Cyberark ( (CYBR) ) has released its Q3 earnings. Here is a breakdown of the information Cyberark presented to its investors.
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CyberArk, a leader in identity security, specializes in securing human and machine identities across enterprises, leveraging AI-powered solutions to mitigate operational and security risks. In its latest earnings report, CyberArk announced robust financial results for the third quarter of 2025, marked by a significant increase in annual recurring revenue (ARR) and subscription revenue. The company reported a 45% year-over-year growth in total ARR, reaching $1.341 billion, with the subscription portion of ARR growing by 57% to $1.158 billion. Total revenue for the quarter was $342.8 million, a 43% increase from the previous year, driven by strong demand for CyberArk’s identity security solutions.
Key financial highlights include a record net new ARR of $68 million, a 16% increase year-over-year, and a substantial rise in subscription revenue, which reached $280.1 million, up 60% from the previous year. Despite a GAAP operating loss of $50.1 million, CyberArk achieved a non-GAAP operating income of $64.8 million, reflecting a 19% margin. The company’s cash and marketable securities totaled $1.964 billion as of September 30, 2025, providing a strong financial foundation for future growth.
CyberArk’s strategic initiatives included the acquisition of Venafi and Zilla Security, contributing to its financial performance this quarter. The company also announced a proposed transaction with Palo Alto Networks, expected to create a powerful growth engine by combining their capabilities to address the expanding market for identity security solutions in the AI era.
Looking ahead, CyberArk is poised to capitalize on the growing demand for identity security solutions, particularly in the context of AI and machine identities. The company’s management remains optimistic about its strategic direction and the potential synergies from the proposed merger with Palo Alto Networks, which is anticipated to enhance its market reach and innovation capabilities.