NASDAQ$SPNS

Sapiens International Corporation NV · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Sapiens reported its financial results for the first quarter ended March 31, 2025, showing growth in revenue, gross profit, and net income.

Sapiens delivered a strong start to 2025, with revenue increasing by 1.4% to $136.1 million and diluted EPS reaching $0.32. The company's strategic growth priorities, including new deals and successful acquisitions, contributed to the positive performance.

  • Revenue increased by 1.4% to $136.1 million in Q1 2025 compared to Q1 2024.
  • Diluted EPS was $0.32 in Q1 2025, up from $0.31 in Q1 2024.
  • Gross profit grew by 5.4% to $60.7 million in Q1 2025.
  • Net income attributable to Sapiens' shareholders increased by 3.3% to $17.9 million.

Headline financials

Total Revenue

$136M

Previous: $134M+1.4%
EPS (adj)

$0.37

Previous: $0.36+2.8%
Free Cash Flow

$23M

No prior period
Net Income

$18M

Previous: $17.4M+3.9%
Operating Income

$21.2M

Previous: $20.5M+3.3%
Gross Profit

$60.7M

Previous: $59.1M+2.6%

Revenue & EPS history

Sapiens · Revenue · Quarterly

$136M

Q1 2025+1.4%vs Q1 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Sapiens is raising its 2025 guidance for non-GAAP revenue to the range of $574 million to $578 million, up from the previous $553 million to $558 million. Non-GAAP operating profit is expected to be in the range of $94 million to $96 million, with an operating margin of 16.5% at the midpoint.

Tailwinds

  • Raising 2025 non-GAAP revenue guidance.
  • Continued positive momentum from Q1 expected throughout the year.
  • Steady increases in demand for AI-driven insurance platforms.
  • Strong customer adoption of SaaS model.
  • Healthy current pipeline.

Headwinds

  • Favorable currency movements are expected to be offset by losses.
  • Losses associated with AdvantageGo.
  • Integration costs related to Candela acquisition.
  • Integration costs related to AdvantageGo acquisition.
  • Total aggregate negative impact on 2025 operating profit of approximately $5 million at the midpoint.

Historical earnings impact

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

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.6%

Avg return

Earnings day

-6.3%

Avg return

5 days after

-3.5%

Avg return

30 days after

61%

35 / 57 earnings

Positive

+13.0%

Q2 2021

Best reaction

-28.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q1 2025-2.8%-2.3%+2.2%
Q3 2024-28.7%-29.0%-27.8%
Q2 2024-8.2%-10.8%-6.5%
Q1 2024+8.9%+6.0%+4.7%
Q4 2023+5.4%+4.9%+9.7%
Q3 2023-12.5%
Q2 2023+6.0%
Q1 2023+10.9%
Q4 2022-3.5%
Q3 2022-5.4%
Q2 2022-9.6%
Q1 2022+7.1%
Q4 2021-5.9%
Q3 2021-5.7%
Q2 2021+13.0%
Q1 2021-6.6%
Q4 2020-4.1%
Q3 2020-1.4%
Q2 2020-0.1%
Q1 2020-1.1%
Q4 2019-5.6%
Q3 2019+6.4%
Q2 2019+10.4%
Q1 2019-0.3%
Q4 2018+2.3%
Q3 2018+1.4%
Q2 2018+1.7%
Q1 2018+7.6%
Q4 2017+2.7%
Q3 2017-6.8%
Q2 2017+3.5%
Q1 2017+3.8%
Q4 2016-4.6%
Q3 2016+5.3%
Q2 2016+4.0%
Q1 2016+1.0%
Q4 2015+10.2%
Q3 2015-3.9%
Q2 2015+13.0%
Q1 2015+2.6%
Q4 2014+8.9%
Q3 2014+1.4%
Q4 2013+1.1%
Q3 2012-8.6%
Q3 2013+1.2%
Q2 2013-1.9%
Q4 2012+1.8%
Q2 2012+0.3%
Q1 2012-4.8%
Q4 2011+4.0%
Q4 2010+4.0%
Q4 2009+4.0%
Q3 2011+5.8%
Q2 2011+5.6%
Q3 2010+0.8%
Q2 2010+1.4%
Q1 2010+1.4%

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