The earnings call for Cognyte Software Ltd. highlighted strong revenue and EBITDA growth with strategic wins in military intelligence and expansions in the U.S. market. Despite the negative cash flow due to seasonal expenses and procurement delays in the U.S. federal market, the company remains confident in its growth trajectory and financial targets.

Company Guidance

During Cognyte Software Ltd.'s second quarter fiscal year 2026 earnings call, the company provided updated guidance reflecting a positive outlook. Cognyte anticipates revenue for the fiscal year ending January 31, 2026, to be approximately $397 million, plus or minus 2%, representing about 13% year-over-year growth at the midpoint of the range. The company also expects adjusted EBITDA to be around $45 million, indicating approximately 55% year-over-year growth. Additionally, Cognyte projects annual non-GAAP gross margins to improve to 72%, up 100 basis points from the previous year. The company's strategy emphasizes deepening relationships with existing customers, acquiring new ones, and expanding its footprint in the U.S. market, with a long-term goal of achieving $500 million in revenue by fiscal 2028. Despite challenges in the U.S. federal market, Cognyte remains optimistic about its growth trajectory and technological leadership.

Strong Revenue Growth

Revenue for Q2 was $97.5 million, an increase of 15.5% year-over-year. Software revenue grew by 35.9% year-over-year.

Significant EBITDA Growth

Adjusted EBITDA for the quarter was $11 million, about 33% higher than the $8.3 million generated last Q2.

Key Military Intelligence Wins

Cognyte secured significant wins with military intelligence customers, including a $10 million follow-on deal in Asia-Pacific and a new $10 million deal in EMEA.

Strategic Partnerships

Entered into an alliance with LexisNexis Risk Solutions to expand reach in the U.S. federal market.

Positive Market Recognition

Cognyte was named a sample vendor in Gartner's 2025 hype cycle for public safety and law enforcement for its AI-powered predictive analytics.

Updated Financial Guidance

Updated guidance for fiscal year ending January 2026 to revenue of approximately $397 million and adjusted EBITDA of approximately $45 million.

Cognyte Software (DE:81M) Earnings, Revenues Date & History

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DE:81M Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 23, 2025	2026 (Q3)	0.02 / -	0.017	―	―	―
Sep 09, 2025	2026 (Q2)	0.03 / 0.07	0.042	60.00% (+0.03)
Jun 11, 2025	2026 (Q1)	<0.01 / 0.06	-0.028	312.12% (+0.09)
Apr 02, 2025	2025 (Q4)	<0.01 / 0.03	-0.198	112.82% (+0.22)
Dec 11, 2024	2025 (Q3)	0.09 / 0.02	0.288	-94.12% (-0.27)
Sep 10, 2024	2025 (Q2)	-0.02 / 0.04	-0.076	155.56% (+0.12)
Jun 18, 2024	2025 (Q1)	-0.06 / -0.03	-0.195	85.65% (+0.17)
Apr 09, 2024	2024 (Q4)	-0.23 / -0.20	-0.135	-46.25% (-0.06)	―
Dec 13, 2023	2024 (Q3)	<0.01 / 0.29	-0.212	236.00% (+0.50)
Sep 12, 2023	2024 (Q2)	-0.18 / -0.08	-0.034	-125.00% (-0.04)

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

DE:81M Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 09, 2025	€7.45	€7.30	-2.01%
Jun 11, 2025	€9.60	€9.55	-0.52%
Apr 02, 2025	€7.05	€7.70	+9.22%
Dec 11, 2024	€2.38	€2.38	0.00%

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.