The earnings call reflects a strong start to the fiscal year with significant revenue growth, major customer wins, and successful strategic acquisitions. Despite some challenges with cash flow and deferred revenue, the overall business outlook remains positive with a focus on innovation and expansion in the U.S. market.

Company Guidance

In the first quarter of fiscal year 2026, Cognyte reported a strong performance with revenue growth of approximately 16% year-over-year to $95.5 million and a non-GAAP gross profit increase of about 17% year-over-year. The company generated approximately $10 million in adjusted EBITDA, more than doubling its figure from the same quarter last year, and reported a cash flow from operations of $1.7 million. The guidance for fiscal 2026 was updated to reflect the recent acquisition of GroupSense, with expected revenue of approximately $395 million, representing about 13% year-over-year growth at the midpoint of the range, and an adjusted EBITDA of approximately $44 million, indicating a 50% year-over-year growth. The acquisition added approximately 50 new customers, primarily in the U.S., and is expected to bolster Cognyte's presence in the market.

Strong Revenue Growth

Revenue grew by approximately 16% year-over-year to $95.5 million in the first quarter.

Increased Gross Profit and Adjusted EBITDA

Non-GAAP gross profit increased by about 17% year-over-year, and adjusted EBITDA for the quarter was approximately $10 million, more than double the previous year's Q1.

Major Customer Wins

Signed a multi-year support agreement valued at over $20 million per year and a new 3-year subscription agreement valued at over $10 million per year.

Successful Acquisition

Acquired GroupSense, adding approximately 50 U.S.-based customers and expanding presence in the U.S. market.

Positive Customer Engagement

Strong customer engagement and participation at ISS World Prague, showcasing new AI-powered capabilities.

Cognyte Software (CGNT) Earnings, Revenues Date & History

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CGNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 09, 2025	2026 (Q2)	0.03 / -	0.05	―	―	―
Jun 11, 2025	2026 (Q1)	<0.01 / 0.07	-0.033	312.12% (+0.10)
Apr 02, 2025	2025 (Q4)	0.01 / 0.03	-0.234	112.82% (+0.26)
Dec 11, 2024	2025 (Q3)	0.10 / 0.02	0.34	-94.12% (-0.32)
Sep 10, 2024	2025 (Q2)	-0.02 / 0.05	-0.09	155.56% (+0.14)
Jun 18, 2024	2025 (Q1)	-0.07 / -0.03	-0.23	85.65% (+0.20)
Apr 09, 2024	2024 (Q4)	-0.27 / -0.23	-0.16	-46.25% (-0.07)	―
Dec 13, 2023	2024 (Q3)	0.01 / 0.34	-0.25	236.00% (+0.59)
Sep 12, 2023	2024 (Q2)	-0.21 / -0.09	-0.04	-125.00% (-0.05)
Jun 15, 2023	2024 (Q1)	-0.22 / -0.23	-0.79	70.89% (+0.56)

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

CGNT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 11, 2025	$11.01	$9.58	-12.99%
Apr 02, 2025	$8.22	$9.95	+21.05%
Dec 11, 2024	$8.62	$8.22	-4.64%
Sep 10, 2024	$7.44	$6.47	-13.04%

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.