+5.8%+23.4%
Q2 2021-0.1%+1.2%-4.1%
Q1 2021-1.9%+0.0%+11.1%
Q4 2020-2.6%+1.0%-2.5%
Q3 2020+27.0%+12.2%+15.4%
Q2 2020+4.2%+3.0%-48.8%
Q1 2020+1.9%-2.6%-4.6%
Q2 2019-17.0%-2.4%-3.4%
Q3 2019-17.0%-2.4%-3.4%
Q4 2018-17.0%-2.4%-3.4%
Q4 2019-17.0%-2.4%-3.4%
Q1 2019-17.0%-2.4%-3.4%
Q3 2018+21.1%+25.8%+38.7%
Q2 2018+9.2%+4.9%+14.1%
Q1 2018+3.0%+14.4%+29.5%
Q4 2017+3.9%+2.9%+5.8%
Q3 2017-1.0%-6.1%+12.2%
Q2 2017+14.6%+14.6%-2.4%
Q1 2017-1.2%-15.1%+5.8%
Q4 2016+2.8%+12.4%+10.9%
Q3 2016-10.4%
Q2 2016+19.9%
Q1 2016+7.1%
Q4 2015-6.5%
Q3 2015+14.0%
Q2 2015+8.7%
Q1 2015-3.8%
Q4 2014-6.0%
Q3 2014-4.0%
Q2 2014+1.0%
Q1 2014-2.8%
Q4 2013-15.3%
Q3 2013-10.4%
Q2 2013-3.5%
Q1 2013-6.8%
Q4 2012+10.7%
Q3 2012-8.8%
Q2 2012-6.4%
Q4 2011+1.5%
Q1 2012+1.5%
Q3 2011-11.4%
Q2 2011+1.8%
Q1 2011+2.7%
Q4 2010-10.0%
Q3 2010+4.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro