Q3 2025 Earnings Summary
Metric | YoY Change | Reason |
---|---|---|
Total Revenue | 10% | Q3 2025 total revenue increased to $20.363 million from $18.54 million, driven by combined moderate software gains and robust services performance, building on prior strong fundamentals and favorable market conditions compared to Q3 2024. |
Software Revenue | 6% | Software revenue grew from $11.91 million to $12.615 million, reflecting sustained customer renewals and incremental upselling that continued the positive trends from the previous period. |
Services Revenue | 16.6% | Services revenue rose from $6.64 million to $7.748 million due to stronger project bookings and improved operational focus that enhanced the pace of revenue generation compared to Q3 2024. |
Americas Revenue | 17% | Revenue in the Americas increased from $12.428 million to $14.544 million, benefiting from consistent demand and market momentum that built upon the region's previous strong performance and further solidified its share of total revenue. |
EMEA Revenue | -18% | EMEA revenue declined from $4.513 million to $3.698 million, indicating regional challenges or headwinds that have worsened relative to the prior period, also reducing its share of total revenue from 25% to 21%. |
Asia Pacific Revenue | +32% | Asia Pacific revenue improved significantly from $1.603 million to $2.121 million, driven by a strong market uptake and an expanding customer base, marking a substantial turnaround from its previously lower performance. |
Metric | Period | Previous Guidance | Current Guidance | Change |
---|---|---|---|---|
Total Revenue | FY 2025 | $90 million to $93 million | $76 million to $80 million | lowered |
Year-over-Year Revenue Growth | FY 2025 | 28% to 33% | 9% to 14% | lowered |
Software Revenue Mix | FY 2025 | 55% to 60% | 55% to 60% | no change |
Adjusted EBITDA Margin | FY 2025 | 31% to 33% | 23% to 27% | lowered |
Adjusted Diluted EPS | FY 2025 | $1.07 to $1.20 | $0.93 to $1.06 | lowered |
Proficiency Contribution | FY 2025 | no prior guidance | $9 million to $12 million | no prior guidance |
Metric | Period | Guidance | Actual | Performance |
---|---|---|---|---|
Total Revenue | Q3 2025 | ~25% of FY 2025 guidance range ($90M–$93M → $22.5M–$23.25M) | $20.363M | Missed |
Year-Over-Year Growth Rate | Q3 2025 | 21% to 25% | ~9.83% (calculated from $20.363MVs $18.54M) | Missed |
Research analysts covering Simulations Plus.