Fair Isaac (FICO) reported $536.42 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 19.8%. EPS of $8.57 for the same period compares to $6.25 a year ago.
The reported revenue represents a surprise of +3.4% over the Zacks Consensus Estimate of $518.78 million. With the consensus EPS estimate being $7.73, the EPS surprise was +10.87%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $254.2 million compared to the $259.2 million average estimate based on two analysts.
- Annual Recurring Revenue (ARR) - Total: $739.1 million versus the two-analyst average estimate of $751.23 million.
- Annual Recurring Revenue (ARR) - Non-Platform: $484.9 million versus $492.03 million estimated by two analysts on average.
- Revenues- On-premises and SaaS software: $187.92 million versus $188.16 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.
- Revenues- Professional services: $24.19 million compared to the $21.54 million average estimate based on four analysts. The reported number represents a change of +7% year over year.
- Revenues- Scores: $324.31 million versus the four-analyst average estimate of $309.39 million. The reported number represents a year-over-year change of +34.3%.
- Revenues- Software: $212.11 million versus the four-analyst average estimate of $209.7 million. The reported number represents a year-over-year change of +2.8%.
- Revenues- Scores- Business-to-business: $268.48 million compared to the $254.14 million average estimate based on three analysts. The reported number represents a change of +42.2% year over year.
- Revenues- Scores- Business-to-consumer: $55.83 million versus $54.78 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6% change.
- Operating Income (loss)- Software: $67.94 million versus $69.33 million estimated by two analysts on average.
- Operating Income (loss)- Scores: $284.71 million versus the two-analyst average estimate of $269.49 million.
View all Key Company Metrics for Fair Isaac here>>>
Shares of Fair Isaac have returned -18.3% over the past month versus the Zacks S&P 500 composite's +3.4% 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 Corporation (FICO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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