Fair Isaac (FICO) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Fair Isaac (FICO) 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.Zacks Names #1 Semiconductor StockIt's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Fair Isaac Corporation (FICO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks