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CVLT

CommVault Systems·NASDAQ
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CVLT fundamentals

CommVault Systems (CVLT) released its earnings on Jan 27, 2026: revenue was 313.83M (YoY +19.50%), beat estimates; EPS was 1.17 (YoY +24.47%), beat estimates.
Revenue / YoY
313.83M
+19.50%
EPS / YoY
1.17
+24.47%
Report date
Jan 27, 2026
CVLT Earnings Call Summary for Q3,2026
  • Record Growth: Subscription ARR up 28% to $941M, SaaS ARR surging 40% to $364M, driven by 700 new customers.
  • Rule of 40 Achieved: 19% EBIT margin with 18% ARR growth, balancing profitability and expansion.
  • Unity Platform Momentum: Early wins in ResOps and AI-driven resilience, with AWS Sovereign Cloud partnership.
  • SaaS Shift Impact: Strong SaaS landings (70% of net new ARR) offset term ARR growth, but long-term cross-sell potential.
  • Free Cash Flow Management: Q3 challenges due to late sales, but Q4 normalization and $215M+ FY26 FCF guidance.
  • Innovation Leadership: 1,600+ patents, AWS Global Storage Partner of the Year, and Gartner radar recognition.
EPS
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Q3,2026
Actual
0.30.510.450.570.590.620.480.670.750.640.570.620.730.720.70.780.790.850.830.941.031.010.911.17
Forecast
0.37740.16220.34220.47250.47630.51860.570.64750.6350.63290.50.64910.62140.64290.64280.73130.730.73420.75820.87190.92810.96960.94130.98
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-20.51%
+214.43%
+31.50%
+20.63%
+23.87%
+19.55%
-15.79%
+3.47%
+18.11%
+1.12%
+14.00%
-4.48%
+17.48%
+11.99%
+8.90%
+6.66%
+8.22%
+15.77%
+9.47%
+7.81%
+10.98%
+4.17%
-3.33%
+19.39%
Revenue
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Q3,2026
Actual
--------------------164.75M173.28M167.42M187.99M191.34M183.42M177.84M202.38M205.95M197.98M188.06M195.07M203.48M198.15M201.00M216.81M223.29M224.67M233.28M262.63M275.04M281.98M276.19M313.83M
Forecast
--------------------173.03M152.85M164.71M175.64M182.30M181.54M184.82M195.04M201.82M195.28M186.53M197.41M196.94M197.19M195.21M208.01M212.49M215.54M220.76M245.61M262.30M267.98M273.31M299.07M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-4.79%
+13.37%
+1.64%
+7.04%
+4.96%
+1.04%
-3.78%
+3.76%
+2.05%
+1.38%
+0.82%
-1.18%
+3.32%
+0.49%
+2.96%
+4.23%
+5.08%
+4.24%
+5.67%
+6.93%
+4.86%
+5.22%
+1.05%
+4.94%

Earnings Call