Answer
The press release you referenced only announces that Phunware (ticker PHUN) has published its second‑quarter 2025 results, but it does not include the actual revenue figures, the growth rate, or any commentary on how that performance stacks up against analysts’ forecasts or against the company’s own prior‑quarter results.
Because the specific numbers are missing, we can’t calculate a precise comparison, but here’s how you would normally evaluate the situation once the detailed data are available:
| Metric | What to Look For | How to Interpret |
|---|---|---|
| Quarter‑over‑quarter (QoQ) revenue growth | Compare Q2 2025 revenue to Q1 2025 (or to Q2 2024 if the company reports on a year‑over‑year basis). | A higher QoQ growth rate suggests the business is accelerating, while a slower or negative rate could indicate a slowdown or seasonal headwinds. |
| Year‑over‑year (YoY) revenue growth | Compare Q2 2025 revenue to Q2 2024. | YoY growth is the most common benchmark for earnings calls. If Phunware’s YoY growth exceeds the prior year’s rate, it signals expanding demand; a contraction would raise concerns. |
| Analyst consensus expectations | Look at the “Revenue Estimate” from sell‑side research houses (e.g., Bloomberg, Refinitiv, FactSet). The consensus is usually expressed as a percentage change from the prior year or as a dollar amount. | If the reported revenue beats the consensus estimate, the stock often reacts positively, as the company is outperforming market expectations. A miss can trigger a sell‑off, especially if the shortfall is material. |
| Management guidance vs. prior guidance | Review any forward‑looking statements in the press release (e.g., “We expect FY 2025 revenue to be in the range of $X–$Y”). Compare this to the guidance given in the previous quarter’s call. | An upward revision indicates confidence in stronger future sales; a downward revision may reflect caution or emerging challenges. |
How to Perform the Comparison Once the Numbers Are Public
Gather the data
- Q2 2025 revenue (from the press release or the SEC 10‑Q filing).
- Q1 2025 and Q2 2024 revenue (from prior earnings releases).
- Analyst consensus estimate for Q2 2025 (available on most financial data platforms).
- Q2 2025 revenue (from the press release or the SEC 10‑Q filing).
Calculate growth rates
- QoQ growth = (Q2 2025 – Q1 2025) ÷ Q1 2025 × 100%
- YoY growth = (Q2 2025 – Q2 2024) ÷ Q2 2024 × 100%
- QoQ growth = (Q2 2025 – Q1 2025) ÷ Q1 2025 × 100%
Compare to expectations
- % Surprise = (Actual Q2 2025 – Analyst estimate) ÷ Analyst estimate × 100%
- A positive % surprise (e.g., +8%) means revenue beat expectations; a negative surprise (e.g., –5%) means it fell short.
- % Surprise = (Actual Q2 2025 – Analyst estimate) ÷ Analyst estimate × 100%
Contextualize with prior quarters
- Plot the last 4–8 quarters of revenue on a chart to see the trend line.
- Highlight where the current quarter sits relative to that trend (e.g., “the 12% QoQ increase is the fastest since Q3 2022”).
- Plot the last 4–8 quarters of revenue on a chart to see the trend line.
What to Do Next
- Check the SEC filing: Public companies are required to file a Form 10‑Q for quarterly results. That document will contain the exact revenue numbers, a management discussion & analysis (MD&A) section, and a “Management’s Discussion on Revenue vs. Expectations.”
- Look up analyst consensus: Services like Bloomberg Terminal, FactSet, or Thomson Reuters provide the “Consensus Estimate” and “% Beat/Miss” for each quarter.
- Read the earnings call transcript (if available): Executives often explain why revenue came in line with, above, or below expectations, citing factors such as new contracts, client churn, macro‑economic conditions, or product roll‑outs.
Bottom line
Based solely on the headline you provided, we cannot determine how Phunware’s Q2 2025 revenue growth compares to analyst expectations or to prior quarters.
To answer the question definitively, you’ll need the actual revenue figures and the analyst consensus estimate that were disclosed in the full earnings release (or the accompanying 10‑Q filing). Once you have those numbers, you can apply the steps above to quantify the quarter‑over‑quarter and year‑over‑year growth, calculate the % surprise versus analysts, and place the results in the context of Phunware’s historical performance.
If you can locate the detailed press release or the SEC filing, feel free to share the specific numbers and I can walk you through the exact calculations and interpretation.