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
Actual | 0.3 | 0.51 | 0.45 | 0.57 | 0.59 | 0.62 | 0.48 | 0.67 | 0.75 | 0.64 | 0.57 | 0.62 | 0.73 | 0.72 | 0.7 | 0.78 | 0.79 | 0.85 | 0.83 | 0.94 | 1.03 | 1.01 | 0.91 | 1.17 | ||||||||||
Forecast | 0.3774 | 0.1622 | 0.3422 | 0.4725 | 0.4763 | 0.5186 | 0.57 | 0.6475 | 0.635 | 0.6329 | 0.5 | 0.6491 | 0.6214 | 0.6429 | 0.6428 | 0.7313 | 0.73 | 0.7342 | 0.7582 | 0.8719 | 0.9281 | 0.9696 | 0.9413 | 0.98 | ||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 164.75M | 173.28M | 167.42M | 187.99M | 191.34M | 183.42M | 177.84M | 202.38M | 205.95M | 197.98M | 188.06M | 195.07M | 203.48M | 198.15M | 201.00M | 216.81M | 223.29M | 224.67M | 233.28M | 262.63M | 275.04M | 281.98M | 276.19M | 313.83M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 173.03M | 152.85M | 164.71M | 175.64M | 182.30M | 181.54M | 184.82M | 195.04M | 201.82M | 195.28M | 186.53M | 197.41M | 196.94M | 197.19M | 195.21M | 208.01M | 212.49M | 215.54M | 220.76M | 245.61M | 262.30M | 267.98M | 273.31M | 299.07M |
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
You can ask Aime
What factors drove the changes in CommVault Systems's revenue and profit?What guidance did CommVault Systems's management provide for the next earnings period?What were the key takeaways from CommVault Systems’s earnings call?What were the key takeaways from CommVault Systems's earnings call?What is the market's earnings forecast for CommVault Systems next quarter?Did CommVault Systems beat or miss consensus estimates last quarter?What is CommVault Systems's gross profit margin?What does CommVault Systems do and what are its main business segments?
