Cognyte's earnings call reflects a positive outlook with significant revenue growth and major customer acquisitions, despite some concerns over cash flow and deferred revenue. The acquisition of GroupSense and strong market engagement further bolster the positive sentiment.

Company Guidance -

Q2 2026

During the Cognyte First Quarter Fiscal Year 2026 Earnings Conference Call, the company provided updated guidance reflecting a positive start to the fiscal year. Cognyte reported a 16% year-over-year increase in revenue to $95.5 million and a significant growth in adjusted EBITDA, which more than doubled to approximately $10 million compared to Q1 of the previous year. Non-GAAP gross margin expanded to 71.9%. For fiscal year 2026, Cognyte expects revenue of approximately $395 million, representing a 13% year-over-year growth at the midpoint, with an adjusted EBITDA of about $44 million, indicating a 50% increase. The guidance update primarily accounts for the acquisition of GroupSense, which is expected to add $3 million in subscription-based revenue. The company maintains a strong cash position at $102.9 million with no debt and continues to anticipate cash flow from operations of $45 million for the year.

Significant Revenue Growth

Cognyte reported a 16% year-over-year revenue increase for Q1 of fiscal 2026, reaching $95.5 million.

Strong EBITDA Performance

Adjusted EBITDA for the quarter was approximately $10 million, more than double compared to the same quarter last year.

Major Customer Wins

Cognyte signed a multi-year support agreement with a national security customer valued at over $20 million per year, and a new 3-year subscription agreement worth over $10 million per year.

Acquisition of GroupSense

Cognyte acquired GroupSense, enhancing its cyber threat intelligence capabilities and expanding its U.S. customer base by approximately 50 customers.

Positive Market Engagement

The company received positive feedback and strong customer engagement at global events, showcasing its AI-powered solutions.

Cognyte Software (CGNT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CGNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 16, 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.