Compared to Estimates, CyberArk (CYBR) Q4 Earnings: A Look at Key Metrics

Core Insights - CyberArk reported revenue of $372.65 million for the quarter ended December 2025, marking an 18.5% year-over-year increase and a 4.7% surprise over the Zacks Consensus Estimate of $355.91 million [1] - The company achieved an EPS of $1.33, which is a significant increase from $0.80 a year ago, resulting in an EPS surprise of 18.12% compared to the consensus estimate of $1.13 [1] Financial Performance Metrics - Total Annual Recurring Revenue (ARR) reached $1.44 billion, slightly above the average estimate of $1.43 billion from three analysts [4] - Maintenance ARR was reported at $173 million, below the average estimate of $178.25 million from three analysts, reflecting a decline [4] - Subscription ARR totaled $1.27 billion, exceeding the average estimate of $1.25 billion from three analysts [4] - Subscription revenues were $310.52 million, surpassing the estimated $296.84 million by five analysts, representing a 27.8% increase year-over-year [4] - Revenues from maintenance and professional services were $62.13 million, above the estimated $57.76 million by five analysts, but this reflects a 6.4% decrease compared to the year-ago quarter [4] Stock Performance - CyberArk's shares have returned -9.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]