solarwinds(US:SWI) ZACKS·2025-02-13 02:31Core Insights - SolarWinds reported revenue of $210.31 million for the quarter ended December 2024, reflecting a year-over-year increase of 6.1% and exceeding the Zacks Consensus Estimate of $202.82 million by 3.69% [1] - The company's EPS for the quarter was $0.51, significantly higher than the $0.24 reported in the same quarter last year, resulting in an EPS surprise of 88.89% compared to the consensus estimate of $0.27 [1] Financial Performance Metrics - Total Annual Recurring Revenue (ARR) was reported at $729,000, slightly below the average estimate of $737,183.50 from two analysts [4] - Subscription ARR reached $311,700, surpassing the average estimate of $306,525 from two analysts [4] - Total Recurring Revenue was $197.19 million, exceeding the four-analyst average estimate of $192.68 million, with a year-over-year increase of 7.8% [4] - Subscription Revenue was $89.26 million, significantly above the four-analyst average estimate of $82.23 million, marking a year-over-year increase of 31.8% [4] - Maintenance Revenue was $107.93 million, slightly below the four-analyst average estimate of $109.22 million, reflecting a year-over-year decline of 6.2% [4] - License Revenue was reported at $13.12 million, exceeding the average estimate of $11.40 million from four analysts, but showing a year-over-year decrease of 14.2% [4] Stock Performance - SolarWinds shares have returned 31.6% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of 4.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]