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CommVault Systems (CVLT)
NASDAQ:CVLT
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.97Last Year’s EPS
0.85Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 4.84%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth, strategic customer wins, and effective expansion of product and partner ecosystems. Despite concerns about the macro environment and flat operating margin guidance, the company's overall performance and outlook appear robust.Company Guidance
In the Q4 fiscal year 2025 earnings call for Commvault Systems, Inc., the company reported a 23% year-over-year increase in total revenue, reaching $275 million. Subscription revenue saw a significant jump of 45% to $173 million, while total Annual Recurring Revenue (ARR) improved by 21% to $930 million. Notably, SaaS ARR surged by 68% to $281 million. The company achieved a Rule of 40 metric of 41 for the full fiscal year, highlighting a balance of growth and profitability. For fiscal year 2026, Commvault anticipates subscription revenue to grow by 24%, with total revenue expected to increase by 14%, reaching between $1.13 billion and $1.14 billion. The guidance reflects a focus on leveraging strong secular tailwinds related to cyber resilience, continuous business operations, and expanding partnerships, projecting confidence in capturing a significant market opportunity estimated at $24 billion.Record-Breaking Revenue and Growth
Total revenue increased by 23% to $275 million. Subscription revenue grew 45% to $173 million. Total ARR improved 21% to $930 million, and SaaS ARR jumped 68% to $281 million.
Strong Performance Across Regions
Q4 saw strong performance across geographic regions, with EMEA having a particularly strong quarter.
Strategic Customer Wins
Notable customer wins included American Tower, Cinemark Holdings, Janus International, McGraw Hill, and Blue Origin, reflecting strong tailwinds in the industry.
Product and Partner Ecosystem Expansion
Commvault extended its partner ecosystem with integrations with leading security players like Akamai, Google Threat Intelligence, and Splunk. Marketplace transactions grew nearly 50% quarter on quarter and over 250% year on year.
High SaaS Net Dollar Retention Rate
The SaaS net dollar retention rate remained steady at 127%, driven by upsell and cross-sell opportunities.
Profitability and Cash Flow
Fiscal Q4 gross margins were 83.1%, and Q4 free cash flow was $76 million, with full-year free cash flow of $204 million.
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CVLT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CVLT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 29, 2025 | $165.96 | $168.73 | +1.67% |
| Jan 28, 2025 | $158.30 | $160.05 | +1.11% |
| Oct 29, 2024 | $136.97 | $169.79 | +23.96% |
| Jul 30, 2024 | $123.20 | $151.35 | +22.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does CommVault Systems (CVLT) report earnings?
CommVault Systems (CVLT) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is CommVault Systems (CVLT) earnings time?
CommVault Systems (CVLT) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CVLT EPS forecast?
CVLT EPS forecast for the fiscal quarter 2026 (Q1) is 0.97.
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