SPNS Earnings Prediction
The chart below shows how SPNS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SPNS sees a +5.19% change in stock price 10 days leading up to the earnings, and a +2.27% change 10 days following the report. On the earnings day itself, the stock moves by -3.55%. This data can give you a slight idea of what to expect for the next quarter's release.
SPNS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
134.31M
2.63%
-1.99%
Gross Margin
44.78%
4.72%
1.77%
Operating Margin
16.12%
5.02%
-1.83%
Net Margin
13.30%
2.23%
-0.60%
EPS
0.32
6.67%
-3.03%
No Data Available
SPNS Earnings Analysis
Sapiens International Corporation NV Corporation (SPNS.O) Earnings Conference Call
Positive
Q4 Revenue Increase: Sapiens reported Q4 revenue of $134 million, a 2.6% increase compared to last year, indicating solid execution and growth.
Customer Engagement Success: The company signed over fifteen deals with new and existing customers in Q4, showcasing strong customer engagement and market demand.
Insurance Platform Success: Since launching their insurance platform in June 2024, Sapiens closed three platform deals globally, reflecting the platform's positive impact.
Customer Acquisition Success: In 2024, Sapiens signed a total of thirty-six deals with new and existing customers, demonstrating consistent growth and customer acquisition.
North America Business Growth: The North America business showed robust growth, closing five wins in Q4, which reinforces customer trust in Sapiens' innovative capabilities.
Life and Annuity Expansion: The life and annuity businesses continued to expand in Q4, with a robust pipeline for North America Life businesses reaching historical levels.
Customer Support Excellence Award: Sapiens received the 2024 excellent award from Celent for customer base and support for their underwriting pool for life and annuities, highlighting their leadership in the market.
Negative
Slow Revenue Growth: Revenue growth of only 2.6% in Q4 compared to last year, indicating a slowdown in growth.
Modest Revenue Growth Challenges: Despite signing over fifteen deals in Q4, the overall revenue increase is modest, suggesting potential challenges in scaling operations or market demand.
Cloud Customer Growth Challenges: The company ended the year with only 169 customers on the cloud, which may indicate a slower transition to cloud services than anticipated.
North America Growth Challenges: While the North America business showed growth, the overall performance may not be sufficient to meet aggressive growth targets set by the company.
COVID-19 Business Risks: The reliance on the COVID-19 business for expansion may pose risks if demand decreases as the pandemic situation evolves.
SPNS FAQs
How does SPNS typically perform around its earnings report dates?
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SPNS Earning Call Sentiment
Sapiens International Corporation N.V. (NASDAQ:SPNS) Q4 2024 Earnings Call Transcript
SPNS.O
1.43%Positive
Despite positive developments such as new deals, cloud transition, and a share buyback program, the stock's outlook is tempered by challenges. The SaaS transition impacts revenue guidance negatively, and competitive pressures and economic uncertainties pose risks. The market cap suggests moderate volatility, but the combination of mixed financial performance and cautious guidance results in a neutral sentiment, with expected stock movement between -2% to 2%.
