What is the updated FY2025 guidance for revenue, earnings, and hybrid cloud ARR run‑rate? | FALC (Aug 06, 2025) | Candlesense
FALC

What is the updated FY2025 guidance for revenue, earnings, and hybrid cloud ARR run‑rate?

Answer

The press release you referenced only includes a brief excerpt of FalconStor Software’s Q2 2025 earnings announcement and does not contain the specific figures for the company’s updated FY 2025 guidance. The excerpt tells us that:

  • The company’s hybrid‑cloud ARR run‑rate grew 57 % year‑over‑year in Q2 2025, and
  • The CEO highlighted the continued shift to subscription and consumption‑based recurring‑revenue models.

However, the actual FY 2025 guidance numbers for:

  • Revenue,
  • Earnings (net income or EPS), and
  • Hybrid‑cloud ARR run‑rate (the projected annualized recurring revenue for the hybrid‑cloud segment)

are not disclosed in the portion of the news you provided.

To obtain those updated guidance figures, you would need to locate the full press release (or the accompanying investor presentation) that FalconStor Software issued on August 6 2025. Those documents typically contain a “Guidance” or “Outlook” section with the precise revenue, earnings, and ARR targets for the full fiscal year. If you can share that additional text or a link to the complete release, I can extract and present the exact guidance numbers for you.

Other Questions About This News

What percentage of total ARR now comes from subscription and consumption‑based models, and how sustainable is this mix? What is the outlook for capital investment or hiring plans that might impact the cost structure in upcoming quarters? How does the cash conversion cycle and free cash flow generation look after the shift to a subscription model? What is the company's current churn rate for subscription customers and its gross margin on recurring revenue? Are there any recent large contract wins, renewals, or platform upgrades that drove the ARR increase? What were the actual revenue, net income, and EPS figures for Q2 2025 versus analyst expectations? Did the company report any changes in operating expenses, R&D spend, or SG&A that could affect future profitability? How might this earnings beat (or miss) influence the stock’s price action and trading volume in the near term? How does the 57% YoY increase in hybrid cloud ARR compare to historical growth rates and to key competitors?