Sapiens reports Q3 EPS 36c, consensus 35c

Reports Q3 revenue $152.32M, consensus $148.23M. Roni Al-Dor, President and CEO of Sapiens (SPNS), stated, “In the third quarter of 2025, we continued to execute on our strategic priorities, securing new deals and strengthening customer relationships globally. Revenue increased by 11.2% year-over-year, reaching $152 million for the quarter. All our top geographic markets grew in the quarter, led by double digit expansion in North America and Rest of the World, reflecting broad-based demand and the successful execution of our strategic initiatives. Our annualized recurring revenue (ARR) totaled $220 million, reflecting a 26.7% year-over-year increase, of which 17.5% is organic and 9.2% contributed from the recent acquisitions. Sapiens’s non-GAAP operating profit totaled $25 million in the quarter, reflecting a 16.7% operating margin.