Earnings summaries and quarterly performance for COMMVAULT SYSTEMS.
Executive leadership at COMMVAULT SYSTEMS.
Board of directors at COMMVAULT SYSTEMS.
Research analysts who have asked questions during COMMVAULT SYSTEMS earnings calls.
Aaron Rakers
Wells Fargo
6 questions for CVLT
Also covers: AAPL, AMD, ANET +19 more
Howard Ma
Guggenheim Securities, LLC
6 questions for CVLT
Also covers: BASE, CFLT, DDOG +7 more
James Fish
Piper Sandler Companies
6 questions for CVLT
Also covers: AKAM, ANET, BAND +15 more
Rudy Kessinger
D.A. Davidson & Co.
6 questions for CVLT
Also covers: AKAM, BASE, CFLT +11 more
Eric Heath
KeyBanc Capital Markets
5 questions for CVLT
Also covers: CFLT, CRWD, DDOG +8 more
Jason Ader
William Blair & Company
5 questions for CVLT
Also covers: AVPT, BASE, BLZE +12 more
Paramveer Singh
Oppenheimer & Co. Inc.
2 questions for CVLT
Also covers: FSLY, NTAP, NTNX +2 more
Ittai Kidron
Oppenheimer & Company
1 question for CVLT
Also covers: BASE, BLZE, CFLT +12 more
Junaid Siddiqui
Truist Securities
1 question for CVLT
Also covers: CHKP, CYBR, FTNT +7 more
Thomas Blakey
Cantor Fitzgerald
1 question for CVLT
Also covers: DOCN, FIVN, INFA +4 more
Thomas Lehi
Cantor Fitzgerald
1 question for CVLT
Recent press releases and 8-K filings for CVLT.
Commvault Cloud Unity Platform Release Enhances Cloud-Native Data Protection
CVLT
Product Launch
New Projects/Investments
- Commvault announced the Commvault Cloud Unity platform release, which introduces a re-engineered experience for cloud-first and hybrid enterprises, centralizing resilience operations across clouds, regions, and accounts.
- The new platform features an AI-enabled interface for discovery, classification, and protection policy recommendations, designed to scale resilience in multi-cloud environments and optimize Total Cost of Ownership (TCO).
- It provides unparalleled multi-cloud and hybrid support, covering over 160 cloud regions and protecting more than 200 cloud services, and also allows for docking on-premises workloads to centralize governance.
- The platform is generally available today and can be accessed via the AWS and Microsoft Azure marketplaces, offering consumption-based pricing models.
Nov 12, 2025, 2:30 PM
Commvault Announces Strong Q2 2026 Financial Results and Updates FY 2026 Guidance
CVLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Commvault reported robust Q2 2026 financial results, with Total ARR reaching $1,043 million and Total Revenue of $276 million, marking an 18% year-over-year increase.
- The company's subscription-based business showed significant momentum, with Subscription ARR growing 30% year-over-year to $894 million and Subscription Revenue increasing 29% year-over-year to $173 million.
- Profitability remained strong, with a Non-GAAP Gross Margin of 80.5% and a Non-GAAP EBIT Margin of 18.6% for Q2 2026.
- Hyper-growth in the SaaS segment was evident, with SaaS ARR reaching $336 million, a 56% year-over-year increase, and a SaaS Net Dollar Retention Rate of 125%.
- For fiscal year 2026, Commvault updated its guidance, projecting Total Revenue between $1,161 million and $1,165 million and Free Cash Flow between $225 million and $230 million.
Oct 28, 2025, 12:30 PM
Commvault Reports Strong Q2 2026 Results, Achieves $1 Billion ARR Milestone
CVLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Commvault achieved $1 billion in total Annual Recurring Revenue (ARR) in Q2 2026, two quarters ahead of its March 2026 target, with total ARR growing 22% (21% constant currency) to $1.04 billion.
- Subscription ARR increased 30% to $894 million, driven by SaaS ARR growth of 56% to $336 million, also two quarters earlier than projected.
- Total revenue for Q2 2026 grew 18% to $276 million, and the company added a record $47 million in net new ARR (constant currency).
- For Q2 2026, non-GAAP EBIT was $51 million (margin of 18.6%), and free cash flow grew 37% year-over-year to $74 million.
- Commvault updated its fiscal year 2026 guidance, expecting total ARR growth of 18% to 19% and total revenue of $1.161 billion to $1.165 billion. The company also completed the acquisition of Satori Cyber and repurchased $131 million of stock during the quarter.
Oct 28, 2025, 12:30 PM
Commvault Reports Strong Q2 2026 Results, Reaches $1 Billion ARR Milestone Early
CVLT
Earnings
Guidance Update
Share Buyback
- Commvault reported a strong Q2 2026, achieving $1.04 billion in total Annual Recurring Revenue (ARR), reaching the $1 billion milestone two quarters earlier than planned.
- Total revenue grew 18% to $276 million, with Subscription ARR increasing 30% to $894 million and SaaS ARR growing 56% to $336 million. The company also added a record $47 million in Net New ARR on a constant currency basis.
- For fiscal year 2026, Commvault raised its free cash flow outlook to $225 million-$230 million and increased constant currency total ARR growth expectations to 18%-19%.
- The company repurchased $131 million of stock during the quarter and ended with over $1 billion in cash. Strategic drivers include strong demand for its Cyber Resilience platform, continued cloud adoption, and innovation, exemplified by the acquisition of Satori Cyber.
Oct 28, 2025, 12:30 PM
Commvault Reports Strong Q2 2026 Results, Exceeds ARR Milestones Early, and Updates FY2026 Guidance
CVLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Commvault reported a strong Q2 fiscal year 2026, with total revenue growing 18% to $276 million and subscription ARR rising 30% to $894 million.
- The company achieved $1 billion in total ARR and $330 million in SaaS ARR two quarters earlier than its original March 2026 target, with SaaS ARR growing 56%.
- For the first half of fiscal year 2026, Commvault achieved a 42 on a rule of 40 basis.
- Commvault updated its fiscal year 2026 guidance, now expecting constant currency total ARR growth of 18% to 19% and subscription ARR growth of 24% to 25% year-over-year, both raised by 50 basis points at the midpoint.
- The company repurchased $131 million of stock during the quarter, including $118 million executed in conjunction with a $900 million private offering of 0% coupon convertible senior notes.
Oct 28, 2025, 12:30 PM
Commvault Announces Strong Q2 Fiscal 2026 Results and Updated Guidance
CVLT
Earnings
Guidance Update
M&A
- Commvault reported total revenues of $276 million for the fiscal second quarter ended September 30, 2025, an increase of 18% year over year.
- Annualized recurring revenue (ARR) surpassed the $1 billion milestone, reaching $1,043 million, up 22% year over year.
- The company generated operating cash flow of $77 million and free cash flow of $74 million.
- Commvault completed its acquisition of Satori Cyber Ltd., expanding its cyber-resilience platform.
- For the full fiscal year 2026, total revenues are expected to be between $1,161 million and $1,165 million, and free cash flow is projected to be between $225 million and $230 million.
Oct 28, 2025, 11:50 AM
Commvault Announces Q2 Fiscal 2026 Financial Results
CVLT
Earnings
Guidance Update
M&A
- Commvault (CVLT) reported total revenues of $276 million for the fiscal second quarter ended September 30, 2025, representing an 18% increase year over year.
- The company's Annualized Recurring Revenue (ARR) surpassed the $1 billion milestone, reaching $1,043 million, which is up 22% year over year and two quarters ahead of target.
- Commvault provided updated guidance for the full fiscal year 2026, projecting total revenues between $1,161 million and $1,165 million and free cash flow between $225 million and $230 million.
- During the quarter, Commvault completed the acquisition of Satori Cyber Ltd., repurchased approximately 737,000 shares of common stock for $131 million, and completed a $900 million convertible debt offering.
Oct 28, 2025, 11:45 AM
Commvault Announces Intent to Acquire Satori Cyber
CVLT
M&A
- Commvault announced its intent to acquire Satori Cyber Ltd, a data and AI security company.
- The acquisition aims to extend Commvault's foundational data and AI security capabilities to its comprehensive cyber resilience platform, helping enterprises with compliance, risk mitigation, and sensitive data access control, especially in the AI era.
- Satori Cyber will bring unique data and AI security capabilities to the Commvault Cloud platform, including cloud-native innovation for the modern data stack and AI era, data security for structured and AI training data, and AI-aware protection and recovery.
- The acquisition is expected to close in August 2025.
Jul 24, 2025, 8:05 PM
Commvault Emphasizes Cyber Resiliency and Growth at William Blair Growth Stock Conference
CVLT
Revenue Acceleration/Inflection
New Projects/Investments
- Commvault outlined its leadership in cyber resiliency by leveraging a unified platform that covers over 40 workloads and integrates both on‑prem and cloud solutions, demonstrating its competitive differentiation from legacy players.
- The company highlighted strong growth in its SaaS platform, noting a shift toward subscription revenue with robust performance metrics including 31% subscription ARR growth and expectations to sustain mid‑low to mid‑teen top‑line growth.
- Strategic investments in go‑to‑market initiatives—including increased sales capacity, enhanced partner enablement, and improved brand awareness—were presented as key drivers for capturing market share and supporting long‑term growth.
Jun 4, 2025, 4:41 PM
Commvault Q4 2025 & FY Guidance: Record Performance and Strong Momentum
CVLT
Earnings
Revenue Acceleration/Inflection
Guidance Update
Share Buyback
- Record Q4 Performance: Total revenue reached $275M (up 23% YoY) with subscription revenue surging 45% YoY, marking a record-breaking quarter .
- Robust ARR Growth: Total ARR hit $930M in Q4 with SaaS ARR jumping 68% YoY, positioning the business ahead of its $1B ARR target .
- Fiscal 2025 Highlights: Annual revenue delivered $996M (up 19% YoY) with subscription revenue of $590M and subscription ARR constituting 84% of total ARR .
- Optimistic FY2026 Outlook: Full-year revenue is expected to be between $1.13B and $1.14B, with Q1 revenues forecast between $266M and $270M .
- Operational and Strategic Momentum: Added 700 new subscription customers worldwide (totaling over 12,000), maintained strong SaaS net dollar retention at 127%, and executed a $30M share repurchase in Q4 with the board expanding the share repurchase program to $250M .
Apr 29, 2025, 12:31 PM
Quarterly earnings call transcripts for COMMVAULT SYSTEMS.
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