EPAM(US:EPAM) ZACKS·2025-05-09 14:30Core Insights - Epam reported revenue of $1.3 billion for the quarter ended March 2025, reflecting an 11.7% increase year-over-year [1] - The company's EPS was $2.41, slightly down from $2.46 in the same quarter last year [1] - Revenue exceeded the Zacks Consensus Estimate of $1.28 billion, resulting in a surprise of +1.37% [1] - The EPS also surpassed expectations with a surprise of +6.17%, compared to the consensus estimate of $2.27 [1] Revenue Breakdown - Revenue from the Americas was $780.29 million, above the average estimate of $770.59 million [4] - Revenue from APAC was $24.29 million, below the average estimate of $26.43 million [4] - Revenue from EMEA reached $497.12 million, exceeding the estimated $481.40 million [4] - Financial Services generated $313.97 million, significantly above the average estimate of $277.80 million [4] - Software & Hi-Tech revenues were $190.07 million, slightly above the estimate of $189.54 million [4] - Life Sciences & Healthcare revenues were $154.95 million, in line with the estimate of $154.86 million [4] - Emerging Verticals generated $220.64 million, surpassing the estimate of $216.61 million [4] - Consumer Goods, Retail & Travel revenues were $255.51 million, below the estimate of $270.07 million [4] Contract Type Performance - Time-and-material revenues were $1.04 billion, slightly below the average estimate of $1.08 billion, with a year-over-year change of +6.1% [4] - Fixed-price revenues were $252.16 million, significantly above the estimate of $191.62 million, representing a +43% change year-over-year [4] - Licensing and other revenues were $7.82 million, below the estimate of $10.48 million, with a +2.7% change year-over-year [4] Stock Performance - Epam's shares returned +22.8% over the past month, outperforming the Zacks S&P 500 composite's +13.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]