Why did CTLP's Q3 2025 EPS forecast miss expectations?

CTLP's Q3 2025 EPS forecast missing expectations can be attributed to several factors:

1. **Underperformance in Subscription Segment**: The company's subscription revenue growth fell short, increasing by only 7% year-over-year, which is below the expected growth rate. This underperformance is a key factor in the EPS forecast missing expectations.
2. **Earnings Estimate Adjustments**: Recently, Northland Capmk analyst M. Latimore lowered his Q4 2024 earnings estimates for Cantaloupe, anticipating $0.03 per share, down from the previous forecast of $0.04. This adjustment reflects a more cautious outlook on CTLP's earnings potential, contributing to the overall miss.
3. **Revenue Shortfall**: Cantaloupe's revenue for the quarter was $67.90 million, slightly below the consensus estimate of $69.57 million. This shortfall, coupled with the challenges in the subscription segment, has impacted the company's earnings potential, leading to the EPS forecast falling short of expectations.

In summary, CTLP's Q3 2025 EPS forecast missing expectations can be attributed to a combination of underperformance in the subscription segment, earnings estimate adjustments, and revenue shortfall. These factors, individually and collectively, have contributed to the company's challenging financial outlook for the period.